Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo

John Lovallo, UBS homebuilders and building products analyst, joins 'The Exchange' to discuss how the homebuilding stocks will perform next year and much more.

CNBC Television • Dec 12, 2025

Home Builder Stocks Rise. It's a Sigh of Relief After Fed Cut Rates.

The 10-year Treasury yield, which informs the direction of mortgage rates, was heading lower after the Fed's rate cut.

Barrons • Dec 10, 2025

GS Equity Income Fund: Q3 2025 Witnesses Fundamental Strength And Expansive Margin Opportunities

The US Equity Income Fund underperformed its benchmark, the Russell 1000 Value Index, net of fees during the third quarter. Enterprise software company, Oracle Corporation, was a top contributor to relative returns during the quarter. Our position in consumer healthcare company, Kenvue Inc., was a top detractor from relative performance during the month.

Seeking Alpha • Dec 10, 2025

Top 50 High-Quality Dividend Growth Stocks For December 2025

I track a custom universe of 50 high-quality dividend growth stocks to identify timely, attractive investment opportunities based on valuation and forward return potential. 28 of these stocks currently offer estimated future returns of at least 10%, with 18 appearing potentially undervalued per my Free Cash Flow model. Top-ranked names like ResMed, Mastercard, and MSCI combine strong projected EPS growth with reasonable valuations.

Seeking Alpha • Dec 9, 2025

Markets Mostly Lower on Inflation Uncertainty

Bond yields tacked higher on the day to +4.17% on the 10-year, nearly 20 basis points higher than we saw just a couple short weeks ago.

Zacks Investment Research • Dec 9, 2025

D.R. Horton (DHI) Stock Declines While Market Improves: Some Information for Investors

In the latest trading session, D.R. Horton (DHI) closed at $160.73, marking a -2.59% move from the previous day.

Zacks Investment Research • Dec 5, 2025

It's Been a Bumpy Year for Home Builders. It May Not Be Over Yet, This Analyst Says.

Builder stocks have been volatile as investors digested news about housing costs, weak sentiment, and political headwinds.

Barrons • Dec 2, 2025

D.R. Horton: A Deep Dive Into America's Largest Home Builder

Explore the exciting world of D.R. Horton (DHI 1.03%) with our contributing expert analysts in this Motley Fool Scoreboard episode.

The Motley Fool • Dec 2, 2025

Why Is D.R. Horton (DHI) Up 5.7% Since Last Earnings Report?

D.R. Horton (DHI) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Nov 27, 2025

D.R. Horton (DHI) Outperforms Broader Market: What You Need to Know

D.R. Horton (DHI) reached $156.76 at the closing of the latest trading day, reflecting a +1.44% change compared to its last close.

Zacks Investment Research • Nov 27, 2025