, /PRNewswire/ -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation's (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026.
If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit
Why is Select Medical being Investigated?
On March 2, 2026, Select Medical announced that it had agreed to be acquired by a consortium led by: Robert A. Ortenzio, Select Medical's co-founder; Martin F. Jackson, Select Medical's Senior Executive Vice President of Strategic Finance and Operations; and Welsh, Carson, Anderson & Stowe ("WCAS"), a private equity company which has longstanding historical ties to Russel L. Carson, a director on Select Medical's board of directors.
The merger will eliminate all holdings of Select Medical stock in exchange for $16.50 per share in cash, except that Ortenzio, Jackson and certain entities affiliated with them are being allowed to "rollover" their holdings into the post-merger company. The opportunity to "rollover" is not being extended to public stockholders.
The merger was approved by a special committee of Select Medical's board of directors and is conditioned on approval by Select Medical's stockholders.
The stockholder vote is scheduled for June 26, 2026. The merger could close shortly after that vote occurs, which could limit stockholders' ability to investigate the fairness of the merger.
BFA is investigating whether Select Medical's board of directors, together with members of the company's senior management, have breached their fiduciary duties to Select Medical stockholders in connection with the negotiation and execution of the merger, including the public disclosures the company has made seeking stockholder approval.
Click here for more information: https://www.bfalaw.com/cases/select-medical-merger-lawsuit
What Can You Do?
If you are a current holder of Select Medical Holdings Corporation stock, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, "Litigation Stars" by Benchmark Litigation, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, June 03, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation's (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026. If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit Why is Select Medical being Investigated?
NEW YORK--(BUSINESS WIRE)---- $SEM #BFA--BFA Law Reminds Select Medical Shareholders of its Pending Investigation into the Board after $16.50 per share Acquisition is Announced.
NEWTOWN SQUARE, Pa.--(BUSINESS WIRE)--Shareholder litigation law firm Kaskela Law is investigating the fairness of the recently announced buyout of Select Medical Holdings Corp. (NYSE: SEM) (“Select Medical”) shareholders to determine whether the transaction as structured provides investors with a sufficient price for their shares. Click here to register for additional information about this investigation: https://kaskelalaw.com/case/select-medical/ On March 2, 2026, Select Medical announced th.
Shareholder litigation law firm [url="]Kaskela Law[/url] is investigating the fairness of the recently announced buyout of Select Medical Holdings Corp. (NYSE:
NEW YORK, June 05, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation’s (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026.
If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit
Why is Select Medical being Investigated?
On March 2, 2026, Select Medical announced that it had agreed to be acquired by a consortium led by: Robert A. Ortenzio, Select Medical’s co-founder; Martin F. Jackson, Select Medical’s Senior Executive Vice President of Strategic Finance and Operations; and Welsh, Carson, Anderson & Stowe (“WCAS”), a private equity company which has longstanding historical ties to Russel L. Carson, a director on Select Medical’s board of directors.
The merger will eliminate all holdings of Select Medical stock in exchange for $16.50 per share in cash, except that Ortenzio, Jackson and certain entities affiliated with them are being allowed to “rollover” their holdings into the post-merger company. The opportunity to “rollover” is not being extended to public stockholders.
The merger was approved by a special committee of Select Medical’s board of directors and is conditioned on approval by Select Medical’s stockholders.
The stockholder vote is scheduled for June 26, 2026. The merger could close shortly after that vote occurs, which could limit stockholders’ ability to investigate the fairness of the merger.
BFA is investigating whether Select Medical’s board of directors, together with members of the company’s senior management, have breached their fiduciary duties to Select Medical stockholders in connection with the negotiation and execution of the merger, including the public disclosures the company has made seeking stockholder approval.
Click here for more information: https://www.bfalaw.com/cases/select-medical-merger-lawsuit
What Can You Do?
If you are a current holder of Select Medical Holdings Corporation stock, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, June 08, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation’s (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026.
If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit
Why is Select Medical being Investigated?
On March 2, 2026, Select Medical announced that it had agreed to be acquired by a consortium led by: Robert A. Ortenzio, Select Medical’s co-founder; Martin F. Jackson, Select Medical’s Senior Executive Vice President of Strategic Finance and Operations; and Welsh, Carson, Anderson & Stowe (“WCAS”), a private equity company which has longstanding historical ties to Russel L. Carson, a director on Select Medical’s board of directors.
The merger will eliminate all holdings of Select Medical stock in exchange for $16.50 per share in cash, except that Ortenzio, Jackson and certain entities affiliated with them are being allowed to “rollover” their holdings into the post-merger company. The opportunity to “rollover” is not being extended to public stockholders.
The merger was approved by a special committee of Select Medical’s board of directors and is conditioned on approval by Select Medical’s stockholders.
The stockholder vote is scheduled for June 26, 2026. The merger could close shortly after that vote occurs, which could limit stockholders’ ability to investigate the fairness of the merger.
BFA is investigating whether Select Medical’s board of directors, together with members of the company’s senior management, have breached their fiduciary duties to Select Medical stockholders in connection with the negotiation and execution of the merger, including the public disclosures the company has made seeking stockholder approval.
Click here for more information: https://www.bfalaw.com/cases/select-medical-merger-lawsuit
What Can You Do?
If you are a current holder of Select Medical Holdings Corporation stock, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
Submit your information by visiting:
https://www.bfalaw.com/cases/select-medical-merger-lawsuit
Or contact:
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEWTOWN SQUARE, Pa., June 09, 2026 (GLOBE NEWSWIRE) -- Shareholder protection law firm Kaskela Law is investigating the recently announced buyout of Select Medical Holdings Corp. (NYSE: SEM) (“Select Medical”) shareholders to determine whether the transaction as structured is fair and provides investors with a sufficient premium for their SEM shares.
Click here for additional information: https://kaskelalaw.com/case/select-medical/
On March 2, 2026, Select Medical announced that it had agreed to be acquired by an investment consortium at a price of $16.50 per share in cash. Upon completion of the transaction, Select Medical’s shareholders will be cashed out of their investment position and the company’s shares will no longer be publicly traded.
“Kaskela Law is investigating this transaction to determine whether $16.50 per share provides Select Medical investors with sufficient consideration for their shares, when at the time the transaction was announced at least one stock analyst was maintaining a price target for Select Medical’s shares of $19.00 per share,” said firm founder D. Seamus Kaskela. “We encourage investors who think the buyout price is too low to promptly contact us to explore their no-cost legal rights and options with respect to this proposed buyout.”
Select Medical shareholders are encouraged to contact lead investigative attorney Adrienne Bell, Esquire for a free consultation and to discuss their legal rights and options at (484) 229 – 0750, by email at [email protected], or by filling out the firm’s online form at:
https://kaskelalaw.com/case/select-medical/
ABOUT KASKELA LAW:
Kaskela Law LLC exclusively represents investors in securities fraud, corporate governance, and merger & acquisition litigation on a contingent basis (i.e., the firm’s clients are never responsible for any out-of-pocket costs for legal representation). Since 2020, the firm has helped to recover over $500 million for investors. For additional information about Kaskela Law LLC, including the firm’s recent notable recoveries for investors, please visit www.kaskelalaw.com.
KASKELA LAW LLC
D. Seamus Kaskela, Esq.
Adrienne Bell, Esq.
18 Campus Blvd., Suite 100
Newtown Square, PA 19073
(484) 229 - 0750
www.kaskelalaw.com
This communication may constitute attorney advertising in certain jurisdictions.
NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation's (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026. If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit Why is Select Medical being Investigated?
SAN DIEGO, June 10, 2026 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Select Medical Holdings Corporation (NYSE: SEM) breached their fiduciary duties in connection with the proposed sale of the company to a consortium led by Robert A. Ortenzio, Martin F. Jackson, and Welsh, Carson, Anderson & Stowe.
If you own Select Medical shares and believe this proposed transaction undervalues your investment, please consider joining our investigation. To participate or learn more, you can click or copy and paste the following link:
https://www.johnsonfistel.com/investigations/select-medical-holdings-corporation/
Shareholders seeking more information may also contact lead analyst Jim Baker ([email protected], 619-814-4471). If emailing, please include a phone number.
