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Century Complete Announces New Homes Coming Soon to Albertville, AL
Prnewswire· 2026-01-06 16:47
Online homebuying pioneer expands presence in Alabama ALBERTVILLE, Ala., Jan. 6, 2026 /PRNewswire/ -- Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured on America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—revealed Crawford Ridge, a new community from the Company's Century Complete brand, is coming soon to Albertville, Alabama, featuring modern single-family homes from the mid $200s. 1202 E. Main Street A ...
CoreWeave initiated, Shopify downgraded: Wall Street's top analyst calls
Yahoo Finance· 2026-01-06 14:38
Upgrades - UBS upgraded Brinker (EAT) to Buy from Neutral with a price target of $175, up from $144, citing the company's strong same-store sales momentum [2] - Raymond James upgraded Stryker (SYK) to Outperform from Market Perform with a price target of $418, indicating that the current valuation presents an attractive entry point [2] - BofA upgraded Allegiant Travel (ALGT) to Neutral from Underperform with a price target of $95, up from $55, noting that potential economic stimulus could benefit low-cost carriers and that Allegiant is maintaining flat capacity growth in 2026 [3] - Stephens upgraded Saia (SAIA) to Overweight from Equal Weight with a price target of $414, up from $308, believing that the bulk of new terminal noise is now resolved [4] - William Blair upgraded Medtronic (MDT) to Outperform from Market Perform, highlighting several new and ramping product launches this year [4] Downgrades - Wolfe Research downgraded Shopify (SHOP) to Peer Perform from Outperform, removing the previous price target of $185, due to elevated expectations and full valuation [5] - Freedom Capital downgraded Chevron (CVX) and Exxon Mobil (XOM) to Sell from Hold with price targets of $165 and $123, respectively, arguing that the current optimism in the U.S. oil and gas sector is unjustified [5] - UBS downgraded Lennar (LEN) to Neutral from Buy with a price target of $122, down from $137, suggesting that a return to 20%-plus gross margins may be delayed without a stronger industry recovery [5] - Wells Fargo downgraded D.R. Horton (DHI) to Equal Weight from Overweight with a price target of $155, down from $180, following recent analysis [5] - Baird downgraded Wells Fargo (WFC) to Underperform from Neutral, maintaining a price target of $90, citing limited upside for bank stocks in 2026 [5]
Lennar: Weak Demand, Margin Pressure, And Management Departure (NYSE:LEN)
Seeking Alpha· 2026-01-06 13:10
I had a hold rating for Lennar Corporation ( LEN ) previously, as I thought the valuation was not cheap enough to take the risk, especially with pricing yet to stabilize and incentive usageI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and manage ...
Global Markets React to Analyst Upgrades, Geopolitical Tensions, and Trade Shifts
Stock Market News· 2026-01-06 12:08
Key Takeaways**Goldman Sachs Group Inc. (GS) received a significant price target increase from BMO, which raised its target to $980 from $785, while Truist Securities also lifted its target for JPMorgan Chase & Co. (JPM) to $331 from $330.Ukrainian drones reportedly struck Russian missile, ammunition, and oil depots in the Kostroma and Lipetsk regions, intensifying ongoing hostilities as President Zelenskiy arrived in Paris for talks.Wells Fargo downgraded D.R. Horton, Inc. (DHI) to Equal Weight from Overwe ...
Taylor Morrison Recognized as America's Most Trusted® Home Builder for the Eleventh Consecutive Year
Prnewswire· 2026-01-06 11:03
Core Insights - Taylor Morrison has been recognized as America's Most Trusted® Home Builder for the eleventh consecutive year, marking a record in the award's history [1][2][4] - The company achieved a 2026 Net Trust Score of 115.7, which is higher than the national big builder average of 109.9, and reflects a year-over-year increase of 5.6 points from 110.1 in 2025 [7] Company Performance - Taylor Morrison's trust score is based on a survey conducted by Lifestory Research, which included nearly 63,000 home shoppers assessing their experiences with homebuilders [2][3] - The company has maintained a strong reputation for reliability and commitment to customer satisfaction over the years, as noted by Lifestory Research President Eric Snider [3] Additional Accolades - In addition to the trust award, Taylor Morrison has received multiple recognitions, including listings on Forbes' Most Trusted and Best Companies in America, Newsweek's America's Most Responsible Companies, and inclusion in the Fortune 500 since 2021 [4][5] Brand Recognition - Taylor Morrison serves a diverse range of consumers, including first-time buyers, luxury homebuyers, and renters, under various brand names such as Taylor Morrison, Esplanade, and Yardly [5] - The company's commitment to sustainable operations is highlighted in its annual Sustainability and Belonging Report [5] Market Position - Taylor Morrison's resort lifestyle brand, Esplanade, also experienced a year-over-year increase in Net Trust Score in the Active Adult Builder category, rising from 103.6 in 2025 to 107.9 in 2026 [7]
Meritage Homes: Attractive Valuations And Risk-Reward, Industry Remains Pressured (MTH)
Seeking Alpha· 2026-01-02 08:53
Meritage Homes Corporation ( MTH ), which has been in the business of homebuilding for 4 decades , currently specializes in the design and building of single-family homes (both attached and detached) across three broad regions inAnalyst’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 ...
