KB Home stock downgraded to sell by Seaport on job concerns
Seaport Global Securities downgraded KB Home (NYSE:KBH) stock to "sell" from "buy" and lowered its price target to $43 from $65, citing concerns over slowing housing activity due to a lower neutral job rate. The firm believes this development overrides homebuilders' efforts to stabilize margins. This bearish outlook aligns with recent analyst sentiment, with multiple firms revising earnings estimates downwards for KB Home.
KB Home downgraded to Sell from Buy at Seaport Research
Seaport Research analyst Kenneth Zener double downgraded KB Home (KBH) to Sell from Buy, lowering the price target to $43 from $65. This downgrade, applied to all builders covered by the firm, stems from growing concern over a further slowdown in housing activity. Zener cited weak job market growth undermining demand stability, expecting further multiple compression for the group.
Bear Pick Today: KB Home (KBH)
KB Home (KBH) is currently rated as a Zacks Rank #5 (Strong Sell) due to ongoing challenges within the housing market, exacerbated by declining profits and lower gross profit margins. Analysts have significantly lowered earnings forecasts for fiscal years 2026 and 2027, indicating a continued negative trend despite the company's efforts to shift towards higher-margin Built to Order homes. Its stock performance has lagged, and while it offers a 2% dividend yield, the stock is considered a potential value trap given the expected 45.6% decrease in earnings this year.
A Look At KB Home (KBH) Valuation After Weak Q1 Earnings And Cautious Revenue Guidance
KB Home's stock declined following weak Q1 earnings and cautious revenue guidance due to softer net orders and lower deliveries. While the most followed valuation narrative suggests the stock is 17.2% undervalued at $61.42 with an analyst consensus of $66.692, a Discounted Cash Flow model by Simply Wall St values it significantly lower at $16.75, indicating potential overvaluation when considering future cash flows. Investors are advised to consider these mixed signals, potential antitrust concerns, and broader market conditions when evaluating KBH.
Developer’s plan to double housing density faces backlash from Clermont locals
KB Home Orlando is seeking a zoning change to increase the number of homes in its proposed Crescent Pines subdivision in Clermont from 49 to 79. Clermont residents are strongly opposing the plan, citing concerns about environmental damage, increased flooding risks due to the land's 40-foot slope, and the negative impact on protected gopher tortoises. While real estate experts argue for the need for more housing due to population growth, locals plan to present their case to the Lake County Commission against the increased density.
KB Home price target lowered to $57 from $62 at Keefe Bruyette
Keefe Bruyette has lowered its price target for KB Home (KBH) to $57 from $62, while maintaining a Market Perform rating on the shares. This adjustment follows KB Home's Q1 report, leading to reduced 2026 and 2027 estimates due to lower anticipated deliveries and margins. The analysis also noted management's acknowledgment of ongoing soft market conditions.
Why KB Home Is Prioritizing Pricing Transparency Over Incentives
KB Home is adopting a strategy of transparent pricing and a high mix of built-to-order homes, departing from industry trends focused on incentives and quick move-in inventory. President and CEO Rob McGibney explains that this approach attracts more qualified buyers, establishes clearer expectations, and fosters greater trust, supporting long-term wealth building through homeownership. The company aims to return to its historical norm of 70% built-to-order homes, allowing buyers to personalize their homes with a clear understanding of costs.
KB HOME OPENS LINWOOD AT MADERA RANCH: NEW HOMES FROM THE $370Ks IN MADERA, CALIFORNIA
KB Home announced the opening of Linwood at Madera Ranch, a new community in Madera, California, offering personalized homes starting from the $370,000s. The community provides convenient access to Highway 99, schools, parks, and recreational activities. Homes are designed to be energy and water efficient, meeting ENERGY STAR® certification standards, and homebuyers can personalize their homes at the KB Home Design Studio.
New Madera homes near schools and parks start in the $370Ks
KB Home has opened Linwood at Madera Ranch in Madera, California, offering new single-family homes starting from the $370,000s. These homes are designed to be ENERGY STAR certified, providing energy and water efficiency, and are customizable through the KB Home Design Studio. The community offers convenient access to schools, parks, shopping, and major highways.