Background
On March 2, 2026, Select Medical announced that it had entered into a definitive merger agreement pursuant to which an entity affiliated with a consortium led by Robert A. Ortenzio, Executive Chairman, Co-Founder and Director of Select Medical, Martin F. Jackson, Senior Executive Vice President of Strategic Finance and Operations, and Welsh, Carson, Anderson & Stowe will acquire all outstanding shares of Select Medical common stock not already owned by the consortium for $16.50 per share in cash.
According to the announcement, Mr. Ortenzio, Mr. Jackson, and certain of their affiliates have agreed to roll over their equity to the parent entity of the surviving corporation in lieu of receiving the cash merger consideration. The Company further disclosed that the initial rollover participants collectively beneficially own approximately 11.8% of Select Medical’s outstanding common stock and have agreed to vote their shares in favor of adoption of the merger agreement.
The transaction is expected to close in mid-2026, subject to customary closing conditions, including approval by Select Medical stockholders and approval by a majority of shares not held by the consortium or its affiliates.
If consummated, the transaction would result in Select Medical becoming a privately held company, and its shares of common stock would be deregistered under applicable SEC rules and no longer listed on the New York Stock Exchange.
Johnson Fistel’s investigation focuses on whether the Company’s board of directors conducted a fair process to maximize shareholder value and whether minority shareholders are receiving fair consideration for their shares.
About Johnson Fistel, PLLP | Top Law Firm – Securities Fraud & Investor Rights
Johnson Fistel, PLLP is a nationally recognized shareholder-rights law firm with offices in California, New York, Georgia, Idaho, and Colorado. The firm represents individual and institutional investors in shareholder derivative and securities class action lawsuits and also assists foreign investors who purchased shares on U.S. exchanges. Stay informed about stock-drop news and learn how Johnson Fistel can help you recover losses by visiting www.johnsonfistel.com.
Achievements
In 2024, Johnson Fistel was ranked among the Top 10 Plaintiff Law Firms by ISS Securities Class Action Services. This recognition reflects the firm’s effectiveness in advocating for investors, having recovered approximately $90,725,000 for aggrieved clients in cases where it served as lead or co-lead counsel. This marks the eighth time the firm has been recognized as a top plaintiffs’ securities law firm in the United States, based on the total dollar value of final recoveries.
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Contact
Johnson Fistel, PLLP
501 W. Broadway, Suite 800
San Diego, CA 92101
James Baker, Investor Relations – or – Frank J. Johnson, Esq.
(619) 814-4471 | [email protected] | [email protected]
NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation’s (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026.
If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit
Why is Select Medical being Investigated?
On March 2, 2026, Select Medical announced that it had agreed to be acquired by a consortium led by: Robert A. Ortenzio, Select Medical’s co-founder; Martin F. Jackson, Select Medical’s Senior Executive Vice President of Strategic Finance and Operations; and Welsh, Carson, Anderson & Stowe (“WCAS”), a private equity company which has longstanding historical ties to Russel L. Carson, a director on Select Medical’s board of directors.
The merger will eliminate all holdings of Select Medical stock in exchange for $16.50 per share in cash, except that Ortenzio, Jackson and certain entities affiliated with them are being allowed to “rollover” their holdings into the post-merger company. The opportunity to “rollover” is not being extended to public stockholders.
The merger was approved by a special committee of Select Medical’s board of directors and is conditioned on approval by Select Medical’s stockholders.
The stockholder vote is scheduled for June 26, 2026. The merger could close shortly after that vote occurs, which could limit stockholders’ ability to investigate the fairness of the merger.
BFA is investigating whether Select Medical’s board of directors, together with members of the company’s senior management, have breached their fiduciary duties to Select Medical stockholders in connection with the negotiation and execution of the merger, including the public disclosures the company has made seeking stockholder approval.
Click here for more information: https://www.bfalaw.com/cases/select-medical-merger-lawsuit
What Can You Do?
If you are a current holder of Select Medical Holdings Corporation stock, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
Submit your information by visiting:
https://www.bfalaw.com/cases/select-medical-merger-lawsuit
Or contact:
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
On May 19, 2026, EMG Holdings disclosed a new position in KB Home (KBH 0.48%), acquiring 77,657 shares in a trade estimated at $4.57 million based on quarterly average pricing.
What happenedAccording to its SEC filing dated May 19, 2026, EMG Holdings reported purchasing 77,657 shares of KB Home (KBH 0.48%) during the first quarter. The estimated value of this transaction was $4.57 million, based on the quarterly average share price. As of March 31, 2026, the holding was valued at $4.02 million, reflecting the new position and subsequent price movements during the quarter.
What else to knowTop five holdings after the filing:NYSE: EFC: $11.39 million (16.7% of AUM)NYSE: MFA: $6.12 million (9.0% of AUM)NYSE: MHO: $5.84 million (8.6% of AUM)NYSE: PFSI: $5.74 million (8.4% of AUM)NYSE: CPT: $5.39 million (7.9% of AUM)As of May 18, 2026, KB Home shares were priced at $45.64, down 15% over the past year and lagging the S&P 500, which is instead up about 25%.Company overviewMetricValueRevenue (TTM)$5.92 billionNet Income (TTM)$352.66 millionDividend Yield2%Price (as of market close May 18, 2026)$45.64Company snapshotKB Home develops and sells single-family homes, townhomes, and condominiums, with additional offerings in insurance and title services.The firm generates revenue primarily through home sales across multiple U.S. regions, complemented by ancillary financial services.It targets first-time, move-up, and active adult homebuyers in states including California, Texas, Florida, and Arizona.KB Home focuses on residential construction for a diverse range of buyers, including first-time and move-up customers. The company leverages a regional operating model and offers integrated financial and insurance services.
What this transaction means for investorsHomebuilder stocks have struggled under the weight of high mortgage rates and cautious consumers, but EMG’s new position suggests it still sees value here. Still, KB Home’s latest quarter was a bit uneven on the surface. Revenue fell 23% year over year to $1.08 billion, while diluted earnings per share dropped to $0.52 from $1.49 a year earlier. Gross margins also compressed, with housing gross profit margin sliding to 15.3% from 20.2% as the company leaned on price reductions and incentives to drive demand.
However, there were also some encouraging signs beneath the headline numbers. Net orders actually rose 3% to 2,846 homes, cancellation rates improved to 12% from 16%, and KB Home continued aggressively buying back stock, repurchasing $50 million worth of shares during the quarter.
For long-term investors, it’s important to remember that housing stocks can be very cyclical. If mortgage rates eventually ease, beaten-down homebuilders could recover faster than many investors currently expect.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends KB Home and recommends the following options: short July 2026 $60 calls on KB Home. The Motley Fool has a disclosure policy.
Experienced homebuilding leader, Bill Schmidt, to oversee KB Home's operations in the Atlanta area ATLANTA, May 21, 2026 /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., has announced its expansion into Atlanta, a top five housing market. Bill Schmidt, who joined the company in 2025 as Division President, leads KB Home's operations throughout the region, including land acquisition, construction, sales and customer service.
, /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., has been named to the 2026 TIME100 Most Influential Companies list. The sixth annual list highlights the top 100 companies making an extraordinary impact around the world and can be viewed on TIME's website. The company also made TIME's 10 Most Influential Design and Build Companies of 2026 list.
KB Home, one of the largest and most trusted homebuilders in the U.S., has been named to the 2026 TIME100 Most Influential Companies list. KB Home was recognized by TIME for its approach to rethinking what it means to build responsibly. In the last year, the homebuilder opened two communities in California, Dixon Trail and Stone Canyon, the nation's first wildfire-resilient neighborhoods. The new communities were designed to meet the Insurance Institute for Business & Home Safety®'s (IBHS) highest level of protection against direct flame contact, radiant heat and embers, which helps to meaningfully reduce the likelihood of wildfire spread.
