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Active Adult Communities And Sunbelt Migration Will Drive Opportunity

Published
08 Aug 24
Updated
19 Sep 25
AnalystConsensusTarget's Fair Value
US$137.38
12.4% undervalued intrinsic discount
19 Sep
US$120.30
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1Y
-10.1%
7D
-2.4%

Author's Valuation

US$137.3812.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 Sep 25
Fair value Increased 1.13%

Analysts have raised PulteGroup's price target to $137.38, reflecting strong Q2 results, solid execution of strategy, and sector optimism, despite some near-term demand concerns. Analyst Commentary Bullish analysts have raised price targets in response to PulteGroup's strong Q2 results, which beat both internal forecasts and consensus estimates, reflecting solid operational performance.

Shared on07 May 25
Fair value Increased 8.49%

Shared on30 Apr 25
Fair value Decreased 4.55%

AnalystConsensusTarget has decreased revenue growth from 2.6% to 1.3%.

Shared on23 Apr 25
Fair value Increased 3.34%

AnalystConsensusTarget has decreased revenue growth from 3.3% to 2.6%, decreased profit margin from 14.2% to 12.6% and increased future PE multiple from 10.2x to 11.8x.

Shared on16 Apr 25
Fair value Decreased 4.30%

AnalystConsensusTarget has decreased revenue growth from 4.3% to 3.3%.

Shared on09 Apr 25
Fair value Decreased 2.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 7.78%

AnalystConsensusTarget has decreased revenue growth from 6.2% to 4.6% and decreased future PE multiple from 12.3x to 10.8x.