D.R. Horton Aktie News

Builders are getting a big boost from rising expectations of a rate cut next month.

Construction stock D.R. Horton Inc (NYSE:DHI) has pulled back to several layers of support on the charts, including its 200-day moving average and year-to-date anchored volume-weighted average price (AVWAP). The stock's year-to-date breakeven level lingers just below as well, along with a 61.8% Fibonacci retracement from its 2025 lows to highs.

D.R. Horton announced that it will work with a Portland, Oregon-based startup called Prophetic. Prophetic has developed an AI-native platform for land acquisition and development analysis.

D.R. Horton is well positioned for strong revenue recovery as rate cuts boost affordability and demand and the company has increased community count meaningfully to benefit from any upside. Lower incentives, cost savings, and operating leverage should drive margin improvement in FY26 and beyond. Valuation is attractive.

Revenue and profits both fell in the home builder's fourth-quarter earnings report. Some Wall Street analysts lowered their expectations for the stock.

Two analysts cut their price targets on the shares. This followed the release of the homebuilder's final quarter of fiscal 2025 results.

D.R. Horton, Inc. ended FY 2025 with decent sales and margins despite softer market conditions. Its strategic geographical diversification and prudent home inventory management may help stabilize its operations. Its fundamentals are robust, which assures us of its sustainability, dividend longevity, and safety despite macroeconomic volatility.

DR Horton is positioned as the top homebuilder to own as the next positive housing cycle begins, with shares up nearly 40% since April lows. DHI benefits from a persistent U.S. housing shortage, with demand outpacing supply and the company gaining strength through industry cycles and acquisitions. Large homebuilders like DHI outperform smaller peers during down cycles due to stronger balance sh...