"We are proud to be recognized by TIME as one of its 100 Most Influential Companies," said Rob McGibney, President and Chief Executive Officer of KB Home. "At KB Home, innovation has always been central to our mission, and these Wildfire Prepared Neighborhoods reflect our commitment to creating homes and communities designed to better serve homeowners — both today and in the future."
To assemble the list, TIME solicited nominations across sectors and polled its global network of contributors and correspondents as well as outside experts. Then TIME editors evaluated key factors, which included impact, innovation, ambition and success. The result is a diverse group of 100 businesses that are helping to chart an essential path forward.
For more information on KB Home, call 888-KB-HOMES or visit kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 49 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Craig LeMessurier, KB Home
925-580-1583 or
[email protected]
New community with planned on-site amenities and close to local schools is now open for tours.
, /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the opening of Sunset Ridge, a new-home community in Spanaway, Washington.
Sunset Ridge at a Glance:
KB Home, one of the largest and most trusted homebuilders in the U.S., today announced the opening of Sunset Ridge, a new-home community in Spanaway, Washington. Price: From the low $500,000s Location: Spanaway, Washington, at the corner of 22nd Avenue East and 208th Street East Home type: One- and two-story, single-family detached homes Bedrooms/baths: Up to 6 bedrooms and 4 baths School district: Bethel School District Amenities: Community park, open space and walking trails Sunset Ridge provides convenient access to Highway 512 and Interstate 5, which connect residents to downtown Tacoma and the area's major employers, including Joint Base Lewis-McChord. The community is close to popular shopping, dining and entertainment at Canyon Crossing and South Hill Mall. Sunset Ridge is also near outdoor recreation at Northwest Trek Wildlife Park, Spanaway Park and Sprinker Recreation Center, which features sports courts and fields, a National Hockey League® (NHL) regulation ice rink, children's splash pad and climbing rock.
The homes at Sunset Ridge are designed for contemporary living, with modern kitchens overlooking large great rooms, expansive bedroom suites with walk-in closets, and lofts. Homebuyers can personalize their new home, from floor plan and exterior style to where they live in the community, and then bring their vision to life at the KB Home Design Studio, where they can select from a wide range of interior design choices that fit their style and budget.
"With Sunset Ridge, we're bringing beautiful new homes with planned community amenities to a sought-after Spanaway location close to local schools," said Ryan Kemp, President of KB Home's Seattle division. "At KB Home, we focus on creating value through competitive, transparent pricing and giving buyers the ability to personalize their home based on what matters most to them. We put them in control, so they're not paying for features they don't value or compromising on ones they do."
KB homes are engineered to be highly energy and water efficient and include features that support healthier indoor environments. They are designed to be ENERGY STAR® certified, a standard that fewer than 12% of new homes nationwide meet, offering greater comfort, well-being and utility cost savings compared to new homes without certification.
The Sunset Ridge sales office and model homes are now open for walk-in visits and private in-person tours by appointment. Live video tours are also available. For more information on KB Home, call 888-KB-HOMES or visit kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 49 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Craig LeMessurier, KB Home
925-580-1583
[email protected]
Two new communities, priced from the low $800Ks, with resort-style amenities and close to highly ranked schools, are now open for tours. LAS VEGAS, May 22, 2026 /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the opening of Enclaves and Reserves at Cloudbreak Ridge, two new communities within Summerlin's La Madre Peaks Village in Las Vegas, Nevada.
KB Home (KBH - Free Report) closed at $49.22 in the latest trading session, marking a +1.28% move from the prior day. This move outpaced the S&P 500's daily gain of 0.61%. On the other hand, the Dow registered a loss of 0.23%, and the technology-centric Nasdaq increased by 1.19%.
The homebuilder's shares have seen a decrease of 12.31% over the last month, not keeping up with the Construction sector's loss of 2.89% and the S&P 500's gain of 4.44%.
The investment community will be paying close attention to the earnings performance of KB Home in its upcoming release. In that report, analysts expect KB Home to post earnings of $0.44 per share. This would mark a year-over-year decline of 70.67%. Our most recent consensus estimate is calling for quarterly revenue of $1.09 billion, down 28.72% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $3.1 per share and revenue of $5.02 billion, which would represent changes of -52.45% and -19.44%, respectively, from the prior year.
It's also important for investors to be aware of any recent modifications to analyst estimates for KB Home. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.2% decrease. KB Home presently features a Zacks Rank of #4 (Sell).
In the context of valuation, KB Home is at present trading with a Forward P/E ratio of 15.7. This expresses a premium compared to the average Forward P/E of 13.53 of its industry.
Investors should also note that KBH has a PEG ratio of 8.58 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Building Products - Home Builders industry stood at 1.72 at the close of the market yesterday.
The Building Products - Home Builders industry is part of the Construction sector. At present, this industry carries a Zacks Industry Rank of 222, placing it within the bottom 10% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
New community with planned amenities and close to highly ranked schools is now open for tours.
, /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the opening of Ashford, a new community within the Placer One master plan in Roseville, California.
Ashford at Placer One at a Glance:
KB Home, one of the largest and most trusted homebuilders in the U.S., today announced the opening of Ashford, a new community within the Placer One master plan in Roseville, California. Price: From the $490,000s Location: Roseville, California, at the corner of West Sunset Boulevard and Foothills Boulevard Home type: Two-story, single-family detached homes Bedrooms/baths: Up to 5 bedrooms and 3 baths School District: Roseville City School District Amenities: Planned on-site schools, over 300 acres of parks and trails, barbecues, sports courts and fields, playgrounds, community meeting room, and outdoor lounge and dining area; proposed town center incorporated into the community design to give residents a central place to shop, dine and work; future site of Sacramento State satellite campus Ashford at Placer One is in an ideal location that provides easy access to Interstate 80, Highway 65, downtown Sacramento and the area's major employers, including Sutter Roseville Medical Center, Kaiser Permanente® and Amazon. Placer One is close to Thunder Valley Casino Resort™, Westfield Galleria and Fountains at Roseville for premier shopping, dining and entertainment. The new neighborhood is also minutes away from Topgolf® and several popular golf courses.
The homes at Ashford at Placer One are designed for contemporary living, with modern kitchens overlooking large great rooms, expansive bedroom suites with walk-in closets, and ample storage space. Homebuyers can personalize their new home, from floor plan and exterior style to where they live in the community, and then bring their vision to life at the KB Home Design Studio, where they can select from a wide range of interior design choices that fit their style and budget.
"With Ashford, we're bringing beautiful new homes to a sought-after Roseville master plan. Placer One includes a wide variety of planned on-site amenities and is close to highly ranked schools," said Nam Joe, President of KB Home's Sacramento division. "At KB Home, we focus on creating value through competitive, transparent pricing and giving buyers the ability to personalize their home based on what matters most to them. We put them in control, so they're not paying for features they don't value or compromising on ones they do."
KB homes are engineered to be highly energy and water efficient and include features that support healthier indoor environments. They are designed to be ENERGY STAR® certified, a standard that fewer than 12% of new homes nationwide meet, offering greater comfort, well-being and utility cost savings compared to new homes without certification.
The Ashford at Placer One sales office and model homes are now open for walk-in visits and private in-person tours by appointment. Live video tours are also available. For more information on KB Home, call 888-KB-HOMES or visit kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 49 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Craig LeMessurier, KB Home
925-580-1583
[email protected]
Berkshire's acquisition of Taylor Morrison “creates pressure for small- to midsize home builders to pursue value-creating transactions,” one analyst says.
These home-builder stocks look cheap after Berkshire’s ‘vote of confidence’ in the sector
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HomeInvestingStocksDeep DiveDeep DiveAfter two years of underperformance, most home builders remain profitable and many stocks are trading at relatively low valuationsPublished: June 1, 2026 at 2:55 p.m. ET
Just being cheap isn’t enough to attract hot money — there also has to be some belief that Wall Street vultures are circling. But now there’s reason to think that, after two years of underperformance, more longer-term investors will be looking for bargains in the home-builder sector.
