Discretionary has been a really interesting space. It's it's been getting trounced by staples so far this year. Looks pretty good today.Just uh consumer confidence beat. So, that's one thing. But that was after Home Depot showed unexpected Q4 comps growth.And that stock was up a bunch. Lowe's up. A lot of the homebuilders up uh today, cruises, casinos.Part of it, Jimmy, plays into the Halo idea. Um, Carvana, which Joe owns, has been on the list I read earlier. Win was on the list I read earlier today, too.> ...

[www.CenturyCommunities.com/BellaVistaCO]"From its great location to its exceptional lineup of floor plans at attractive price points, we're excited to showcase everything Bella Vista has to offer," said Colorado Division President Brittany Wall. "We encourage everyone to come check out our Grand Opening event, which will be a great opportunity to explore available homes, take advantage of amazing savings, and find your best fit."Single- and two-story floor plans at Bella Vista blend modern style and functi ...

Toll Brothers Inc. (NYSE:TOL) is among the 15 Undervalued Momentum Stocks That Are Taking Off. On February 19, UBS analyst John Lovallo maintained his optimistic outlook on Toll Brothers Inc. (NYSE:TOL), assigning a Buy rating and increasing the price target to $198 from $181. According to the TipRanks report, the analyst said, “Better housing days lie ahead.” Separately, on February 17, Toll Brothers Inc. (NYSE:TOL) reported steady first-quarter 2026 results. While Home Sales revenue was up 0.8% year o ...

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Shareholder Alert: The Ademi Firm investigates whether United Homes Group, Inc. is obtaining a Fair Price for its Public Shareholders [Accessibility Statement] Skip NavigationMILWAUKEE, Feb. 23, 2026 /PRNewswire/ -- Ademi LLP is investigating United Homes (NASDAQ: UHG) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Stanley Martin Homes.Click [here] to learn how to join our investigation and obtain additional information or contact us at [[email ...

Core Viewpoint - The recommendation for Lennar (LEN) shares is maintained as a Hold due to a lack of strong drivers for share price growth in the upcoming quarter [1] Financial Performance - The Q4 financial results for Lennar were reported as weak, indicating potential challenges ahead for the company [1]

Equinox at Compass Pointe offers personalized new townhomes with planned community amenities and walking distance to top-rated schools and parks, priced from the low $500,000s. ONTARIO, Calif., Feb. 23, 2026 /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the grand opening of Equinox, its newest community within the highly desirable Compass Pointe master plan in Ontario, California. Situated in San Bernardino County, Ontario is an ideal blen ...

RESTON, Va. & COLUMBIA, S.C.--(BUSINESS WIRE)--Stanley Martin Homes, LLC ("Stanley Martin†) and United Homes Group, Inc. (NASDAQ: UHG) ("United Homes†) today announced that they have entered into a definitive agreement under which Stanley Martin will acquire United Homes in an all- cash transaction that represents an enterprise value of approximately $221 million. Under the terms of the agreement, United Homes shareholders will receive $1.18 per share in cash. The transaction is expected to close in the ...

Reston, Virginia-based NVR, Inc. (NVR) operates as a homebuilder in the U.S. Valued at $21.2 billion by market cap, the company builds single-family detached homes, town homes, and condominium buildings under the Ryan Homes, NVHomes, and other trade names. NVR provides a number of mortgage related services to its homebuilding customers and to other customers through its mortgage banking operations. Shares of this homebuilding giant have underperformed the broader market over the past year. NVR has gained ...

Core Viewpoint - Meritage Homes is highly sensitive to mortgage rate fluctuations, and the recent exit of Dendur Capital raises questions about the sustainability of first-time buyer demand in the current mortgage environment [1][7]. Company Overview - Meritage Homes Corporation is a prominent U.S. residential homebuilder that focuses on single-family homes for entry-level and move-up buyers, operating primarily in high-growth markets such as Texas, Arizona, California, and several southeastern states [5]. - The company generates revenue mainly through homebuilding operations, land acquisition and development, home construction, and related financial services [6]. Financial Performance - For the trailing twelve months (TTM), Meritage Homes reported revenue of $5.86 billion and a net income of $453.01 million, with a dividend yield of 2.47% [4]. - As of February 20, 2026, the share price was $77.83, reflecting a 12.4% increase over the past year, outperforming the S&P 500 by 0.59 percentage points [3][4]. Market Dynamics - High mortgage rates have created affordability challenges for entry-level buyers, which directly impacts Meritage Homes' primary market [7]. - The company has implemented incentives such as rate buydowns and closing cost support to maintain buyer interest and convert backlog into closings, despite rising borrowing costs [8][9]. Strategic Positioning - Management has been disciplined in land spending and community expansion, avoiding aggressive strategies that could pressure returns [9]. - Limited resale inventory in core markets has driven buyers towards new construction, which supports revenue and cash flow [9]. Future Outlook - The ability of Meritage Homes to sustain demand without significantly reducing prices will be crucial for profitability [10]. - The growth in the number of communities and land acquisition strategies will indicate management's confidence in future demand [10]. - The focus on the Sunbelt region and a strong balance sheet will be essential for navigating the current economic cycle without compromising long-term returns [10].