3 Names to Watch as Homebuilders Near Breakout

The homebuilding sector is off to an exceptionally strong start this year. While it has lagged behind leadership groups like technology in recent years, 2026 has opened with a sharp reversal in momentum.

MarketBeat • Feb 18, 2026

U.S. Home-Builder Sentiment Edges Lower on Cost Concerns

Confidence among U.S. home builders inched lower this month, as affordability challenges persisted.

WSJ • Feb 17, 2026

A Housing ETF Up 15.7% Despite 38% Plunge in Key Residential Demand Factor

The SPDR S&P Homebuilders ETF ( NYSEARCA:XHB ) has climbed 15.7% year to date, trading at $119.10 per share as of February 12, 2026.

24/7 Wall Street • Feb 15, 2026

January homes sales tank more than 8%, as Realtors say potential buyers are 'struggling'

Sales of previously owned homes in January dropped a wider-than-expected 8.4% from December. The median price for a home sold in January was $396,800, up 0.9% year over year and the highest January price on record.

CNBC • Feb 12, 2026

Home sales tumble 8% — most in four years — as ‘disappointing' market blamed on weather

Despite the sharp drop in sales, home prices continued to climb last month.

New York Post • Feb 12, 2026

Home sales fell 8.4% in January, the biggest monthly decline since February 2022

Frozen temperatures and high home prices snuffed out the sales momentum from previous months.

WSJ • Feb 12, 2026

Home Sales Fell Off a Cliff in January. Why That Could Change Soon.

It's a bleak start to a year that is expected to be slightly better for the housing market.

Barrons • Feb 12, 2026

Home Builder Stocks Are Breaking Out. Why It's the Best Start to the Year in a Decade.

Builder stocks are getting a boost from the expectation of a busier spring homebuying season.

Barrons • Feb 11, 2026

Home builders are proposing new policies to the White House, looking for help to unload the biggest glut of housing inventory in 15 years

Companies are devising a plan for a federally backed ‘rent-to-own' program to help reduce the biggest surplus of homes in many years.

WSJ • Feb 3, 2026

Homebuyers gain the upper hand as sellers swamp the market

Home sellers outnumber buyers by 47% in largest gap since 2013, creating a buyers market with stronger negotiating power despite affordability issues.

Fox Business • Jan 21, 2026