Here’s What Wall Street Thinks About​ Toll Brothers, Inc. (TOL)

Core Viewpoint - Toll Brothers, Inc. (NYSE:TOL) is identified as an undervalued cyclical stock with multiple buy ratings from analysts, indicating strong potential for investment growth [1][4]. Group 1: Analyst Ratings and Price Targets - Tyler Batory from Oppenheimer reiterated a Buy rating on Toll Brothers with a price target of $155 [1]. - Citizen JPM initiated a Buy rating with a higher price target of $175 [1]. - Raymond James also reiterated a Buy rating with a price target of $160, indicating confidence in the company's performance [4]. Group 2: Customer Base and Demand - Toll Brothers is focusing on active adult and move-up customers, which has created a demand base less sensitive to interest rates compared to payment-driven buyers [2]. - In the fiscal fourth quarter of 2025, 70% of the company's closings were from active adult and move-up customers, showcasing a resilient demand base [2]. Group 3: Growth Projections - The company is expected to expand its community count by approximately 9% in fiscal 2025 [3]. - Projections indicate around 8% to 10% growth for fiscal 2026 [3]. - Despite a conservative outlook for 2026 due to cost inflation and elevated incentives, growth is anticipated for 2027 [4].