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BEBEKE

KE Holdings Inc.

Rising onWhy it's trendingX mentions rising faster than the market
$BEKE·$20B·Real Estate - Services·Real Estate
$18.07+1.3%YTD+10.2%1Y-1.1%
Price updated 7h ago·X counts updated 5d ago
BEBEKE
$BEKEKE Holdings Inc.
$18.07+1.35%122 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BEKE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

122X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $BEKE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 93% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BEKE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

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

KE Holdings is China's dominant real-estate services platform — slow top-line but profitable, Nov 10 is the next read.

KE Holdings is the leading Chinese residential-real-estate services platform — Lianjia agent network, Beike online portal, home-renovation services. The business is slow but still profitable.

  • Operations are modest: Q1 revenue -5.9% YoY at a 6.2% operating margin and ROIC of 4.5% — top-line reflecting continued Chinese housing-cycle softness, with margins holding up.
  • At 27x PE and 1.44x sales the valuation is reasonable for an asset-light platform with 90%+ China exposure — the market is pricing in continued Chinese macro drag.
  • 52-week range position is 47% with vol at 72% of average — mid-range on quiet volume, consolidating ahead of Nov 10 earnings.

Nov 10 Q3 is the gate — any transaction-volume reacceleration plus visible home-renovation revenue extends the stock. A continued housing-cycle softness or any regulatory headline from China and the stock stays range-bound.

What to watch: Nov 10 Q3 — existing-home transaction volume, new-home services revenue, home-renovation revenue trajectory, and operating-margin direction. A regulatory headline is the clear invalidator.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — elevated mortgage rates continue suppressing US residential transaction volumes.

What this means for $BEKE

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

Industry benchmark

4-name peer basket
-46.9%YTD
-39.7%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 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$87.0B$85.1B – $88.9B$7.55$7.29 – $8.2416
FY27$90.1B$88.2B – $93.4B$8.57$8.19 – $9.2118
FY28$94.4B$80.3B – $110.5B$9.53$8.87 – $10.1919

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.1.2×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.70%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.+5.6%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.+7.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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

SellSep 25Yongdong PengCEO16.0M sh$84.6MSellSep 21Yigang ShanExecutive Director3.3M sh$18.1M
+ 12 other (6 others · 2 inkinds · 2 awards · 2 exempts) 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 amendmentSep 29SC 13D/A
AI summary

Ever Orient International Limited and its parent Data Bliss Limited (both British Virgin Islands entities) jointly disclosed beneficial ownership of 156,906,542 KE Holdings (BEKE) ordinary shares, representing approximately 4.7% of total shares, consisting of 62.8 million Class A and 94.1 million Class B ordinary shares. This is an amendment updating share count figures as calculated against 3.309 billion total shares outstanding as of August 31, 2026. The filing is a passive ownership update with no stated activist intent and is administratively routine.

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.

+ 41 other (40 6-Ks · 1 20-F) in window

Recent news

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

Best Growth Stocks to Buy for October 16thzacks.com·1d agoBest Growth Stocks to Buy for October 14thzacks.com·3d agoBest Growth Stocks to Buy for October 12thzacks.com·5d agoFinancial Review: Cyrela Brazil Realty (OTCMKTS:CYRBY) & KE (NYSE:BEKE)defenseworld.net·5d agoBest Growth Stocks to Buy for October 8thzacks.com·9d ago

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Voices on X · last 7 days

No standout posts about $BEKE on X in the 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.

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