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Trump says the American dream is on hold because ‘big homebuilders’ are ‘sitting on’ 2 million empty lots

When President Donald Trump compared “Big Homebuilders” to OPEC in a Sunday evening Truth Social post, he gave a voice to a common populist trope: Greedy developers are hoarding supply of houses and thus driving up costs. In many ways, it was classic Trump, sending a jolt through corporate America at one of the least expected … Read more

KB Home (KBH): A look at the homebuilder’s performance in Q3 2025

Shares of KB Home (NYSE: KBH) were up over 1% on Friday. The stock has gained 19% over the past three months. The company saw revenue and earnings decline in the third quarter of 2025 but the results were better than expectations. The homebuilder anticipates a rise in demand for home ownership driven by the … Read more

Housing market: Top economist escalates warning as homebuilders are ‘giving up’

The housing market is getting so weak that it’s poised to become a significant drag on overall economic growth, according to Moody’s Analytics chief economist Mark Zandi. In a series of posts on X last week, he noted that he sent off a “yellow flare” on the housing market just a few weeks ago but … Read more

LEN, KBH: A look at these homebuilders’ expectations against a choppy housing market

Homebuilders Lennar Corporation (NYSE: LEN) and KB Home (NYSE: KBH) reported their earnings results for the first quarter of 2025 at the end of last month against a challenging housing backdrop. While KB Home’s quarterly performance was impacted by market headwinds, Lennar managed to deliver revenue growth despite the difficult environment. Housing market headwinds The … Read more

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