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BZBZH

Beazer Homes USA, Inc.

$BZH·$907M·Residential Construction·Consumer Cyclical
$33.220.0%YTD+64.5%1Y+31.8%
Mentions · last 7 days
2026-08-20: 1 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 1 posts2026-08-24: 0 posts120%
Price updated 1d ago·X counts updated 5d ago
BZBZH
$BZHBeazer Homes USA, Inc.
$33.220.00%12 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BZH, 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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-20

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Third-tier homebuilder agreeing to be acquired by Dream Finders at $33.50 cash — the tape is now the deal-arb.

Beazer Homes is a third-tier US homebuilder — 40+ years old, mostly Southeast and Southwest markets, historically the weakest of the public builders on execution. The company had rejected a 40% premium DFH offer earlier in 2026, then agreed to be acquired by Dream Finders Homes for $33.50 per share in an all-cash deal on Aug 6.

  • The deal terms define the tape: $33.50 per share in cash from Dream Finders Homes via Bulldogs Merger Sub — the stock at $33.19 leaves ~1% of pure arbitrage spread, so the return from here is a tight annualized rate over the antitrust review timeline.
  • The underlying operating results have been ugly: Q2 revenue was down 27.5% year-on-year with a small operating loss, and prior quarters ran 22-8% revenue declines — homebuilder softness that would justify a much lower fundamental price absent the deal, so the tape is entirely deal-anchored now.
  • The plaintiff-firm setup is standard but the deal-price debate is real: Kahn Swick, Brodsky & Smith, and Halper Sadeh are all investigating deal-price adequacy — the initial rejected offer at 40% premium plus the accepted deal at a lower relative premium may give shareholders leverage to negotiate a bump.

Trajectory is event-ahead into the Dream Finders deal close (timing TBD but typical 4-6 months from announcement); a clean close delivers $33.50 with tight spread, an antitrust delay leaves the stock stuck around $33, and a plaintiff-negotiated bump to $34-36 is the low-probability upside scenario worth watching.

What to watch: Dream Finders deal close timeline plus any Kahn Swick / Brodsky & Smith plaintiff-negotiated price bump — clean close delivers $33.50 with tight spread; a bumped deal to $34-36 is the low-probability upside from shareholder negotiations.

On the calendar: 2026-11-12 — Q4 fiscal-2026 earnings (though deal close is the actual event)

merger deal signedshareholder investigationno sentiment

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-05-18

Beazer Homes — 'the worst public homebuilder' — rejected an all-cash offer at a 40% premium from DFH. This is being described as 'another day, another highly confident financing deal proposal,' with the deal characterized as 'somewhat risky given this would take DFH deep into leverage.' The takeover speculation creates a clear M&A premium dynamic in the stock. Sentiment leans bullish on the deal pressure even though the offer was rejected.

Read the AI verdict + X sentiment for $BZH

  • 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
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What it does

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

Homebuilder constructing entry-level and move-up single-family homes across 13 US states.

Industry overviewAI analysisGenerated by AI from underlying data

Where Residential Construction sits in its cycle right now — and what that implies for $BZH.

Residential Construction · Consumer Cyclical

No material change from last week — Affordability compression at 7%+ mortgage rates is the structural headwind, but Lennar's Q2 beat on cost discipline confirms builders can maintain earnings..

What this means for $BZH

Neutral — Homebuilder constructing entry-level and move-up single-family homes across 13 US states; limited read-through from residential construction macro dynamics to this specific revenue mix.

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+2.9%YTD
-12.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-190.2How 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
-0.2%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
-1.4%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
-9.8%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
0.3Same 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
-0.3%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
12.9%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
1.1Total 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 7, 2026$-0.29$-0.36+19.9%
Q1 2026Apr 30, 2026$-0.03$-0.72+95.8%
Q4 2025Jan 29, 2026$-0.90$-0.49-83.7%
Q3 2025Nov 13, 2025$1.07$0.80+34.1%
Next earningsThu, Nov 12·consensus EPS $0.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$409.8M-27.5%11.3%-4.6%$-0.03$-71.3M
Q1 FY26$363.5M-22.5%10.2%-8.8%$-1.13$-170.9M
Q4 FY25$791.9M-1.8%13.5%3.1%$1.03$242.7M
Q3 FY25$545.4M-8.4%15.2%-0.7%$-0.01$-70.2M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.0B – $2.2B-$0.71-$1.28 – $0.033
FY27$2.4B$2.3B – $2.5B$1.41$1.07 – $1.703

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.0.5×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.92%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.+5.0%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.+33.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 24.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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.β2.185-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.

+ 1 other (1 inkind) in window

See when $BZH 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
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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

8-KMaterial agreementAug 78-K — Item 1.01: Material agreement · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

Beazer Homes USA, Inc. entered into a Merger Agreement on August 6, 2026 to be acquired by Dream Finders Homes, Inc. (via merger subsidiary Bulldogs Merger Sub, Inc.) in an all-cash transaction. Each Beazer share will convert to $33.50 in cash at the effective time, with treasury shares and dissenting shares excluded. The Beazer board unanimously approved and declared the merger advisable and in the best interests of stockholders. This is the target-side counterpart to DFH's merger 8-K — together they constitute a transformative all-cash takeout of the publicly traded homebuilder.

8-KMaterial agreementJun 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Delaware 001-12822 58-2086934 entered into a material note purchase/issuance agreement on 2026-06-23 for $400, $357.3. Narrative: SA, Inc. (the “Company”) issued and sold $400 million aggregate principal amount of its 8.000% Senior Notes due 2032 (the “Notes”) through a private placement to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the ... Delaware 001-12822 58-2086934 disclosed: SA, Inc. (the “Company”) issued and sold $400 million aggregate principal amount of its 8.000% Senior Notes due 2032 (the “Notes”) through a private placement to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States pursuant to Regulation S under the Securities Act. The Notes were initially sold pursuant to a purchase agreement, dated June 15, 2026, among the Company, the wholly-owned subsidiaries n.

8-KMaterial agreementMar 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
+ 12 other (5 proxys · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Why Fast-paced Mover Beazer (BZH) Is a Great Choice for Value Investorszacks.com·2d agoSHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Beazer Homes USA, Inc. (BZH)newsfilecorp.com·4d agoBRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Werewolf Therapeutics, Inc. (Nasdaq – HOWL), Beazer Homes USA, Inc. (NYSE – BZH), MarketAxess Holdings Inc. (Nasdaq – MKTX), CBIZ, Inc. (NYSE – CBZ)globenewswire.com·5d agoBeazer Homes USA (NYSE:BZH) Stock Crosses Above 200-Day Moving Average – Here’s What Happeneddefenseworld.net·9d agoBRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: MarineMax, Inc. (NYSE – HZO), Beazer Homes USA, Inc. (NYSE – BZH), MarketAxess Holdings Inc. (Nasdaq – MKTX), CBIZ, Inc. (NYSE – CBZ)globenewswire.com·17d ago

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Voices on X · last 7 days

No standout posts about $BZH 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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