Truist Initiates Buy Rating on Toll Brothers with $190 Price Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy TOL?
Truist initiated coverage of Toll Brothers with a Buy rating and $190 price target. The firm launched coverage on the homebuilding industry, saying revenues will be mostly down in 2026, with modest overall unit declines and potentially some pricing pressure. Truist sees 2026 as a "bottom year" for margins and demand, which could result in "notable" 2027 earnings growth. It believes Toll is undervalued compared to its future return on equity potential. The company is "uniquely positioned to benefit from any greenshoots in the resilient luxury home market in 2027," Truist contends.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy TOL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on TOL
Wall Street analysts forecast TOL stock price to rise
13 Analyst Rating
7 Buy
5 Hold
1 Sell
Moderate Buy
Current: 147.130
Low
110.00
Averages
150.00
High
181.00
Current: 147.130
Low
110.00
Averages
150.00
High
181.00
About TOL
Toll Brothers, Inc. is a builder of luxury homes. The Company builds new homes and communities in over 60 markets across the United States, serving first-time, move-up, active-adult, and second-home buyers. The Company also operates its own architectural, engineering, mortgage, title, land development, smart home technology, landscape, and building components manufacturing businesses. It designs, builds, markets, sells, and arranges financing for an array of luxury residential single-family detached, attached, master-planned, resort-style golf, and urban low-, mid-, and high-rise communities. It also develops and operates urban and suburban for-rent apartment and student housing communities (Apartment Living) primarily through joint ventures. These projects are located in various metropolitan areas throughout the country and have generally been operated or developed with partners under the brand names Toll Brothers Apartment Living and Toll Brothers Campus Living.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Toll Brothers Opens Linden Ridge Community in Collegeville
- Community Launch: Toll Brothers has unveiled the Linden Ridge community in Collegeville, Pennsylvania, featuring 26 single-family homes priced from the mid-$900,000s, which caters to the luxury market and reinforces its leadership in high-end residential construction.
- Home Design Features: Linden Ridge offers stunning two-story home designs ranging from approximately 2,776 to over 3,700 square feet, with 4 to 5 bedrooms and 2.5 to 5.5 bathrooms, emphasizing flexible living spaces that cater to diverse family needs and enhance residential comfort.
- Personalization Services: The newly opened Toll Brothers Design Studio provides home shoppers with a wide array of selections, allowing them to customize their new homes with the assistance of professional design consultants, thereby enhancing customer experience and satisfaction.
- Prime Location: Situated within the prestigious Perkiomen Valley School District, the community offers convenient access to major commuter routes and is close to upscale shopping and entertainment options in Phoenixville and King of Prussia, appealing to buyers seeking a convenient lifestyle.
See More
Kohl's and Oracle Earnings Preview
- Kohl's Earnings Preview: Kohl's is set to report earnings before the bell, with its stock down approximately 37% over the past three months and 41% from December highs, indicating ongoing pressure in the retail sector that may affect investor confidence.
- Oracle Earnings Outlook: Oracle will release its earnings report after the bell, having seen its stock decline over 31% in the last three months and 56% from September highs, reflecting market concerns about its data center and AI transformation that could impact future growth expectations.
- Existing Home Sales Data: Existing home sales figures will be released at 10 a.m. ET, and despite declines in companies like PulteGroup and Toll Brothers over the past month, they have shown positive year-to-date performance, with Pulte and Toll both up around 8%, indicating resilience in the housing market.
- Boeing Orders and Deliveries: Boeing will announce orders and deliveries data at 11 a.m., and while its stock has fallen 8% in the last month, it has gained over 45% in the past 12 months, showcasing long-term growth potential that investors should monitor amid short-term volatility.
See More
Iran War Triggers Surge in Oil Prices
- Surge in Oil Prices: The ongoing war in Iran has pushed oil prices above $100 per barrel, with expectations that this trend will persist, as approximately 20% of global oil supply is stranded due to fighting in the Strait of Hormuz, prompting swift market reactions, particularly in energy-dependent Europe and Asia.
- Investor Flight to Safety: In this uncertain market environment, investors are rapidly seeking low-beta stocks that offer strong dividends and predictable income streams, indicating a strategic shift towards assets that can withstand energy shocks.
- Safe Haven Stocks: Analysis reveals five stocks that meet the criteria for safe havens, each boasting a Benzinga Edge Value Score of at least 85, highlighting their strong fundamentals and technical signals, making them attractive investments in the current market landscape.
