KE Holdings: In-Line Results Support A 'Hold' Rating
I have retained a "Hold" rating for KE Holdings after analyzing its performance and prospects. Quarterly results were weak but met consensus. Its 4Q2025 revenue and net income were down 29% and 61%, respectively. BEKE's outlook is murky, considering a disappointing Q1 guide and a high probability of sustained shareholder returns.
Boothbay Fund Management LLC Takes $5.89 Million Position in KE Holdings Inc. Sponsored ADR $BEKE
Boothbay Fund Management LLC acquired a new stake in KE Holdings Inc. Sponsored ADR (NYSE: BEKE) in the undefined quarter, according to its most recent filing with the SEC. The fund acquired 309,749 shares of the company's stock, valued at approximately $5,885,000. A number of other large investors have also bought and sold
Bamco Inc. NY Sells 33,056 Shares of KE Holdings Inc. Sponsored ADR $BEKE
Bamco Inc. NY lessened its holdings in shares of KE Holdings Inc. Sponsored ADR (NYSE: BEKE) by 1.8% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 1,756,357 shares of the company's stock after selling 33,056 shares during the period. Bamco Inc. NY owned approximately 0.15%
KE Holdings Inc. Sponsored ADR $BEKE Stock Position Reduced by Alkeon Capital Management LLC
Alkeon Capital Management LLC decreased its stake in KE Holdings Inc. Sponsored ADR (NYSE: BEKE) by 22.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,147,723 shares of the company's stock after selling 625,000 shares during the quarter.
Top Wall Street Forecasters Revamp KE Holdings Price Expectations Ahead Of Q4 Earnings
KE Holdings Inc. (BEKE) to release Q4 earnings on March 16. Analysts expect earnings of 6 cents/share on $3.09B revenue. Stock fell 3.4% on Thursday.
Why One Fund Made a $12.5 Million Bet on KE Holdings Despite a 12% One-Year Stock Slide
China-based Perseverance Asset Management initiated a position in KE Holdings during the third quarter, buying up a total of 659,849 shares. The shares were worth an estimated $12.54 million at quarter-end.
KE Holdings: Tough To Turn Bullish If Macro Continues To Stay Weak
KE Holdings remains a hold as China's property market downturn overshadows operational improvements. Home rental and renovation segments now contribute profitably, with margin gains from asset-light models and supply chain efficiencies. Despite BEKE's productivity gains and cost reductions, macro headwinds and falling home prices depress transaction volumes and sentiment.
KE Holdings Inc. (BEKE) Q3 2025 Earnings Call Transcript
KE Holdings Inc. ( BEKE ) Q3 2025 Earnings Call November 10, 2025 7:00 AM EST Company Participants Siting Li - Investor Relations Director & Joint Company Secretary Tao Xu - CFO & Executive Director Yongdong Peng - Co-Founder, Chairman & CEO Conference Call Participants John Lam - UBS Investment Bank, Research Division Griffin Chan - Citigroup Inc., Research Division Jiong Shao - Barclays Bank PLC, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings, Inc. Third Quarter 2025 Earnings Conference Call.
KE Holdings: Rating Downgrade On Fading Momentum
I downgrade BEKE to hold due to weakening core business, margin pressure, and fading recovery momentum despite headline revenue growth. Core brokerage revenues declined, profitability eroded, and new business growth hasn't offset the margin hit from the core segment. Housing market demand is deteriorating, with transaction volumes falling and recovery momentum stalling, increasing downside risk for near-term performance.
KE Holdings Inc. (BEKE) Q2 2025 Earnings Call Transcript
KE Holdings Inc. (NYSE:BEKE ) Q2 2025 Earnings Conference Call August 26, 2025 8:00 AM ET Company Participants Siting Li - Investor Relations Director & Joint Company Secretary Tao Xu - CFO & Executive Director Yongdong Peng - Co-Founder, Chairman & CEO Conference Call Participants Griffin Chan - Citigroup Inc. Exchange Research John Lam - UBS Investment Bank, Research Division Qi Chen - JPMorgan Chase & Co, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Xiaodan Zhang - China International Capital Corporation Limited, Research Division Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings, Inc.'s Second Quarter 2025 Earnings Conference Call.
KE Holdings: Fundamental Improvements Should Not Be Ignored
BEKE is outperforming China's property market, gaining share and scaling efficiently, with strong revenue and GTV growth despite macro headwinds. AI integration and new initiatives like home renovation and rental are driving productivity, higher margins, and diversified revenue streams. Short-term risks include policy delays, US-China trade tensions, and a dip in user engagement, but underlying demand remains resilient.
KE Holdings Inc. (BEKE) Q1 2025 Earnings Call Transcript
KE Holdings Inc. (NYSE:BEKE ) Q1 2025 Earnings Conference Call May 15, 2025 8:00 AM ET Company Participants Siting Li - IR Director Stanley Peng - Co-Founder, Chairman & CEO Tao Xu - Executive Director & CFO Conference Call Participants Timothy Zhao - Goldman Sachs Sophie Zhang - CICC Jizhou Dong - Nomura John Lam - UBS Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings Inc.'s First Quarter 2025 Earnings Conference Call.
