Persimmon faces margin squeeze from two sides, warns Citi
Persimmon PLC's (LSE:PSN) current calendar year looks increasingly secure, but Citi believes the bigger issue for investors is whether margins come under pressure in 2027. The US investment bank said the FTSE 100 housebuilder started the year strongly, with sales volumes tracking guidance and more than half of its private home completions already secured, per its last update in April.
PSMMY vs. NVR: Which Stock Is the Better Value Option?
Investors interested in stocks from the Building Products - Home Builders sector have probably already heard of Persimmon Plc (PSMMY) and NVR (NVR). But which of these two stocks offers value investors a better bang for their buck right now?
Persimmon named JP Morgan's top pick as Taylor Wimpey and Vistry cut to 'underweight'
Persimmon PLC (LSE:PSN) shares rose 4% on Monday after JP Morgan named the housebuilder as its preferred stock in the sector while downgrading Taylor Wimpey PLC (LSE:TW.) and Vistry Group PLC (LSE:VTY) to 'underweight', as rising mortgage rates and build cost inflation force the bank to cut its 2027 earnings forecasts by an average of 20%.
Should Value Investors Buy Persimmon (PSMMY) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
PSMMY or NVR: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Building Products - Home Builders sector might want to consider either Persimmon Plc (PSMMY) or NVR (NVR). But which of these two stocks is more attractive to value investors?
Are Investors Undervaluing Persimmon (PSMMY) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Persimmon shares rise 3% as forward sales growth and profit guidance reaffirmation reassure investors
Persimmon PLC (LSE:PSN) shares rose 3% to 1,055p after the housebuilder's annual meeting trading update reassured investors with a 7% increase in private forward sales and an unchanged profit guidance, prompting Liberum to leave its own estimates unaltered. Panmure Liberum, which carries a 'buy' rating and 1,694p target price on the stock, said the update highlights the benefits of Persimmon's strategic positioning in the UK housing market.
Persimmon forward sales up 7%, but builder flags supply chain inflation risk from Iran conflict
Persimmon PLC (LSE:PSN), the FTSE 100 housebuilder, has warned of emerging supply chain inflation driven by the ongoing conflict in Iran, cautioning that higher energy costs are likely to weigh on second-half margins even as the group reported a solid start to 2026. In a trading update, the York-based group said there are early signs of increased inflationary pressure in its supply chain, which it attributed to higher energy costs linked to geopolitical uncertainty, with the impact expected to be felt in the second half of 2026 and into 2027.
Build cost inflation in focus ahead of updates from Taylor Wimpey, Persimmon and others
Housebuilders are set to update the market next week, with build cost inflation expected to dominate the agenda. Trading statements from Taylor Wimpey PLC (LSE:TW.
UK housebuilders down 30% but risk/reward turning positive, with Persimmon best placed to ride out the storm
JP Morgan says the sector is trading below its worst-ever valuation trough, with Persimmon PLC's (LSE:PSN) lower price point and self-sufficient supply chain offering the most protection. UK housebuilders have fallen around 30% since the Iran conflict began, but the US investment bank argues the selloff has gone too far and that the risk/reward balance is now skewed in favour of investors willing to look through near-term turbulence.
Persimmon: Attractively Priced, With Leverage To Potential Building Boom
Persimmon Plc is my preferred UK housebuilder, offering a higher-quality, lower-risk profile amid current sector volatility. PSN's in-house supply chain and focus on affordable housing position it to benefit from Labour's ambitious 1.5 million homes target. FY25 results showed strong volume, revenue, and margin improvements, with further operating margin gains expected in FY26E and beyond.
Persimmon 'top pick' as housebuilder valuations fall to lowest since Truss
UK housebuilder shares have fallen to valuation levels not seen since the aftermath of Liz Truss's disastrous 2022 mini-budget, as soaring gilt yields raise fresh fears about the mortgage market, according to analysts at Jefferies. The investment bank says the sector is trading at price-to-net tangible asset value (P/NTAV – a standard measure comparing a company's share price to the value of its physical assets) levels comparable to late 2022, when mortgage rates surged by 3-4 percentage points and the housing market seized up.
