Beazer Homes USA

BZH · NYSE

$33.48+$0.03 (+0.09%)TodayMarket closed ·
Prev close $33.45

BZH analyst rating

HoldConsensus of 1 analyst over the last 12 months. 0% rate it a buy.
  • Strong buy0
  • Buy0
  • Hold1
  • Underperform0
  • Sell0

12-month price target · 4 analysts

Average $30.09 (−10.1% downside)

Low
$22.22
Now
$33.48
High
$35.17

Upgrades and downgrades

The latest rating actions, newest first

BZH analyst upgrades, downgrades and rating actions
FirmDateActionRating
OppenheimerAug 10, 2026DowngradeOutperform → Perform

The case for and against

Updated Oct 23, 2025

Bull case

Beazer Homes USA Inc. reported a 4% increase in total sales, reaching $546 million, along with a 3% year-over-year unit closing gain, totaling 1,079 homes. The company's management anticipates sequential gross margin improvements in the second half of fiscal 2025, attributed to a sales mix favoring zero energy ready homes. Additionally, Beazer has set a goal to achieve double-digit compound annual growth rate (CAGR) in book value per share through the fiscal year ending 2027, reinforcing a positive long-term financial outlook.

Bear case

Beazer Homes USA has experienced a downward revision in FY25 and FY26 GAAP gross margin forecasts, decreasing from 16.8% and 17.7% to reflect lower unit closing estimates. Additionally, the company's second quarter of FY25 saw a decline in orders by 16% year-over-year, falling short of expectations, which further emphasizes weakening demand. This combination of declining orders and diminished profit margins signals potential challenges for future revenue growth and profitability.

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