KB HOME
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No SEC Form 4 filings for $KBH in the last 30 days.
See all $KBH insider activity →KB Home (KBH) reported a 20% revenue decline to $1.3B and 19% drop in home deliveries, but backlog value rose to $2.05B. Its built-to-order model reduced unsold inventory and improved cash flow. However, margins compressed, EPS fell, and guidance was cut due to resale competition and cost pressures. KBH trades at a forward P/E of 11.57, with investors divided on its prospects.
U.S. home sales fell 1.2% YoY to 3.98 million in August, the first sub-4 million reading this cycle. D.R. Horton (DHI) reported a 20% cancellation rate, while KB Home (KBH) saw deliveries drop 19% YoY. The Fed's rate hikes, pushing mortgage rates near 7%, are squeezing affordability. Both companies' stocks have declined significantly over the past year.
KB Home reported Q3 earnings, highlighting a shift to 74% build-to-order (BTO) homes, which improved margins but led to fewer deliveries. The company lowered Q4 guidance, citing affordability constraints and economic uncertainty. CEO Rob McGibney noted buyers are cautious due to rising mortgage rates and competition from the resale market. KB Home's stock fell Wednesday.
Over the past 7 days, AlphAI's AI scored 18 news stories mentioning KBH (KB HOME). Coverage has skewed bearish: 2 bullish, 4 neutral, and 12 bearish.
Recent KBH coverage spans earnings, market movers and macro economy.
Earnings miss and lowered margin guidance increase downside risk, while backlog growth offers limited upside.
Significant delivery decline and margin squeeze point to continued headwinds.
Guidance cut suggests lower near-term earnings and margins, likely pressuring the stock.
Near-term trading focus is on housing demand sensitivity to higher mortgage rates and management commentary on worsening conditions.
Analyst upgrade with a higher price target may support short-term upside.
AlphAI scores every news story that mentions KBH with an AI model for sentiment and relevance, and aggregates insider trades from KB HOME's SEC EDGAR Form 4 filings. Figures refresh continuously.
KB Home (KBH) reported a 20% revenue decline to $1.3B and 19% drop in home deliveries, but backlog value rose to $2.05B. Its built-to-order model reduced unsold inventory and improved cash flow. However, margins compressed, EPS fell, and guidance was cut due to resale competition and cost pressures. KBH trades at a forward P/E of 11.57, with investors divided on its prospects.
3 min readU.S. home sales fell 1.2% YoY to 3.98 million in August, the first sub-4 million reading this cycle. D.R. Horton (DHI) reported a 20% cancellation rate, while KB Home (KBH) saw deliveries drop 19% YoY. The Fed's rate hikes, pushing mortgage rates near 7%, are squeezing affordability. Both companies' stocks have declined significantly over the past year.
3 min readKB Home reported Q3 earnings, highlighting a shift to 74% build-to-order (BTO) homes, which improved margins but led to fewer deliveries. The company lowered Q4 guidance, citing affordability constraints and economic uncertainty. CEO Rob McGibney noted buyers are cautious due to rising mortgage rates and competition from the resale market. KB Home's stock fell Wednesday.
3 min readU.S. stocks fell Wednesday as the 10-year Treasury yield surged to 5.10%, raising inflation concerns. The S&P 500 dropped 0.8%, the Dow lost 0.7%, and the Nasdaq fell 1.1%. A strong economic report and rising oil prices also pressured markets. KB Home and General Mills reported better-than-expected earnings but faced stock fluctuations due to economic headwinds.
6 min readUBS maintained a Buy rating and $66 price target for KB Home (KBH) post-Q3 results, citing fair valuation. It lowered EPS forecasts for 2026-2028. KBH trades at $48.27 with a P/E of 11.59. UBS notes rising mortgage rates and market challenges. KBH beat Q3 EPS estimates but faces margin pressures. RBC and BofA lowered price targets to $50 and $54, respectively.
2 min readRBC Capital reduced its price target for KB Home (NYSE:KBH) to $50 from $53, citing weaker earnings and margin outlooks. The firm lowered its fiscal 2026 and 2027 EPS estimates by 2% and 22%, respectively, due to macroeconomic headwinds. KB Home's stock trades at $48.26 with a P/E ratio of 11.59, and its valuation is approximately 0.8 times tangible book value.
2 min readU.S. stock futures were mixed on Wednesday, with S&P 500 and Dow Jones rising, while Nasdaq 100 and Russell 2000 declined. President Trump warned Iran at the UN. Earnings reports from Cintas, Paychex, General Mills, and Cracker Barrel are expected. Worthington Enterprises rose 15.93% on better-than-expected results, while KB Home fell 1.83% despite upbeat earnings. Royal Caribbean gained 1.00% on a $3B acquisition. IONQ and Oracle also saw premarket gains.
3 min readKB Home (NYSE: KBH) reported Q3 CY2026 revenue of $1.30B, meeting expectations but down 20% YoY. Full-year guidance of $5B missed estimates by 2%. EPS of $1.05 beat estimates by 16.7%. The company highlighted progress in its Built to Order business and community count growth. Analysts expect 6.5% revenue growth and 19.7% EPS growth over the next 12 months.
2 min readKB Home stock fell 2.7% in after-hours trading after reporting fiscal Q3 earnings. EPS beat estimates at $1.05, but revenue of $1.3B dropped 20% YoY. Full-year revenue guidance was 2% below expectations. Operating and gross profit margins declined, and net orders fell 12% YoY. The company cited weakening conditions and higher mortgage rates. Ending backlog rose, and $50M in stock was repurchased. The stock had already declined over 20% in the past year.
2 min readKB Home (KBH) rose 2% post-market on strong sector signals. Worthington Enterprises (WOR) surged 14% after Q1 earnings beat estimates. IonQ (IONQ) climbed 8% on quantum error correction milestone. TriSalus Life Sciences (TLSI) jumped 28% after FDA clearance. InnovAge (INNV) dropped 12% on secondary stock offering.
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