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Beazer Homes USA, Inc. (BZH)

  • Feb. 6, 2012, 7:10 AM
    Lazard Capital Markets' Michael Lewis issues a warning shot over defense industry stocks, as he notes that the strategy of firms such as Northrop Grumman (NOC) and Booz Allen Hamilton (BZH) of growing profits by cutting costs could catch up to them this year. "All the low-hanging fruit has already been picked. There’s not much fat in the infrastructure."
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  • Feb. 2, 2012, 6:39 AM
    Beazer (BZH): FQ1 EPS of $0.01 beats by $0.40. Revenue of $188.5M (+73% Y/Y) misses by $22M.  (PR)
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  • Jan. 18, 2012, 1:00 PM
    "Nothing says 'capitulation' like Calpers dumping sites at $35K a pop," tweets Jeff Matthews of the pension giant unloading thousands of properties on which it probably paid an average price in the $75K-$150K range. The fund now looks to real estate for stability and an inflation hedge, rather than for high yields. (see also)
  • Jan. 18, 2012, 10:44 AM
    Shares of home builders pop (XHB +2%) after the NAHB index rose for the fourth straight month to its highest level since June 2007: HOV +7.5%, PHM +4.4%, LEN +3.5%, TOL +2.9%, KBH +4.1%, BZH +5.1%. But BTIG's Dan Greenhaus reminds that the index is at 25, still very low, and many headwinds remain that "should prevent broad improvement."
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  • Jan. 17, 2012, 1:17 PM
    Credit Suisse downgrades some homebuilders today on a combination of heady valuations and concern over a potentially choppy, uneven recovery. The firm cuts Beazer (BZH -2%), Meritage (MTH -3%) and The Ryland Group (RYL -3%) all to Underperform (I, II, III).
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  • Jan. 11, 2012, 2:10 PM
    A big jump in new orders booked by Lennar (LEN +7.1%) lifts up shares of the company - as well as helping ring in bold double-digit gains for peers. Ticonderoga Securities analyst Stephen East explains all the fuss: "Orders are the crown jewel in this release, up 20% to 3,027, ahead of any Street estimate we are aware of." Homebuilder advancers: KBH +14.1%, MHO +12.1%, HOV +15.8%, BZH +6%.
  • Dec. 29, 2011, 10:24 AM
    Homebuilders (XHB +1.6%) pop on the surprisingly strong jump in pending home sales: DHI +2.8%, PHM +4.2%, MDC +2.8%, RYL +2.6%, KBH +3.1%, BZH +3.5%, HOV +4.6%.
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  • Dec. 29, 2011, 9:10 AM
    Previously bearish big players are betting on a rebound in housing, buying the stocks and bonds of builders such as Pulte (PHM), Beazer (BZH), and Hovnanian (HOV). Ivy Zelman switches sides as well, believing higher rents will push would-be buyers out of their apartments. "The smartest money in the world has been carried out on stretchers betting on a true recovery for housing," cautions Mark Hanson.
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  • Nov. 23, 2011, 1:42 PM
    Beazer Homes (BZH +2.1%) spikes higher after it's disclosed director and ex-CEO Brian Beazer bought 13K shares at prices at or near $2.03.
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  • Nov. 15, 2011, 10:50 AM
    Beazer Homes (BZH -2.9%) trades lower as top-line numbers beat FQ4 expectations on higher closings Y/Y, but operating EPS and core gross margins came in below Street estimates. Analysts are viewing Y/Y revenue gains in homebuilders with a sceptical eye, as results are skewed from slumping sales last summer following the expiration of the federal home buyer tax credit.
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  • Nov. 9, 2011, 9:00 AM
    Premarket gainers: YONG +13%. SODA +13%. KITD +10%. CTEL +5%. PANL +5%.
    Losers: ROVI -25%. MFB -21%. STEC -18%. HDY -15%. ING -13%. ADBE -10%. RBS -9%. FIO -9%. ALU -8%. HBC -8%. DB -8%. NCT -8%. BCS -8%. VE -8%. MT -8%. LYG -7%. GM -7%. STP -7%. BZH -7%. ERIC -7%. RDN -6%. TRGT -6%. RL -6%. UBS -6%. RCL -6%. G -5%. ASML -5%. FTE -5%. GRPN -5%. SI -5%. ARMH -5%. SI -5%. MS -5%. NBG -5%. TOT -5%. NOK -5%. RCH -5%. AKS -4%. TEF -4%.
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  • Oct. 17, 2011, 10:53 AM
    Homebuilders could face negative rating actions in the coming months, Fitch Ratings says, as "home prices likely [will] remain soft over at least the next few quarters." The pressures have already prompted recent Fitch downgrades of Beazer (BZH -2.2%), KB Home (KBH -4.8%) and Pulte (PHM -6.8%). Also: TOL -3.3%, DHI -4.5%, LEN -3.7%.
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  • Oct. 13, 2011, 2:15 PM
    Shares of Beazer Homes (BZH +6.5%) surge after the homebuilder releases strong preliminary Q4 data: orders jumped 33%, home closings rose 23%, and backlog of homes under contract soared 88% Y/Y, perhaps suggesting improvement in the housing market. Shares of rivals aren't helped: DRI -2.9%, LEN -2.2%.
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  • Oct. 7, 2011, 9:01 AM
    KB Home (KBH), Beazer Homes (BZH) and Toll Brothers (TOL) settle a court fight with their partner in a Las Vegas development that may make it easier for the $1.2B project to exit bankruptcy. KBH +2.7%, BZH +7.8% premarket.
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  • Sep. 12, 2011, 4:04 PM
    Fitch Ratings cut its ratings on a host of home builders further down into junk territory on liquidity issues and weak demand. Slashed: BZH, KBH, RYL,USG. Spared: MDC, TOL.
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  • Aug. 15, 2011, 3:31 PM
    Though the NAHB Housing Market Index was merely in-line with expectations, homebuilders are outperforming the market today, with highly beaten-down names such as Hovnanian (HOV +13.3%) and Beazer Homes (BZH +15.8%) performing especially well. DHI +3.8%. LEN +5.1%. TOL +3.5%. PHM +5.5%.
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Company Description
Beazer Homes USA Inc is a homebuilder with active operations in 16 states within three geographic regions in the United States: West, East, and Southeast. It designs, sells and builds single-family and multi-family homes.