Core Insights - Century Communities, Inc. is set to host a Grand Opening for its new model home in the Sweetgrass community located in Dacono, CO, with homes starting from the $500s [1][4] - The event will take place on October 11, featuring the two-story Powell floor plan and offering attendees a chance to win prizes [2][4] Company Overview - Century Communities is recognized as a leading national homebuilder and has been featured on Newsweek's lists of America's and the World's Most Trustworthy Companies [1][10] - The company operates in 16 states and over 45 markets across the U.S., providing a range of services including mortgage and insurance through its subsidiaries [10] Community Features - Sweetgrass community offers convenient access to major highways, employment hubs, and recreational activities, with planned amenities such as a community pool, trails, parks, and playgrounds [3][7] - The community is strategically located 25 miles from Denver, 24 miles from Boulder, and 16 miles from Longmont, enhancing its appeal to potential residents [7] Homebuying Experience - Century Communities provides an online homebuying experience, allowing buyers to shop for homes, fill out forms, and sign contracts electronically [5][8][9] - The homes feature modern layouts with options for 2 to 5 bedrooms, 2 to 3 bathrooms, and up to 2,420 square feet, including smart home technology [7][10]

Group 1 - Lennar Corporation (NYSE:LEN) is recognized as one of the 13 Safest Stocks to Invest in Now, driven by significant hedge fund interest and a solid return on equity [1] - Keefe, Bruyette & Woods has reiterated its Market Perform rating and set a price target of $125 for Lennar Corporation, citing anticipated delivery losses of 11% and 3.5%, along with a 4% reduction in its 2026 projection and an 18% decrease in its Q4 2025 EPS estimate [2][3] - The company has lowered its full-year delivery guidance by 5-6% due to affordability constraints and unstable economic conditions affecting housing demand, with an anticipated return on equity of 12-13% reflected in the price target [3] Group 2 - Lennar Corporation develops residential land, designs, constructs, and sells single-family and multi-family homes, and manages rental properties for various customer segments, including luxury, first-time, and move-up buyers [4]

Core Viewpoint - D.R. Horton, Inc. (DHI) is a leading homebuilder expected to report a decline in earnings for the fiscal fourth quarter of 2025, with analysts projecting a profit of $3.29 per share, down 16.1% from the previous year [2][3]. Company Overview - DHI operates as a homebuilding company with a market cap of $48 billion, focusing on single-family homes for entry-level and move-up markets, and also provides mortgage financing and title agency services [1]. Earnings Expectations - Analysts anticipate DHI will report an EPS of $11.79 for the full year, reflecting a decrease of 17.8% from $14.34 in fiscal 2024, but expect a slight recovery with an EPS of $12.05 in fiscal 2026, representing a 2.2% year-over-year increase [3]. Stock Performance - DHI shares have underperformed the S&P 500 Index, which gained 17.9% over the past 52 weeks, with DHI shares down 13% during the same period [4]. Recent Performance - On July 22, DHI shares surged 17% after reporting Q3 results, with an EPS of $3.36 exceeding expectations of $2.90 and revenue of $9.2 billion surpassing forecasts of $8.8 billion [5]. Analyst Ratings - The consensus opinion on DHI stock is moderately bullish, with a "Moderate Buy" rating. Out of 20 analysts, eight recommend a "Strong Buy," ten suggest a "Hold," and two advise a "Strong Sell." The average price target is $166.53, indicating a potential upside of 3.3% from current levels [6].

Group 1: Global Trade and Economic Outlook - The World Trade Organization has reduced its 2026 forecast for global merchandise trade volume growth to 0.5% from 1.8%, attributing this to the anticipated lagged effects of U.S. tariffs [1] - Economic data indicates that U.S. consumer credit rose by only $0.36 billion in August, significantly below the expected $12.90 billion [2] - Germany's industrial production fell by 4.3% month-over-month in August, much worse than the expected decline of 1.0% [11] Group 2: Market Performance and Sector Movements - Wall Street's three main equity benchmarks closed lower, with notable declines in chip stocks such as Lam Research and Applied Materials, both dropping over 5% [4] - Homebuilder stocks also faced a downturn after Evercore ISI downgraded the sector, with D.R. Horton falling more than 6% [4] - The Euro Stoxx 50 Index increased by 0.36%, driven by gains in mining and bank stocks, while automobile stocks, particularly BMW, fell over 7% due to lowered earnings guidance [9][10] Group 3: Federal Reserve and Interest Rates - Fed officials are divided on the urgency of further rate cuts, with the FOMC having cut interest rates last month for the first time this year [6][7] - Fed Governor Stephen Miran supports continued easing of policy, while Minneapolis Fed President Neel Kashkari warns that sharp cuts could fuel inflation [2] Group 4: Corporate News and Earnings - Advanced Micro Devices rose over 1% in pre-market trading after an upgrade from DZ Bank [14] - Penguin Solutions tumbled over 22% in pre-market trading due to weaker-than-expected revenue and below-consensus guidance for FY26 [15]

