Champion Homes

SKY · NYSE

$76.36+$1.25 (+1.66%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $75.11

SKY analyst rating

BuyConsensus of 6 analysts over the last 12 months. 83% rate it a buy.

Strong buy0
Buy5
Hold1
Underperform0
Sell0

12-month price target · 8 analysts

Average $105.56 (+38.2% upside)

Low: $90.90
Now: $76.36
High: $120.75

Upgrades and downgrades

The latest rating actions, newest first

SKY analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 15, 2026	Maintains	Outperform	$99.00 → $94.00	59%
Oppenheimer	Sep 30, 2026	Initiates	Perform	—	34%
UBS	Aug 6, 2026	Maintains	Buy	$93.00 → $115.00	—
RBC Capital	Aug 6, 2026	Maintains	Outperform	$92.00 → $99.00	59%
Barclays	Aug 6, 2026	Maintains	Overweight	$102.00 → $109.00	52%
Barclays	Jul 14, 2026	Maintains	Overweight	$94.00 → $102.00	52%
Citigroup	Jun 5, 2026	Initiates	Buy	$93.00	—
Barclays	May 27, 2026	Maintains	Overweight	$106.00 → $94.00	52%
RBC Capital	May 27, 2026	Maintains	Outperform	$101.00 → $92.00	59%
Barclays	Apr 8, 2026	Maintains	Overweight	$111.00 → $106.00	52%

The case for and against

Updated Nov 14, 2025

Bull case

Champion Homes Inc. demonstrates a solid financial outlook due to a year-over-year increase in average selling price (ASP), which rose by 5% to $94.3, indicating strong demand for its products. The company has experienced positive inflection in shipment volumes, contributing to enhanced operating leverage and margin expansion despite ongoing input cost inflation. Additionally, an anticipated improvement in the lending environment is likely to further benefit financial estimates, suggesting potential for multiple expansion moving forward.

Bear case

Champion Homes is facing declining profitability, with its EBITDA margin decreasing to 10.5%, reflecting a year-over-year drop of 100 basis points due to lower gross margins and rising SG&A expenses amidst weaker sales. The company's fiscal year 2026 estimated EBITDA has been reduced by 17% to $273 million, indicating heightened concerns over continued margin pressure and an unfavorable demand environment. Additionally, while revenues are projected to grow by 4% year-over-year, this growth is overshadowed by deteriorating margins and financial performance metrics.

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