KB Home

Informe acción NYSE:KBH

Capitalización de mercado: US$3.3b

KB Home Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de KB Home de 7.9% y 2.5% por año respectivamente. Se prevé que el BPA crezca en un 15.9% al año. Se espera que la rentabilidad financiera sea de 8.5% en 3 años.

Información clave

7.9%

Tasa de crecimiento de los beneficios

15.87%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Consumer Durables10.1%
Tasa de crecimiento de los ingresos2.5%
Rentabilidad financiera futura8.49%
Cobertura de analistas

Good

Última actualización27 Jul 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Jul 22

KBH: Margin Recovery And Built To Order Mix Will Support Future Returns

KB Home's updated analyst price target rises from about $71.64 to roughly $75.21, reflecting analysts' focus on the company's slightly higher projected profit margin, a modestly richer future P/E of about 13.25x, and recent research highlighting margin recovery, built to order mix, and a rebuilding California pipeline. Analyst Commentary Recent Street research on KB Home points to a mixed but generally constructive backdrop, with several bullish analysts lifting price targets and highlighting improving margin trends, a supportive built to order mix, and a rebuilding California community pipeline as key positives for the stock.
Seeking Alpha • Jul 20

KB Home: BTO Is Working, But Demand Is Still A Problem (Rating Upgrade)

Summary KB Home is upgraded to Hold as built-to-order (BTO) reduces unsold inventory, shortens build times, and supports margin recovery. BTO now represents 73% of orders, with finished unsold homes dropping to 11% of production and build times at a decade low. Despite operational improvements, weak buyer conversion, negative cash flow, and elevated leverage, limit upside and keep a buy rating unjustified for KBH stock. Current valuation (~14x NTM P/E) already prices in a meaningful earnings recovery, with FY2027 EPS bridge supporting little further upside. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 07

KBH: Buybacks And Built To Order Shift Will Support Mixed Margin Outlook

KB Home's analyst fair value estimate has shifted from $61.42 to $58.25 as analysts weigh higher long term margin and revenue assumptions against updated P/E expectations and refreshed price targets that now cluster in the mid $50s to mid $60s range. Analyst Commentary Recent Street research on KB Home points to a mixed but informative setup for investors, with several firms revising price targets and sharpening views on margins, orders, and the company’s positioning in potential sector consolidation.
Actualización de narrativa • Jun 23

KBH: Entry-Level Demand Pressures Will Constrain Margins And Future Upside

Analysts maintained their $43.00 fair value estimate for KB Home while trimming earnings and revenue expectations, citing macro pressures on entry-level demand and a series of lower Street price targets that reflect softer absorptions and more cautious assumptions around near-term closings and margins. Analyst Commentary Recent Street research on KB Home highlights a more cautious tone, with several bearish analysts revisiting their models and price targets as they reassess earnings power, valuation support, and execution risks in light of softer absorptions and macro pressure on entry level buyers.
Artículo de análisis • Jun 20

KB Home (KBH) Stock Could Be 12% Undervalued Ahead Of June 23 Earnings

KB Home (KBH) is drawing attention ahead of its June 23 earnings release, as investors weigh expected declines in revenue, earnings, and home deliveries against management’s efforts to improve operations and manage softer housing demand. See our latest analysis for KB Home. KB Home’s share price has been firming up into the June 23 earnings release, with a 1 day share price return of 3.40% and a 30 day share price return of 12.87%. However, the year to date share price return is down 5.03%...
Actualización de narrativa • Jun 07

KBH: Consolidation Floor And Tight Supply Will Support Future Returns

KB Home's updated analyst price target has been trimmed by about $1 to roughly $72, as analysts factor in expectations for lower revenue and slightly softer profit margins, alongside recent earnings estimate cuts and cautious sector commentary. Analyst Commentary Recent research on KB Home points to a mixed but generally constructive tone, with some firms trimming targets and earnings estimates while others highlight potential support for housing valuations and deal interest across the sector.
Actualización de narrativa • May 24

