에 대한 최신 뉴스 KB Home (NYSE:KBH) 주식

KB Home

KB Home is an American construction company that focuses on residential construction in United States. The company builds single-family homes and communities across different geographical segments which include West Coast which also derives the majority of the revenue, Southwest, Central, and Southeast. The company operates in several markets and focuses on first-time and move-up homebuyers. It also invests in land acquisition and development to support future building activities and is also engaged in financial services operations which includes providing mortgage banking services through its joint venture with a third party.

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선거일이 다가왔다. 공화당의 도널드 트럼프나 민주당의 카멀라 해리스가 승리할 경우, 다양한 시장 부문에 영향을 미칠 수 있다. 미국 국민들이 최종 집계 결과를 기다리는 동안 주목해야 할 주식의 목록이다.

美 선거일에 주목할 5가지 주식: 트럼프 미디어, 엑슨, 퍼스트 솔라, RTX 및 레나

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KB 홈(NYSE:KBH)은 화요일 시장 마감 후 3분기 재무 결과를 발표했다. 이 발표로 주가는 시간외 거래에서 5% 이상 하락했다. 다음은 3분기 주요 지표이다.

KB 홈의 주가는 3분기 EPS가 예상보다 낮아 시간외 거래에서 5% 이상 하락

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화요일 아침 (현지 시간 기준) 미국 주식 선물 거래가 혼조세를 보이고 있는 가운데 오늘 투자자들의 관심을 끌 수 있는 주식은 다음과 같다: 1. 월스트리트는 오토존(NYSE:AZO)이 개장 전 분기 매출 62억 2천만 달러, 주당 53.53달러의 분기 이익을 보고할 것으로 예상하고 있다. 오토존의 주가는 시간외 거래에서 0.7% 하락한 3,027달러를 기록했다.

화요일 주목해야 할 주식: 오토존, 토르 인더스트리즈, 스노우플레이크 그리고 2종목

KB Home's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) short percent of float has fallen 10.91% since its last report. The company recently reported that it has 5.76 million shares sold short, which is 12.66% of all regular shares that are available for trading. Based on its trading volume, it would take traders 5.45 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>KB Home Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732035614_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for KB Home has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing KB Home's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, KB Home's peer group average for short interest as a percentage of float is 5.33%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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(KBH) - Analyzing KB Home's Short Interest

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Third Point 13F Shows Exited Position In Alphabet, Previously Holding 1,980,000 Shares; American Intl Group, Previously Holding 3,450,000 Shares; Verizon Communications, Previously Holding 4,675,000 Shares; Uber Technologies Inc, Previously Holding 2,100,000 Shares; KB Home, Previously Holding 2,100,000 Shares

Election Day is here. A win for Republican Donald Trump or Democrat Kamala Harris could <a href="https://www.benzinga.com/general/politics/24/11/41750069/80-million-votes-cast-in-early-voting-mail-in-voting-before-election-day-over-50-of-2020-electio">move different market sectors</a>. 
Here is a list of stocks to watch as the country <a href="https://www.benzinga.com/markets/equities/24/11/41724383/wall-street-struggles-ahead-of-election-day-energy-sector-outperforms-solar-stocks-rise-whats-dr">waits for the final tally.</a> 
Trump Media &amp; Technology Group Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>) shares are climbing on heavy trading volume on the final day of voting. The stock soared 270% from its September lows as investors speculate on a potential Trump victory. Matthew Tuttle, CEO of investment fund Tuttle Capital Management, has <a href="https://www.benzinga.com/news/24/10/41608242/trump-media-technology-stock-soars-after-msg-rally-will-the-gains-hold">called the stock</a> "a binary bet on the election." However, some analysts <a href="https://www.benzinga.com/general/politics/24/10/41630878/djt-short-squeeze-could-push-stock-to-60-if-trump-wins-but-analysis-says-loss-could-make-shares-">​​suggest</a> the stock could plummet if <a href="https://www.benzinga.com/general/politics/24/09/40783924/trump-vs-harris-election-forecaster-with-9-out-of-10-accurate-predictions-makes-final-call-says-">Trump loses the election</a>. 
Read More: <a href="https://www.benzinga.com/general/politics/24/10/41630878/djt-short-squeeze-could-push-stock-to-60-if-trump-wins-but-analysis-says-loss-could-make-shares-">DJT Short Squeeze Could Push Stock To $60 If Trump Wins, But Analysis Says Loss Could Make Shares &#8216;Worthless&#8217;</a>
XOM, FSLR: Investors are watching Exxon Mobil Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) stock as traditional energy companies <a href="https://www.benzinga.com/markets/equities/24/11/41724383/wall-street-struggles-ahead-of-election-day-energy-sector-outperforms-solar-stocks-rise-whats-dr">could gain </a>from favorable oil and gas policies under a Trump administration. It&#8217;s worth noting that the <a href="https://www.benzinga.com/government/23/10/35240230/us-is-producing-more-oil-under-biden-than-at-any-point-under-the-trump-administration">U.S. produced more oil</a> under the Biden administration than at any point under the Trump administration. Conversely, solar energy companies like First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) are on watch as they could benefit from Harris' support of renewable energy policies and climate initiatives. 
RTX: Wall Street analysts are generally bullish on defense stocks in the event of a Trump victory putting shares of RTX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) under watch as the polls close.  RTX, formerly Raytheon Technologies, is one of the &#8220;Big Five&#8221; defense contractors which are likely to benefit from increased <a href="https://www.benzinga.com/news/24/10/41332235/why-raytheon-parent-rtx-stock-is-up">defense spending</a>. General Dynamics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>) and Palantir Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) are other defense contractors stocks to watch. 
LEN: Homebuilders' stocks such as Lennar Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>) could gain from Harris&#8217; plans to promote homeownership if elected. One Harris proposal includes providing up to $25,000 in down payment assistance for first-time homebuyers who have paid their rent on time for two years. Other home builders to watch include D.R. Horton, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) and KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>). 
Read Also:&nbsp;
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41690154/shock-october-jobs-report-leaves-fed-in-tight-spot-experts-say-interest-rate-cuts-a">Shock October Jobs Report Leaves Fed In &#8216;Tight Spot:&#8217; Experts Say Interest Rate Cuts Ahead</a></li>
</ul>
Image: Shutterstock

5 Stocks To Watch On Election Day: Trump Media, Exxon, First Solar, RTX, Lennar

KB Home's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) short percent of float has risen 5.03% since its last report. The company recently reported that it has 6.46 million shares sold short, which is 14.21% of all regular shares that are available for trading. Based on its trading volume, it would take traders 6.25 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>KB Home Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1730385919_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for KB Home has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing KB Home's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, KB Home's peer group average for short interest as a percentage of float is 5.28%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Peering Into KB Home's Recent Short Interest