KB HOME OPENS LINWOOD AT MADERA RANCH: NEW HOMES FROM THE $370Ks IN MADERA, CALIFORNIA
KB Home has opened a new community called Linwood at Madera Ranch in Madera, California, offering personalized homes starting from the $370,000s. These energy-efficient homes are within walking distance of schools and parks, provide easy access to Highway 99, and are near various recreational and shopping amenities. Buyers can personalize their homes at the KB Home Design Studio, with a focus on value and efficiency.
KB Home opens North Side housing community
KB Home has opened Nagel Crossing, a new gated housing community on the North Side of San Antonio, with homes starting at $279,000. The community offers two-story homes ranging from 1,389 to 2,328 square feet and is located near local schools and retail. This development continues KB Home's expansion in the San Antonio area.
KB HOME ANNOUNCES THE GRAND OPENING OF ITS NEWEST COMMUNITY IN SAN ANTONIO, TEXAS
KB Home announced the grand opening of Nagel Crossing, its newest community in San Antonio, Texas. The gated community offers personalized two-story homes with up to four bedrooms, priced from the high $200,000s, and is conveniently located near schools, parks, and shopping. KB Home emphasizes customer personalization, energy efficiency, and a superior homebuying experience.
KB Home's earnings slump puts dividends and buybacks at risk
The article discusses the potential risk to KB Home's dividends and share buybacks due to a significant slump in its earnings. This situation highlights the financial challenges the company is facing and its potential impact on shareholder returns.
KB Home Named to Newsweek's 2026 America's Most Charitable Companies List
KB Home has been recognized in Newsweek's inaugural list of America's Most Charitable Companies for 2026, ranking as the highest national homebuilder. The company's inclusion highlights its dedication to corporate social responsibility through various philanthropic programs, including partnerships with Habitat for Humanity and the American Red Cross. This acknowledgment underscores KB Home's significant community impact and sets an example for other corporations.
KB Home says the Iran war is already 'weighing on the consumer'
KB Home, a major homebuilder, has reported weakening demand and lower earnings, explicitly linking these issues to the escalating conflict in Iran. The company cut its full-year outlook, citing tepid consumer confidence, elevated mortgage rates, and affordability pressures, with geopolitical instability adding "another layer of uncertainty." Additionally, the conflict is contributing to rising mortgage rates and potential increases in material costs, further impacting the US housing market.
5 Insightful Analyst Questions From KB Home’s Q1 Earnings Call
KB Home's Q1 earnings fell short of Wall Street estimates, with the company citing weaker net orders and affordability pressures, alongside a strategic shift to its built-to-order (BTO) model. Analysts' questions on the earnings call focused on the operational benefits of the BTO model, drivers of margin recovery, cash flow impacts, pricing strategy, and headcount reductions. The StockStory team plans to monitor backlog growth, new community openings, and margin improvements in the coming quarters.
5,500 volunteer hours helped put KB Home on Newsweek charity list
KB Home (NYSE: KBH) has been named to Newsweek's 2026 America's Most Charitable Companies list, securing the highest rank among national homebuilders. This recognition highlights the company's extensive philanthropic efforts, particularly its KB Cares program, which saw employees volunteer over 5,500 hours across nearly 150 events. KB Home's charitable impact includes donating 55,000+ blankets, building mortgage-free homes for veterans, providing thousands of beds for children, and planting over 150,000 trees.
5 Insightful Analyst Questions From KB Home’s Q1 Earnings Call
KB Home's Q1 earnings fell short of expectations, with revenue and adjusted EPS missing analyst estimates due to weaker net orders and affordability pressures. Management attributed this to a strategic shift to a built-to-order model, which they believe will improve predictability, cost control, and cash management. Analysts focused on the operational benefits of the BTO model, margin recovery drivers, cash flow implications, pricing strategies, and the impact of headcount reductions.
How Investors Are Reacting To KB Home (KBH) Weaker Earnings And Cautious 2026 Housing Revenue Guidance
KB Home reported weaker Q1 2026 earnings and issued cautious housing revenue guidance for the full year, despite completing a significant share repurchase. This has led to investor focus on the sustainability of capital returns amidst softer demand and potential margin pressures. The article suggests investors evaluate different analytical perspectives and utilize research tools to make informed decisions about KB Home's investment narrative.