Donald Trump’s call for mortgage giants Fannie Mae and Freddie Mac to boost homebuilding is sowing confusion in an industry already grappling with a stalled market and higher construction costs https://t.co/V86NKNGpOY ...

Group 1 - Johnson Controls is highlighted as a key player in the data center trade, particularly in electrical components [1] - The PPH ETF, which focuses on large-cap pharmaceuticals, is considered to have value in the current market [1] - Toll Brothers is identified as a strong investment opportunity in the home building sector, appealing to wealthier consumers who are more likely to make all-cash purchases [2] Group 2 - IBM is recognized as a subtle investment in AI and quantum technology, despite not receiving much credit for its contributions [2]

Core Insights - Century Communities, Inc. has launched Hidden Hills, a new residential community in Lincoln, CA, featuring three gated home collections with prices ranging from the mid $600s to the upper $800s [1][5] - The community offers single- and two-story floor plans, with sizes ranging from 1,617 to 3,674 square feet, and includes modern amenities such as quartz countertops and smart home technology [5][7] - A Grand Opening event was held on September 20, showcasing three model homes to potential buyers [1] Company Overview - Century Communities is recognized as one of the largest homebuilders in the U.S. and a leader in online home sales, having been named one of America's Most Trustworthy Companies by Newsweek for three consecutive years [7] - The company operates in 16 states and over 45 markets, providing a range of services including mortgage, title, and insurance brokerage through its subsidiaries [7] - The mission of Century Communities is to build high-quality homes at affordable prices, aiming to cater to a diverse range of homebuyers [7] Community Features - Hidden Hills is designed to blend natural beauty with modern convenience, located near Roseville, which offers shopping, dining, and entertainment options [2][5] - Planned amenities for the community include a 2+ acre park and walking and biking trails, enhancing the lifestyle for residents [5] - The community is strategically located for quick access to Sacramento, making it appealing for commuters [5]

Let's go outside of tech before we uh get out of this A block. Uh look at the home builders today. DR KB py toll.Uh Evercor has downgraded that group. Um they believe margins must bottom before the stocks can rerate. We do not believe that this will materialize in the next several months.Take a look at that move in DHI down 5%. You can cycle through the others. I'm sure that must tell a similar story, right.KB PY toll. Can we look at those guys. Um, I I bring this up in part because Jenny has made a move in ...

Home Builders Industry - Evercore has downgraded the home builders sector, indicating that margins must bottom before stocks can rerate, which is not expected to happen in the next several months [1] - D.R. Horton (DHI) shares fell by 5%, reflecting a broader negative sentiment in the home builders group [1] Milrose Properties - Milrose Properties was spun off from Lennar (LAR) in February and operates as a land bank, separating high-risk, high-reward growth from asset-heavy, slow-growth cash flow operations [3][4] - The company holds thousands of acres of land across 10 states and offers a 9% dividend yield, with plans to distribute all earnings and funds from operations as dividends [4][5] - Milrose has a unique external management structure by Kennedy Lewis, which may impose a valuation cap but allows for consistent cash flow through land options for builders like Lennar [6][5] Kimberly Clark - Kimberly Clark, known for brands like Kleenex and Huggies, is trading at a 52-week low with a 4.2% dividend yield and a price-to-earnings ratio of 16.5 [8][10] - The company has divested its international family care and professional business, which analysts believe has not been fully accounted for in earnings projections [9] - JP Morgan has set a price target of $144 for Kimberly Clark, suggesting potential for earnings growth of 3-6% in the future, with possible upward revisions from analysts [10][11]

US President Donald Trump on Sunday evening, 5 October 2025, accused major homebuilders of deliberately holding back housing construction.Because of this, Trump called on mortgage giants Fannie Mae and Freddie Mac to step in and push builders into action, saying it was time to 'help restore the American Dream'. He said developers now had access to financing, so there was 'no excuse not to build'.Trump Says Big Homebuilders Are Just Like OPECTrump's Truth Social post drew widespread attention after he likene ...