CI-BEKE@EC2701A

KE Holdings repurchased 324,600 shares for $1.9956 million

KE Holdings repurchased 324,585 shares on May 7, 2026

KE Holdings repurchases 320,976 shares on NYSE

Zhejiang Securities Maintains Buy Rating on KE Holdings A Shares

KeBei-W repurchased 330,400 shares for 2 million US dollars

Ke Holdings Repurchased 523,900 Shares

KE Holdings repurchased 802,400 shares for $4.2735 million

KE Holdings Repurchased 802,443 A Shares on the New York Stock Exchange

Beike Releases Its 2025 Annual Report

KE Holdings repurchased 1,329,072 Class A shares

KE Holdings repurchased 749,046 shares

KE Holdings Reports 2025 Annual Results, Net Profit Declines, Initiates Internal Reforms

KE Holdings Announces Annual Report, Peng Yongdong and Shan Yigang Donate Restricted Stocks

Beike to Fully Reform BoXue Exam, Upgrade to Service Certification System

KE Holdings Repurchased 745,629 Shares

KE Holdings repurchased 1,329,000 shares for $7 million

Ke.com Co-founders Peng Yongdong and Single Jiaogang Donate 2025 Restricted Stock

KE Holdings repurchased 1,227,948 shares at $5.32 to $5.42 per share

KE Beach repurchased 731,000 shares for 4 million USD

KE Holdings repurchased 737,058 Class A ordinary shares

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BEKE

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KE (NYSE:BEKE) is set to release its Q1 2026 earnings on May 14, with analysts predicting earnings of $0.14 per share and revenue of $2.7015 billion. The company recently announced a dividend of $0.276 per share, yielding 176.0%. Institutional investors hold 39.34% of KE's stock, and several analysts have upgraded their ratings, with a consensus target price of $22.31. KE operates a technology-driven real estate services platform in China, facilitating housing transactions.

Market Beat

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

KE (BEKE) Projected to Post Earnings on Thursday

In a report released yesterday, from Zheshang Securities maintained a Buy rating on KE Holdings, Inc. Class A, with a price target of HK$53.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks KE Holdings, Inc. Class A has an analyst consensus of Strong Buy, with a price target consensus of HK$54.34.

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Zheshang Securities

Zheshang Securities Remains a Buy on KE Holdings, Inc. Class A (2423)

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HUAQIN(03296) rose 7.76%, with a trading turnover 263.6 Million HKD, and a year-to-date rose 26.9%. CKH HOLDINGS(00001) rose 4.13%, with a trading turnover 1.0 Billion HKD, and a year-to-date rose 28.4%. SERES(09927) fell 6.97%, with a trading turnover 93.0 Million HKD, and a year-to-date fell 34.5%. OMNIVISION(00501) fell 5.48%, with a trading turnover 31.6 Million HKD, and a year-to-date fell 19.4%.

- The Hang Seng Index decreased by 0.76%, with an annual increase of 1%.  
- The Hang Seng Technology Index dropped 0.94%, reflecting a yearly decline of 10.6%.  
- Notable movers include Huajin Technology rising 7.76% and CK Hutchison increasing by 4.13%, while Seres and OmniVision saw declines of 6.97% and 5.48%, respectively.

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KE Holdings Inc. has reported share repurchases from April 1 to April 24, 2026, under its existing buyback mandate, maintaining its total issued share count. The company repurchased 144,885,450 Class A shares, about 4.0% of outstanding shares, at prices around USD 5.0–5.5 per share. The latest analyst rating for BEKE stock is a Buy with a $24.40 price target, although Spark's AI Analyst rates it as Neutral due to weakening fundamentals. KE Holdings operates a leading real estate platform in China, focusing on residential property transactions.

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iShares Residential and Multisector Real Estate ETF

Real Est Select Spdr

FlexShares Glbl Quality Real Estate ETF

WisdomTree New Economy Real Estate Fund

SPDR Dow Jones Global Real Estate ETF

Vanguard Real Estate ETF

iShares US Real Estate ETF

iShares Global REIT

KE Holdings Details April 2026 Share Buybacks Under Ongoing Repurchase Mandate

Huachuang Securities analyst maintained a Buy rating on KE Holdings, Inc. Class A yesterday and set a price target of HK$53.50. The company’s shares closed yesterday at HK$42.32.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Strong Buy analyst consensus rating for KE Holdings, Inc. Class A with a HK$54.47 average price target.

