霍頓房屋股票討論區

Unlike the relatively calm market reaction following the release of non-farm payroll data last Friday, the hotter-than-expected inflation data released this Wednesday dealt a fatal blow to market sentiment. The traders did not regain confidence after the sell-off and all three major US stock indices closed with losses. Additionally, multi-term U.S. Treasury yields spiked while the previously hot commodity gold retreated...

Insider's recent share sale, despite the low price, is seen as a negative sign. Although insiders own a significant amount of shares, aligning their incentives with shareholders, the absence of insider buying in the past year raises concerns.

Analysts predict no significant shift in D.R. Horton's outlook after recent results. The company's revenue growth is anticipated to decelerate considerably, with a projected annual growth of 2.9% until 2024, compared to a past five-year growth rate of 18%. This is slower than the industry's predicted 3.8% annual growth.

CFO Bill Wheat says increased incentives and reduced home prices aim to improve affordability for buyers, but may pressure margins and profitability. Despite disappointing earnings, Wells Fargo's Zachary Fadem maintains an overweight rating on the stock.

Mortgage rates continued their downward trend recently and have fallen to levels not seen since last spring, according to Freddie Mac.
"Mortgage rates decreased, reaching their lowest level since May of 2023," Freddie Mac Chief Economist Sam Khater said. "This is an encouraging development for the housing market and in particular first-time homebuyers who are sensitive to changes in housing affordability. Ho...

High mortgage rates are impacting the housing sector and D.R. Horton's performance. Despite this, the company's chairman remains confident in their financial flexibility and disciplined capital investment approach.