Lennar KB Home synergies could mirror the CalAtlantic playbook
This article explores the strategic rationale behind a potential acquisition of KB Home by Lennar, focusing on significant cost synergies from integrating operations and leveraging KB Home's built-to-order model as a portfolio extension. It suggests that a deal could yield $250M-$300M in annual SG&A savings, similar to Lennar's CalAtlantic merger, by combining Lennar's efficiency with KB Home’s differentiated offerings in a challenging housing market. The timing is opportune for Lennar to improve efficiency and broaden its market reach without relying solely on macro-economic improvements.
Investors heavily search KB Home (KBH): Here is what you need to know
This article indicates that investors are actively searching for information on KB Home (KBH). It suggests the content will provide essential details about the company for those interested.
-1.93% for KB Home stock as sellers control short-term trend
KB Home stock (KBH) declined by 1.93% today, continuing a bearish short-term trend. The stock is currently trading below key moving averages, with momentum indicators suggesting oversold conditions and persistent seller dominance. Analysts predict a price range of $49.00 to $53.00 for the upcoming week, with a high probability of further downside and a potential retest of its 52-week low.
KB Home’s 38-acre New Braunfels plan hits wall at city council
KB Home's plan for a 38-acre, 131-home subdivision in New Braunfels, known as the Mission Hills site, faced opposition at the city council. Despite failing to secure rezoning approval, the property can still be developed under its existing zoning rules. This vote occurred shortly after the company reported a 23% decline in revenue.
KB Home cuts guidance as Middle East instability adds to homebuyers’ caution
KB Home has lowered its guidance due to increased caution among homebuyers, a trend exacerbated by instability in the Middle East. This reduction reflects the impact of geopolitical events on consumer confidence and their willingness to make large purchases like homes. The company's adjusted outlook suggests a more challenging market environment for the housing sector.
KB Home Q1 earnings meet estimates, revenues miss, both down Y/Y
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KB Home's Disappointing Q1 Report Ends The Seasonal Trade (NYSE:KBH)
KB Home's Q1 report and significantly reduced FY2026 guidance indicate weak demand and macro headwinds, leading to a "hold" rating. The company cut delivery and revenue targets by about 8% and experienced a sharp decline in housing gross margin. While share buybacks and a strong balance sheet offer some stability, the overall business momentum is poor, effectively ending the seasonal trade for homebuilders.
A Look At KB Home (KBH) Valuation After Recent Share Price Pullback
KB Home's share price has recently pulled back by 20% in a month, prompting a re-evaluation of its valuation. While a popular narrative suggests the company is undervalued at around $51.91 compared to a fair value of $61.42, a Discounted Cash Flow assessment indicates a much lower value of $17.39 per share, highlighting mixed signals for investors. The article advises investors to conduct their own analysis given these conflicting valuations and potential risks like softer demand and an antitrust probe.
KB Home Makes Progress on Return to 70% Built-to-Order Mix
KB Home is strategically shifting back to a 70% built-to-order (BTO) mix, which it anticipates will lead to sustainable margins, less volatility, and better alignment between sales and deliveries. While this pivot may cause a temporary dip in deliveries in the first half of 2026, the company expects long-term benefits including higher gross margins and more disciplined capital deployment. The builder also reported a 3% increase in net orders and significant improvements in cycle times.
KB Home Analysts Lower Their Forecasts After Downbeat Q1 Results
KB Home reported weaker-than-expected Q1 results, missing analyst consensus for both earnings and revenue. Following this, several analysts lowered their price targets for the homebuilder, while mostly maintaining their previous ratings ranging from Underweight to Buy. KB Home provided guidance for Q2 and full-year 2026 deliveries and revenue.
KB Home pivots to its build-to-order strengths, but not without risk
KB Home is strategically shifting towards a 70% build-to-order (BTO) sales mix to improve margins and predictability, despite soft Q1 2026 results and a lowered full-year guidance. This shift, while potentially impacting near-term deliveries and market share, is expected to strengthen the company's operating model, leveraging its expertise in scaled personalization and improved BTO cycle times. However, risks include competitive spec discounting and macro uncertainties like geopolitical tensions and their effect on consumer sentiment and costs.
