TickerTalks
Browse all tickers →
TickerTalks›$BEKE
BEBEKE

KE Holdings Inc.

$BEKE·$20B·Real Estate - Services·Real Estate
$18.32+3.3%1Y+4.6%
Mentions · last 7 days
2026-08-20: 11 posts2026-08-21: 49 posts2026-08-22: 2 posts2026-08-23: 5 posts88-1%
Price updated 2d ago·X counts updated 7d ago
BEBEKE
$BEKEKE Holdings Inc.
$18.32+3.33%88 posts-1%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BEKE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

China's dominant real-estate platform quietly re-accelerating — Q2 revenue turned positive on outperformance.

KE Holdings runs Beike, the dominant online-and-offline platform for real estate transactions in China — new-home transactions, existing-home resales, rental, home-services, and increasingly ancillary services. The Chinese property downcycle has been the drag, but Q2 shows a genuine turn.

What's actually here:

  • Revenue growth is turning positive — Q2 of $24.47B declined just 5.9% YoY versus Q1 -19% and Q4 -29%; the trajectory is toward flat-to-positive, and consensus FY26 revenue of $88.98B implies the recovery continues.
  • The economics are strong — Q2 operating margin of 12.3%, 24% gross margin, and ROIC of 4.5%; the P/E of 27x reflects a business emerging from cyclical trough with real leverage.
  • EPS surprises have been meaningful — Q2 of $0.42 vs $0.31 (+36%) and Q1 of $0.20 vs $0.14 (+43%); consensus systematically under-modeling the recovery pace, and the FY26 EPS estimate of $6.95 has room to move higher.
  • The tape is confirming — position 54.7% of the 52-week range, 9% above the 50-day, 6% above the 200-day, on 0.95x volume; the day +3.33% reflects the market pricing the Q2 print positively as it lands.

The forward path is that Q3 earnings on Nov 10 confirming continued revenue-decline moderation with any home-services or rental-segment growth acceleration extends the multi-quarter re-rate; the specific catalyst is any China property-market stabilization data point. The bear case is that Chinese property recovery stalls again and the FY27 EPS estimate of $8.08 proves optimistic — Chinese consumer-macro remains the specific overhang.

What to watch: Q3 earnings on Nov 10 — specifically revenue trajectory versus -5.9% Q2 baseline and any home-services segment commentary. Also broader Chinese property market data.

On the calendar: 2026-11-10 — Q3 2026 earnings

sentiment missingchina property recovery

Read the AI verdict + X sentiment for $BEKE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

KE Holdings runs China's largest integrated housing transaction platform, connecting home buyers, sellers, and agents online and offline.

Industry overviewAI analysisGenerated by AI from underlying data

Where Real Estate - Services sits in its cycle right now — and what that implies for $BEKE.

Real Estate - Services · Real Estate

No material change from last week — Opendoor's Q1 double beat with acquisition contracts at the highest level since 2022 confirmed housing market thawing.

Industry benchmark

4-name peer basket
-25.5%YTD
-22.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 21, 2026$0.42$0.31+35.5%
Q1 2026May 19, 2026$0.20$0.14+42.9%
Q4 2025Mar 16, 2026$0.07$0.10-33.1%
Q3 2025Nov 10, 2025$0.16$0.160.0%
Next earningsTue, Nov 10·consensus EPS $0.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$24.5B-5.9%28.6%12.3%$2.43$0
Q1 FY26$18.9B-19.0%24.1%6.7%$1.17$-1.5B
Q4 FY25$22.2B-28.7%21.4%2.1%$0.08$1.3B
Q3 FY25$23.1B+2.1%21.4%3.0%$0.69$851.1M

Forward consensus

3-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$89.0B$86.2B – $91.3B$6.95$6.52 – $7.0918
FY27$92.9B$88.5B – $96.1B$8.08$7.54 – $8.4218
FY28$96.9B$85.0B – $109.5B$8.93$7.52 – $10.4118

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 12 other (9 others · 1 inkind · 1 exempt · 1 award) in window

See when $BEKE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 18SC 13D/A
AI summary

Baihui Partners L.P. (Cayman Islands), a Beijing-based entity, filed Amendment No. 3 to its Schedule 13D on KE Holdings Inc. (BEKE), disclosing voting power over 849,601,280 Class A ordinary shares held by Propitious Global Holdings Limited via an Irrevocable Proxy and Power of Attorney — Baihui holds sole voting power but no dispositive power over these shares. The 849.6 million shares represent 24.7% of KE Holdings' 3,435,761,272 total issued ordinary shares as of August 14, 2026; no shares were bought or sold in the prior 60 days. This amendment updates the total share count per KE Holdings' Form 6-K filed August 17, 2026, with no change in intent disclosed — administrative in nature.

SC 13D/AActivist amendmentAug 18SC 13D/A
AI summary

Grain Bud Holding Limited (BVI) and its wholly-owned subsidiary Propitious Global Holdings Limited (BVI) filed Amendment No. 5 to Schedule 13D on KE Holdings Inc. (BEKE), updating their disclosure as legal holders of 849,601,280 Class A ordinary shares (24.7% of 3,435,761,272 total issued shares as of August 14, 2026). Propitious Global retains sole dispositive power over the shares but has irrevocably assigned all voting rights to Baihui Partners L.P. via proxy; Grain Bud is the BVI parent of Propitious. No shares changed hands in the prior 60 days; the amendment reflects the updated share count per KE Holdings' August 17, 2026 Form 6-K. This companion filing to the Baihui Partners amendment clarifies the Grain Bud → Propitious → Baihui-votes ownership chain — administrative, no new acquisitions or change in intent.

3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
+ 44 other (41 6-Ks · 2 3s · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Wall Street Analysts Predict a 27.36% Upside in KE Hodlings (BEKE): Here's What You Should Knowzacks.com·4d agoKE Holdings: Better Execution, Limited Upsideseekingalpha.com·6d agoKE Holdings: Turning Positive On Q2 Outperformance And Likely Full-Year Improvement (Upgrade)seekingalpha.com·7d agoKE Holdings Inc. (BEKE) Q2 2026 Earnings Call Transcriptseekingalpha.com·9d agoKE Q2 Earnings Call Highlightsmarketbeat.com·9d ago

More in Real Estate - Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$OPEN$COMP$CSGP$BEEP
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport