Keefe Bruyette Stays Market Perform on Meritage Homes Corporation (MTH), Citing Near-Term Pressures

As of February 3, Keefe Bruyette expert Jade Rahmani lowered the firm’s terms people connected Meritage Homes Corporation (NYSE:MTH) to $76 from $78 portion maintaining a Market Perform rating, citing the challenging homebuilding situation and near-term manufacture headwinds.

During its Q4 2025 net call, Meritage Homes Corporation (NYSE:MTH) reported a 15% year-over-year summation successful ending assemblage count, reaching a grounds 336 communities. The institution opened 35 caller communities successful the 4th fourth and implicit 160 for the afloat year, reflecting a strategical absorption connected expanding geographic scope and merchandise availability. Management anticipates a further 5%–10% summation successful assemblage number successful 2026, positioning the level to seizure request arsenic marketplace conditions recover. Moreover, Meritage Homes returned astir $179 cardinal to shareholders successful the 4th fourth done a operation of buybacks and dividends, underscoring a committedness to shareholder value.

Meritage Homes Corporation (NYSE:MTH) is simply a Scottsdale, Arizona-based existent property improvement institution that constructs single-family detached homes crossed the United States. Founded successful 1985, the institution continues to prosecute measured maturation amid a cautious lodging market.

While we admit the imaginable of MTH arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 8 Up and Coming Streaming Companies and Services and 9 High Growth Canadian Stocks to Buy

Disclosure: None.