HomeMarketsEarningsReasons to Remain Bullish on KBH and U.S. Homebuilders

Reasons to Remain Bullish on KBH and U.S. Homebuilders

KB Home (KBH) is set to report earnings after the bell, and expectations are high after a strong beat last quarter. Mike Singleton believes the homebuilder could benefit from lower mortgage rates and a potential pickup in demand from first-time homebuyers. He sees KBH as a thematic play on this demographic, which could benefit from President Trump's pro-labor policies, including faster real wage growth. With the Fed expected to cut rates further, Singleton is bullish on KBH and the broader housing market, despite near-term headwinds.

Morning Movers

24 Sep 2025

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