Evercore analyst Stephen Kim maintains $Tri Pointe Homes (TPH.US)$ with a buy rating, and adjusts the target price from $48 to $50.
According to TipRanks data, the analyst has a success rate of 67.3% and a total average return of 19.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tri Pointe Homes (TPH.US)$'s main analysts recently are as follows:
Investor sentiments may have been dampened as TRI Pointe revised its FY24 community count forecast downward, now expecting 135-140 communities as opposed to the previously estimated 140-150. The adjustment is linked to swifter than anticipated closings in current communities thus far in the fiscal year. The recent amendment marks the second consecutive quarterly modification in community count projections, potentially contributing to investor exasperation.
The firm points to TRI Pointe's Q3 order shortfall, but observes that gross margins are likely to stay robust until the end of 2024. However, there is an anticipation of some pressure on margins in the first half of 2025 due to an increase in incentives, according to the analyst's note to investors.
TRI Pointe presents an appealing narrative with its strategy for market expansion, emphasis on acquiring land in prime locations, and distinct product offerings. Although the earnings growth forecast for 2025 may not be as strong as that of 2024, projections for mid-single digit growth remain, which could prove to be a cautious estimate.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析师Stephen Kim维持$Tri Pointe Homes (TPH.US)$买入评级，并将目标价从48美元上调至50美元。
根据TipRanks数据显示，该分析师近一年总胜率为67.3%，总平均回报率为19.1%。
此外，综合报道，$Tri Pointe Homes (TPH.US)$近期主要分析师观点如下：
由于TRI Pointe下调了对24财年社区数量的预测，投资者情绪可能受到抑制，目前预计社区数量为135-140个，而先前估计的为140-150个。此次调整与本财年迄今为止当前社区的关闭速度快于预期有关。最近的修正案标志着社区人数预测连续第二个季度修改，这可能会加剧投资者的愤怒。
该公司指出，TRI Pointe第三季度的订单短缺，但观察到2024年底，毛利率可能会保持强劲。但是，根据分析师给投资者的报告，由于激励措施的增加，预计2025年上半年的利润率将面临一些压力。
TRI Pointe以其市场扩张战略、重点收购黄金地段的土地以及独特的产品供应呈现出吸引人的叙事。尽管2025年的收益增长预测可能不如2024年那么强劲，但对中个位数增长的预测仍然存在，这可能是一个谨慎的估计。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
