KE Holdings (BEKE) 주식 개요
는 자회사를 통해 중화인민공화국에서 주택 거래 및 서비스를 위한 통합 온라인 및 오프라인 플랫폼을 운영하는 사업을 하고 있습니다. 자세히 보기
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Analyst Price Targets
KE Holdings Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$17.04 |
| 52주 최고가 | US$20.98 |
| 52주 최저가 | US$13.81 |
| 베타 | -0.26 |
| 1개월 변동 | 9.44% |
| 3개월 변동 | -7.99% |
| 1년 변동 | -3.84% |
| 3년 변동 | 4.54% |
| 5년 변동 | -3.62% |
| IPO 이후 변동 | -54.49% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • Jun 04
BEKE: Profit Beat And Ongoing Buybacks Will Support Future Upside Potential
KE Holdings' analyst fair value estimate has moved from $25.18 to $27.14 as analysts adjust their models and raise price targets toward the mid $20s following the company's Q1 profit beat and updated outlooks. Analyst Commentary Recent Street research has turned more constructive on KE Holdings following the Q1 profit beat, with several bullish analysts revisiting their models and revising assumptions that feed into valuation work.Seeking Alpha • Jun 02
KE Holdings: Business Showed Improvements, But It Is Not Enough
Summary KE Holdings remains a hold; margin recovery and cost discipline are evident, but revenue continues to decline. BEKE’s Q1 2026 EBIT more than doubled, and net income grew 46.7% y/y, despite a 19% y/y revenue drop. The existing home segment shows resilience, with platform and value-added services up 4% y/y, supporting a more bullish outlook. Valuation at ~18.5x forward P/E is reasonable, but a major re-rate requires revenue stabilization and improvement in new home performance. Read the full article on Seeking Alpha내러티브 업데이트 • May 15
BEKE: Buybacks And Dividend Decision Will Drive Future Re Rating Potential
Analysts have raised their fair value estimate for KE Holdings to about $21 per share, citing updated assumptions for revenue growth, profit margins, and future P/E that are consistent with a series of recent Buy ratings and $23 price targets from major firms. Analyst Commentary Recent Street research around KE Holdings has concentrated around a cluster of Buy ratings and a series of US$23 price targets, which line up with the updated fair value estimate of about US$21 per share.분석 기사 • May 01
KE Holdings' (NYSE:BEKE) Anemic Earnings Might Be Worse Than You Think
A lackluster earnings announcement from KE Holdings Inc. ( NYSE:BEKE ) last week didn't sink the stock price. Our...내러티브 업데이트 • Apr 30
BEKE: Positive Catalyst Watch And Governance Moves Will Support Long Term Upside
Analysts have trimmed their fair value estimate for KE Holdings from about $25.76 to about $25.18, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples following recent research that included both a lowered $23 price target and a short term positive catalyst watch. Analyst Commentary Recent Street research on KE Holdings has been mixed, but there are several points that bullish analysts highlight when they look at the updated fair value estimate and current share price.내러티브 업데이트 • Apr 15
BEKE: Positive Catalyst Watch And Buybacks Will Drive Future Upside Potential
Analysts have trimmed their fair value estimate for KE Holdings by about $0.51, reflecting a slightly higher discount rate and updated views on growth, margins and future P/E, following recent price target adjustments and mixed research calls from major firms. Analyst Commentary Recent Street research on KE Holdings sends a mixed signal, with some firms flagging a short term positive setup and others pulling back on their stance or trimming price targets.내러티브 업데이트 • Apr 01
BEKE: Softer Outlook And Downgrades Will Test Premium Multiple Going Forward
KE Holdings' latest analyst price target has been revised to $23 from $25, as analysts factor in softer revenue expectations and profit margins, along with a higher assumed P/E multiple for the stock. Analyst Commentary Recent Street research signals a more cautious tone around KE Holdings, with price targets trimmed and at least one downgrade highlighting rising concern around the balance between growth expectations, margins, and valuation.내러티브 업데이트 • Mar 18
BEKE: Softer Revenue Outlook Will Pressure Premium Multiple Going Forward
Analysts have trimmed their average price target on KE Holdings by $2 to $23, reflecting updated views on revenue growth, margins, and valuation multiples following recent research changes. Analyst Commentary Recent research reflects a more cautious tone around KE Holdings, with price targets adjusted and ratings revisited as analysts reassess the balance between growth potential, execution, and valuation risk.내러티브 업데이트 • Mar 04
BEKE: Refined P/E And Margin Assumptions Will Support Long Term Upside
