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BZBZH

Beazer Homes USA, Inc.

$BZH·$900M·Residential Construction·Consumer Cyclical
$32.91-1.2%YTD+62.5%1Y+40.8%
Mentions · last 7 days
2026-07-11: 6 posts2026-07-12: 14 posts2026-07-13: 26 posts2026-07-14: 23 posts2026-07-15: 23 posts2026-07-16: 15 posts2026-07-17: 9 posts118+12%
Price updated 6h ago·X counts updated 6h ago
BZBZH
$BZHBeazer Homes USA, Inc.
$32.91-1.17%118 posts+12%
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 2026-07-17

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

Beazer Homes rejected a 40% premium all-cash bid from Dream Finders — the M&A pressure remains despite rejection.

Beazer Homes is a smaller-cap US homebuilder that just rejected an all-cash offer from Dream Finders (DFH) at a 40% premium. The stock is at 100% of its 52-week range on the specific M&A-pressure dynamic.

Why the setup is a specific catalyst:

  • The rejected bid creates a specific M&A-premium dynamic: an all-cash offer at 40% premium being rejected means the market is now specifically pricing continued deal pressure or a revised bid — meaning the equity has a live catalyst rather than just operational reset.
  • The financing framing is the honest bear check: DFH's offer characterized as risky given it would take DFH deep into leverage means the specific counterparty risk is real — meaning any deal has to survive DFH's specific financing capacity.
  • Fundamentals are cyclically weak: -1.4% operating margin and -9.8% free cash flow yield reflect the specific housing-cycle position — meaning Beazer standalone is at trough operating economics.
  • The tape confirms the M&A premium: sitting 27% above the 50-day and 42% above the 200-day at 100% of the 52-week range — the specific pattern of a stock being repositioned into the deal probability.

July 30 earnings is the trigger, but a revised DFH offer or a competing bid is the primary catalyst. A revised bid or competing bid extends the leg materially; a specific rejection without follow-up is the setup for the tape to reverse toward standalone economics.

Agrees with X sentimentX is bullish on the deal-pressure framing, and the setup is real — a rejected 40% premium creates specific ongoing M&A pressure. The honest check the corpus flags is DFH financing risk, which is a real specific limitation on the deal probability.

What to watch: The July 30 print and any revised DFH offer or competing bid — earnings-standalone trajectory versus deal probability. A revised or competing bid extends the leg; a specific rejection without follow-up reverses the tape to standalone economics.

On the calendar: 2026-07-30 — Q3 earnings

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; end markets and revenue mix have limited overlap with the housing supply deficit offsetting affordability compression at high rates.

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+0.6%YTD
+1.7%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
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%
Q2 2025Jul 31, 2025$0.26$0.42-38.1%
Next earningsThu, Jul 30·consensus EPS $-0.34

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.0.8×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.94%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.+24.3%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.+40.3%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 today1.6% 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.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 award) 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 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
8-KCharter amendmentFeb 58-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
+ 7 other (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.

Landmark Housing Affordability Bill Becomes Law: ETFs in Focuszacks.com·5d agoBeazer (BZH) Moves 13.1% Higher: Will This Strength Last?zacks.com·8d agoWhy Beazer Homes Stock Was Zooming Higher This Weekfool.com·8d agoDonerail, One of the Largest Stockholders of Beazer Homes, Issues Open Letter to Board on DFH's Revised Offerglobenewswire.com·9d agoBeazer Homes Responds to Dream Finders Homes' Latest Public Statementsbusinesswire.com·10d ago

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Voices on X · last 7 days

No standout posts about $BZH on X in the last 7 days.

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