Shared on27 Aug 25Fair value Decreased 1.41%
Analysts have lowered their price target for KE Holdings to $23.21, citing persistent weakness in China’s property market, deteriorating industry trends, and a lack of supportive policy actions, which have led to reduced forecasts for home transaction volumes and revenue. Analyst Commentary Softer industry trends observed in both existing and new home sales since June, leading to reduced revenue and GTV estimates.
Shared on30 Apr 25Fair value Decreased 0.035%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Increased 25%
AnalystConsensusTarget has increased future PE multiple from 28.3x to 35.0x.
Shared on16 Apr 25Fair value Decreased 20%
AnalystConsensusTarget has increased shares outstanding growth rate from -0.1% to 0.0%.
Shared on09 Apr 25Fair value Increased 1.02%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 11%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Increased 3.92%
AnalystConsensusTarget has increased revenue growth from 9.2% to 11.6%.