2 Homebuilding Stocks to Watch as Construction Spending Rebounds

Construction spending rebounded in March, boosting prospects for homebuilders DHI and LGIH as demand for single-family homes stays strong.

Zacks Investment Research • 18 hours ago

3 Stocks That Win If Inflation Surprises to the Downside

On May 12, the April reading of the Consumer Price Index (CPI) will be released. Polymarket predicts the number is most likely to come in at 3.7% or 3.8%.

MarketBeat • May 11, 2026

Inside Out: Housing Market Fears Abating?

Alex Barron believes the bottom of the housing market is here. He says the "fear factor" from the Iran war has faded at this point as the summer home selling season ramps up.

Mortgage Rates Just Hit a Four-Week High Thanks to Iran. Are Homebuilder Stocks a Buy on the Dip?

Mortgage rates have risen over the last month as investors bet that the extended closure of the Strait of Hormuz could lead to inflation and higher interest rates. Homebuilders have reported declining sales in the first quarter.

The Motley Fool • May 1, 2026

Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank

Homebuilders have been going through a rough patch as of late. Across top homebuilding stocks, analysts expected revenues and earnings to fall considerably in Q1 2026, and this is exactly what happened.

MarketBeat • Apr 27, 2026

Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation

Market volatility has a way of scattering investors—but it doesn't destroy money. It moves it.

MarketBeat • Apr 26, 2026

D.R. Horton Analysts Increase Their Forecasts After Q2 Earnings

D.R. Horton, Inc. (NYSE:DHI) reported mixed fiscal second-quarter 2026 results on Tuesday.

Benzinga • Apr 22, 2026

D.R. Horton: A Quality Way To Play The Housing Market

D.R. Horton demonstrates resilience with rising net new orders and backlog despite industry headwinds, justifying a continued soft 'buy' rating. While DHI's revenue and profitability declined year-over-year, the company outperformed analyst EPS expectations and maintained robust capital returns through buybacks and dividends. Management guides for slightly lower 2026 revenue and operating cash flow, yet DHI's stability and quality distinguish it from peers trading at lower valuations.

Seeking Alpha • Apr 22, 2026

D.R. Horton: No Demand Destruction Despite Macro Headwinds

D.R. Horton's FQ2'26 results demonstrate resilient sales and margins, with affordable pricing/buydown financing and strong first-time buyer demand offsetting high mortgage headwinds. These reasons are also why their integrated land development, construction, and mortgage financing capabilities enable numerous growth levers, sustaining sales and profitability. Given the overly done rally, DHI now trades at a premium to historical averages while pulling forward part of their upside potential to my LTPT of $232.

Seeking Alpha • Apr 22, 2026

Earnings Picture Remains Positive: A Closer Look

The picture emerging from the Q1 earnings season is of continued strength and momentum, with companies not only comfortably beating consensus estimates but also providing a reassuring read on the economy despite elevated energy costs and other risks.

Zacks Investment Research • Apr 22, 2026