Analysts now see a modestly higher fair value for KE Holdings, lifting their price target by about $0.48 as they factor in updated views on discount rates, profit margins, and future P/E multiples, following recent target cuts and a downgrade from $25 to $23 at major firms. Analyst Commentary Recent Street research on KE Holdings reflects mixed views, but there are still some clear positive angles that bullish analysts are leaning into as they refine their models and targets.내러티브 업데이트 • Feb 17
BEKE: Margin Discipline And Higher Future P/E Will Drive Upside Potential
Analysts have modestly lifted their fair value estimate for KE Holdings to about $20.93, citing updated assumptions around discount rates, profit margins, revenue growth and future P/E multiples, even as some firms, including one recent downgrade, reassess the stock's risk and return profile. Analyst Commentary Analyst sentiment around KE Holdings is mixed, with the recent downgrade at Goldman Sachs highlighting areas of concern even as some models support a fair value estimate near US$20.93 based on updated assumptions.내러티브 업데이트 • Feb 03
BEKE: Future Execution Risks Will Weigh On Premium Multiple
Analysts have trimmed their price targets on KE Holdings to about US$15.29 from roughly US$19.03, reflecting updated assumptions for slower revenue growth, slightly lower profit margins, a higher discount rate, and a reduced future P/E multiple. Analyst Commentary Bearish analysts have been resetting expectations on KE Holdings, with recent commentary pointing to a more cautious stance on both execution and valuation.내러티브 업데이트 • Jan 20
BEKE: Massive Completed Buyback Will Likely Drive Long Term Shareholder Upside
Analysts kept their fair value estimate for KE Holdings broadly unchanged at about $25.28 per share, with only small adjustments to inputs such as the discount rate, expected revenue growth, profit margin and future P/E assumptions guiding the latest price target update. What's in the News Class action securities litigation involving KE Holdings has a proposed settlement of US$4.95 million, with a court hearing scheduled for February 27, 2026 in the Southern District of New York to consider approval of the settlement, plan of allocation, and legal fees (Lawsuits & Legal Issues).내러티브 업데이트 • Jan 05
BEKE: Share Repurchases And Higher Future P/E Will Likely Reward Shareholders
Analysts have adjusted their price target for KE Holdings to US$25.28. This reflects updated views on discount rates, revenue growth expectations, profit margins, and the future P/E multiple.내러티브 업데이트 • Dec 21
BEKE Will Likely Reward Shareholders Through Completed Buybacks And Margin Improvement
Analysts have reduced their price target for KE Holdings by approximately one quarter to about $25 per share, citing a higher discount rate, more conservative revenue growth expectations, and a lower assumed future price to earnings multiple, partially offset by slightly improved profit margin forecasts. What's in the News Robbins Geller Rudman & Dowd LLP announced a proposed $4.95 million settlement of the KE Holdings securities class action, with a U.S. court hearing scheduled for February 27, 2026 to consider approval and related motions (Lawsuits & Legal Issues).내러티브 업데이트 • Dec 07
BEKE: Massive Share Repurchases Will Drive Future Upside Potential
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.내러티브 업데이트 • Nov 23
BEKE: Share Repurchase Program And Platform Expansion Will Support Long-Term Upside
KE Holdings' analyst price target has been reduced from $24.50 to $22. This change reflects analysts' expectations of softer industry trends and revised revenue estimates following the latest quarterly results.분석 기사 • Nov 13
KE Holdings Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
It's been a good week for KE Holdings Inc. ( NYSE:BEKE ) shareholders, because the company has just released its latest...내러티브 업데이트 • Nov 06
BEKE: Share Repurchase Expansion And Digital Tools Will Drive Long-Term Value
Analysts have slightly lowered their price target for KE Holdings, now projecting $22.55 per share compared to the previous $22.83. They cite persistent softness in China's property market and recent downward revisions to the company's growth estimates.내러티브 업데이트 • Aug 27
AI Integration And Market Expansion Will Transform Customer Experience And Operational Efficiency
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.Seeking Alpha • Mar 26
KE Holdings: Rating Upgrade On Solid Growth Momentum
Summary Upgraded BEKE to a buy rating due to strong 4Q24 earnings, with net revenue up 54.1% y/y and GTV up 55.5% y/y. Existing home market momentum is accelerating post-policy support, with transaction volume up ~40% y/y after Chinese New Year, signaling a housing recovery. New home services show structural monetization improvements, with revenue growing 72.7% y/y, indicating BEKE's successful platform leverage and margin accretion. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
KE Holdings: A Data-Driven Powerhouse Reshaping China's Real Estate Landscape