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USA Pending Home Sales (MoM) For September 7.4% Vs 1.9% Est.; 0.6% Prior

Another billionaire investor is rooting for Republican presidential candidate Donald Trump&#8217;s victory in the Nov. 5 election and has accordingly positioned his portfolio. The call comes on the heels of former hedge fund manager Stanley Druckenmiller&#8216;s<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41375637/market-very-convinced-of-a-trump-win-says-stanley-druckenmiller-why-billionaire-inv"> similar prediction.</a>
What&#8217;s In Store In Political Arena: &#8220;We believe that the likelihood of a Republican victory in the White House has increased, which would have a positive impact on certain sectors and the market overall,&#8221; said hedge fund Third Point founder and CEO Daniel Loeb said in the firm&#8217;s third-quarter investor letter. 
The hedge fund manager said the &#8220;America First&#8221; tariffs will increase domestic manufacturing, infrastructure spending, and prices of certain materials and commodities. He also said a potential reduction in regulation in the activist antitrust stance of the Biden-Harris administration would unleash productivity and a wave of corporate activity.
&#8220;Accordingly, we have increased certain positions that could benefit from such a scenario via both stock and option purchases and continue to shift our portfolio away from companies that will not,&#8221; the hedge fund manager said. A study of Senate races will likely see Republicans establishing a majority, thus precluding a &#8220;Blue Sweep&#8221; if Kamala Harris wins the race to the White House, according to the hedge-fund manager.
He warned of a &#8220;Blue sweep&#8221; theoretically ushering in crushing taxes, stifling regulations, and a headwind to growth.
See Also:<a href="https://www.benzinga.com/money/cyclical-stocks"> What Are Cyclical Stocks</a>
Economic Outlook: Loeb reassured investors regarding the economy. &#8220;In the economy, we see no evidence of recession, slowing inflation, and a real interest rate that still needs to come down,&#8221; he said.
The hedge fund manager also sees healthy consumer spending, and active levels of individual investing, providing a liquidity backdrop to sustain market levels. The setup is good for event-driven investing, he said, adding that &#8220;the potential for risk arbitrage transactions and corporate activity could usher in a golden age for the strategy.&#8221;
Third Point&#8217;s Q3 Winners &amp; Losers: Third Point Offshore Fund generated a return of 3.9%, taking the annualized net returns to 13.1%. The third-quarter returns of the fund, however, paled before the S&amp;P 500&#8217;s 5.9% gain and the MSCI World Index&#8217;s 6.5% rise.
Loeb noted that the global market gains continued in the third quarter but the rally broadened out in the quarter, with the Magnificent 7 trailing the broader market for the first time since the fourth quarter of 2022. Rate-sensitive stocks and cyclicals outperformed as the market looked ahead to the easing cycle, he added.
The top gainers and decliners of the fund are as follows:
Gainers
<ul>
<li>Privately-held R2 Semiconductor</li>
<li>PG&amp;E Corporation&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) Pacific Gas and Electric Company&nbsp;subsidiary</li>
<li>Utility Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</li>
<li>KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>)</li>
<li>Lifesciences and diagnostics company Danaher Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>)</li>
</ul>
Losers:
<ul>
<li>Bath &amp; Body Works, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>)</li>
<li>Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</li>
<li>Advance Auto Parts, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAP#NYSE">AAP</a>)</li>
<li>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</li>
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</li>
</ul>
Loeb also said his fund initiated a position in Danish freight forwarder DSV. &#8220;We believe DSV can earn more than 100 DKK per share in 2027 and see significant upside for one of Europe's best companies,&#8221; he said.
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), an exchange-traded fund that tracks the performance of the S&amp;P 500 Index, traded up 0.25% to $583.78&nbsp;in premarket trading on Friday, according to<a href="https://benzinga.grsm.io/register174"> Benzinga Pro data.</a>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/10/41374232/amid-nvidias-stratospheric-rally-billionaire-investor-druckenmiller-regrets-cashing-out-of-ai-st">Amid Nvidia&#8217;s Stratospheric Rally, Billionaire Investor Druckenmiller Regrets Cashing Out Of AI Stalwart&#8217;s Stock: &#8216;I&#8217;m Licking My Wounds From A Bad Sale&#8217;</a></li>
</ul>
Image via Flickr

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Hedge Fund Billionaire Daniel Loeb Bets On Trump Win, Singles Out This Recent Buy As Having 'Significant Upside Potential'

