KB Home (KBH) Mortgage Rates Might Challenge Its Earnings
$KB Home(KBH)$ is expected to release its fiscal Q1 2025 earnings result on 24 March 2025 after market close. The current consensus estimate for the revenue is looking at $1.5 billion, which is an increase of 2.37% from same period one year ago. KBH earnings per share is projected to decline by 10.23% compared to same period last year to come in at $1.58 per share. KB Home (KBH) Last Neutral Earnings Call Saw A Decline of 4.03% Of Its Share Price KB Home had a neutral earnings call on 13 Jan 2025 which saw its share price drop by 4.03% since. The earnings call highlighted strong financial and operational performance in 2024, with significant returns to shareholders and improvements in build times. However, challenges from rising mortgage rates and
California Wildfires: 😢Affected or Benefiting Industries & Stocks
On January 7, 2025, a wildfire broke out in the Los Angeles area of California, US, and it is still ongoing. As of January 15, the fire has burned an area of over 164.3 square kilometers.More than 90,000 people in Los Angeles have been evacuated. Some institutions have raised their loss estimates for the Los Angeles fire to between $135 billion and $150 billion.Abiel Reinhart, an economist at JPMorgan Chase, believes that the economic losses from this wildfire are estimated to be around $250 billion, surpassing the losses caused by Hurricane Katrina in 2005.Tens of thousands of residents have been displaced and are in need of food, shelter, emergency medical supplies, mental health counseling, and even the purchase of new homes. Many businesses have also suffered severe damage to their ope
😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from January 6 to January 10.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with
😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q2 earnings season.In this post, we have highlighted the top 10 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from September 23 to September 27.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks
$Costco(COST)$$Micron Technology(MU)$$KB Home(KBH)$$Jefferies Financial Group Inc.(JEF)$ 🎯🎯🎯 Earnings Avalanche & Macro Madness: Fasten Your Seatbelts! 🎯🎯🎯 Mōrena from 🇳🇿Tiger traders! Ready for some action-packed trading moves? This week is about to hit you like a caffeine-fuelled Tui in the morning ☕️! With earnings from giants like Micron ($MU) and Costco ($COST) dropping in, PLUS a barrage of macro-economic updates, it’s time to sharpen those trading instincts and crush it! 🚀💼 💻 Wednesday: Micron Technology ($MU) Steals the Tech Spotlight! 🎯 MU Earnings Incoming: 📊 Current Post-Market Price: $90.90 📈 T
How to Invest When the Fed Cuts Rates?Stocks & ETFs
In March 2022, the Fed started raising rates and seemed to successfully curb inflation, leading to a pause in hikes last July. Recently, Chairman Powell indicated that it's time to adjust monetary policy. CME suggest a 71% chance of a 25-bps cut and a 29% chance of a 50-bps cut in September.Observers believe that falling inflation and a weakening job market are driving the Fed to adjust policy. Experts think the Fed's new round of interest rate cut cycle is likely to be a relatively mild pre-interest rate cut, rather than a bailout for a serious recession or major external shock.When interest rates inevitably start to fall, we can consider the following investments:1.High-Yield Investments Conservative, income-focused investors might lock in current high rates by buying certificates of dep
Hello everyone! Today i want to share some trading ideas with you!1. $ulta beauty(ULTA)$ trades at 14.3 times forward PE ROIC 5Y is 24%Operating margin is 14.5%Long-term EPS growth expectations is +11.7%Is Ulta attractive at the current price?2.Daniel LoebBuys: $Apple(AAPL)$ , Amphenol Corp, $Taiwan Semiconductor Manufacturing(TSM)$ , $KB Home(KBH)$ , and Roper tech. Sells: $Alphabet(GOOG)$ , S&P Global, Marvell tech, and Goldman Sachs.3. $Amazon.com(AMZN)$ 's 10-year revenue CAGR from its business segments:Follow me to learn more abo
Hello everyone! Today i want to share some option stratgies with you!1.Sold-to-open $Amazon.com(AMZN)$ June 21 exp 175 strike put in the IRA account. Would be happy to pick up more shares at that price (which is a recent bottom support level).2.Sold an Iron Condor on $S&P 500(.SPX)$ . Small position. June 18 expiration. 5505/5510 call credit spread & 5455/5450 put credit spread. 3. $KB Home(KBH)$ has earnings this week. Based on current AH price action, looks like $Lennar(LEN)$ is not reacting well for earnings. $Toll Brothers(TOL)$ dropped for its earnings release as well.