KBH: Weaker Margins And Lot Constraints Will Limit Future Upside

Analysts have trimmed KB Home's average price target by about $1, reflecting slightly more cautious assumptions on margins and revenue while still keeping fair value close to $43 per share. Analyst Commentary Recent Street research on KB Home has tilted more cautious, with several price target cuts and at least one downgrade offsetting a smaller number of supportive views.
Actualización de narrativa • May 05

KBH: Margin Pressures And Antitrust Risks Will Limit Future Upside

KB Home's analyst price targets have seen mixed revisions recently, with several firms trimming estimates by $1 to $14 while others raised or initiated targets. Analysts point to weaker margins versus peers, lot supply constraints and limited near term catalysts, even as they acknowledge support from the company's build to order model and shareholder returns.
Actualización de narrativa • Apr 20

KBH: Margin And Regulatory Pressures Will Constrain Future Upside Potential

KB Home's updated analyst price target has shifted to $43, guided by lower fair value estimates and P/E assumptions, even as analysts factor in higher profit margins and more modest revenue declines in their models. Analyst Commentary Street research around KB Home has turned more cautious, even as some firms maintain constructive views.
Actualización de narrativa • Apr 05

KBH: Tight Housing Supply And Margin Improvement Will Support Future Returns

KB Home's updated analyst price target has been trimmed by roughly $4 to reflect analysts' use of a lower fair value estimate, more moderate revenue and margin assumptions, and a slightly higher future P/E, following a series of recent target cuts across the Street. Analyst Commentary Recent research has leaned cautious on KB Home's near term revenue growth and margins, which is why so many price targets have been trimmed at the same time.
Actualización de narrativa • Mar 22

KBH: Incentives Margins And Regulatory Overhang Will Shape A Balanced Outlook

KB Home's analyst price target has shifted modestly to $65 to $71 per share, as analysts balance weaker recent margin assumptions and a higher implied future P/E of about 14x with ongoing support from the company's build to order model and shareholder return focus. Analyst Commentary Recent Street research on KB Home reflects a mixed but increasingly cautious tone, with several firms refining price targets and pointing to execution and growth risks that could influence valuation.
Actualización de narrativa • Mar 08

KBH: Buybacks And Build To Order Model Will Offset Antitrust Probe Risk

Analysts modestly lifted their average price target for KB Home to about $61.42 from $61.18, reflecting updated views that balance improved fair value and a slightly lower discount rate against pressure on revenue growth, margins, and a higher assumed future P/E, informed by recent research highlighting restrained near term catalysts, softer gross margins, and varied views on 2026 demand. Analyst Commentary Recent research on KB Home highlights a mix of optimism and caution, with views shaped by the company’s build to order model, margin profile, shareholder returns, and the outlook for future housing demand.
Actualización de narrativa • Feb 22

KBH: Cost Discipline And Buybacks Will Balance Antitrust And Housing Demand Risks

Analysts have made only modest adjustments to their models. The latest Street research shows price targets moving within a relatively tight $66 to $71 range, as they balance softer year-end housing activity and higher incentives against constrained housing supply and potential sentiment shifts tied to macro conditions.
Actualización de narrativa • Feb 08

KBH: Cost Discipline And Buybacks Will Offset Margin And Regulatory Pressures

Narrative Update The updated analyst price target for KB Home shifts modestly to about $61.18 from $63.75, as analysts factor in higher assumed revenue growth and profit margins, along with a lower future P/E. This is informed by recent research that highlights slower year-end housing activity, pressure on builder margins from incentives, and cautious longer-term demand visibility.
Artículo de análisis • Jan 26

KB Home (NYSE:KBH) Is Paying Out A Dividend Of $0.25

KB Home's ( NYSE:KBH ) investors are due to receive a payment of $0.25 per share on 19th of February. This means that...
Actualización de narrativa • Jan 24

KBH: Elevated Incentives And Margin Pressure Will Likely Restrain Future Upside

Narrative update on KB Home The analyst fair value estimate for KB Home has been adjusted to $50.00 from $49.00, as analysts weigh mixed target changes across firms against recent research pointing to softer margins, cautious longer term demand visibility, and the potential for gradual improvement in homebuilding conditions over time. Analyst Commentary Recent Street research on KB Home reflects a mix of higher price targets alongside a cautious tone on margins, demand visibility, and the pace of any improvement in homebuilding conditions.
Actualización de narrativa • Jan 10