Hurricane Milton has left a significant mark on the Florida housing market, with cities such as Orlando, Tampa, Lakeland, Sarasota and Daytona Beach facing the <a href="https://www.benzinga.com/topic/hurricane-milton">brunt of the storm. </a>
As recovery efforts begin, analysts expect the state&#8217;s homebuilding sector to absorb an estimated $1.7 billion to $2.5 billion hit, according to a report from Goldman Sachs analyst Susan Maklari.
<h1 class="wp-block-heading">Homebuilder Exposure To Milton And Potential Delays</h1>
Homebuilders with significant exposure in the affected regions face potential delays in construction and home closings.
Maklari notes that major homebuilders such as PulteGroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHM#NYSE">PHM</a>), Lennar Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>), and D.R. Horton Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) have significant exposure in the impacted regions, with 17%, 14%, and 11% of their 2023 closings, respectively, concentrated in these areas.
In contrast, builders like KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) and Toll Brothers Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>) have minimal exposure, with less than 3% each. Historically, homebuilders in Florida have faced delays of around 4-6 weeks following severe weather events, primarily due to resource allocation to existing community recovery efforts and labor shortages. 
Given Hurricane Milton&#8217;s strength, widespread geographic reach, and timing — just two weeks after Hurricane Helene — Maklari believes these delays could be extended even further.
"We expect some closings to be delayed, but this appears to be more of a timing issue. Any potential shortfall in Q4 will likely be made up in early 2025," Maklari said. 
The good news for builders is that many homes are already in later construction stages as they aim to hit year-end targets, and most builders tend to avoid constructing in floodplains.
Goldman Sachs estimates the total industry impact to fall between $1.7 billion and $2.5 billion, based on historical delays and local median home prices.
Read Also: <a href="https://www.benzinga.com/markets/equities/24/10/41278536/florida-is-a-top-state-for-new-home-builds-could-hurricane-milton-slow-it-down-4-homebuilder-sto">Florida Is A Top State For New Home Builds — Could Hurricane Milton Slow It Down? 4 Homebuilder Stocks That Could Come Under Pressure</a>
<h1 class="wp-block-heading">Builder Exposure Breakdown: Orlando And Tampa</h1>
The Orlando and Tampa metropolitan areas are two of the hardest-hit regions. 
In Orlando, D.R. Horton leads the market with 2,351 closings in 2023, accounting for 16.7% market share, followed closely by Lennar Corp. with 2,242 closings and a 15.9% share. 
In Tampa, Lennar has an even larger presence, with 3,570 closings making up 28.7% of the market, while D.R. Horton holds 21.6%.
<h1 class="wp-block-heading">Top Homebuilders In Orlando-Kissimmee-Sanford, Fla. MSA (2023 Unit Closings):</h1>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td># Company</td>
<td>Closings</td>
<td>Mkt. Share</td>
<td>% of Homes Closed by Company</td>
</tr>
<tr>
<td>1 D.R. Horton</td>
<td>2,351</td>
<td>16.7%</td>
<td>2.6%</td>
</tr>
<tr>
<td>2 Lennar Corp.</td>
<td>2,242</td>
<td>15.9%</td>
<td>3.1%</td>
</tr>
<tr>
<td>3 The Villages of Lake Sumter</td>
<td>2,129</td>
<td>15.1%</td>
<td>77.9%</td>
</tr>
<tr>
<td>4 PulteGroup</td>
<td>1,852</td>
<td>13.2%</td>
<td>6.5%</td>
</tr>
<tr>
<td>5 Dream Finders Homes Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFH#NYSE">DFH</a>)</td>
<td>791</td>
<td>5.6%</td>
<td>10.8%</td>
</tr>
</tbody>
</table>
</figure>
<h1 class="wp-block-heading">Top Homebuilders In Tampa-St. Petersburg-Clearwater, Fla. MSA (2023 Unit Closings):</h1>
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Rank</th>
<th>Company</th>
<th>Closings</th>
<th>Market Share (%)</th>
</tr>
</thead>
<tbody>
<tr>
<td>1</td>
<td> Lennar Corp.</td>
<td> 3,570</td>
<td> 28.7</td>
</tr>
<tr>
<td>2</td>
<td> D.R. Horton</td>
<td> 2,692</td>
<td> 21.6</td>
</tr>
<tr>
<td>3</td>
<td> Homes by Westbay</td>
<td> 792</td>
<td> 6.4</td>
</tr>
<tr>
<td>4</td>
<td> PulteGroup</td>
<td> 756</td>
<td> 6.1</td>
</tr>
<tr>
<td>5</td>
<td> M/I Homes</td>
<td> 747</td>
<td> 6.0</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Source: Goldman Sachs</figcaption></figure>
<h1 class="wp-block-heading">Muted But Prolonged Impact On Building Products Demand</h1>
The broader building products sector is expected to experience a relatively muted response, with demand for materials such as roofing, flooring and insulation likely spread out over several months.
While Goldman Sachs does not anticipate a significant rise in overall product volumes, the short-term need for repairs could lead to temporary spikes in activity.
When it comes to damage to existing homes, the extent of destruction depends on the storm's specific characteristics, such as wind speed and flooding levels. 
Roofs, windows, and siding are typically most affected by wind damage, while floors, wallboard and insulation often suffer during flooding events. Key players in these product categories include:
<ul>
<li>Roofing: Owens Corning Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OC#NYSE">OC</a>), Carlisle Companies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CSL#NYSE">CSL</a>)</li>
<li>Windows: JELD-WEN Holding Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JELD#NYSE">JELD</a>)</li>
<li>Siding: Louisiana-Pacific Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LPX#NYSE">LPX</a>)</li>
<li>Flooring: Mohawk Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MHK#NYSE">MHK</a>)</li>
<li>Insulation: Owens Corning Inc., TopBuild Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLD#NYSE">BLD</a>), Installed Building Products Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBP#NYSE">IBP</a>)</li>
</ul>
"Reconstruction demand typically spans several months," Maklari said, citing past hurricanes. 
Cleanup and insurance claims processing often delay actual repairs, with the full rebuilding efforts sometimes extending over 4 to 6 months. 
For example, Owens Corning reported that Hurricane Ian in 2022 resulted in 4 million squares of roofing damage, representing approximately 2.5% of annual roofing shipments.
Goldman Sachs does not foresee a sharp rise in overall building product volumes from Hurricane Milton. Instead, they expect a &#8220;pull-forward&#8221; in demand, meaning that short-term rebuilding activity might be strong, but it won't significantly raise long-term volumes. This could result in choppy revenue comparisons as the industry moves past the initial recovery phase.
Read Now:
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<li><a href="https://www.benzinga.com/top-stories/24/10/41277323/insurance-stocks-rebound-as-investors-assess-hurricane-miltons-aftermath-3-stocks-to-watch">Insurance Stocks Rebound As Investors Assess Hurricane Milton&#8217;s Aftermath: 3 Stocks To Watch</a></li>
</ul>
Photo: Shutterstock

Large Cap

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JELD

Hurricane Milton To Deliver $2.5B Blow To Florida's Homebuilding Sector, Goldman Sachs Says

Wells Fargo analyst Sam Reid downgrades KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) from Equal-Weight to Underweight and raises the price target from $80 to $83.

Downgrades

Price Target

Analyst Ratings

Wells Fargo Downgrades KB Home to Underweight, Raises Price Target to $83

KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>), one of the largest and most trusted homebuilders in the U.S., today announced that Jeff J. Kaminski, its Executive Vice President and Chief Financial Officer, has decided to retire in early 2025 after more than 14 years in that position. Mr. Kaminski will continue to serve as Chief Financial Officer through the filing of KB Home's 2024 Annual Report on Form 10-K and plans to assist the Company with the transition of his position. KB Home is following its succession planning process to identify its next chief financial officer.