That reason is an announcement by an investor known for finding diamonds in the rough — famed value investor Berkshire Hathaway BRK.A BRK.B of Warren Buffett fame, which said it was spending $8.5 billion to buy Taylor Morrison Home TMHC. Some analysts, like UBS’s John Lovallo, see the deal as the “vote of confidence” needed to attract investor interest in beaten-down home builders.
About the Author
Philip van Doorn writes the Deep Dive investing column for MarketWatch.
Tomi Kilgore is MarketWatch's Managing Editor, Companies, and is based in New York. You can follow him on Twitter @TomiKilgore.
New community with resort-style amenities near local schools and outdoor recreation is now open for tours.
, /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the opening of Elevon, a new-home community within a highly desirable master plan in Lavon, Texas.
Elevon at a Glance:
Model home in Elevon community. Price: From the mid $200,000s Location: Lavon, Texas, off Elevon Parkway and State Highway 78 Home type: One- and two-story single-family floor plans Bedrooms/baths: Up to 4 bedrooms and 2.5 baths Amenities: Resort-style amenities center with a pool, splash zone, playground, dog park, fishing pond, nature trails and workout stations School district: Community Independent School District Elevon is located off State Highway 78 and Elevon Parkway and provides easy access to President George Bush Turnpike and Highway 205. The community is convenient to Lavon Lake and Lake Ray Hubbard for fishing, boating and other outdoor recreation and just minutes to local schools, including Dodson Elementary and Community Trails Middle Schools.
The homes at Elevon are designed for contemporary living, with modern kitchens overlooking large great rooms, expansive bedroom suites with walk-in closets, and lofts. Homebuyers can personalize their new home, from floor plan and exterior style to where they live in the community, and then bring their vision to life at the KB Home Design Studio, where they can select from a wide range of interior design choices that fit their style and budget.
"We are pleased to offer area homebuyers new one- and two-story homes with outstanding community amenities, including a pool, splash zone, walking trails, playgrounds and multiple sports courts," said Ben Clark, President of KB Home's Dallas division. "At KB Home, we focus on creating value through competitive, transparent pricing and giving buyers the ability to personalize their home based on what matters most to them. We put the customer in control, so they're not paying for features they don't value or compromising on ones they do."
KB homes are engineered to be highly energy and water efficient and include features that support healthier indoor environments. They are designed to be ENERGY STAR® certified, a standard that fewer than 12% of new homes nationwide meet, offering greater comfort, well-being and utility cost savings compared to new homes without certification.
The Elevon sales office and model home are now open for walk-in visits and private in-person tours by appointment. Live video tours are also available. For more information on KB Home, call 888-KB-HOMES or visit kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 49 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Cara Kane, KB Home
321-299-6844
[email protected]
New community with a variety of planned amenities near outdoor recreation is now open for tours.
, /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the opening of Canoe Creek Reserve, a new-home community in St. Cloud, Florida.
Canoe Creek Reserve at a Glance:
Model home in Canoe Creek community Price: From the low $300,000s Location: St. Cloud, Florida, at the intersection of Canoe Creek Road and Mildred Bass Road Home type: One- and two-story single-family floor plans Bedrooms/baths: Up to 6 bedrooms and 3.5 baths Community amenities: Pool with cabana and children's playground School district: The School District of Osceola County Canoe Creek Reserve is located at the corner of Canoe Creek Road and Mildred Bass Road, providing easy access to US-192, Florida's Turnpike and Narcoossee Road for a quick commute to downtown St. Cloud and the Lake Nona area. Residents will also enjoy the proximity to a variety of outdoor recreation, including Royal St. Cloud Golf Links, St. Cloud Lakefront Park, which features a beach and splash pad, and St. Cloud Civic Center Complex, which offers ball fields, basketball courts, pavilions, playgrounds and a pool.
The homes at Canoe Creek Reserve are designed for contemporary living, with modern kitchens overlooking large great rooms, expansive bedroom suites with walk-in closets, and lofts. Homebuyers can personalize their new home, from floor plan and exterior style to where they live in the community, and then bring their vision to life at the KB Home Design Studio, where they can select from a wide range of interior design choices that fit their style and budget.
"We are excited to introduce Central Florida homebuyers to beautiful one- and two-story homes in a highly desirable location convenient to a variety of shopping and dining in downtown St. Cloud," said Fred Wyborski, President of KB Home's Orlando division. "At KB Home, we focus on creating value through competitive, transparent pricing and giving buyers the ability to personalize their home based on what matters most to them. We put the customer in control, so they're not paying for features they don't value or compromising on ones they do."
KB homes are engineered to be highly energy and water efficient and include features that support healthier indoor environments. They are designed to be ENERGY STAR® certified, a standard that fewer than 12% of new homes nationwide meet, offering greater comfort, well-being and utility cost savings compared to new homes without certification.
The Canoe Creek Reserve sales office and model homes are now open for walk-in visits and private in-person tours by appointment. Live video tours are also available. For more information on KB Home, call 888-KB-HOMES or visit kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 50 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Cara Kane, KB Home
321-299-6844
[email protected]
New community with on-site amenities and close to schools and parks is now open for tours.
, /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the newest addition to its established master plan, Bella Tierra in East Tucson. Bella Tierra Reserve is the next phase of this touted master plan, which is anchored by a wide variety of family friendly amenities and will eventually encompass nearly 700 homes.
Bella Tierra Reserve at a Glance:
KB Home, one of the largest and most trusted homebuilders in the U.S., today announced the newest addition to its established master plan, Bella Tierra in East Tucson. Bella Tierra Reserve is the next phase of this touted master plan, which is anchored by a wide variety of family friendly amenities and will eventually encompass nearly 700 homes. Price: From the low $300,000s Location: East Tucson, Arizona, on East Irvington Road between South Houghton Road and South Camino Seco Home type: One- and two-story single-family homes Bedrooms/baths: Up to 6 bedrooms and 3 baths Amenities: Eight parks with children's playgrounds, ramadas, open space, walking trails and dog parks Bella Tierra's numerous amenities, including eight parks featuring children's playgrounds, ramadas, dog parks, open space and walking trails, create a distinct sense of community. The neighborhood provides easy access to Interstate 10, Tucson International Airport and the area's major employment centers, including UA® Tech Park, Amazon Distribution Center, Davis-Monthan Air Force Base and Pima Community College East Campus. Bella Tierra Reserve is minutes from Lincoln Regional Park, a 191-acre recreation hub that offers sports fields and courts, children's playgrounds and a recreation center with a fitness area, swimming pool and splash pad. The new community is also close to shopping and dining at Old Spanish Trail Marketplace and Houghton Town Center. Outdoor enthusiasts will appreciate the proximity to several golf courses and the Tucson Loop, a 131-mile walking and biking path.
The homes at Bella Tierra Reserve are designed for contemporary living, with modern kitchens overlooking large great rooms, expansive bedroom suites with walk-in closets, and ample storage space. Homebuyers can personalize their new home, from floor plan and exterior style to where they live in the community, and then bring their vision to life at the KB Home Design Studio, where they can select from a wide range of interior design choices that fit their style and budget.
"Bella Tierra has become one of East Tucson's most sought-after master plans, and the addition of the Reserve community continues that legacy with beautiful new homes and eight signature parks," said Amy McReynolds, President of KB Home's Tucson division. "At KB Home, we focus on creating value through competitive, transparent pricing and giving buyers the ability to personalize their home based on what matters most to them. We put them in control, so they're not paying for features they don't value or compromising on ones they do."
KB homes are engineered to be highly energy and water efficient and include features that support healthier indoor environments. They are designed to be ENERGY STAR® certified, a standard that fewer than 12% of new homes nationwide meet, offering greater comfort, well-being and utility cost savings compared to new homes without certification.