KBH: Tight Housing Supply And Disciplined Building Will Support Shares

Analysts have trimmed their price expectations for KB Home, with the average target moving from about US$80 to roughly US$76.60. They cite a slightly higher discount rate and lower margin assumptions, which are partly offset by firmer revenue growth expectations and a modestly higher future P/E.
Actualización de narrativa • Dec 23

KBH: Cost Discipline And Buybacks Will Drive Future Earnings Resilience

Analysts have modestly lowered our KB Home fair value estimate from $68.00 to $63.75 per share, even as they lift price targets following a Q3 earnings beat. They cite a better revenue growth outlook, a slightly lower discount rate, and higher future valuation multiples that are partially offset by expectations for softer profit margins.
Actualización de narrativa • Dec 09

KBH: Cost Discipline And Buybacks Will Support Earnings Amid Housing Uncertainty

Analysts have raised their price target on KB Home by about $3 to roughly $68 per share, citing stronger than expected Q3 earnings, disciplined cost management, and signs that housing market conditions may be stabilizing despite ongoing demand challenges. Analyst Commentary Street research following KB Home's Q3 earnings beat reflects a generally constructive tone on the stock, with most firms nudging price targets higher while still acknowledging a challenging operating backdrop.

Previsiones de crecimiento de beneficios e ingresos

NYSE:KBH - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
11/30/20285,787337N/AN/A3
11/30/20275,5342679920910
11/30/20265,1172056778010
5/31/20265,504271360408N/A
2/28/20265,921351494545N/A
11/30/20256,236426287336N/A
8/31/20256,542514350394N/A
5/31/20256,67456165107N/A
2/28/20256,854621-410N/A
11/30/20246,930650323363N/A
8/31/20246,604610272310N/A
5/31/20246,439603527564N/A
2/29/20246,4945999811,017N/A
11/30/20236,4115861,0471,083N/A
8/31/20236,6776521,1421,180N/A
5/31/20236,9357571,0661,107N/A
2/28/20236,889804485528N/A
11/30/20226,904812138183N/A
8/31/20226,639771-126-81N/A
5/31/20226,261666-377-334N/A
2/28/20225,982599-250-209N/A
11/30/20215,725562-77-37N/A
8/31/20215,244494-235-199N/A
5/31/20214,776423106138N/A
2/28/20214,249332210241N/A
11/30/20204,183295282311N/A
8/31/20204,548312703732N/A
5/31/20204,709301553586N/A
2/29/20204,817297N/A439N/A
11/30/20194,553267N/A251N/A
8/31/20194,343241N/A119N/A
5/31/20194,407260N/A61N/A
2/28/20194,487270N/A165N/A
11/30/20184,547169N/A222N/A
8/31/20184,602157N/A360N/A
5/31/20184,520120N/A558N/A
2/28/20184,42294N/A449N/A
11/30/20174,369179N/A513N/A
8/31/20174,157133N/A395N/A
5/31/20173,927122N/A292N/A
2/28/20173,735106N/A255N/A
11/30/20163,595105N/A189N/A
8/31/20163,388112N/A101N/A
5/31/20163,31896N/A150N/A
2/29/20163,13090N/A87N/A
11/30/20153,03284N/A181N/A
8/31/20152,842891N/A64N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (7.9% al año) de KBH es superior a la tasa de ahorro (3.7%).

Beneficios vs. Mercado: Se prevé que los beneficios (7.9% al año) de KBH crezcan menos que el mercado US (16.9% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de KBH crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (2.5% al año) de KBH crezcan más despacio que el mercado de US (12.9% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.5% al año) de KBH crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de KBH sea baja dentro de 3 años (8.5%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/19 06:03
Precio de las acciones al final del día2026/08/19 00:00
Beneficios2026/05/31
Ingresos anuales2025/11/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

KB Home está cubierta por 26 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christopher GrajaArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays