Dec 29, 2025 • ts2.tech
NEUTRAL
JPMorgan slashes KB Home target to $50 as Wall Street flags weaker 2026 returns
JPMorgan lowered its price target for KB Home (NYSE: KBH) to $50 from $71 while maintaining a Neutral rating, citing weaker 2026 and 2027 earnings estimates and an expected return on equity of about 6% for 2026. This recalibration by Wall Street analysts reflects concerns about softer demand, increased incentives, and margin pressure impacting U.S. homebuilders. KB Home's shares were down slightly, trading around $57.16, as the company grapples with declining gross profit margins and aims to shift towards built-to-order homes to improve profitability.
Dec 28, 2025 • MarketBeat
NEUTRAL
Deprince Race & Zollo Inc. Invests $59.30 Million in KB Home $KBH
Deprince Race & Zollo Inc. acquired a significant new position in KB Home (NYSE:KBH) during the third quarter, purchasing 931,823 shares valued at approximately $59.3 million, making it their 18th-largest holding. KB Home recently outperformed Q4 EPS estimates with $1.92 versus $1.79, although revenue saw a 15.5% year-over-year decline. The company also announced a $0.25 quarterly dividend, and analysts currently maintain a "Hold" rating with a consensus target price of $64.09.
Dec 27, 2025 • Finviz
NEUTRAL
Jim Cramer Discusses KB Home (KBH) & Home Prices
Jim Cramer commented on KB Home's recent earnings, noting that the company "overpriced their houses" and suggesting that falling prices indicate it's "the time to buy a home." This comes after KB Home's shares dipped following a fiscal fourth-quarter earnings report that saw revenue and full-year guidance below previous figures. Analysts like Wolfe Research and UBS have since cut price targets for KBH due to concerns over margins and lower EPS estimates.
Dec 27, 2025 • Insider Monkey
BEARISH
Jim Cramer Discusses KB Home (KBH) & Home Prices
Jim Cramer commented on KB Home's recent financial performance, noting that the company's housing prices are now overpriced despite a previous "tremendous drive" in the market. He suggests that the collapse in pricing is more critical than interest rates and that now might be a good time to buy a home, referencing potential returns to 2018 prices. This comes after KB Home's shares dropped following its fiscal fourth-quarter earnings report, prompting multiple analyst downgrades and price target cuts.
Dec 26, 2025 • Simply Wall Street
NEUTRAL
Will Softer 2025 Results and Cautious 2026 Outlook Change KB Home's (KBH) Narrative
KB Home reported softer Q4 and full-year 2025 results with lower revenue and earnings, alongside cautious 2026 revenue guidance. These results, coupled with margin pressure and a Raymond James downgrade, prompt questions about the company's ability to balance growth, affordability, and capital returns. Despite ongoing share buybacks, investors should consider how sustained margin pressure could impact KB Home's long-term investment narrative.
Dec 25, 2025 • Finviz
SOMEWHAT-BEARISH
The Top 5 Analyst Questions From KB Home's Q4 Earnings Call
KB Home faced a negative market reaction to its Q4 earnings, characterized by a sharp decline in year-over-year sales and reduced operating margins due to affordability concerns and elevated mortgage rates. Analysts focused on the company's conservative margin guidance, the shift towards built-to-order homes, competitive landscape, and recovery trajectory for gross margins. Management addressed these concerns, emphasizing a disciplined pricing approach and an expected improvement as aged inventory clears and the built-to-order mix increases.