The Bella Tierra Reserve sales office and model homes are now open for walk-in visits and private in-person tours by appointment. Live video tours are also available. For more information on KB Home, call 888-KB-HOMES or visit kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 50 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Craig LeMessurier, KB Home
925-580-1583
[email protected]
KB Home (KBH - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this homebuilder have returned +5.1%, compared to the Zacks S&P 500 composite's +1.9% change. During this period, the Zacks Building Products - Home Builders industry, which KB Home falls in, has gained 3.1%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
KB Home is expected to post earnings of $0.44 per share for the current quarter, representing a year-over-year change of -70.7%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of $3.1 points to a change of -52.5% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $4.35 indicates a change of +40.6% from what KB Home is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, KB Home is rated Zacks Rank #5 (Strong Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of KB Home, the consensus sales estimate of $1.09 billion for the current quarter points to a year-over-year change of -28.7%. The $5.02 billion and $5.47 billion estimates for the current and next fiscal years indicate changes of -19.4% and +8.8%, respectively.
Last Reported Results and Surprise HistoryKB Home reported revenues of $1.08 billion in the last reported quarter, representing a year-over-year change of -22.6%. EPS of $0.52 for the same period compares with $1.49 a year ago.
Compared to the Zacks Consensus Estimate of $1.1 billion, the reported revenues represent a surprise of -1.98%. The EPS surprise was 0%.
Over the last four quarters, KB Home surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
KB Home is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about KB Home. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
Investors in KB Home (KBH - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 18, 2026 $35 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for KB Home shares, but what is the fundamental picture for the company? Currently, KB Home is a Zacks Rank #5 (Strong Sell) in the Building Products - Home Builders industry that ranks in the Bottom 15% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while three analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 59 cents per share to 44 cents in that period.
Given the way analysts feel about KB Home right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
Zacks' 7 Best Strong Buy Stocks (New Research Report) Valued at $99, click below to receive our just-released report predicting the 7 stocks that will soar highest in the coming month.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- KB Home (NYSE: KBH) today announced that it will release earnings for its second quarter ended May 31, 2026 after the market closes on Tuesday, June 23, 2026. A live webcast of the Company's earnings conference call will be held the same day at 2:00 p.m. Pacific Time, 5:00 p.m. Eastern Time.
To listen to the call, go to the Investor Relations section of the KB Home website at investor.kbhome.com and select the Second Quarter Earnings Conference Call link in the Events and Presentations section. The webcast will be available for replay at the KB Home website for 30 days.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 50 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Jill Peters, Investor Relations Contact
(310) 893-7456 or [email protected]
KB Home (KBH - Free Report) closed at $52.16 in the latest trading session, marking a -2.47% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 1.62% for the day. Elsewhere, the Dow saw a downswing of 1.87%, while the tech-heavy Nasdaq depreciated by 1.98%.
Shares of the homebuilder have appreciated by 13.96% over the course of the past month, outperforming the Construction sector's loss of 1.1%, and the S&P 500's loss of 0.03%.
Analysts and investors alike will be keeping a close eye on the performance of KB Home in its upcoming earnings disclosure. The company's earnings report is set to go public on June 23, 2026. The company's upcoming EPS is projected at $0.44, signifying a 70.67% drop compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $1.09 billion, indicating a 28.72% downward movement from the same quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $3.1 per share and revenue of $5.02 billion, indicating changes of -52.45% and -19.44%, respectively, compared to the previous year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for KB Home. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. KB Home is holding a Zacks Rank of #4 (Sell) right now.
Digging into valuation, KB Home currently has a Forward P/E ratio of 17.28. Its industry sports an average Forward P/E of 14.39, so one might conclude that KB Home is trading at a premium comparatively.
We can additionally observe that KBH currently boasts a PEG ratio of 9.44. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. KBH's industry had an average PEG ratio of 1.88 as of yesterday's close.
The Building Products - Home Builders industry is part of the Construction sector. This industry currently has a Zacks Industry Rank of 227, which puts it in the bottom 7% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Redwire (RDW 6.67%) stock jumped out of the gate Thursday, soaring 11% before giving back most of its gains. As of 11 a.m. ET, the stock is up 3.2%.
And why? The Wall Street Journal just reported that the Trump Administration may make financial investments in U.S. drone manufacturers, aiming to subsidize production of low-cost disposable attack drones commonly referred to as first-person view or "FPV."
Image source: Getty Images.
What we know about the new drone plan The Trump administration is pursuing deals with "a group of drone companies," reports WSJ. Privately held Performance Drone Works and Neros Technologies, both winners of Drone Dominance Program contracts, are believed to be two companies in the running, as is publicly traded Unusual Machines (UMAC 8.26%).
Redwire is not.
That sounds like bad news for Redwire, which placed a big bet on the drone sector when it acquired Edge Autonomy last year in a near-$1 billion deal. Still, negotiations are ongoing, and the Pentagon -- which will manage the investments -- is "continuing to vet the companies." Potentially, that could mean not all the named companies will get funding... or that Redwire won't.
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What's next for Redwire? If Redwire does win government support, what form might that take?
Prior Trump Administration investments have promoted industries critical to national security, while also creating the potential for government profit if the investments pay off. When the Department of Energy awarded a 10-year supply contract to rare-earth element miner MP Materials (MP +0.09%) last year, for example, it also demanded stock in MP.
Any deal with Redwire could take a similar form, comprise loans conditioned on hitting milestones, or come as no-strings-attached grants. For the time being, we simply don't know how this will play out -- but as soon as we know, we'll let you know.
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Redwire. The Motley Fool recommends MP Materials. The Motley Fool has a disclosure policy.
Rare earths producer MP Materials continues to make gains at the stock markets in 2026 after an exceptional last year. Its latest earnings report is encouraging to the extent that revenue growth is robust and the company has managed to report profits for the second consecutive quarter. Unchanged Chinese regulations on rare earths also continue to support MP Materials as a key producer in the US. The stock's long-term market multiples aren't bad either.
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GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
MP Materials shares surge 164% in a year as rare earth output hits records and magnet capacity expands, but valuation and costs remain key watchpoints.
The U.S. is making a strong push to secure domestic rare-earth mining and processing. This move is primarily fueled by the fact that China currently dominates the global market, controlling a staggering 70% of mining and 90% of processing, giving the country considerable influence in international negotiations.
The U.S. entered into a historic arrangement with MP Materials (MP +0.09%) last year, investing in the company to help it ramp up its processing capacity while also providing it with price floors for its critical magnets. Over the past month, several investment banks have raised their price targets on the company. Here's what investors need to know.
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MP Materials' recent earnings results impressed Wall Street MP Materials is the only fully integrated Western rare-earth producer that also owns the largest rare-earth mine in the U.S. at Mountain Pass. Last year, the company entered into a landmark public-private partnership with the U.S. government to purchase its neodymium-praseodymium (NdPr) products, which are used in critical rare-earth magnets for electric vehicles, robotics, and defense.
As part of this agreement, the U.S. established a price floor of $110 per kilogram for MP's NdPr products that are stockpiled or sold. This price floor is unusual but is seen as necessary, given that China heavily subsidizes state production of rare-earth elements. By instituting a price floor, the U.S. is locking in a price at which it will buy MP's products, preventing the company from being undercut by foreign competitors.
Image source: Getty Images.
MP Materials' first-quarter earnings results caught the attention of Wall Street, and for good reason. In the quarter, the company earned $90 million in revenue, smashing analysts' forecast of $70 million. Meanwhile, its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose from negative $2.7 million last year to positive $36.6 million. Following its announcement, several investment banks raised their price targets:
Goldman Sachs to $80 from $71 Morgan Stanley to $70 from $62 Deutsche Bank to $70 from $65 Wedbush to $100 from $90 Analysts are beginning to view MP Materials less like a pure mining story and more as an integrated manufacturing platform. In the quarter, MP announced that NdPr production volume increased 63% year over year, while sales surged 117%.
Buying MP Materials is a bet on the U.S. production of rare earths Analysts covering MP Materials' stock project non-GAAP (generally accepted accounting principles) earnings per share of around $0.23 this year, an improvement from last year's loss of $0.38 per share. They also project strong growth, with EPS of $1.10 in 2027 and $1.68 in 2028, showing the strength of the mining company's platform and price floors supporting it.
Looking forward, the company selected Northlake, Texas, for its future 10X facility, where it aims to increase production capacity to 10,000 metric tons of NdFeB (neodymium-iron-boron) rare-earth magnets per year. This would help the U.S. achieve supply independence for the crucial magnets and reduce reliance on China entirely. MP is targeting 2028 for the facility's operational start.