Summary We are bullish on KE Holdings due to its strong competitive moat, data-driven platform, and attractive valuation amidst China's challenging property market. BEKE's unparalleled competitive moat and flywheel effect drive growth in real estate transactions, renovation, furnishing, and rental services, positioning it as a market leader. Beihaojia's data-driven C2M model could revolutionize China's residential development by improving efficiency, reducing developer risks, and shifting the market to a buyer-driven model. BEKE's current valuation at 1.3x forward EV/Revenue and 17x forward earnings multiple offers an attractive upside, with a target price implying an 18% increase. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
KE Holdings: Upside Is Attractive, But I Prefer To Wait For More Proof
Summary I give a hold rating for KE Holdings as I await more proof of sustainable demand improvement in the Chinese property market. BEKE's 3Q24 earnings exceeded expectations with a 12.5% y/y GTV growth and a 26.8% y/y revenue increase, despite a challenging macro environment. Positive macro indicators, including significant transaction volume growth in tier 1 cities and improved consumer expectations. While BEKE's strategic investments and demand momentum are promising, I prefer to see two more quarters of sustained improvement before recommending a buy rating. Read the full article on Seeking Alpha
새로운 내러티브 • Nov 24
Rapid Platform Expansion And Decisive Collaborations Drive Real Estate Growth And Profitability
KE Holdings' strong growth in home transactions and strategic collaborations could drive future revenue and market share expansion.Seeking Alpha • Nov 04
KE Holding: Recent Rally Has Priced In Stimulus Effect, Downgrade To 'Hold'
Summary BEKE's stock price has risen significantly since the Chinese government's stimulus package. The Chinese government's stimulus package has positive short-term effects but limited long-term effects. BEKE's valuation has reflected much optimism. Read the full article on Seeking AlphaSeeking Alpha • Aug 14
KE Holdings: Still Undervalued After A Solid Quarter
Summary KE Holdings reported strong Q2 2024 results, with GTV and net revenues increasing, demonstrating resilience in a challenging real estate market. Net revenues from new businesses like home renovation and furnishing, and home rental services showed impressive growth, offsetting mixed results from existing home transaction services. BEKE's strong balance sheet, increased share repurchase program, and undervalued current level indicate potential for over 50% upside, maintaining a "buy" rating. Read the full article on Seeking AlphaSeeking Alpha • Jun 14
KE Holdings: Still Neutral Considering Investor Day And Industry Data
Summary The long-term growth outlook for KE Holdings' new businesses like home rental is positive considering the company's disclosures at its Investor Day. But the performance of BEKE's core transaction services businesses is likely to be subdued for the near term, judging by the Mainland Chinese residential property market's recent data. I have chosen to retain a Hold rating for KE Holdings, as there are mixed signals from the latest industry numbers and the recent Investor Day. Read the full article on Seeking Alpha주주 수익률
| BEKE | US Real Estate | US 시장 | |
|---|---|---|---|
| 7D | -1.4% | 0.2% | 2.7% |
| 1Y | -3.8% | -16.1% | 20.9% |
수익률 대 산업: BEKE은 지난 1년 동안 -16.1%의 수익을 기록한 US Real Estate 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BEKE은 지난 1년 동안 20.9%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BEKE volatility | |
|---|---|
| BEKE Average Weekly Movement | 5.7% |
| Real Estate Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: BEKE는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BEKE의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2001 | 119,245 | Stanley Peng | bj.ke.com |
는 자회사를 통해 중화인민공화국에서 주택 거래 및 서비스를 위한 통합 온라인 및 오프라인 플랫폼을 운영하는 사업을 하고 있습니다. 이 회사는 다섯 가지 부문으로 운영됩니다: 기존 주택 거래 서비스, 신규 주택 거래 서비스, 주택 개조 및 가구, 주택 임대 서비스, 신흥 및 기타 서비스입니다. 주택 거래 및 서비스를 위한 통합 온라인 및 오프라인 플랫폼인 베이크, 부동산 중개 브랜드인 롄지아, 다양한 서비스 제공업체 간의 호혜와 유대를 촉진하는 운영 시스템인 에이전트 협력 네트워크 등을 운영하고 있습니다.
KE Holdings Inc. 기초 지표 요약
| BEKE 기초 통계 | |
|---|---|
| 시가총액 | US$19.51b |
| 순이익 (TTM) | US$502.87m |
| 매출 (TTM) | US$13.36b |
38.8x
주가수익비율(P/E)1.5x
주가매출비율(P/S)BEKE는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BEKE 손익계산서 (TTM) | |
|---|---|
| 매출 | CN¥90.14b |
| 매출원가 | CN¥70.19b |
| 총이익 | CN¥19.95b |
| 기타 비용 | CN¥16.56b |
| 순이익 | CN¥3.39b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.96 |
| 총이익률 | 22.13% |
| 순이익률 | 3.76% |
| 부채/자본 비율 | 2.5% |
BEKE의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.6%
현재 배당 수익률63%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 20:16 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
KE Holdings Inc.는 39명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Xiaomeng Zhuang | BofA Global Research |