$BEKE

KE Holdings Inc.

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KE Holdings (BEKE) Q2 2026 Earnings Call Transcript

KE Holdings (BEKE) reported Q2 2026 results with GTV up 6.3% YoY, non-GAAP net income up 74.9% YoY to RMB 3.2B, and gross margin at 28.6%. Revenue declined in home renovation and rental but improved in existing and new home segments. The company repurchased $250M in shares and maintained a cash balance of RMB 67.3B. Management highlighted cost optimizations and strategic shifts.

KE Q2 Earnings Call Highlights

KE Holdings (BEKE) reported Q2 results with operating expenses up 21.3% due to seasonal and bad-debt provisions. Existing-home GTV rose 8% YoY, while new-home GTV increased 1.2%. Renovation and rental revenues declined 30.1% and 14.8% YoY, respectively, but margins improved. The company emphasized consumer-centric and AI-led strategies, repurchased $250M in shares, and maintained strong cash flow.

KE Holdings Inc. Announces Second Quarter 2026 Unaudited Financial Results

KE Holdings Inc. (NYSE: BEKE; HKEX: 2423) reported Q2 2026 results: GTV up 6.3% YoY to RMB933.8B, net revenue down 5.7% to RMB24.5B, net income up 100.8% to RMB2.624B. Active stores and agents decreased, while MAU averaged 45.7M. Management highlighted cost adjustments and share repurchases.

BEKE sentiment & insider activity

Over the past 7 days, alphai's AI scored 7 news stories mentioning BEKE (KE Holdings Inc.). Coverage has skewed bullish: 3 bullish, 4 neutral, and 0 bearish.

Recent BEKE coverage spans earnings, financial news and market movers.

What's driving BEKE

alphai scores every news story that mentions BEKE with an AI model for sentiment and relevance, and aggregates insider trades from KE Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BEKE

Score
$BEKEMedAI 8/10

KE Holdings (BEKE) Q2 2026 Earnings Call Transcript

KE Holdings (BEKE) reported Q2 2026 results with GTV up 6.3% YoY, non-GAAP net income up 74.9% YoY to RMB 3.2B, and gross margin at 28.6%. Revenue declined in home renovation and rental but improved in existing and new home segments. The company repurchased $250M in shares and maintained a cash balance of RMB 67.3B. Management highlighted cost optimizations and strategic shifts.

$BEKEMedAI 8/10

KE Q2 Earnings Call Highlights

KE Holdings (BEKE) reported Q2 results with operating expenses up 21.3% due to seasonal and bad-debt provisions. Existing-home GTV rose 8% YoY, while new-home GTV increased 1.2%. Renovation and rental revenues declined 30.1% and 14.8% YoY, respectively, but margins improved. The company emphasized consumer-centric and AI-led strategies, repurchased $250M in shares, and maintained strong cash flow.

$BEKELow

KE Holdings Q2 earnings preview: $3.51B revenue expected

KE Holdings (BEKE) is set to report Q2 2026 earnings on August 21, with analysts expecting $3.51B revenue and 28 cents per share. Analysts have mixed views on the stock, with Barclays raising its price target to $26, while JP Morgan and Citigroup lowered theirs. Shares fell 2.2% to $16.99 on August 20.

$ALNYMed

This Alnylam Pharmaceuticals Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For We

BMO Capital initiated coverage on Alnylam Pharmaceuticals (ALNY) with an Outperform rating and $318 price target, BioMarin Pharmaceutical (BMRN) with an Outperform rating and $98 target, and Ionis Pharmaceuticals (IONS) with a Market Perform rating and $60 target. Cantor Fitzgerald initiated Agomab Therapeutics (AGMB) with an Overweight rating. CLSA initiated KE Holdings (BEKE) with an Outperform rating and $23.8 target.

10 Best Asian Stocks with Huge Upside Potential

The article highlights Asian equities’ “hidden value,” citing AllianceBernstein’s view that earnings recovery is not fully priced and projecting 52.3% earnings growth for 2026, with Asia ex Japan trading at a 32% MSCI World discount. It also notes support from AI/EV/robotics/semiconductors. Examples: JD.com reported Q1 revenue of $45.8B; BofA raised its target to $37 and Barclays to $43. KE Holdings posted Q1 adjusted EPS of RMB1.42 and revenue of RMB18.9B; BofA raised its target to $23 and Barc

$BEKELow

What to Know About This $10 Million Sale of China Housing Giant KE Holdings

CoreView Capital Management Ltd, according to an SEC filing dated May 14, 2026, sold 550,541 shares of KE Holdings (BEKE), cutting its stake. The filing estimates the trade value at about $9.45 million using quarterly average pricing. The quarter-end value of the holding fell by $10.71 million, including trading and price effects.

$BEKEMed

KE Holdings Inc. Sponsored ADR (NYSE:BEKE) Receives Consensus Rating of "Moderate Buy" from Brokerages

KE Holdings Inc. Sponsored ADR (NYSE:BEKE) has been given a consensus "Moderate Buy" rating by seven brokerages, with an average 12-month target price of $22.03. The company, which operates an online and offline real estate services platform in China, recently reported $0.02 EPS on $3.17 billion in quarterly revenue and paid an annual dividend of $0.276 per share. Institutional investors have significantly increased their stakes in the company, with hedge funds and other institutional investors owning 39.34% of the stock.

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BEKE — KE Holdings news & insider trades | alphai