KE Holdings stock price target lowered to $22 by Jefferies on softer industry trends

Published 26/08/2025, 18:50
KE Holdings stock price target lowered to $22 by Jefferies on softer industry trends

Investing.com - Jefferies has lowered its price target on KE Holdings (NYSE:BEKE) to $22.00 from $24.50 while maintaining a Buy rating on the stock. According to InvestingPro data, the stock currently trades at $18.93, with analysts’ targets ranging from $18.56 to $26.38.

The price target reduction follows KE Holdings’ second-quarter results, which showed revenue in line with expectations while non-GAAP earnings exceeded forecasts. The company maintains a strong financial position with an InvestingPro Financial Health score of "GOOD" and holds more cash than debt on its balance sheet.

Jefferies noted that KE Holdings’ management highlighted softer industry trends in both existing and new home sales markets since June.

In response to these market conditions, KE Holdings has implemented measures to improve efficiencies and productivity in stores and enhance agent performance, according to Jefferies.

The company is also strengthening unit economics of home furnishings and renovations while applying artificial intelligence to enhance operations and customer experience.

In other recent news, Barclays has adjusted its price target for KE Holdings, lowering it from $33 to $25. Despite this reduction, Barclays continues to maintain an Overweight rating on the stock. The adjustment reflects challenges in China’s property market, where both transaction volumes and prices have been declining rapidly since spring. These developments are significant for investors as they highlight the current economic pressures impacting KE Holdings. The revised price target suggests a cautious outlook from Barclays, although the Overweight rating indicates a belief in the stock’s potential. Investors may want to consider these factors when evaluating their positions in KE Holdings.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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