Management

KB Home Chief Financial Officer Jeff J. Kaminski To Retire In Early 2025

In response to changing market conditions in Florida and Texas, leading homebuilder KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) has decided to slash home prices in Austin, San Antonio, Orlando, and Jacksonville.
What Happened: According to KB Home&#8217;s Chief Operating Officer, Robert McGibney, the company has reduced home prices in these regions due to shifts in the housing markets of Florida and Texas.
Earlier this week, <a href="https://www.benzinga.com/news/earnings/24/09/41014725/kb-home-q3-earnings-revenue-beat-eps-beat-net-orders-flat-variability-in-demand-across-the-quarter">the company reported third-quarter financial results</a>. The company  reported third-quarter revenue of $1.75 billion, beating analyst estimates of $1.728 billion. The U.S. homebuilder reported third-quarter earnings of $2.04 per share, beating analyst estimates of $2.02 per share. 
"We experienced variability in demand across the quarter, with softening in late June through July, as buyers continued to evaluate elevated mortgage interest rates, and general economic concerns were rising. As rates moderated in August, our net orders improved," said&nbsp;Jeffrey Mezger, chairman and CEO of KB Home.
According to the ResiClub <a href="https://www.resiclubanalytics.com/p/kb-home-we-re-cutting-home-prices-in-austin-san-antonio-orlando-and-jacksonville">report</a>, KB Home expects full-year 2024 housing revenues in the range of $6.85 billion to $6.95 billion. Average selling prices for the full year are expected to be approximately $490,000.
According to McGibney, the company has witnessed a revival in sales since the implementation of the price cuts, especially in August, with sales improving each week of the month and continuing into September.
Also Read: <a href="https://www.benzinga.com/news/earnings/24/09/41070482/kb-home-slips-after-earnings-whats-next-for-homebuilders">KB Home Slips After Earnings: What&#8217;s Next for Homebuilders?</a>
ResiClub highlighted that the markets of Austin, San Antonio, Orlando, and Jacksonville are among the few metro area housing markets where active inventory for sale has bounced back to pre-pandemic levels. This rise in inventory was flagged as a critical metric to monitor for potential falling home prices.
Despite the price reductions, KB Home&#8217;s net new orders in Q3 2024 remained essentially unchanged compared to Q3 2023. The company&#8217;s gross margin continues to slowly compress after skyrocketing during the Pandemic Housing Boom, but it has not yet fully returned to pre-pandemic levels.
Why It Matters: The decision by KB Home to reduce prices in these key markets is a significant indicator of the changing dynamics in the housing market. The increase in active inventory, coupled with the company&#8217;s steady sales despite price cuts, suggests a shift in consumer behavior and market conditions. 
This could potentially impact other homebuilders and the overall housing market in the future. As such, this development warrants close monitoring by investors and stakeholders in the real estate sector.
Read Next
<a href="https://www.benzinga.com/real-estate/24/09/41000406/five-emerging-tech-cities-where-home-values-are-surging-alongside-innovation" target="_blank" rel="noreferrer noopener">Five Emerging Tech Cities Where Home Values Are Surging Alongside Innovation</a>

This Homebuilder Is Slashing Prices In Key Cities Where Prices Soared The Most

The economy typically has three leading industries that investors can watch closely when trying to figure out the potential future of the stock market. Of course, consumer discretionary is a big part of this mix, as the United States economy is increasingly made up of consumer trends and debt. Following these consumer trends is the mortgage market, which is an extension of the real estate sector.
A third industry just as connected to the rest is the transportation sector, particularly the trucking industry, as it is called upon to deliver the products ordered based on higher consumer activity and demand.
Today, investors have a good idea of what the consumer sector is doing after consumer sentiment readings came in at their weakest since 2021, so now it is time to gauge the housing market.
This is where homebuilding stocks like KB Home (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/kbh#NYSE">KBH</a>) become as important as ever, especially as the company just announced its latest set of quarterly earnings figures.
Investors can probably guess that the figures weren&#39;t that great based on the fact that the stock traded lower by 5.3% the day after announcing its quarterly earnings, but the implications for the rest of the stock market are just as important.
<h2>Why the Housing Industry Could Be in Trouble: KB Homes Stock Numbers Follow the Trend</h2>
Investors can gauge the market&#39;s feelings about a particular industry by comparing its average forward P/E valuations against the broader S&amp;P 500 index. In this case, those at Goldman Sachs believe the S&amp;P 500 will trade at about 18.0x forward P/E ratio for the next 12 months, the benchmark for investors to work with now.
On the other hand, the homebuilding industry trades at an average valuation of 11.5x forward P/E ratio. This is a discount of up to 36% from the market expectation, and typically, markets are willing to discount industries when they believe they are fundamentally set up to underperform the rest.
The underperformance may result from the average home price being up to 35% above what it was before the COVID-19 pandemic, pricing out many would-be homebuyers. The situation worsens when investors account for the current mortgage interest rates hovering near 6.5%.
The problem is that, despite recent interest rate cuts from the Federal Reserve (the Fed), most homes are still too expensive compared to the average salary today, so new demand won&#39;t come online for a while. Investors can see this trend reflected in the falling housing starts, home building permit numbers, and the mortgage market index hitting a 1996 low.
KB Home stock is not immune to this environment, so investors will notice a flat order backlog for the past 12 months in the company&#39;s earnings press release. In addition, the home-selling gross margin contracted down to 20.6% from 21.5% a year ago, signaling further weakness.
Speaking to demand and current sentiment for new homes, the overall cancellation rate came in at 15%, above the industry&#39;s 6% to 8% average, showing capitulation from the buyer side. The final blow came in the company&#39;s backlog, which totaled 5,724 this quarter compared to 7,008 one year ago.
This might have caused the stock&#39;s 5.3% down day despite reporting higher earnings per share (EPS) and revenue since these key performance indicators (KPIs) are ultimately more important for the future. However, KB Home is not alone in this trend; peers are suffering, too.
<h2>Wall Street Analysts Predict Downside for the Housing Industry</h2>
Here is what Wall Street analysts considered when deciding to keep their consensus price target for KB Home at $77.3 a share. This implies as much as a 6.6% downside from where the stock trades today despite the sell-off. Inside KB Home&#39;s financials, investors will notice that this shift in backlog inventory caused operating cash flows to crash.
Going from a net inflow of $608.7 million a year ago to $89.9 million this year means EPS is overstated today. Knowing that this is likely becoming an industry-wide issue, price targets on competitors like Toll Brothers Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/tol#NYSE">TOL</a>) and D.R. Horton Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/dhi#NYSE">DHI</a>) have also started to come down.
For Toll Brothers, Wall Street analysts expect the stock to drop to $145 a share, or 3.5% below today&#39;s price. More than that, it looks like bears are starting to gear up to oppose this company and the negative trends affecting the industry today, as Toll Brothers stock&#39;s short interest increased by 7.9% in the past month alone.
Looking over at D.R. Horton, the story doesn&#39;t improve. Wall Street has landed on a consensus price target of $183.3 a share for this homebuilder, which implies a downside of 2% from today&#39;s price. Bearish traders also picked up the pace on this name by increasing the stock&#39;s short interest by 12.5% over the past month.
<h2>Shift to Defensive Stocks as Housing Sector Shows Weakness</h2>
Based on the evidence, it&#39;s clear the housing market faces significant headwinds, with rising interest rates and inflated home prices limiting demand. Homebuilding stocks like KB Home, Toll Brothers, and D.R. Horton are showing signs of struggle, as seen in their lower backlogs, declining margins, and increasing short interest.
For investors, this suggests it may be wise to avoid the housing sector for now and consider shifting toward more defensive, less cyclical industries that are better positioned to weather the current economic environment.
The article &quot;<a href="https://www.marketbeat.com/stock-ideas/kb-home-slips-after-earnings-whats-next-for-homebuilders/">KB Home Slips After Earnings: What&#39;s Next for Homebuilders?</a>&quot; first appeared on MarketBeat.

