Forestar Group’s fourth quarter results were met with a significant negative market reaction, reflecting concerns about underlying performance despite a top-line revenue beat. Management attributed the quarter’s revenue growth to a greater mix of higher-priced lot deliveries and expansion in western markets. However, lower sales volumes and a decline in operating margin signaled ongoing challenges. CFO Jim Allen highlighted that the quarter’s margins were impacted by project mix and a specific low-margin track sale, with normalized gross margins remaining under pressure from slower demand and affordability constraints.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
Residential lot developer Forestar Group (NYSE:FOR) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 9% year on year to $273 million. The company expects the full year’s revenue to be around $1.65 billion, close to analysts’ estimates. Its non-GAAP profit of $0.30 per share was in line with analysts’ consensus estimates.
Shares of residential lot developer Forestar Group (NYSE:FOR) fell 5.1% in the morning session after the company reported mixed fourth-quarter 2025 results, with an earnings miss overshadowing a revenue beat.
Residential lot developer Forestar Group (NYSE:FOR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 9% year on year to $273 million. The company expects the full year’s revenue to be around $1.65 billion, close to analysts’ estimates. Its GAAP profit of $0.30 per share was 5.5% below analysts’ consensus estimates.
Residential lot developer Forestar Group (NYSE:FOR) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 21.6% year on year to $670.5 million. Its non-GAAP profit of $1.70 per share was 34.9% above analysts’ consensus estimates.
As of today, January 8, 2026, the American housing market stands at a critical crossroads, and no company better exemplifies the tensions of this moment than D.R. Horton (NYSE: DHI). Long known as "America’s Builder," D.R. Horton has dominated the residential landscape for over two decades, consistently delivering more homes than any other company in [...]
