Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
PulteGroup Inc. Stock Is Quietly Going Off – Is This Housing Play Your Next Power Move?
PulteGroup Inc. is performing well in the stock market amidst widespread concerns about housing affordability. Despite not being a "meme stock," it has gained steady attention as a serious investment due to its strong multi-year performance, diversified business model targeting various buyer segments, and the ongoing U.S. housing shortage. The article suggests it is a "core housing play" for long-term investors looking for stable growth rather than rapid, speculative returns.
Dec 30, 2025 • Palmetto Grain Brokerage
SOMEWHAT-BULLISH
PulteGroup’s Quarterly Earnings Preview: What You Need to Know Kritika Sarmah Barchart Tue Dec 30, 5:10AM CST
PulteGroup, Inc. (PHM), a leading residential homebuilder, is set to announce its fiscal fourth-quarter 2025 earnings on January 29. Analysts anticipate a diluted EPS of $2.79, a 20.3% decrease from the previous year, despite the company's consistent track record of exceeding Wall Street estimates. The company recently increased its quarterly dividend by 18%, reflecting a strong capital allocation strategy and commitment to shareholder returns.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Pacer Advisors Inc. Buys Shares of 34,710 Hovnanian Enterprises Inc $HOV
Pacer Advisors Inc. initiated a new position by purchasing 34,710 shares of Hovnanian Enterprises Inc. (NYSE:HOV) during the third quarter, valued at approximately $4.46 million. This investment represents about 0.59% of the company, with institutional investors collectively owning roughly 65.4% of the stock. Despite this new stake, Hovnanian recently missed earnings estimates, reporting an EPS of -$0.51 against an expected $0.63, though revenue slightly exceeded estimates at $817.9 million, marking a 16.5% year-over-year decrease.
Dec 30, 2025 • MSN
BEARISH
Redfin sees U.S. home prices in March fall the most in 11 years
This article reports that Redfin observed the largest year-over-year decline in U.S. home prices in March in 11 years.
Dec 30, 2025 • inkl
SOMEWHAT-BULLISH
PulteGroup’s Quarterly Earnings Preview: What You Need to Know
PulteGroup (PHM) is set to announce its fiscal fourth-quarter earnings for 2025 on January 29, with analysts expecting a profit of $2.79 per share, a 20.3% decrease year-over-year. Despite recent underperformance compared to broader market indices, the company's dividend was recently increased by 18%, reflecting a strong capital allocation strategy. Analysts maintain a "Moderate Buy" rating for PHM, forecasting a potential upside of 16.6% from current levels.
Dec 29, 2025 • MarketBeat
SOMEWHAT-BEARISH
JPMorgan Chase & Co. Issues Pessimistic Forecast for KB Home (NYSE:KBH) Stock Price
JPMorgan Chase & Co. recently lowered its price target for KB Home (NYSE:KBH) from $71 to $50, maintaining a "neutral" rating, indicating a potential 12.8% downside. Despite KB Home beating quarterly EPS estimates, its revenue declined by 15.5% year-over-year, and EPS was materially lower than the same quarter last year. The consensus among analysts is a "Hold" rating with an average target price of $63.82, while the stock currently trades around $57.34.