Polaris

Huachuang Securities Remains a Buy on KE Holdings, Inc. Class A (2423)

KE Holdings Inc. has continued its share buyback program, repurchasing 737,058 Class A shares between April 1 and April 17, 2026, at prices around $5–5.5 per share. This brings total repurchases to 140,112,036 shares, or 3.89% of issued shares. The buybacks are part of a strategy to reduce share float and support earnings per share. A moratorium on issuing new shares is in effect until May 17, 2026. Analysts rate BEKE stock as a Buy with a $24.40 target, though concerns about profitability margins and valuation persist.

KE Holdings Continues April 2026 Share Buybacks Under Existing Mandate

KE Holdings Inc. Releases 2025 Environmental, Social and Governance Report | BEKE Stock News

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iShares US Digital Infrastructure and Real Estate ETF

KE Holdings Inc. Releases 2025 Environmental, Social and Governance Report | BEKE Stock News

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KE Holdings Inc. will hold its annual general meeting (AGM) on June 12, 2026, at 3:00 p.m. Beijing time. The meeting will take place at the Oriental Electronic Technology Building in Beijing. Shareholders as of May 12, 2026, are entitled to attend and vote on proposed resolutions. The board supports these resolutions. The company has filed its annual report for the fiscal year ended December 31, 2025, with the SEC, which is available on its website. KE Holdings is a leading platform for housing transactions in China, operating Lianjia, a top real estate brokerage brand.

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Hwabao WP CSI 800 Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

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KE Holdings Inc. to Hold Annual General Meeting on June 12, 2026 | BEKE Stock News

JP Morgan released a report stating that KE's stock price has corrected by 20%, reflecting the market's expectations for the mainland real estate market. Although the real estate market lacks momentum in the short term, the current valuation is attractive, with expected price-to-earnings ratios of 20 times and 15 times for 2026 and 2027, respectively. KE has the ability to generate excess returns, with expected profit growth of 28%. Morgan Stanley maintains an "Overweight" rating, with a target price of HKD 47

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"Big Banks" JP Morgan: KE's stock price correction makes valuation attractive, maintains "Overweight" with a target of 47 yuan

Today’s Key News Recap

0317 | Dolphin Research Focus: 🐬 Stock #1, $NVIDIA(NVDA.US) — NVIDIA's GTC 2026 officially kicked off, and founder &amp; CEO Jensen Huang delivered the keynote.He announced a Vera Rubin Space Module under the next-gen Vera Rubin architecture, designed for orbital data centers, delivering 25x performance vs. H100.He also unveiled a partnership with Groq to co-develop new LPU chips...

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NVDA GTC in focus; Alibaba 'Token strategy' ramps up | Daily News Recap

Conference Minutes

Below is Dolphin Research's Trans of $KE(BEKE.US) FY2025 earnings call.For our earnings analysis, see 'BEKE: Selloff Looks Bottomless — Can Policy Backstop It?'.1) Key takeaways recap — Shareholder returns: FY2025 buybacks of approx. $921 mn (+29% YoY).Final cash dividend of approx. $300 mn; total shareholder returns of approx. $1.22 bn (+9% YoY), about 170% of Non-GAAP net profit.Since the repurchase program began in Sept 2022, cumulative buybacks have reached approx. $2.5 bn...

Kimball Electron

BEKE (Trans): Neutral on 2026 property mkt; pivoting from scale to efficiency

Financial Analysis

China's leading housing broker — $KE(BEKE.US) reported its last-quarter 2025 results pre-mkt tonight (Mar 16). Overall, given the very high base after the Sep. 2024 policy shift and a housing market that kept weakening in H2 2025, results were bleak amid heavy industry headwinds.Specifically: (1) revenue still provided some support, but profit was well into the red. With a sharp contraction in the core Track 1 brokerage GTV (down nearly 40% YoY), Track 2 continued to grow and partly offset the weakness. Even so, total revenue declined nearly 30% YoY this quarter...

BEKE: Slide Looks Bottomless. Can Policy Put a Floor?---

BEKE 4Q25 First Take: A high base after Sep-24 easing and renewed property market weakness since H2-25 combined to make this quarter look very weak. Total revenue fell nearly 30% YoY, while adj. profit dropped over 60%. Results still came in below already low expectations; details below:1) Track 1: In core brokerage, GTV for existing homes and new homes fell 35% and 42% YoY, respectively. Existing-home GTV also declined QoQ, underscoring the softness in China’s housing market. Take rates for both existing and new home transactions trended lower YoY, so revenue fell faster than GTV.2) Track 2: In new initiatives, home renovation revenue fell 12% YoY. Drivers included weaker market conditions that reduced traffic and demand, and a deliberate cutback of leads from non-brokerage store channels.Only the leasing biz. grew a solid 18% YoY, but that was a sharp deceleration from prior periods of high double-digit growth. Overall, under a cooling housing market, revenue growth across businesses was weak.3) GPM: With a softer monetization rate in Track 1 brokerage, GPM was about 24.5%, down ~100bps YoY, though the YoY decline narrowed vs. last quarter, indicating some effect from recent downsizing and cost controls. In addition, the home renovation GPM narrowed by ~100bps YoY.Leasing GPM was flat but low at just 9%, and as its revenue mix increased, it created a structural drag on overall GPM. Total GPM fell 160bps YoY, a larger drop than in the prior quarter.4) Opex control: Given the tougher backdrop, the company downsized, with active stores down by ~640 and active agents down by ~26k.As a result, total opex declined about 20% YoY; S&amp;M fell roughly in line, while R&amp;D was more rigid (likely due to AI-related development) and decreased only ~3%. The opex ratio still rose as revenue dropped faster. Adj. net profit was just RMB 520 mn, down 60% YoY and more than halved QoQ, missing expectations.$KE(BEKE.US) $BEKE-W(02423.HK)