With the U.S. in desperate need of rebuilding its rare-earth mining and processing capabilities, MP Materials is a top rare-earth stock you can own today to capitalize on this trend.
MP Materials Corp (NYSE:MP) stock was last seen down 1.2% at $58.46, heading for its fourth-straight loss. The shares are still up 128% year-over-year, however, with the rare earth manufacturer now retesting support from the 260-day moving average.
According to Schaeffer's Senior Quantitative Analyst Rocky White, MP is trading within 0.75 times the 260-day moving average's 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline. This setup has appeared just four times during the last decade. One month later, the stock was higher every time after these signals, averaging an impressive 29.7% gain. A comparable rally from current levels would place MP Materials stock at $76.
Short covering could help fuel gains. Short interest represents 19.2% of MP's available float, and would take shorts over four days to cover at the stock's average pace of trading.
MP Materials (MP +0.09%) is a company you might've never heard of, but whose core product is likely embedded in devices you use every day.
Operationally, MP currently controls the only large-scale rare-earth mine in the U.S. -- the Mountain Pass mine in California. Rare-earth elements like neodymium and praseodymium pass from this mine into its processing facilities, where they're processed into materials used to make high-performance magnets. These magnets, in turn, are used in electric vehicles, smartphones, laptops, clean energy technology, missiles, and satellites, among other applications.
Over the last year, MP has emerged as the U.S.'s rare-earth champion. In July 2025, it was the beneficiary of a $400 million package from the Department of Defense, which, in the same deal, also guaranteed a competitive price floor of $110 per kilogram for neodymium and praseodymium.
Image source: MP Materials.
Lately, however, MP has fallen into the background, its 19% gain in 2026 far short of the 223% run it had in 2025. Yet with the SpaceX IPO scheduled for June 12, MP Materials could get a major long-term boost. Here's why.
High-performance magnets are critical to aerospace technology SpaceX builds spacecraft, including rockets and satellites. It has over 10,000 Starlink satellites in orbit, which make up about two-thirds of all the satellites orbiting the Earth. That's an unfathomable number of celestial objects, but the company doesn't think so. In January 2026, it applied to launch a million satellites to help power artificial intelligence (AI).
Many satellites use rare-earth minerals, such as neodymium, dysprosium, and samarium. Indeed, rare-earth magnets are often used for deployment and to help stabilize and maintain the correct orientation once out in orbit.
Rare-earth metals make up only a small part of a satellite's overall metallic composition, yet they are also among the scarcest. As the name suggests, rare-earth elements are infrequently found in viable concentrations in Earth's crust; where they can be extracted economically, they're likely under China's control. The U.S. is aware of this vulnerability, which is why MP Materials has become strategically vital for its supply chain.
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To be sure, MP hasn't inked a deal with SpaceX. But it has entered a $500 million partnership with Apple and an agreement with General Motors to supply permanent magnets to both.
Over the long term, MP aims to establish a thriving mine-to-magnet domestic supply chain in the U.S. If SpaceX wants a domestic supplier of rare-earth magnets, then MP could emerge as an attractive option.
MP has its risks -- it still needs to finish its second magnet factory -- but demand for permanent magnets isn't likely to go away. For investors who consider supply chain vulnerability a long-term opportunity, MP is the metal stock to play it.
MP Materials operates the only large-scale rare-earth mine in the United States. Wall Street remains optimistic about MP stock, targeting a price of about $80 per share.
Key Takeaways MP Magnetics revenues hit $21.1M in Q1 2026, more than fourfold the $5.2M year-ago level.Magnetics adjusted EBITDA climbed to $9.6M as magnetic precursor production scaled and profitability improved.MP started its 10X build targeting 7,000 MT/yr, lifting U.S. rare earth magnet capacity to ~10,000 MT/yr. One of the important takeaways from MP Materials’ (MP - Free Report) first-quarter 2026 results may be the rapid growth of its Magnetics segment. The company reported Magnetics revenues of $21.1 million in the quarter, a more than fourfold increase from the prior-year period’s $5.2 million.
Segment adjusted EBITDA reached $9.6 million compared with $0.49 million in the year-ago quarter, reflecting growing profitability as the production of magnetic precursor products continues to scale.
The Magnetics segment began generating revenues from the sales of magnetic precursor products to General Motors (GM - Free Report) in the first quarter of 2025. Deliveries commenced in March 2025, contributing $5.2 million to first-quarter 2025 revenues. The segment commenced the manufacturing of neodymium-iron-boron (NdFeB) permanent magnets in December 2025.
The trend is significant because it demonstrates MP Materials’ transition from being primarily a mining company to becoming an integrated manufacturer of rare-earth-based products. Historically, the company generated revenues largely from the sale of rare earth materials. Today, MP is increasingly moving downstream into the production of magnetic materials.
At the center of its efforts is its Fort Worth, TX facility (Independence), which serves as both the production hub and engineering headquarters for the segment. In April 2022, the company entered into a long-term agreement to supply magnets and precursor products manufactured at the Independence Facility to General Motors as its foundational customer.
In July 2025, the company entered into a landmark long-term supply agreement with Apple (AAPL - Free Report) for the development, manufacture and supply of magnets from the Independence Facility, as well as the development and installation of scaled recycling capabilities at Mountain Pass to produce the contained rare earths from post-industrial and post-consumer recycled rare earth feedstocks. The company is also pursuing sales opportunities to other customers for its future magnet products.
Management’s confidence in this business is evident from its ongoing investments. During the first quarter, MP expanded operations at its Independence facility and broke ground on its “10X” magnetics facility. Once completed and scaled, it will produce an estimated 7,000 MTs of magnets per year, taking MP Materials’ overall U.S. rare earth magnet production capacity to an estimated 10,000 MTs per year. In addition, the company is preparing to commission heavy rare earth separation capabilities at Mountain Pass, enabling a more complete domestic supply chain for permanent magnets.
MP’s Price Performance, Valuation & EstimatesMP Materials’ shares have gained 99.5% in a year compared with the industry’s 42.2% growth.
MP is trading at a forward 12-month price/sales multiple of 19.21X, a significant premium to the industry’s 1.60X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MP Materials’ 2026 earnings is pegged at 16 cents per share, indicating an improvement from the loss of 24 cents in 2025. The estimate for 2027 is $1.06 per share, indicating a 562.5% year-over-year improvement.
Image Source: Zacks Investment Research
The estimate for both 2026 and 2027 has, however, moved down in the past 60 days, as shown in the chart below.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.
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Last year, the U.S. government made a historic investment in MP Materials (MP +0.09%) by taking a stake in the mining company as the nation rebuilds its stockpile of crucial materials. The stock surged to $100 in the months following the news but has since fallen 42% from its 52-week high. However, there are two supercharged trends that could send the stock higher.
MP Materials has a historic deal with the U.S. government Essential minerals are fundamental building blocks of modern technology, defense systems, and clean-energy products. Rare-earth elements are crucial for magnets used in radar and defense technologies, while electric vehicles use a significant amount of lithium, cobalt, and nickel.
What puts the U.S. in a precarious position is China's dominance of the supply chain for these minerals. According to research from The Motley Fool, China controls roughly 70% of rare-earth extraction and 90% of its processing. The need to rebuild domestic supply chains of these minerals is the first trend that could power MP Materials' stock higher.
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The company operates the only active rare-earth mining and processing site in the U.S., in Mountain Pass, California. Last year, the U.S. Department of Defense (DoD) and MP entered into a historic public-private partnership for the company's neodymium-praseodymium (NdPr) products. As part of this agreement, the U.S. established a price floor of $110 per kilogram for NdPr products that are stockpiled or sold. In return, the DoD took a 15% ownership stake in the company's stock.
This price floor is unusual but considered necessary because China heavily subsidizes production of rare-earth elements. With a price floor, the U.S. is locking in a price at which it will buy MP's products, preventing the company from being undercut by foreign competitors, which should accelerate supply chain independence and protect it from nonmarket forces.
Image source: Getty Images.
