Meritage Homes CORP
No SEC Form 4 filings for $MTH in the last 30 days.
See all $MTH insider activity →Analysts lowered Meritage Homes' average price target from $76.89 to $76.44, with a range of $59 to $93. The new target suggests 22% upside from the Oct. 6 closing price. 13 analysts maintain a 'Buy' consensus, with 5 Buys, 7 Holds, and 1 Sell.
Analysts made several rating changes: Wolfe upgraded Paychex (PAYX) citing stable employment trends. UBS upgraded Union Pacific (UNP) to Buy with a $339 price target, expecting strong 2027 volume growth. Needham upgraded Rocket Pharmaceuticals (RCKT) to Buy with a $9 target after FDA reaffirmed study design. JPMorgan upgraded Credicorp (BAP) to Overweight with a $482 target, seeing strong EPS growth. Morgan Stanley downgraded Expedia (EXPE) to Underweight with a $235 target, citing weaker assets
Meritage Homes (MTH) fell 2.3% premarket after Truist Securities downgraded it from Buy to Hold, cutting its price target to $72 from $80. The firm had previously rated it Buy with a $90 target. MTH's net income dropped 38% YoY last quarter, and the sector faces high mortgage rates and material costs. Competitors like D.R. Horton, Lennar, and PulteGroup also struggle with these issues.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning MTH (Meritage Homes CORP). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent MTH coverage spans financial news, earnings and macro economy.
The price‑target cut suggests modest upside potential but limited catalyst strength.
Target cut may limit upside.
The downgrade reduces near‑term upside and may trigger further selling pressure.
Negative catalyst for homebuilder.
The call highlights near-term margin sustainability tied to incentive normalization and rates, not further cost cuts, shaping expectations for Q3 profitability.
AlphAI scores every news story that mentions MTH with an AI model for sentiment and relevance, and aggregates insider trades from Meritage Homes CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Analysts lowered Meritage Homes' average price target from $76.89 to $76.44, with a range of $59 to $93. The new target suggests 22% upside from the Oct. 6 closing price. 13 analysts maintain a 'Buy' consensus, with 5 Buys, 7 Holds, and 1 Sell.
1 min readAnalysts made several rating changes: Wolfe upgraded Paychex (PAYX) citing stable employment trends. UBS upgraded Union Pacific (UNP) to Buy with a $339 price target, expecting strong 2027 volume growth. Needham upgraded Rocket Pharmaceuticals (RCKT) to Buy with a $9 target after FDA reaffirmed study design. JPMorgan upgraded Credicorp (BAP) to Overweight with a $482 target, seeing strong EPS growth. Morgan Stanley downgraded Expedia (EXPE) to Underweight with a $235 target, citing weaker assets
3 min readMeritage Homes (MTH) fell 2.3% premarket after Truist Securities downgraded it from Buy to Hold, cutting its price target to $72 from $80. The firm had previously rated it Buy with a $90 target. MTH's net income dropped 38% YoY last quarter, and the sector faces high mortgage rates and material costs. Competitors like D.R. Horton, Lennar, and PulteGroup also struggle with these issues.
2 min readWall Street analysts upgraded Credicorp (BAP) to Overweight, Paychex (PAYX) to Peer Perform, Rocket Pharmaceuticals (RCKT) to Buy, Similarweb (SMWB) to Buy, and Union Pacific (UNP) to Buy. Downgrades include Expedia (EXPE) to Underweight, Grupo Aval (AVAL) to Underweight, Hartford Financial (HIG) to Neutral, Meritage Homes (MTH) to Hold, and Nubank (NU) to Market Perform. Initiations: Airbnb (ABNB) with Equal Weight, Booking Holdings (BKNG) with Overweight, Dutch Bros (BROS) with Buy, Five9 (FIV
2 min readMeritage Homes (MTH) reported Q2 revenue of $1.41B, down 13.8% year over year and slightly below estimates, while adjusted EPS was $1.42, above estimates. Management cited softer demand and incentive pressure, but said operational discipline supported a 200% backlog conversion rate and cycle times under 110 days. Analysts asked about margin drivers, move-up strategy, and incentive outlook.
6 min readDrivers of Future Performance Management's outlook emphasizes community expansion, operational efficiency, and a diversified product strategy as the main drivers of future results, while acknowledging ongoing headwinds from affordability and incentive costs.
5 min readMeritage Homes (NYSE:MTH) reported Q2 2026 results with revenue down 14.3% year on year to $1.40 billion, below analyst expectations, according to the company and the article. Non-GAAP adjusted EPS was $1.42, up 9.2% versus consensus. The firm cited softer spring demand amid macro uncertainty and volatile interest rates.
4 min readMeritage Homes CORP (MTH) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Contacts: Emily Tadano, VP Investor Relations and External Communications (480) 515-8979 (office) investors@meritagehomes.com Meritage Homes reports second quarter 2026 results SCOTTSDALE, Ariz., July 29, 2026 - Meritage Homes Corporation (NYSE: MTH), the fifth-large
4 min readU.S. Census Bureau data showed building permits for privately owned housing units fell 3.0% in June from May and 2.3% year over year, with single-family permits down 2.4%. Shares of Meritage Homes (MTH), LGI Homes (LGIH), and Champion Homes (SKY) fell about 4-5% in the afternoon. The article cites KB Home Q2 revenue of $1.11B vs $1.10B consensus.
5 min readMeritage Homes CORP (MTH) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ex101twelfthamendmenttocre.htm EX-10.1 Document Exhibit 10.1 TWELFTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT TWELFTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “ Amendment ”) dated as of June 24, 2026, among MERITAGE HOMES CORPORATION, a Marylan
3 min read
