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KE Holdings Inc. Stock Price

NYSE:BEKE Community·US$17.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

BEKE Share Price Performance

US$15.24
-3.02 (-16.54%)
US$22.82
Fair Value
US$15.24
-3.02 (-16.54%)
33.2% undervalued intrinsic discount
US$22.82
Fair Value
Price US$15.24
AnalystConsensusTarget US$22.82
AnalystHighTarget US$27.14
AnalystLowTarget US$18.13

BEKE Community Narratives

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Fair Value US$22.82 33.2% undervalued intrinsic discount

China Urbanization And Digital Adoption Will Reshape Real Estate Services

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Fair Value US$27.14 43.8% undervalued intrinsic discount

AI And Digital Integration Will Upgrade Home Transactions And Renovations

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Fair Value US$18.13 15.9% undervalued intrinsic discount

We Will Harness AI And Networks To Reshape Home Services

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US$18.13
15.9% undervalued intrinsic discount
Revenue
-1.29% p.a.
Profit Margin
6.73%
Future PE
28.45x
Price in 2029
US$23.7
US$27.14
43.8% undervalued intrinsic discount
Revenue
7.46% p.a.
Profit Margin
8.72%
Future PE
25.57x
Price in 2029
US$35.57

Trending Discussion

Updated Narratives

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BEKE: Share Repurchases And Q1 Profit Beat Will Drive Re Rating Potential

Fair Value: US$22.82 33.2% undervalued intrinsic discount
11 users have set this as their fair value
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BEKE: Q1 Earnings Beat And Aggressive Buybacks Will Test Premium Multiple

Fair Value: US$18.13 15.9% undervalued intrinsic discount
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BEKE: Profit Beat And Ongoing Buybacks Will Support Future Upside Potential

Fair Value: US$27.14 43.8% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet and good value.

1 Risk
3 Rewards

KE Holdings Inc. Key Details

CN¥90.1b

Revenue

CN¥70.2b

Cost of Revenue

CN¥20.0b

Gross Profit

CN¥16.6b

Other Expenses

CN¥3.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.95
22.13%
3.76%
2.5%
View Full Analysis

About BEKE

Founded
2001
Employees
119245
CEO
Yongdong Peng
WebsiteView website
bj.ke.com

KE Holdings Inc., through its subsidiaries, engages in operating an integrated online and offline platform for housing transactions and services in the People's Republic of China. The company operates through five segments: Existing Home Transaction Services, New Home Transaction Services, Home Renovation and Furnishing, Home rental services, and Emerging and Other Services. It operates Beike, an integrated online and offline platform for housing transactions and services; Lianjia, a real estate brokerage brand; Agent Cooperation Network, an operating system that fosters reciprocity and bonding among various service providers. The company also owns the Deyou brand for connected brokerage stores; and other brands. In addition, it offers rental property management and operation services; and contract, secure payment, escrow, and other services. KE Holdings Inc. was founded in 2001 and is headquartered in Beijing, the People's Republic of China.

Recent BEKE News & Updates

Narrative Update Jul 03

BEKE: Share Repurchases And Q1 Profit Beat Will Drive Re Rating Potential

Analysts have lifted the implied fair value for KE Holdings from about $21.0 to $22.8, reflecting higher price targets in the $23 to $26 range after they updated models and earnings expectations following the Q1 profit beat. Analyst Commentary Recent research on KE Holdings has been largely supportive, with several bullish analysts revising their models after the Q1 profit beat and setting higher price targets in the low to mid US$20s.
Narrative Update Jun 19

BEKE: Q1 Earnings Beat And Aggressive Buybacks Will Test Premium Multiple

The analyst price target for KE Holdings has been revised higher by $2.76 to reflect updated fair value assumptions, slightly lower discount rates, and analyst expectations for less revenue decline, stronger profit margins, and a modestly higher future P/E multiple following recent Q1-driven model updates. Analyst Commentary on KE Holdings Recent Street research on KE Holdings highlights a mix of optimism around the updated Q1 model work and some lingering caution that readers should factor into their own views on valuation and execution risk.

Recent updates

No updates