Extreme Value Clusters in Cash-Generative Financials, Industrials, and Materials
Acquirersmultiple· 2025-12-30 23:58
This Week’s Deep-Value LandscapeThis week’s Acquirer’s Multiple® Large-Cap Screen continues to surface a familiar—but evolving—theme: extreme value is clustering in cash-generative Financials and cyclically exposed Industrials and Materials, while Energy takes a relative pause at the very top of the rankings.The common thread remains unchanged—the market is heavily discounting durable free-cash-flow producers despite strong operating results and shareholder returns.Financials Reassert Leadership in Deep Val ...
This will take Fed policy-makers by surprise
Youtube· 2025-12-30 23:00
分组1 - The Federal Reserve is expected to maintain interest rates unchanged in January 2026, with some analysts predicting four rate cuts totaling 100 basis points throughout the year [1] - Companies are currently in a layoff mode, with the Dallas Fed manufacturing report indicating ongoing job cuts to control costs, which may lead to a faster-than-expected rise in the unemployment rate [1][4] - October 2023 recorded a significant number of layoffs, which will impact the unemployment rate as severance payments expire, potentially surprising Fed policymakers [1][4] 分组2 - The U.S. is experiencing a 15-year high in corporate bankruptcies, with notable large bankruptcies occurring, such as a $2.4 billion porta-potty company filing in New Jersey [5] - The Fed is closely monitoring the credit cycle, particularly the potential slowdown in bond issuance and sales, which could create concerns for monetary policy [6] - The housing market is showing signs of capitulation, with more sellers than buyers and declining prices in many U.S. cities, leading to increased application rejections and cancellations [7][8] 分组3 - The rising unemployment rate is expected to have a more significant impact on the housing market than falling mortgage rates, indicating affordability issues [9] - Corporate America has not faced significant issues with bond issuance, but there are concerns regarding leverage in the private debt space, which may lead to liquidity challenges [11][12] - Passive investing trends are providing support to the stock market, with automated buying patterns favoring large-cap stocks like Nvidia [14]
PulteGroup’s Quarterly Earnings Preview: What You Need to Know
Yahoo Finance· 2025-12-30 11:10
Valued at $23.2 billion by market cap, PulteGroup, Inc. (PHM) stands as one of the largest residential homebuilding companies in the United States. Founded in 1950, the Georgia-headquartered company acquires and develops land primarily for residential purposes and constructs a wide range of housing products, including single-family detached homes, townhomes, condominiums, and duplexes marketed under a portfolio of well-known brands such as Pulte Homes, Centex, Del Webb, DiVosta, American West, and John Wi ...
Dream Finders Homes Releases 2024 Annual Shareholder Letter
Businesswire· 2025-12-29 22:35
Core Insights - Dream Finders Homes, Inc. (DFH) has released its 2024 Annual Shareholder Letter authored by Patrick Zalupski, the Founder, CEO, and Chairman of the company [1] Company Overview - Dream Finders Homes is headquartered in Jacksonville, Florida, and was recognized as the 2025 National Builder of the Year by Builder magazine [2] - The company builds single-family homes across the Southeast, Mid-Atlantic, and Midwest regions, including states such as Florida, Texas, Tennessee, North Carolina, South Carolina, Georgia, Colorado, Arizona, and the Washington, D.C. metropolitan area [2] - As the Official Home Builder of the PGA TOUR and the Jacksonville Jaguars, Dream Finders Homes is committed to excellence in homebuilding and community service [2] - The company operates an asset-light homebuilding model, which contributes to its industry-leading growth and returns [2] - In addition to homebuilding, Dream Finders Homes provides mortgage financing, title agency, and underwriting services through its wholly owned subsidiaries [2]