KE Holdings: Tough To Turn Bullish If Macro Continues To Stay Weak

KE Holdings remains a hold as China's property market downturn overshadows operational improvements. Home rental and renovation segments now contribute profitably, with margin gains from asset-light models and supply chain efficiencies. Despite BEKE's productivity gains and cost reductions, macro headwinds and falling home prices depress transaction volumes and sentiment.

Seeking Alpha • Dec 4, 2025

Robbins Geller Rudman & Dowd LLP Announces Proposed Settlement in the KE Holdings Securities Litigation

SAN DIEGO--(BUSINESS WIRE)--The following statement is being issued by Robbins Geller Rudman & Dowd LLP regarding the KE Holdings Securities Litigation: UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK KEN CHIN, Individually and on Behalf of All Others Similarly Situated,   Civil Action No. 1:21-cv-11196-GHW-BCM   Plaintiff, SUMMARY NOTICE OF PENDENCY OF CLASS ACTION, PROPOSED SETTLEMENT, AND MOTION FOR ATTORNEYS' FEES AND EXPENSES vs.       KE HOLDINGS INC., COLLEEN A. DE VRIES,.

Business Wire • Nov 21, 2025

China's Top Real Estate Brokerage's Big Share Buybacks In A Struggling Property Market

China's largest real estate brokerage has spent $2.3 billion on share repurchases in the last three years as a struggling property market weighs on its profits

Benzinga • Nov 18, 2025

KE Holdings Inc. (BEKE) Q3 2025 Earnings Call Transcript

KE Holdings Inc. ( BEKE ) Q3 2025 Earnings Call November 10, 2025 7:00 AM EST Company Participants Siting Li - Investor Relations Director & Joint Company Secretary Tao Xu - CFO & Executive Director Yongdong Peng - Co-Founder, Chairman & CEO Conference Call Participants John Lam - UBS Investment Bank, Research Division Griffin Chan - Citigroup Inc., Research Division Jiong Shao - Barclays Bank PLC, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings, Inc. Third Quarter 2025 Earnings Conference Call.

Seeking Alpha • Nov 10, 2025

KE Holdings Inc. Announces Third Quarter 2025 Unaudited Financial Results

BEIJING, Nov. 10, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the third quarter ended September 30, 2025.

GlobeNewsWire • Nov 10, 2025

Top 3 Real Estate Stocks That May Rocket Higher In November

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.

Benzinga • Nov 10, 2025

Linkhome Holdings Inc. Announces Strategic Partnership with Beike Realsee to Advance AI-Driven 3D Real Estate Visualization

Los Angeles, California, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Linkhome Holdings Inc. (Nasdaq: LHAI), a leading AI-powered real estate technology company, today announced that its wholly owned subsidiary, Linkhome AI, Inc., has entered into a strategic partnership agreement with Beike Realsee Technology (HK) Limited, one of China's largest and most advanced real estate technology platforms and the backbone of KE Holdings Inc. (NYSE: BEKE)'s 3D virtual-tour property viewing solution. Under the agreement, the two companies will collaborate on the research, development, and deployment of next-generation AI + 3D visualization technologies for real estate applications, including: ●  Immersive 3D virtual-tour experiences built using Realsee's high-precision scanning and modeling technology; ●  AI-generated property videos automatically produced from listing data; and ●  AI home-staging renderings that automatically generate interior design and renovation visuals to enhance buyer engagement.

GlobeNewsWire • Oct 29, 2025

KE Holdings Inc. to Report Third Quarter 2025 Financial Results on November 10, 2025 Eastern Time

BEIJING, Oct. 28, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced that it will report its unaudited financial results for the third quarter of 2025 before the U.S. market opens on Monday, November 10, 2025.

GlobeNewsWire • Oct 28, 2025

KE Holdings Inc. Upgraded to “AA” in MSCI ESG Rating

BEIJING, Oct. 27, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE and HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, is pleased to announce today a significant upgrade in its Environmental, Social and Governance (ESG) rating by Morgan Stanley Capital International (“MSCI”) from “A” to “AA,” marking its third consecutive rating upgrade from 2023 to 2025. This achievement highlights Beike's steadfast commitment to excellence in ESG practices within the industry.

GlobeNewsWire • Oct 27, 2025

KE Holdings: Rating Downgrade On Fading Momentum

I downgrade BEKE to hold due to weakening core business, margin pressure, and fading recovery momentum despite headline revenue growth. Core brokerage revenues declined, profitability eroded, and new business growth hasn't offset the margin hit from the core segment. Housing market demand is deteriorating, with transaction volumes falling and recovery momentum stalling, increasing downside risk for near-term performance.

Seeking Alpha • Sep 4, 2025