Update shared on 07 Dec 2025
Analysts have modestly raised their price target on KE Holdings, citing slightly stronger expectations for revenue growth and a marginally higher discount rate. Together, these factors support a refined valuation outlook.
What's in the News
- Class action securities litigation against KE Holdings has reached a proposed settlement of approximately USD 4.95 million, with a settlement hearing scheduled for February 27, 2026 in the U.S. District Court for the Southern District of New York (Lawsuits & Legal Issues).
- KE Holdings completed a major share repurchase program, buying back 435.4 million shares (about 37.41% of its share base) for roughly USD 2.30 billion under the plan launched in August 2022 (Buyback Tranche Update).
- The company recorded about USD 11.9 million in impairment charges on goodwill, intangible assets, and other long lived assets for the quarter ended September 30, 2025 (Impairments/Write Offs).
- Beike Realsee Technology, a core technology platform of KE Holdings, entered a strategic partnership with Linkhome AI to co develop next generation AI plus 3D visualization tools for real estate, including immersive virtual tours and AI generated property videos (Strategic Alliances).
- KE Holdings was added to the S&P Global BMI Index, reflecting its growing relevance in international equity benchmarks (Index Constituent Adds).
Valuation Changes
- Fair Value Estimate remains unchanged at $20.37, indicating no revision to the intrinsic value per share.
- The discount rate has risen slightly from 9.78% to 9.88%, reflecting a marginal increase in perceived risk or required return.
- Revenue growth has increased slightly from 3.71% to 3.79%, signaling modestly stronger top line expectations.
- The net profit margin has edged down slightly from 6.08% to 6.05%, suggesting a minor softening in projected profitability.
- The future P/E has decreased slightly from 26.47x to 26.34x, pointing to a marginally lower earnings multiple applied in the valuation.
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