High-powered magnets for advanced technologies Another trend that could help push the stock higher is the boom in artificial intelligence (AI) and automation hardware. AI data center cooling systems, industrial robotics, and automated manufacturing devices all rely on high-performance rare-earth permanent magnets.
Hyperscalers are building huge data centers, which require advanced liquid-cooling systems that rely on high-efficiency pumps driven by powerful NdPr magnets. And advanced robotics can require dozens of high-torque electric motors, each packed with NdPr magnets to achieve precise, rapid movements.
The company has a $500 million long-term agreement with Apple to build domestic infrastructure to recover rare-earth magnets from recycled electronics and supply chain waste. The company also has a long-term deal with General Motors to supply U.S.-sourced rare earths, alloys, and magnets for its next-generation electric vehicles.
MP management is taking steps to expand its production capacity and is targeting 2028 for the launch of a facility that will increase production tenfold to 10,000 metric tons of neodymium-iron-boron rare-earth magnets per year. With strong tailwinds from government reshoring of supply chains and technological innovations, MP Materials is a top rare-earth stock to benefit from these trends.
Cirrus Logic (CRUS - Free Report) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to earnings of $1.67 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +11.00%. A quarter ago, it was expected that this chipmaker would post earnings of $2.42 per share when it actually produced earnings of $2.97, delivering a surprise of +22.73%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Cirrus Logic, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $448.52 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.98%. This compares to year-ago revenues of $424.46 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Cirrus Logic shares have added about 44.5% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Cirrus Logic?While Cirrus Logic has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Cirrus Logic was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.52 on $404.41 million in revenues for the coming quarter and $9.45 on $2.07 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Semiconductors is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Valens Semiconductor, Ltd. (VLN - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.
This company is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of -100%. The consensus EPS estimate for the quarter has been revised 11.1% higher over the last 30 days to the current level.
Valens Semiconductor, Ltd.'s revenues are expected to be $16.5 million, down 2% from the year-ago quarter.
Key Takeaways CRUS beat Q4 EPS estimates as revenue rose 6% year over year on strong smartphone demand.Cirrus Logic expanded into camera controllers and smart power ICs to diversify revenue streams.CRUS guided Q1 fiscal 2027 revenue growth of 13% year over year at the midpoint. Cirrus Logic Inc. (CRUS - Free Report) reported fourth-quarter fiscal 2026 adjusted earnings per share (EPS) of $1.95, which surpassed the Zacks Consensus Estimate of $1.76. The company reported adjusted EPS of $1.67 in the prior-year quarter.
Revenue for the quarter came in at $448.5 million, exceeding the midpoint of guidance ($410-$470 million). Revenue declined 23% sequentially due to weaker smartphone unit shipments but increased 6% year over year, mainly driven by robust demand for smartphone components. The growth was partly offset by pricing pressure and softer sales in general markets. The Zacks Consensus Estimate for revenues was pegged at $439.8 million.
Cirrus Logic generated $2 billion in revenue for fiscal 2026, reflecting a 5% increase from the previous year, driven by strong demand for smartphone components and higher component sales for PCs. A key development from the earnings announcement was its expansion into new smartphone silicon categories, including next-generation camera controllers and smart power ICs. Beyond smartphones, Cirrus Logic reported strong year-over-year growth in its PC business. The company’s expansion into laptops and PCs helps reduce concentration risk while opening new long-term revenue streams.
A key theme throughout the earnings report was the importance of diversification. Cirrus Logic has spent several years expanding both its product portfolio and customer base. It highlighted growth in smartphones outside of audio applications, as well as growth in PCs and laptops, general market products and power-related semiconductor solutions. This diversification strategy is important because semiconductor markets can be cyclical. Expanding across multiple end markets can help stabilize revenue and reduce dependence on any single product category.
The company’s largest customer accounted for 92% of total revenues in the fiscal fourth quarter.
The stock has gained 71.9% in the past year compared with the Zacks Electronics-Semiconductors industry’s growth of 118.5%.
Image Source: Zacks Investment Research
Segment DetailsCirrus Logic’s High-Performance Mixed-Signal segment includes a few of its non-audio products. It contributed 43% to total revenues in the fiscal fourth quarter. Revenues from the same division grew 13.1% year over year to $191.3 million. We estimated the metric to be $180 million.
The Audio segment’s sales inched up 0.7% to $257.2 million and contributed 57% to total revenues. Our estimate was $259.5 million for the segment.
MarginsNon-GAAP gross profit for the March quarter was $237.9 million, with a non-GAAP gross margin of 53% compared to $227.1 million and 53.5%, respectively, for the prior-year quarter. The year-over-year decline in gross margin was mainly due to increased freight costs.
Cirrus Logic’s non-GAAP operating expenses rose 5.1% year over year to $126.1 million, mainly due to higher employee-related costs, partly offset by product development expenses tied to tape-out timing. Sequentially, OpEx decreased by $6.9 million, mainly due to lower employee costs and variable compensation.
Non-GAAP operating income of $111.8 million soared 4.4% year over year.
Non-GAAP operating profit margin dropped to 24.9% from 25.2%.
Balance Sheet and Cash FlowAs of March 28, 2026, CRUS had $887.7 million in cash, cash equivalents and marketable securities compared with $822.4 million as of Dec. 27, 2025.
As of March 28, 2026, accounts receivable were $220.2 million.
In the fiscal fourth quarter, CRUS reported $151.4 million of cash flow from operations compared with $130.4 million in the prior-year quarter. Free cash flow was $149 million in the quarter under review.
The company repurchased almost 491,000 shares worth $70 million in the reported quarter. In fiscal 2026, CRUS returned $280 million to shareholders through the repurchase of 2.5 million shares. As of March 28, 2026, it had $274.1 million worth of shares under its existing share repurchase authorization.
Fiscal Q1 Outlook Signals Continued StabilityFor the first quarter of fiscal 2027, Cirrus Logic provided guidance that points to continued healthy demand. The company expects revenue between $430 million and $490 million, implying 3% sequential growth and 13% year-over-year growth at the midpoint of the guidance range.
Combined GAAP R&D and SG&A are anticipated to be between $155 million and $161 million, respectively. Non-GAAP operating expenses are estimated to be in the band of $132-$138 million.
GAAP gross margin is estimated to be between 51% and 53%.
CRUS’ Zacks RankCirrus Logic currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Performance of Other FirmsBadger Meter, Inc. (BMI - Free Report) reported EPS of 93 cents for first-quarter 2026, which missed the Zacks Consensus Estimate by 22.5%. The bottom line compared unfavorably with the year-ago quarter’s EPS of $1.30. Quarterly net sales were $202.3 million, down 9% from $222.2 million in the year-ago quarter due to delayed project deployments and weaker-than-expected short-cycle order activity. The Zacks Consensus Estimate was pegged at $230.1 million.
Sensata Technologies Holding plc (ST - Free Report) reported first-quarter 2026 adjusted EPS of 86 cents, up from 78 cents a year ago. The bottom line beat the Zacks Consensus Estimate by 2.4%. Revenues for the quarter reached $934.8 million, up 2.6% from a year ago. The figure came near to the upper end of management’s expectations ($917-$937 million) and beat the consensus estimate by 0.7%. Strength Aerospace, Defense and Commercial Equipment segments drove the top-line performance.
Fortive Corporation (FTV - Free Report) reported first-quarter 2026 adjusted EPS of 70 cents from continuing operations, which surpassed the Zacks Consensus Estimate of 64 cents. The bottom line increased 25.4% year over year. Revenues increased 7.7% year over year to $1069.4 million. The top line beat the Zacks Consensus Estimate by 3.8%.
Cirrus Logic, Inc. is rated Hold with a $154 price target, reflecting limited upside as shares trade near the upper end of historical EV/aEBITDA multiples. CRUS benefits from operational momentum, strong Apple partnership through 2030, and strategic R&D investments targeting industrial automation and AI-enabled devices. Financial flexibility is robust, with $888M in cash, no debt, and active share repurchases, supporting potential R&D expansion or acquisitions.
