Calls
2
John Lovallo
Senior US Homebuilding Equity Research Analyst, UBS
Win Rate
100.0%
return
+1.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 23
$54.50
+2.4%
KB Home reported results where the gross margin outlook and full-year view came in well above consensus, which will be viewed favorably. The company is executing well despite a tough rate environment.
Homebuilders
Long
Jun 23
$108.33
+0.0%
Homebuilder stocks trade at 11x 2027 earnings, intent-to-buy surveys are well above the long-term average, mortgage rates are down year-over-year, and input cost inflation is moderating. 2026 will be a better year for housing, and any reduction in incentives will boost margins.
Thematic ETFs
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John Lovallo has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: XHB, KBH.
