KB Home: Too Much Visible Weakness; I Stay Sell-Rated [Seeking Alpha]
KB Home (KBH)
Last kb home earnings: 3/26 04:10 pm
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US:NYSE Investor Relations:
investor.kbhome.com
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Source: Seeking Alpha
KBH's shift to a build-to-order model is strategically sound, but near-term margin pain persists as high-cost inventory is cleared at discounts. Q4 2025 saw revenue down 15% y/y, operating margin drop 460 bps, and cancellation rates rise to 18%, reflecting affordability challenges. Despite appearing optically cheap, KBH's forward valuation is unattractive given eroding fundamentals and lack of near-term catalysts. MoMo Productions/DigitalVision via Getty Images Summary I gave a sell rating to KB Home ( KBH ) in June because demand is weak, margin is declining, and guidance was cut. I reiterate a sell rating. Demand continues to be weak, margins are declining faster than expected, and guidance points to further This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my ow
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KBH
News
- KB Home (NYSE:KBH) had its price target lowered by analysts at Bank of America Corporation from $62.00 to $58.00. They now have a "neutral" rating on the stock.MarketBeat
- KB Home (NYSE:KBH) had its "overweight" rating reaffirmed by analysts at Barclays PLC.MarketBeat
- Does KB Home's (KBH) Softer 2026 Outlook Undercut Its Cost Discipline And Buyback Narrative? [Yahoo! Finance]Yahoo! Finance
- Jim Cramer Notes KB Home Posted a “Disappointing Set of Numbers” [Yahoo! Finance]Yahoo! Finance
- KB Home Stock Falls On Q4 Earnings: 'Housing Market Conditions Remained Challenging' [Yahoo! Finance]Yahoo! Finance
KBH
Earnings
- 12/18/25 - Beat
KBH
Sec Filings
- 12/18/25 - Form 8-K
- 11/13/25 - Form 8-K
- 11/10/25 - Form SCHEDULE
- KBH's page on the SEC website