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KBKBH

KB Home

$KBH·$3.6B·Residential Construction·Consumer Cyclical
$56.06-0.5%YTD+2.7%1Y-11.1%
Mentions · last 7 days
2026-08-07: 2 posts2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 2 posts2026-08-11: 5 posts2026-08-12: 2 posts2026-08-13: 2 posts140%
Price updated 17h ago·X counts updated 2d ago
KBKBH
$KBHKB Home
$56.06-0.48%14 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 $KBH, 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 numbersStalledAI verdict · as of 2026-08-15

The move has stalled — likely just drifts unless something new shows up.

KB Home is the diversified homebuilder — Q2 EPS in-line, revenue -27% YoY, 4-quarter revenue-decline pattern, but Barclays PT raised to $57.

KB Home is a diversified residential-construction franchise (West Coast + Southwest + Central + Southeast regions across single-family/multi-family/townhouses) — the equity is a real-business name stalled on the specific revenue-decline pattern despite the specific Barclays upgrade.

  • Q2 was in-line: EPS $0.43 vs $0.44 (-2%), revenue $1.11B vs $1.09B (+2%) — the specific fact pattern of margin execution despite significant YoY rev decline.
  • Mixed pattern: Q2 -2%, Q1 (inline), Q4 +41%, Q3 +7% — real inconsistent execution.
  • BUT revenue declining Y/Y: Q2 -27%, Q1 -23%, Q4 -15%, Q3 -8% — real severe housing-demand weakness.
  • Position at 49% of 52w with stock -1% below 50d MA and -2% below 200d MA — dead-center range-bound, YTD +3%, t12m -11%.
  • Fundamentals: 11% GM (construction-standard), 6% OM, 4% ROIC, 7% ROE, 15% FCF yield at $3.59B mc, 12.6x P/E, EV/EBITDA 15 — real value-multiple with high FCF.
  • Analyst EPS $3.33 FY26 → $4.52 FY27 → $5.76 FY28 — durable double-digit EPS growth trajectory.
  • Barclays PT raise to $57 from $56 (Overweight) — real specific sell-side upgrade.
  • Insider tape: Collins S-Sale $228K + PRAW S-Sale $1.29M = ~$1.5M coordinated selling — real modest insider distribution.

September 23 is the next print with $0.88 EPS estimate — a beat with stabilizing closings/ASP commentary re-accelerates the tape; another revenue miss cements stalled. The real risk on -27% YoY rev is that mortgage rates stay high through Fed cuts and closings stay pressured.

Agrees with X sentimentAgrees with X quietly-bullish framing on Barclays PT raise to $57 from $56 Overweight. Real specific fact pattern anchors the modest bull thesis.

What to watch: September 23 Q3 print — closings trajectory and ASP direction. A clean beat extends re-acceleration; another rev miss cements stalled.

On the calendar: 2026-09-23 — Q3 earnings

insider selling

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-02

KB Home receives Barclays PT raise to $57 from $56 Overweight. Sentiment leans quietly bullish.

Read the AI verdict + X sentiment for $KBH

  • 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.

US homebuilder targeting first-time and move-up buyers in West Coast, Southwest, Central, and Southeast markets.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $KBH

Neutral — US homebuilder targeting first-time and move-up buyers in West Coast, Southwest, Central, and Southeast markets; 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
-9.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
12.6How 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
4.4%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
5.8%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
15.1%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
0.6Same 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
6.7%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
10.7%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
0.4Total 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 2026Jun 23, 2026$0.43$0.44-2.3%
Q4 2025Mar 24, 2026$0.52$0.520.0%
Q4 2025Jan 12, 2026$2.52$1.79+40.8%
Q2 2025Sep 24, 2025$1.61$1.50+7.3%
Next earningsWed, Sep 23·consensus EPS $0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.1B-27.3%-15.1%2.2%$0.44—
Q1 FY26$1.1B-22.6%15.5%3.4%$0.53$-138.6M
Q4 FY25$1.7B-15.3%17.3%7.3%$1.59$293.0M
Q3 FY25$1.6B-7.5%18.4%8.4%$1.64$185.8M

Forward consensus

3-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.1B$5.0B – $5.2B$3.33$3.14 – $3.538
FY27$5.5B$5.4B – $5.8B$4.52$4.18 – $5.048
FY28$5.8B$5.4B – $6.2B$5.76$4.79 – $6.273

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.0.6×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.49%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.-0.7%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.-1.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β1.345-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellAug 6Collins Arthur ReginaldDirector4.0K sh$228KSellAug 5Albert Z PrawEVP, Real Estate & Bus. Dev.22.0K sh$1.3MSellJul 15Jeffrey T MezgerChair51.0K sh$2.9MSellJul 14Jeffrey T MezgerChair129.1K sh$7.1MSellJul 13Jeffrey T MezgerChair94.9K sh$5.2MSellJul 13Robert V. McgibneyCEO20.6K sh$1.1M
+ 24 other (14 awards · 6 inkinds · 4 exempts) in window

See when $KBH 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

S-3ASRAuto-shelf registrationJul 14S-3ASR
AI summary

KB Home (KBH) filed an automatic shelf registration statement (S-3ASR) on July 14, 2026, covering multiple securities types to be offered by the company and its subsidiaries, including KB Home Coastal Inc., KB Home Colorado Inc., KB Home Florida LLC, KB Home Fort Myers LLC, KB Home Greater Los Angeles Inc., KB Home Jacksonville LLC, KB Home Las Vegas Inc., and others. An S-3ASR allows large accelerated filers to register securities immediately upon filing. The registration provides flexibility for future capital market transactions. Specific offering terms and amounts were not disclosed in this initial filing.

8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change
AI summary

Delaware 1-9195 95-3666267 reported departure or retirement of an officer: the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) unde.

8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
8-K/AOfficer or director change (amended)Feb 268-K/A — Item 5.02: Officer or director change · Item 8.01: Other event
+ 12 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

KB HOME OPENS BRIGHTON CROSSINGS, A NEW COMMUNITY PRICED FROM THE $460Ks WITHIN A DESIRABLE BRIGHTON, COLORADO MASTER PLANgurufocus.com·18h agoKB HOME OPENS BRIGHTON CROSSINGS, A NEW COMMUNITY PRICED FROM THE $460Ks WITHIN A DESIRABLE BRIGHTON, COLORADO MASTER PLANprnewswire.com·19h agoWhy the Market Dipped But KB Home (KBH) Gained Todayzacks.com·4d agoKB Home (KBH) Advances While Market Declines: Some Information for Investorszacks.com·10d agoKB HOME OPENS ELOWEN: NEW TOWNHOMES FROM THE $390Ks IN LAS VEGASprnewswire.com·15d ago

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Voices on X · last 7 days

No standout posts about $KBH 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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