---
title: "Weekly Recap | KB Home +1.89%, earnings beat expectations"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300189205.md"
description: "KB Home (KBH) rose 1.89% this week, closing at $48.01, while the S&P 500 gained 1.21% — the stock outperformed by about 0.68 percentage points. The week was choppy. Monday (Sep 21) opened slightly higher, Tuesday (Sep 22) surged to an intraday high of $49.885 on heavy volume, Wednesday (Sep 23) opened high but faded after earnings, Thursday (Sep 24) dipped to a weekly low of $46.58, and Friday (Sep 25) settled back near $48. Amplitude for the week was 6."
datetime: "2026-09-26T06:34:52.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300189205.md)
  - [en](https://longbridge.com/en/news/300189205.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300189205.md)
generator: "portal-rs"
---

# Weekly Recap | KB Home +1.89%, earnings beat expectations

## The Week

KB Home (KBH) rose 1.89% this week, closing at $48.01, while the S&P 500 gained 1.21% — the stock outperformed by about 0.68 percentage points. The week was choppy. Monday (Sep 21) opened slightly higher, Tuesday (Sep 22) surged to an intraday high of $49.885 on heavy volume, Wednesday (Sep 23) opened high but faded after earnings, Thursday (Sep 24) dipped to a weekly low of $46.58, and Friday (Sep 25) settled back near $48. Amplitude for the week was 6.95%, and average daily volume of about 2.6m shares ran at roughly 1.6x the 60-day median.

## Key Events

The main event was the fiscal Q3 2026 earnings release. After the close on Sep 23, KB Home reported diluted EPS of $1.05, down 35% year over year but ahead of consensus by $0.15–$0.16. Revenue came in at $1.30bn, down 20% year over year, roughly in line with or slightly above estimates. Management flagged a weakening housing market but said the built-to-order approach helped protect margins. The company also announced $50m of share repurchases. The stock initially popped on the beat, then reversed lower in extended trading. Through the rest of the week, KB Home pressed ahead with new community openings: Brighton in Hockley, Texas from the low $200,000s on Sep 24, and City Vista in Escondido plus Arroyo in Manteca, California on Sep 25, with paired homes starting in the mid $600,000s.

## Analyst Ratings

Broker coverage remains cautious. Of 15 firms, 1 rates the stock buy, 2 overweight, 9 hold, and 3 sell. The consensus recommendation is hold, with a consensus target of $55.58 — about 15.77% above the current price. The target range is wide, from $43.00 to $70.00, reflecting a clear split in views. KB Home ranks 5th by rating within the residential construction industry, out of 19 companies.

## The Week Ahead

The coming week brings a dense run of US housing and macro data. On Tuesday, Sep 29, markets get the FHFA house price index and the Case Shiller 20-city home price index, alongside JOLTS job openings and consumer confidence. Those readings will test demand assumptions in a still-high interest rate environment and could feed into expectations around new-home sales and builder order momentum.

## In Short

The week left KB Home with a mixed setup. Earnings showed a sharp year-over-year decline, yet both EPS and revenue beat expectations, and the company is still buying back stock and opening new communities. Brokers, by contrast, kept a consensus hold with a wide target range; the latest trading day showed large-lot orders turning net sellers while smaller orders were net buyers. The immediate question is whether upcoming home price and labour market data will shift the demand outlook and whether order recovery can support the current valuation.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

### Related Stocks

- [KBH.US](https://longbridge.com/en/quote/KBH.US.md)

## Related News & Research

- [Housing Costs Keep Rising: Lennar Points to Data Center Labor Demand While KB Home Flags Fuel, Tariff and Inflation Pressures](https://longbridge.com/en/news/300666329.md)
- [KB Home Posts Q3 Double Beat Despite 'Weakening' Housing Market](https://longbridge.com/en/news/299813377.md)
- [KB Home (NYSE:KBH) Releases Quarterly Earnings Results, Beats Estimates By $0.16 EPS](https://longbridge.com/en/news/299811296.md)
- [BUZZ-Morgan Stanley starts US homebuilders with 'cautious' view, flags affordability worries](https://longbridge.com/en/news/300667970.md)
- [These Analysts Slash Their Forecasts On KB Home Following Q3 Results](https://longbridge.com/en/news/299905825.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**