$CVCO

Northland initiated coverage on Cavco Industries (CVCO) with an outperform rating and a $650 price target, citing its leadership in factory-built housing and strong financial health. The stock trades at $539, with a consensus Strong Buy rating. Cavco reported record Q1 revenue of $609.96M but missed earnings estimates due to higher costs. Oppenheimer also initiated coverage with an outperform rating and a $720 target, noting challenges and opportunities.

Analysts made several calls: UBS kept Apple neutral citing stable iPhone wait times. Wells Fargo upgraded Pinnacle Financial and downgraded Ally Financial. Deutsche Bank initiated FormFactor as buy. William Blair initiated CoreWeave and Nebius Group as outperform. Bank of America reiterated Nvidia, Intel, Marvell, Micron, and Lam Research as buy. Citi initiated Nuvation Bio as buy and downgraded Moderna to sell. HSBC upgraded Target to buy. Morgan Stanley reiterated Tesla as equal weight.

BIGBEE PAUL (Chief Accounting Officer) sold 342 shares of CAVCO INDUSTRIES, INC. (CVCO) at $592.00 ($0.20M total) on 2026-08-18.

A commentary says the US is short about five million homes and that factory-built housing could reduce costs versus site-built construction. It highlights BOXABL Inc. (Nasdaq: BXBL) and its Casita (361 sq ft) and Baby Box (120 sq ft), plus other public homebuilders (CVCO, SKY, DHI, LEN). BOXABL says it launched a website for M&A, JV, land, talent, and IP deals.

CAVCO INDUSTRIES, INC. (CVCO) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. Item 5.07. Submission of Matters to a Vote of Security Holders On July 28, 2026, Cavco Industries, Inc. (the "Co mpany") held its 2026 Annual Meeting of Stockholders (the "Annual Meeting"). At the Annual Meeting there were 6,929,366 shares of the Company's stock represented to vo

Cavco Industries (Nasdaq: CVCO) reported first fiscal quarter results ended June 27, citing net revenue of $610 million, up 9.5% from $557 million a year earlier. Income before taxes fell to $55.8 million. Backlog rose to $298 million from $195 million. The company said it repurchased about $30 million of stock and has $188 million remaining for buybacks.

CAVCO INDUSTRIES, INC. (CVCO) filed an SEC Form 8-K — Results of Operations and Financial Condition. For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investor_relations@cavco.com News Release Phone: 602-256-6263 On the Internet: www.cavcoindustries.com FOR IMMEDIATE RELEASE CAVCO INDUSTRIES REPORTS FISCAL 2027 FIRST QUARTER RESULTS Cav

AM Best revised Standard Casualty Company’s outlook to positive from stable for its Long-Term Issuer Credit Rating and affirmed its B++ (Good) Financial Strength Rating and “bbb” (Good) Long-Term ICR. AM Best cited stronger risk-adjusted capitalization, including 43% surplus growth in 2025, and improved operating performance, noting support from Cavco Industries (CVCO).

ADEN ALLISON (EVP, CFO & Treasurer) sold 1,473 shares of CAVCO INDUSTRIES, INC. (CVCO) at $625.00 ($0.92M total) on 2026-06-25 under a Rule 10b5-1 trading plan.

ADEN ALLISON (EVP, CFO & Treasurer) sold 1,208 shares of CAVCO INDUSTRIES, INC. (CVCO) at $600.00 ($0.72M total) on 2026-06-12 under a Rule 10b5-1 trading plan.