0316 ｜Dolphin Research Focus: 🐬 Macro/Industry 1) National Bureau of Statistics (NBS) data show that Jan–Feb 2026 industrial VA for above-scale enterprises and total retail sales both beat expectations. Retail sales rose 2.8% YoY, above the 2.5% consensus and vs. 0.9% prior, with the growth rate accelerating by 190bps vs. the previous reading. Consumption is seeing a mild recovery, aided by Lunar New Year seasonality and policy support. On the industrial side, high-tech and equipment manufacturing led the gains. 🐬 Single stock 1) $XIAOMI-W(01810.HK) Xiaomi Auto officially announced...

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Xiaomi next-gen SU7 launch date set; BABA to roll out enterprise AI agents | Daily News Recap

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0225 | Dolphin Research Key Watch: 🐬 Macro/Industry 1) Today, Hong Kong Financial Sec. Paul Chan unveiled the FY2026/27 Budget, focused on I&amp;T and finance, with measures to support the AI industry, advance RMB internationalization, improve livelihoods, and develop the Northern Metropolis. On hard tech, the HKSAR Gov. will set up a HK$10 bn I&amp;T Industry Co-investment Fund, targeting strategic areas including life sciences &amp; healthcare, AI and robotics. The Budget projects Hong Kong GDP growth of 2.5%-3.5% in 2026...

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HK Budget Ups I&T; META, AMD Seal 100bn-Class Compute Deal | Daily News Recap

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1111 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. The U.S. Senate has passed a temporary spending bill aimed at ending the longest government shutdown in history, which has lasted for 41 days. The bill now requires approval from the House of Representatives and the President's signature to take effect. This move is a result of bipartisan compromise, providing short-term relief from economic and livelihood impacts, but the core disagreements are merely postponed, with the possibility of another deadlock after January 30th, highlighting the increasing trend of political polarization in the United States. 🐬 Individual Stocks 1. $Baidu(BIDU.US) RoboTaxi has received the first batch of fully unmanned commercial operation licenses issued by the Abu Dhabi Integrated Transport Center...

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XPeng surged 17% in a single day; Intel AI Chief jumps ship to OpenAI | Today's Important News Recap

The following are the minutes of the $Beike (BEKE.US) FY25Q3 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Beike: Is There Really Still Hope?&#34; 1. Review of Core Financial Data Performance Overview: Total revenue was RMB 23.1 billion, a year-on-year increase of 2.1%; gross margin was 21.4%, a year-on-year decrease of 1.3 percentage points, mainly due to the decrease in the proportion of new home business revenue (which has a high contribution rate) and the decline in the contribution rate of the new home business itself...

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BEKE (Minutes): How to Reduce Costs and Increase Efficiency is the Absolute Focus

Leading domestic housing intermediary--$KE(BEKE.US) announced its Q3 2025 results on the evening of November 10th before the US stock market opened. Overall, the performance can be summarized as &#34;not good, but not as bad as feared.&#34; Additionally, due to the recent significant pullback in the company's stock price, the low expectations implied by the relatively low stock price have led to some bottoming out and recovery. Specifically: 1. Revenue is still supportive, but profits are deeply underwater: In terms of overall performance, although the core intermediary business revenue experienced negative growth in the sluggish real estate market, it was offset by the strong performance of the slightly &#34;bloated&#34; rental business...

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BEKE: Is there still hope?

CI-BEKE@EC2701A(28941.HK)

KE (BEKE) Projected to Post Earnings on Thursday

Zheshang Securities Remains a Buy on KE Holdings, Inc. Class A (2423)

Top 5 HK Stock Gainers/Losers (>100B) (5.5)

KE Holdings Details April 2026 Share Buybacks Under Ongoing Repurchase Mandate

Huachuang Securities Remains a Buy on KE Holdings, Inc. Class A (2423)