KB Home

Report azionario NYSE:KBH

Capitalizzazione di mercato: US$3.7b

KB Home Crescita futura

Criteri Future verificati 1/6

KB Home prevede che gli utili e i ricavi cresceranno rispettivamente di 8.1% e 2.5% all'anno. Si prevede che l'EPS crescerà di 16.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 8.5% in 3 anni.

Informazioni chiave

8.1%

Tasso di crescita degli utili

16.13%

Tasso di crescita dell'EPS

Consumer Durables crescita degli utili8.3%
Tasso di crescita dei ricavi2.5%
Rendimento futuro del capitale proprio8.49%
Copertura analitica

Good

Ultimo aggiornamento30 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Jun 23

KB Home Q2 Review: Muted Housing Market Unlikely To Recover Soon

Summary KB Home remains a "Hold" as persistent high mortgage rates and weak first-time buyer demand constrain recovery prospects. Q2 results were soft: revenue fell 27%, gross margin dropped to 15.2%, and operating margin compressed to 3%. KBH pivots to a build-to-order model, reducing inventory risk but limiting near-term revenue growth amid muted orders and backlog declines. Shares trade below book value and at 17x depressed earnings, but with recovery unlikely before 2028, there is no urgency to buy. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Articolo di analisi • 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%...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • Nov 23

KBH: Disciplined Cost Controls And Share Repurchases Will Guide Through Housing Uncertainty

Analysts have raised their price targets on KB Home, with increases ranging from $1 to $8 per share. They cite the company's disciplined operating strategies, improved earnings performance, and steps to offset revenue challenges.

Previsioni di crescita degli utili e dei ricavi

NYSE:KBH - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
11/30/20285,787337N/AN/A3
11/30/20275,534267103N/A10
11/30/20265,115205687N/A10
5/31/20265,504269N/AN/AN/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di KBH ( 8.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di KBH ( 8.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 18.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di KBH cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di KBH ( 2.5% all'anno) crescerà più lentamente rispetto al mercato US ( 12.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di KBH ( 2.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di KBH sarà basso tra 3 anni ( 8.5 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/05 14:10
Prezzo dell'azione a fine giornata2026/07/02 00:00
Utili2026/05/31
Utili annuali2025/11/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

KB Home è coperta da 27 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Christopher GrajaArgus Research Company
Matthew BouleyBarclays
Stephen KimBarclays