KB Home’s Lower Estimates Drag Builder Stocks. It Might Not Be as Bad as It Looks.
KB Home revised its earnings estimates downward due to cautious consumers, higher mortgage rates, and geopolitical uncertainty, causing builder stocks to decline. Despite the initial negative reaction, the article suggests that the outlook for 2026 home sales might not be as bad as it appears.
Stocks to Watch Wednesday Recap: PDD, Chewy, KB Home
This article provides a recap of Wednesday's stock market activity, focusing on key company performances. PDD (Temu's parent company) saw its shares jump after reporting increased revenue despite lower profits. Pet-supplies retailer Chewy surged following upbeat guidance, and Chinese e-commerce giants Alibaba, JD.com, and Meituan rallied on news of potential regulatory changes to end price competition.
Cramer's Stop Trading: KB Home
Jim Cramer is currently monitoring shares of KB Home. This brief report highlights his focus on the company. The article includes a short video clip explaining his interest in the stock and other recent interviews from CNBC shows.
US Premarket Movers: Arm, Braze, Chewy, GM, KB Home, Terns
S&P 500 Index futures rose 0.9% as of 7:55 a.m. in New York, amid news of the Trump administration's push for talks with Iran. This article lists some of the biggest US stock movers before the bell, including Arm, Braze, Chewy, GM, KB Home, and Terns. The specific movements or details for each company are not provided in this excerpt.
KB HOME REPORTS 2026 FIRST QUARTER RESULTS
KB Home reported its first-quarter 2026 results with revenues of $1.08 billion, a 23% year-over-year decrease, and diluted earnings per share of $0.52. The company repurchased $50.0 million of common stock and saw a 3% increase in net orders year-over-year. Despite a challenging environment, KB Home anticipates stronger financial results in the second half of fiscal 2026 due to its "Built to Order" strategy, increased community count, and improved build times.
KB Home (NYSE:KBH) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings, Stock Drops
KB Home (NYSE:KBH) reported Q1 CY2026 earnings below analyst expectations, with sales revenue declining 22.6% year-on-year to $1.08 billion and GAAP EPS missing estimates at $0.52. The homebuilder's stock dropped 6.8% following the announcement. The report highlights concerns regarding the company's declining backlog, weakening operating margins, and expected continued revenue and EPS declines over the next 12 months.
Analysts Offer Insights on Consumer Cyclical Companies: XPeng, Inc. ADR (XPEV), KB Home (KBH) and Carnival (CCL)
Analysts from Barclays have provided new ratings and price targets for three consumer cyclical companies: XPeng, Inc. ADR (XPEV), KB Home (KBH), and Carnival (CCL). Barclays maintained a Sell rating on XPeng with a $16.00 target, a Buy rating on KB Home with a $62.00 target, and a Buy rating on Carnival with a $36.00 target. The article also notes the general analyst consensus for each stock, highlighting potential upsides.
Leading home builder says the Iran war is already hurting housing market
KB Home, a leading home builder, has lowered its annual guidance for deliveries and revenue, citing the ongoing war in Iran as a deterrent for prospective buyers. The company's shares fell 4% in early trading, bringing its year-to-date performance to a 10% decline. This suggests a notable impact of geopolitical events on the housing market.
KBH Earnings: KB Home’s Financial Results Miss Wall Street Targets Across the Board
KB Home (KBH) reported financial results that fell short of Wall Street's expectations for both earnings per share ($0.52 vs. $0.54 estimated) and revenue ($1.08 billion vs. $1.09 billion estimated). The homebuilder's revenue was also down 23% year-over-year, and housing gross profit margin compressed due to price reductions, higher land costs, and reduced operating leverage. Despite the miss, analysts currently have a consensus "Hold" rating on KBH stock, with an average price target implying 18% upside.
KB Home Cuts Guidance as Middle East Instability Adds to Homebuyers’ Caution
KB Home has lowered its fiscal-year guidance, citing ongoing challenging housing market conditions and increased caution among homebuyers due to instability in the Middle East. The home builder now forecasts housing revenues of $4.80 billion to $5.50 billion for the full year, a reduction from previous estimates. CEO Robert McGibney noted that the Middle East conflict has added to an already cautious consumer sentiment.
KB Home stock dips after Q1 earnings disappoint and guidance fails to buoy spirits
KB Home's stock declined following its first-quarter earnings report, which disappointed investors. Despite the earnings miss, the company's guidance for the upcoming period also failed to reassure the market, leading to a dip in share price.
KB Home Stock Sinks After Q1 Revenues Fall 23%
KB Home (NYSE: KBH) reported first-quarter earnings that missed analyst expectations, with revenues falling 23% to $1.08 billion and earnings per share at 52 cents compared to an estimated 58 cents. The company also saw a decrease in homes delivered and average selling price year-over-year. Following the announcement, KB Home's stock slid 4.80% in extended trading.
KB Home (NYSE:KBH) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings, Stock Drops
KB Home (NYSE:KBH) reported Q1 CY2026 earnings with sales of $1.08 billion, missing analyst estimates by 1.8% and representing a 22.6% year-on-year decline. GAAP profit was $0.52 per share, falling 4.5% below consensus. The company's stock dropped 6.8% immediately after the report, and analysts expect further revenue and EPS declines in the coming year.
KB Home (NYSE: KBH) Q1 2026 revenue falls 23% as orders rise
KB Home reported a significant decline in Q1 2026 revenues, down 23% to $1.08 billion, with net income falling to $33.4 million and diluted EPS at $0.52. Despite this, net orders saw a 3% increase, and the company maintained its full-year 2026 guidance for deliveries and housing revenues. The financial performance was impacted by lower average selling prices, reduced housing gross margins, and increased land costs, although stock repurchases continued.
KB Home sales fell 23%, but home orders still rose in Q1
KB Home reported Q1 FY2026 results with revenues down 23% to $1.08 billion and diluted EPS dropping to $0.52. Despite the financial declines, net orders increased by 3% year-over-year, and the company repurchased $50.0 million of common stock. KB Home provided guidance for Q2 and the full year, anticipating stronger financial results in the second half of fiscal 2026 due to its "Built to Order" strategy and increased community count.
Calls of the Day: KB Home, Monster Beverage, Ecolab and Wabtec
The article highlights the "Calls of the Day" segment from CNBC's Halftime Report, where the Investment Committee discusses stock calls for KB Home (KBH), Monster Beverage (MNST), Ecolab (ECL), and Wabtec (WAB). The content primarily features a video link to this discussion, alongside other related video clips about market and political topics.
KB Home and GameStop earnings on tap
MarketWatch reports that KB Home and GameStop are scheduled to release their earnings on Tuesday. Other companies presenting earnings include Core & Main, Concentrix, and Hesai. This announcement follows a day where the Dow ended lower, and the S&P 500 and Nasdaq slid after a poor Treasury auction.
Building Through the Cycle: A Deep-Dive Analysis of KB Home (NYSE: KBH) in 2026
This article provides a comprehensive analysis of KB Home (NYSE: KBH) in 2026, detailing its historical background, unique "Built-to-Order" business model, and financial resilience. It highlights the company's leadership transition, competitive landscape, and strategic focus on sustainability and first-time buyers amidst a high-interest-rate environment. The piece also discusses the risks and opportunities facing KB Home, including interest rate sensitivity and the millennial/Gen Z housing demand, concluding with an outlook on its future performance.
What To Expect From KB Home’s (KBH) Q1 Earnings
KB Home (KBH) is set to announce its Q1 earnings this Tuesday, with analysts expecting a 21.2% year-on-year revenue decline. The company beat revenue expectations last quarter but significantly missed operating income and EBITDA estimates. Despite a challenging industrials segment and its own recent stock dip, analysts have reconfirmed their estimates, suggesting a steady course for the company.
LGI Homes, KB Home, Toll Brothers, Lennar, and PulteGroup Stocks Are Dropping—Here’s What’s Important
Shares of several homebuilding companies, including LGI Homes, KB Home, Toll Brothers, Lennar, and PulteGroup, dropped due to concerns over high interest rates and increased borrowing costs for homeowners. Geopolitical instability pushing Treasury yields up and the Federal Reserve's stance on inflation contributed to the market's negative sentiment. LGI Homes, in particular, saw a significant decline, with its stock down 18.8% year-to-date and 53.4% from its 52-week high.