Events

KB Home Slips After Earnings: What's Next for Homebuilders?

KB Home's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) short percent of float has fallen 12.15% since its last report. The company recently reported that it has 6.17 million shares sold short, which is 13.02% of all regular shares that are available for trading. Based on its trading volume, it would take traders 6.58 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>KB Home Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727380824_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for KB Home has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing KB Home's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, KB Home's peer group average for short interest as a percentage of float is 5.39%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) has outperformed the market over the past 10 years by 7.47% on an annualized basis producing an average annual return of 18.89%. Currently, KB Home has a market capitalization of $6.13 billion. 
Buying $1000 In KBH: If an investor had bought $1000 of KBH stock 10 years ago, it would be worth $5,587.68 today based on a price of $83.58 for KBH at the time of writing.
<h3>KB Home's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727361018_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 10 Years Ago, You Would Have $5,600 Today

Wedbush analyst Jay McCanless maintains KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) with a Neutral and raises the price target from $67 to $75.

Wedbush Maintains Neutral on KB Home, Raises Price Target to $75

Barclays analyst Matthew Bouley maintains KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) with a Overweight and raises the price target from $78 to $99.

Barclays Maintains Overweight on KB Home, Raises Price Target to $99

U.S. stock futures were mixed this morning, with the Dow futures gaining around 0.1% on Wednesday.
Shares of Stitch Fix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFIX#NASDAQ">SFIX</a>) fell sharply in today's pre-market trading after the company reported worse-than-expected <a href="https://www.benzinga.com/news/earnings/24/09/41014297/stitch-fix-stock-falls-after-q4-results-heres-why">fourth-quarter EPS results</a>.
Stitch Fix reported quarterly losses of 29 cents per share, which missed the analyst consensus estimate for losses of 19 cents. Quarterly revenue of $319.6 million beat the analyst consensus estimate of $318.5 million and is a 12.4% decrease year-over-year.
Stitch Fix shares dipped 25.6% to $2.79 in pre-market trading.
Here are some big stocks recording losses in today's pre-market trading session.
<ul>
<li>Target Hospitality Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TH#NASDAQ">TH</a>) shares dipped 17.9% to $7.75 in pre-market trading. Target Hospitality Announced that its board of directors has decided to disband the special committee, which was formed solely of independent directors.</li>
<li>GDS Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDS#NASDAQ">GDS</a>) declined 7.5% to $19.91 in pre-market trading after gaining 5% on Tuesday.</li>
<li>KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) shares fell 7.1% to $81.19 in pre-market trading following third-quarter financial results.</li>
<li>Zai Lab Ltd – ADR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZLAB#NASDAQ">ZLAB</a>) shares declined 5.2% to $20.45 in pre-market trading.</li>
<li>Bilibili Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BILI#NASDAQ">BILI</a>) shares fell 4.8% to $17.73 in pre-market trading after surging 17% on Tuesday.</li>
<li>Wave Life Sciences Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WVE#NASDAQ">WVE</a>) shares slipped 4.8% to $7.80 in pre-market trading after the company announced a $175 million proposed public offering of ordinary shares and pre-funded warrants.</li>
<li>XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) shares declined 4.6% to $10.21 in pre-market trading after jumping 12% on Tuesday.</li>
<li>JD.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) shares fell 4% to $32.55 in pre-market trading after gaining 14% on Tuesday.</li>
</ul>
Now Read This: 
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<li><a href="https://www.benzinga.com/markets/24/09/41013033/top-4-industrials-stocks-which-could-rescue-your-portfolio-this-quarter">Top 4 Industrials Stocks Which Could Rescue Your Portfolio This Quarter</a></li>
</ul>

BILI

SFIX

XPEV

ZLAB

Stitch Fix Reports Weak Earnings, Joins KB Home And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

WIIM

KB Home shares are trading lower following Q3 earnings. While EPS and revenues beat estimates, the company said net orders were flat with last year and it saw softening in late June through July.

KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) reported third-quarter financial results after the market close on Tuesday. Here&#8217;s a look at the <a href="https://www.benzinga.com/pressreleases/24/09/b41014090/kb-home-reports-2024-third-quarter-results">key metrics from the quarter</a>.
Q3 Earnings: KB Home reported third-quarter revenue of $1.75 billion, beating analyst <a href="https://www.benzinga.com/calendars/earnings">estimates</a> of $1.728 billion. The U.S. homebuilder&nbsp;reported third-quarter earnings of $2.04 per share, beating analyst estimates of $2.02 per share.
KB Home has topped analyst estimates for revenue and earnings in seven consecutive quarters, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Total revenue was up 10% year-over-year, while earnings grew 13%. KB Home delivered 3,631 homes in the quarter, up 8% year-over-year. Average selling price was&nbsp;$480,900, up 3%, but net orders were flat year-over-year and inventories jumped 10% to $5.65 billion.
&#8220;We experienced variability in demand across the quarter, with softening in late June through July, as buyers continued to evaluate elevated mortgage interest rates, and general economic concerns were rising. As rates moderated in August, our net orders improved,&#8221; said&nbsp;Jeffrey Mezger, chairman and CEO of KB Home.
&#8220;We are encouraged by this strengthening in demand for our affordably priced personalized homes, and the ongoing positive trend we are experiencing so far in our 2024&nbsp;fourth quarter.&#8221;
KB Home noted it repurchased $150 million worth of its common stock during the quarter. The company had $800 million remaining under its buyback program as of Aug. 31.
See Also: <a href="https://www.benzinga.com/real-estate/24/09/41000406/five-emerging-tech-cities-where-home-values-are-surging-alongside-innovation">Five Emerging Tech Cities Where Home Values Are Surging Alongside Innovation</a>
Outlook: KB Home expects full-year 2024 housing revenues in the range of $6.85 billion to $6.95 billion. Average selling prices for the full year are expected to be approximately $490,000.
Management will hold a conference call to discuss these results at 5 p.m. ET. The company noted that it will provide guidance for the fourth quarter on the call.
KBH Price Action: <a href="https://www.benzinga.com/quote/KBH" target="_blank" rel="noreferrer noopener">KB Home shares</a> were up nearly 40% year-to-date heading into the print. The homebuilder stock was down 6.10% in after-hours trading at $82.10 at the time of publication Tueday, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
Photo: Shutterstock.