Hello everyone! Today i want to share some option strategies with you!1.Executed an #Optionselling trade on $Zscaler Inc.(ZS)$ ▫️ Sell-to-open a Strangle ... June 21 expiration, 170 put & 192.5 call strikes2.Loving that spike on $S&P 500(.SPX)$ . Took an optionselling trade.▫️ Sold-to-open June 17 expiration 5490/5495 call credit spread3. $KB Home(KBH)$ has earnings this week. Based on current AH price action, looks like $Lennar(LEN)$ is not reacting well for earnings. $Toll Brothers(TOL)$ dropped for its earnings release as well. This makes us inclined to take a bearish trad
KB Homes – still no margin of safety despite declining by 17 % since Aug 2023
KB Homes (KBH) is a mid-sized US homebuilder with a concentrated geographical coverage. Its homebuilding operations span only 9 states. I last looked KBH in Aug when it was trading at USD 54 per share. It has gone down to USD 45 per share today (15 Oct 2023). In Aug, I had concluded that there was no margin of safety based on its EPV. At the current market price, there is still no margin of safety From a fundamental perspective, KBH has not achieved any revenue growth over the past 18 years and has poor financial position and low returns. Its revenue shrank from 2005 to 2022. It incurred losses from 2007 to 2012. It did poorly on 2 of the financial metrics – cash on hand and Debt Equity ratio. It has not been able to achieve a return over the cycle that is greater than the cost of funds. I
Summary I have argued that the housing market hit a wall in July/August, and KB Home’s Q3 2023 results support this claim. Revenues fell 13.6% YoY and 10% from its FY Q2. Operating income was destroyed, down 45% YoY, with net income down 41% YoY. Interestingly, the culprit that torpedoed KBH’s numbers was price cutting. Deliveries were down 7% YoY and 8% from Q2. But the average selling price was cut 8.3%. Justin Sullivan The following analysis on KB Home (NYSE:KBH) is from the latest issue of my Short Seller’s Journal. KBH’s FY Q3 ended August 31st, which means the numbers captured the trend in new home sales over the summer (June, July, August) based on contracts signed in the late spring through mid-summer. I have argued that the housing
Pre-Bell|Nasdaq Futures Drops 1%; Broadcom Slides 6%; One Company Soars 255%
U.S. stock index futures declined on Thursday as growth stocks took a hit from a jump in Treasury yields after the Federal Reserve held interest rates steady while hinting at another hike this year.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 179 points, or 0.52%, S&P 500 e-minis were down 33.25 points, or 0.75%, and Nasdaq 100 e-minis were down 156.5 points, or 1.03%.Pre-Market MoversBroadcom (AVGO) - Broadcom was falling 6.4% in premarket trading after the Information reported Alphabet ‘s Google has discussed dropping Broadcom as a supplier of artificial intelligence as early as 2027.FedEx (FDX) - FedEx shares rose 5% in premarket trading after the shipping company reported fiscal first-quarter earnings that beat analysts’ estimates and an increase in operating margins amid
KB Home operates as a homebuilding company in the United States. It operates through four segments: West Coast, Southwest, Central, and Southeast. It builds and sells various homes, including attached and detached single-family residential homes, townhomes, and condominiums primarily for first-time, first move-up, second move-up, and active adult homebuyers. The company also provides financial services, such as insurance products and title services, as well as mortgage banking services, including residential consumer mortgage loans to homebuyers. It has operations in Arizona, California, Colorado, Florida, Idaho, Nevada, North Carolina, Texas, and Washington. The company was formerly known as Kaufman and Broad Home Corporation and changed its name to KB Home in January 2001. KB Home was founded in 1957 and is based in Los Angeles, California.
Form 25-NSE - Notification filed by national security exchange to report the removal from listing and registration of matured, redeemed or retired securities