Apple's (AAPL 1.23%) iPhone sales increased at a solid clip in the first quarter of 2026, driven by a huge installed base of users that are in an upgrade window and the strong demand for the tech giant's smartphones in China.
Market research firm Counterpoint Research notes that Apple's iPhone shipments increased by 5% year over year in the first quarter of 2026. This increase in sales came at a time when the overall smartphone market declined by 6% in Q1 due to a memory shortage and rising component costs. The Magnificent Seven company's resilient growth in Q1 made it the world's top smartphone vendor with a 21% market share.
Cirrus Logic (CRUS +0.66%) has turned out to be a big beneficiary of Apple's improving sales. The semiconductor stock is already up 40% in 2026 as of this writing, and its close ties with Apple suggest it could deliver more upside in the future.
Let's look at the reasons why this Apple supplier's impressive stock market rally is sustainable.
Image source: Getty Images.
Cirrus Logic is delivering healthy growth due to solid iPhone sales Cirrus Logic designs audio chips, camera controllers, haptics and sensing solutions, and power management chips for smartphones, computers, tablets, and wearable devices. Apple is its largest customer, accounting for 92% of its revenue in the fourth quarter of fiscal 2026 (which ended on March 28).
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The healthy growth in iPhone sales rubbed off positively on Cirrus. The chip designer's revenue increased by 6% year over year to $449 million. What's more, its earnings increased by a much more impressive rate of 17% from the year-ago period to $1.95 per share. The full-year earnings growth was also quite solid at 23% to $9.26 per share.
Cirrus noted that its margin profile is improving due to a better product mix, which isn't surprising given that the company has been winning more business from Apple. Cirrus was originally a supplier of audio codecs for Apple's devices, but it has diversified into providing haptics solutions and camera controllers over the past couple of years.
The good news for Cirrus investors is that it is poised to win more content in Apple's devices. Apple announced in March this year that Cirrus Logic is a part of its American Manufacturing Program (AMP), developing "mixed-signal solutions for a number of Apple applications, including advanced ICs to power Face ID systems." The Face ID chip is a new opportunity for Cirrus, as management noted on the latest earnings call.
Cirrus, therefore, seems well-positioned to capitalize on the strong iPhone upgrade cycle. The integration of artificial intelligence (AI) features in iPhones is encouraging users to upgrade quickly to new devices, as noted by Consumer Intelligence Research Partners last year. Moreover, Dan Ives of Wedbush Securities pointed out after the iPhone 17 launch in September 2025 that there are 315 million iPhones that haven't been upgraded in four years.
All this explains why Apple has been able to overcome the broader weakness in the smartphone market. Moreover, Cirrus Logic's guidance for the current quarter indicates its growth is poised to accelerate.
The company expects $460 million in revenue in the current quarter at the midpoint of its guidance range. That would be an improvement of 13% from the year-ago period. Looking ahead, Cirrus Logic's revenue growth could accelerate nicely due to robust iPhone demand and the new chips it will deploy for Apple.
This could pave the way for healthy growth at Cirrus, potentially unlocking more upside.
Analysts may be underestimating its growth potential Cirrus Logic finished fiscal 2026 with $2 billion in revenue, an increase of 5% over the prior year. Analysts are projecting single-digit revenue growth from the company over the next couple of years.
Data by YCharts
However, we have already seen that the company is expecting robust double-digit growth in the current quarter. With the new business that's coming its way, don't be surprised to see Cirrus' growth significantly outpacing analysts' estimates in the future. Assuming it can clock even 10% revenue growth in the current and next fiscal years, its top line could reach $2.42 billion.
Cirrus is trading at just 4.5 times sales right now, a discount to the tech-focused Nasdaq Composite index's price-to-sales ratio of 5.5. Assuming it trades in line with the index's average after a couple of years and achieves $2.42 billion in revenue, its market cap could increase to $13.5 billion. That represents potential upside of 59% from current levels, suggesting it isn't too late for investors to buy this growth stock, even after the healthy jump it has seen this year.
Cirrus Logic (CRUS) delivered record FY26 revenue of $2.0B and robust EPS growth, supported by strong smartphone and PC demand. Apple's inclusion of CRUS for its future vendor lists and green-lighting of battery-enhancing products signals major new product opportunities. Development of smart power ICs for 3D sensing and advanced battery applications positions CRUS for long-term growth beyond core audio.
Key Takeaways Cirrus Logic ended FY 2026 with $1.2B cash, no debt, supporting diversification beyond smartphones.CRUS generated $635.8M free cash flow, supporting higher R&D spend and expansion into new markets.CRUS returned $280 million to its shareholders in fiscal 2026, through the repurchase of 2.5M shares. Cirrus Logic (CRUS - Free Report) ended fiscal 2026 with roughly $1.2 billion in cash and investments with no outstanding debt, underscoring ample financial flexibility. Out of this, cash, cash equivalents and marketable securities stood at $887.7 million.
This financial strength is cushioned by solid cash generation. The company generated $650.6 million, with a free cash flow of $635.8 million in fiscal 2026. Such cash flow provides a solid foundation for increased investment, particularly as Cirrus plans to step up R&D spending to boost innovation in fiscal 2027.
The company’s fortified balance sheet supports a push into new markets, positioning it for long-term diversification. This diversification strategy is important as semiconductor markets tend to be cyclical. Expanding across multiple end markets can help stabilize revenues and reduce dependence on any single product category.
CRUS is focused on expanding HPMS products in smartphones and leveraging its IP to expand into new applications and markets such as industrial, imaging, automotive and professional audio.
Image Source: Zacks Investment Research
A key highlight from the most recent earnings announcement was its expansion into new smartphone silicon categories, including next-generation camera controllers and smart power ICs for 3D sensing.
The company expects its SAM in the mixed-signal market to expand from $7.4 billion in 2026 to $9 billion in 2030, driven by growth in both audio and high-performance mixed-signal segments.
CRUS’ PC business continues to gain traction. The company’s expansion into laptops and PCs helps reduce concentration risk while opening new long-term revenue streams.
At the same time, Cirrus continues to return capital to its shareholders. In fiscal 2026, CRUS returned $280 million to its shareholders through the repurchase of 2.5 million shares. As of March 28, 2026, the company had $274.1 million worth of shares under its existing share repurchase authorization.
With strong momentum in PCs, emerging AI opportunities and a clear roadmap for diversification, Cirrus appears well-positioned to convert its billion-dollar cash pile into a catalyst for sustained growth.
Financial Resources of CompetitorsTexas Instruments (TXN - Free Report) is a leading name in the semiconductor space. As of March 31, 2026, the cash and short-term investment balance was $5.1 billion, while the long-term debt was $12.9 billion. Operating cash flow was approximately $1.52 billion in the first quarter of 2026. During the first quarter, it repurchased stocks worth $158 million and paid $1.29 billion in dividends.
Texas Instruments remains focused on expansion. Growth in the newly classified data center end market has emerged as a compelling development. Texas Instruments also continues to strengthen its dominance in the industrial and automotive sectors.
Qualcomm Incorporated (QCOM - Free Report) is a fabless semiconductor company that designs high-performance, low-power system-on-chips primarily for mobile devices, while expanding into PCs, automotive, IoT, XR and AI.
For the six months ended March 29, 2026, Qualcomm generated $7.4 billion of net cash from operating activities. The company had $5.4 billion in cash and cash equivalents with $14.8 billion of long-term debt. It remains to be seen how Qualcomm manages the huge debt burden in the near future, given the decline in profitability and growing competition.
Qualcomm continues to enhance shareholder returns. During the second quarter of fiscal 2026, it returned $3.7 billion to stockholders, including $2.8 billion in share repurchases and $945 million in dividends.
CRUS Price Performance, Valuation and EstimatesShares of CRUS have lost 4.8% in the past month against the Electronics-Semiconductors industry’s growth of 8.6%.
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CRUS is trading at a forward 12-month price/earnings ratio of 16.83, lower than the Electronic-Semiconductors sector’s multiple of 33.96.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CRUS’ earnings for fiscal 2027 has been revised up marginally over the past 60 days.
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CRUS currently sports a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