KB Home Q3 Earnings: Revenue Beat, EPS Beat, Net Orders Flat — 'Variability In Demand Across The Quarter'

KB Home Says 'Net orders were flat with the year ago quarter. We experienced variability in demand across the quarter, with softening in late June through July, as buyers continued to evaluate elevated mortgage interest rates, and general economic concerns were rising'

KB Home shares are trading lower following Q3 financial results.

KB Home: Steady Growth Amid Near-Term Uncertainty

Third Point Q3 2024 Investor Letter

Third Point takes new stake in DSV A/S in Q3, discusses Cinemark position - Q3 letter

Evercore ISI analyst Stephen Kim maintained a Buy rating on KB Home (KBH – Research Report) today and set a price target of $96.00. The company's s...

Evercore ISI Reaffirms Their Buy Rating on KB Home (KBH)

Housing Market Update - D.R. Horton Is Down 13%

Seaport Global analyst Kenneth Zener maintained a Sell rating on KB Home (KBH – Research Report) today and set a price target of $65.00. The compan...

KB Home (KBH) Receives a Sell from Seaport Global

After Donald Trump's unexpected victory in the presidential race and the Republicans' successful Senate sweep, U.S. stock indexes soared on Wednesd...

Trump's Victory Sparks Market Surge: The Winners and Losers of the "Trump Trad"

SA Asks: How will REITs, homebuilder stocks be impacted by the election?

As I've been mentioning, the bond bear market has fully resumed, and TLT​​​​​​​ has been range-bound. After the big bounce last week, I pointed out the blue trendline as resistance. We have sunk since then, pushing rates higher.

Housing Told Ya

Third Point LLC disclosed in an SEC filing its holdings as of September 30, 2024. Third Point's new buys during the third quarter included, by size...

Third Point exits Alphabet, cuts stakes in Microsoft, Amazon, Meta, Apple

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Press Releases

KB Home Wins 2024 WaterSense Sustained Excellence Award, the Only National Homebuilder to Receive This Prestigious Honor

KB Home Announces the Grand Opening of Its Newest Community in Leesburg, Florida

KB Home Announces the Grand Opening of Its Newest Community in Popular Auburn, Washington

KB Home Announces a Rare Opportunity to Own a New Home in a Prime Escondido, California Location

KB Home Announces the Grand Opening of Its Newest Community in Parrish, Florida

KB Home Announces the Grand Opening of Its Newest Gated Community in Highly Desirable Southwest Las Vegas

KB Home Announces the Grand Opening of Two New Gated Communities at Summerlin, a Premier Las Vegas Master Plan

KB Home Announces the Grand Opening of Its Newest Community in a Prime Elk Grove, California Location

KB Home Announces the Grand Opening of Its Newest Community in Desirable Durham, North Carolina

KB Home Announces the Grand Opening of Its Newest Community in Popular Lake Stevens, Washington

TopBuild

Beazer Homes USA

Century Communities

Cavco Indus

Dream Finders Homes, Inc. Class A Common Stock

Dream Finders Homes

D.R. Horton

Green Brick Partners

Hovnanian Enterprises, Inc. Class A Common Stock

Hovnanian Enterprises

Installed Building Products, Inc. Common Stock

Installed Building Prods

Legacy Housing Corporation - Common Stock

Legacy Housing

Lennar

Lennar Corporation Class B

LGI Homes

Landsea Homes

M/I Homes

Meritage Homes

PulteGroup

Smith Douglas Homes Corp. Class A Common Stock

Smith Douglas Homes

Champion Homes

Springview Holdings Ltd - Ordinary shares

Springview Holdings

Taylor Morrison Home Corporation Common Stock

Taylor Morrison Home

Toll Brothers

Tri Pointe Homes

United Homes Group, Inc - Class A Common Stock

United Homes Gr

Wells Fargo

Wedbush

Barclays

B of A Securities

RBC Capital

선거일이 다가왔다. 공화당의 도널드 트럼프나 민주당의 카멀라 해리스가 승리할 경우, <a href="https://www.benzinga.com/general/politics/24/11/41750069/80-million-votes-cast-in-early-voting-mail-in-voting-before-election-day-over-50-of-2020-electio">다양한 시장 부문에 영향을 미칠 수</a> 있다.
미국 국민들이 <a href="https://www.benzinga.com/markets/equities/24/11/41724383/wall-street-struggles-ahead-of-election-day-energy-sector-outperforms-solar-stocks-rise-whats-dr">최종 집계 결과를 기다리는 동안 주목해야 할 주식의 목록이</a>다.
트럼프 미디어 앤 테크놀로지 그룹(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>)의 주식은 투표 마지막 날에 높은 거래량으로 상승하고 있다. 주식은 9월 저점에서 270% 폭등했으며, 이는 투자자들이 트럼프의 승리를 예상하고 있는 가운데 발생한 일이다. 투자 펀드 터틀 캐피털 매니지먼트(Tuttle Capital Management)의 CEO인 매튜 터틀(Matthew Tuttle)은 이 주식을 <a href="https://www.benzinga.com/news/24/10/41608242/trump-media-technology-stock-soars-after-msg-rally-will-the-gains-hold">&#8220;선거에 대한 이진 베팅(binary bet)&#8221;</a>이라고 표현했다. 그러나 일부 애널리스트들은 <a href="https://www.benzinga.com/general/politics/24/10/41630878/djt-short-squeeze-could-push-stock-to-60-if-trump-wins-but-analysis-says-loss-could-make-shares-">트럼프가 선거에서 패배할 경우 주식이 폭락할 수 있다</a>고 제안했다. 화요일 시장 마감 후 시간외 거래에서 10.43% 급등했다.
자세히 보기: <a href="https://www.benzinga.com/general/politics/24/10/41630878/djt-short-squeeze-could-push-stock-to-60-if-trump-wins-but-analysis-says-loss-could-make-shares-">트럼프가 승리하면 DJT 주식이 60달러로 상승할 수 있지만, 패배 시 주식의 가치가 &#8216;무가치&#8217;가 될 수 있다는 분석</a>
XOM, FSLR: 투자자들은 엑슨 모빌(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) 주식을 주목하고 있다. 전통적인 에너지 기업들이 트럼프 행정부 하의 유리한 석유 및 가스 정책으로 혜택을 받을 수 있기 때문이다. <a href="https://www.benzinga.com/government/23/10/35240230/us-is-producing-more-oil-under-biden-than-at-any-point-under-the-trump-administration">바이든 행정부 하에서 미국이 생산한 석유량이 트럼프 행정부 하에서의 모든 시점보다 많았다</a>는 점도 주목할 만하다. 반대로, 퍼스트 솔라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>)와 같은 태양광 에너지 회사들은 해리스가 재생 가능 에너지 정책과 기후 이니셔티브를 지지할 경우 혜택을 볼 수 있어 주목받고 있다.
RTX: 월스트리트 애널리스트들은 트럼프가 승리할 경우 방산 주식에 대해 일반적으로 긍정적인 전망을 가지고 있어 RTX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)의 주식이 주목받고 있다. RTX는 이전의 레이시온 테크놀로지스로, <a href="https://www.benzinga.com/news/24/10/41332235/why-raytheon-parent-rtx-stock-is-up" target="_blank" rel="noopener" data-google-interstitial="false">방산 지출</a> 증가로 혜택을 받을 가능성이 있는 &#8220;빅 파이브&#8221; 방산 계약자 중 하나이다. 제너럴 다이내믹스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)와 팔란티어 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>)도 주목할 만한 방산 계약자 주식이다.
LEN: 레나(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>)와 같은 주택 건설업체들은 해리스가 당선될 경우 주택 소유를 촉진할 계획으로 인해 이익을 볼 수 있다. 해리스의 제안 중 하나는 2년 동안 임대료를 제때 낸 첫 주택 구매자에게 최대 25,000달러의 계약금 지원을 제공하는 것이다. D.R. 호튼 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>)와 KB 홈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>)도 주목할 만한 주택 건설업체이다.
추가 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41690154/shock-october-jobs-report-leaves-fed-in-tight-spot-experts-say-interest-rate-cuts-a">10월 고용 보고서 충격, 연준을 &#8216;긴박한 상황&#8217;에 빠뜨려 전문가들은 금리 인하가 곧 있을 것이라고 말하다</a></li>
</ul>
이미지: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

KB 홈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>)은 화요일 시장 마감 후 3분기 재무 결과를 발표했다. 이 발표로 주가는 시간외 거래에서 5% 이상 하락했다. 다음은 <a href="https://www.benzinga.com/pressreleases/24/09/b41014090/kb-home-reports-2024-third-quarter-results">3분기 주요 지표</a>이다.
3분기 실적: KB 홈은 3분기 매출이 17억 5,000만 달러로, 분석가 추정치 17억 2,800만 달러를 넘어섰다고 보고했다. 이 미국 주택 건설업체는 3분기 이익을 주당 2.04달러로 보고했는데, 이는 분석가 추정치인 주당 2.06달러에 못미쳤다.
<a href="http://pro.benzinga.com">Benzinga Pro</a>에 따르면 KB 홈은 7분기 연속 매출 및 이익에 대한 분석가 추정치를 넘어섰다.
총 매출은 전년 대비 10% 증가했고, 이익은 13% 증가했다. KB홈은 이번 분기에 3,631채의 주택을 납품했는데, 이는 전년 동기 대비 8% 증가한 수치이다. 평균 판매 가격은 480,900달러로 3% 증가했지만 순 주문량은 전년 동기 대비 변동이 없었고 재고는 10% 증가한 56억 5천만 달러를 기록했다.
KB 홈의 제프리 메즈거(Jeffrey Mezger) 회장 겸 CEO는 "구매자들이 모기지 이자율 상승을 계속 평가하고 전반적인 경제 우려가 높아지면서 6월 말부터 7월까지 수요가 완화되는 등 분기 전반에 걸쳐 수요의 변동성을 경험했다. 8월 금리가 완화되면서 순주문이 개선되었다"고 말했다.
&#8220;우리는 개인화된 저렴한 가격의 주택에 대한 수요가 강화된 것과 2024년 4분기까지의 긍정적인 추세에 대해 고무되고 있다.&#8221;
KB 홈은 3분기 동안 1억 5천만 달러 상당의 자사주를 매입했다고 언급했다. 이 회사는 8월 31일 기준으로 자사주 매입 프로그램에 8억 달러가 남아 있다고 밝혔다.
참고: <a href="https://www.benzinga.com/real-estate/24/09/41000406/five-emerging-tech-cities-where-home-values-are-surging-alongside-innovation">혁신과 함께 주택 가치가 급등하고 있는 5개 신흥 기술 도시</a>
전망: KB 홈은 2024년 연간 주택 매출이 68억 5천만 달러에서 69억 5천만 달러에 이를 것으로 예상하고 있다. 올해 평균 판매 가격은 약 490,000달러로 예상된다.
KBH 주가 움직임: <a href="https://www.benzinga.com/quote/KBH" target="_blank" rel="noreferrer noopener">KB 홈</a>의 주식은 발표 전까지 올해 들어 거의 40% 상승했다. 화요일 주가는 애프터 마켓에서 5.68% 하락한 82.46달러에 거래되었다.
사진 출처: Shutterstock.






Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

화요일 아침 (현지 시간 기준) 미국 주식 선물 거래가 혼조세를 보이고 있는 가운데 오늘 투자자들의 관심을 끌 수 있는 주식은 다음과 같다:
1. 월스트리트는 오토존(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>)이 개장 전 분기 매출 62억 2천만 달러, 주당 53.53달러의 분기 이익을 보고할 것으로 예상하고 있다. 오토존의 주가는 시간외 거래에서 0.7% 하락한 3,027달러를 기록했다.
2. AAR 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIR#NYSE">AIR</a>)은 월요일 1분기 예상보다 나은 실적을 발표했다. 이 회사는 분기별 이익을 85센트로 보고했는데, 이는 애널리스트들의 예상치인 주당 82센트를 웃도는 수치이다. AAR 주식은 시간외 거래에서 3.4% 상승한 71.44달러를 기록했다.
3. 애널리스트들은 토르 인더스트리즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THO#NYSE">THO</a>)가 개장 전 분기 매출 247만 달러, 주당 1.30달러의 분기 이익을 발표할 예정이다. 토르 인더스트리즈의 주가는 시간외 거래에서 1.6% 상승한 104.83달러를 기록했다.
프리마켓 보도를 <a href="https://www.benzinga.com/premarket/">여기에서 확인하세요</a>
4. 스노우플레이크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)는 20억 달러 규모의 선순위 전환사채 사모를 발표했다. 스노우플레이크의 주가는 시간외 거래에서 3.1% 하락한 109.71달러를 기록했다.
5. 애널리스트들은 KB 홈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>)이 분기 매출 17억 3천만 달러, 주당 2.06달러의 분기 이익을 발표할 예정이다. 이회사는 시장 마감 이후 실적을 발표할 예정이다. KB 홈의 주가는 1.1% 상승한 88.20달러로 월요일 마감했다.
확인해 보세요:
<ul>
<li><a href="https://www.benzinga.com/news/24/09/40980672/top-3-financials-stocks-that-may-plunge-in-september">9월에 급락할 가능성이 있는 3대 금융 주식</a></li>
</ul>
사진 출처: Shutterstock

목요일 오전(미 동부 시간) 미국 주식 선물 거래가 혼조세를 보이고 있는 가운데 오늘 투자자들의 관심을 끌 수 있는 주식은 다음과 같다:
<ul>
<li>월스트리트는 다덴 레스토랑(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>)이 개장 전 29억 8천만 달러의 매출과 주당 2.62달러의 분기 이익을 보고할 것으로 예상하고 있다. <a href="https://pro.benzinga.com/dashboard">벤징가 프로</a>의 데이터에 따르면다덴의 주식은 시간외 거래에서 0.7% 상승한 153.00달러를 기록했다.</li>
<li>KB 홈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>)은 2분기 실적은 예상보다 나은 실적과 매출을 기록했다. KB 홈의 주가는 시간외 거래에서 2.2% 상승한 69.55달러를 기록했다.</li>
<li>분석가들은 자빌(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>)이 분기별 이익은 주당 1.85달러, 매출 65억 3천만 달러를 기록할 예정이다. 이 회사는 개장 전에 실적을 발표할 예정이다. 자빌의 주식은시간 외 거래에서 0.5% 상승한 126.90달러를 기록했다.</li>
</ul>
벤징가의 <a href="https://www.benzinga.com/premarket/">프리마켓 뉴스를 확인하세요</a>
<ul>
<li>휴렛 팩커드 엔터프라이즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>)는 HPE 디스커버(Discover) 2024에서 중요한 발표를 했다. 이 회사는 엔비디아와의 파트너십을 발표하고 기업 전반에 걸쳐 생성적 AI 채택을 목표로 하는 포괄적인 포트폴리오인 HPE의 엔비디아 AI 컴퓨팅을 출시했다. 휴렛 팩커드 엔터프라이즈의 주식은 시간외 거래에서 1.4% 상승한 22.15달러에 거래되었다.</li>
<li>분석가들은 액센츄어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>)가 개장 전에 165억 5천만 달러의 매출과 165억 5천만 달러의 분기 이익을 주당 3.15달러로 기록할 것으로 예상한다. 엑센츄어의 주식은 시간외 거래에서 0.2% 상승한 286.00달러를 기록했다.</li>
</ul>
관련 기사: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/06/39379183/wall-streets-most-accurate-analysts-weigh-in-on-3-real-estate-stocks-with-over-8-dividen">월스트리트의 가장 정확한 3개 부동산 주식에 대한 분석가 평가</a>

Equities

휴렛 팩커드 엔터프라이즈, 액센츄어와 목요일 주목해야 할 주식 3종목

KB 홈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>)의 주가는 회사가 화요일 2분기 재무 실적을 발표한 이후 상승했다. <a href="https://www.benzinga.com/pressreleases/24/06/b39389055/kb-home-reports-2024-second-quarter-results" target="_blank" rel="noopener" data-google-interstitial="false">자세한 내용</a>은 다음과 같다.
주요 내용 (The Details): KB 홈은 분기별 주당 순이익을 2.15달러로 보고했는데, 이는 분석가 컨센서스인 1.78달러를 20.79%나 앞선 것이다. 분기별 매출은 17억 1,000만 달러로, 분석가 컨센서스인 16억 5,100만 달러를 3.57% 앞섰다.
KB 홈에 따르면 인도된 주택은 전년의 3,666채에서 3,523채로 줄었으며, 평균 판매 가격은 전년도의 47만 9,500달러에서 48만 3,000달러로 올랐다. 이 회사의 기말 잔고 주택 6,270채와 기말 잔고 가치 31억 2천만 달러는 각각 14%와 10% 감소했다.
KB 홈의 회장 겸 CEO인 제프리 메즈거(Jeffrey Mezger)는 &#8220;우리는 2024년 2분기에 주요 지표가 목표 범위의 상한선을 넘어 탄탄한 결과를 얻었다&#8221;라고 말했다.
"모기지 이자율의 변동성에도 불구하고 구매자들은 주택 소유에 대한 열망에 탄력성을 유지했다. 커뮤니티당 월별 순 주문 속도는 수년 만에 가장 높은 2분기 수준 중 하나였으며, 이는 각 구매자의 라이프스타일과 예산을 충족하기 위해 주문 제작 모델이 제공하는 강력한 맞춤형 선택을 반영했다고 믿고 있다."
전망 (Outlook): KB 홈은 회계연도 매출을 67억~69억 달러로 예상하고 있으며, 이는 추정치 67억 4천만 달러와 비교되며, 평균 판매 가격은 485,000~495,000달러 범위에 해당한다.
관련 뉴스: <a href="https://www.benzinga.com/news/24/06/39387100/whats-going-on-with-chipmaker-arm-holdings-stock">칩 제조사 Arm 홀딩스 주식의 최신 동향</a>
주택 건설업체들의 주가는 <a href="https://www.benzinga.com/news/earnings/24/06/39367210/homebuilder-lennar-reports-better-than-expected-q2-results-the-details">2분기 실적</a>을 보고하고 지침을 발표한 후 하락한 레나(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>)에 동조하여 화요일 정규 거래에서 하락했다. KB 홈 주가는 화요일 정규 거래에서 2.20% 하락한 68.04로 마감했다.
KBH의 주가 움직임: 화요일 시간외 거래에서 KB 홈의 주식은 2.16% 상승한 69.51달러에 거래되었다.
사진: 셔터스톡

KB 홈: 예상보다 좋은 2분기 실적 발표 이후 주가가 상승

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