- Company Performance Insights: For instance, White Mountain Insurance Group Ltd. has seen its stock reach all-time highs in 2026, trading at just 5 times earnings, indicating a strong buying opportunity, while other companies like APA Corp. and Northern Oil and Gas Inc. are also showing robust performance signals.
See More
US Stocks Plunge Amid Rising Energy Prices and Labor Market Concerns
- Market Weakness: The S&P 500 index fell by 1.33%, and the Dow Jones Industrial Average hit a 3.5-month low, reflecting investor concerns over the Middle East conflict potentially driving energy prices higher and sparking inflation risks, which dampens market confidence.
- Disappointing Employment Data: The US nonfarm payrolls unexpectedly dropped by 92,000 in February, with the unemployment rate rising to 4.4%, indicating a weakening labor market that raises doubts about economic health and may lead the Fed to adopt a more cautious approach in future policy adjustments.
- Surge in Energy Prices: WTI crude oil prices surged over 12% to a 2.5-year high as the ongoing Middle East conflict exacerbates supply concerns, which is expected to push global oil prices even higher, impacting profitability across related sectors.
- Corporate Earnings Resilience: Despite the overall market decline, 74% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, demonstrating a degree of resilience among businesses that may support future market recovery.
See More
Middle East War Triggers Market Turmoil
- Market Decline: The S&P 500 index fell by 0.95%, the Dow Jones Industrial Average by 1.00%, and the Nasdaq 100 by 0.76%, reflecting market concerns that the ongoing Middle East war could drive energy prices higher, leading to inflation.
- Weak Employment Data: U.S. nonfarm payrolls unexpectedly dropped by 92,000 in February, with the unemployment rate rising to 4.4%, indicating a deteriorating labor market and exacerbating fears of an economic slowdown.
- Surge in Energy Prices: WTI crude oil prices surged over 9% to a 2.25-year high due to the ongoing conflict in the Middle East, raising inflation expectations and diminishing investor confidence in the stock market.
- Corporate Earnings Performance: Despite the overall market weakness, 73% of S&P 500 companies exceeded earnings expectations, with Q4 earnings projected to grow by 8.4%, demonstrating resilience among some firms that may provide future market support.
See More
Toll Brothers Announces New Luxury Townhome Community in Redondo Beach
- New Community Launch: Toll Brothers is introducing an exclusive enclave of 43 luxury townhomes in Redondo Beach, California, anticipated to open for sale in summer 2026, marking a strategic expansion in the Southern California market.
- Home Features: These modern three-story residences range from 1,400 to 2,200 square feet, featuring 3 bedrooms and 2.5 to 3.5 baths, along with 2-car garages, allowing buyers to personalize interiors, catering to the high-end market demand.
- Prime Location: Situated within the highly rated Redondo Beach Unified School District, the community offers convenient access to the Redondo Beach Harbor and Pier, scenic seaside trails, and upscale shopping and dining options, enhancing its appeal and expected to attract numerous buyers.
- Design Service Advantage: The Toll Brothers Design Studio provides a one-stop shopping experience for homebuyers, enabling them to select from a wide array of personalized options with the assistance of professional design consultants, thereby enhancing customer satisfaction and brand loyalty.
See More
Toll Brothers Opens Linden Ridge Community in Collegeville
- Community Launch: Toll Brothers has unveiled the Linden Ridge community in Collegeville, Pennsylvania, featuring 26 single-family homes priced from the mid-$900,000s, which caters to the luxury market and reinforces its leadership in high-end residential construction.
- Home Design Features: Linden Ridge offers stunning two-story home designs ranging from approximately 2,776 to over 3,700 square feet, with 4 to 5 bedrooms and 2.5 to 5.5 bathrooms, emphasizing flexible living spaces that cater to diverse family needs and enhance residential comfort.
- Personalization Services: The newly opened Toll Brothers Design Studio provides home shoppers with a wide array of selections, allowing them to customize their new homes with the assistance of professional design consultants, thereby enhancing customer experience and satisfaction.
- Prime Location: Situated within the prestigious Perkiomen Valley School District, the community offers convenient access to major commuter routes and is close to upscale shopping and entertainment options in Phoenixville and King of Prussia, appealing to buyers seeking a convenient lifestyle.
See More
Kohl's and Oracle Earnings Preview
- Kohl's Earnings Preview: Kohl's is set to report earnings before the bell, with its stock down approximately 37% over the past three months and 41% from December highs, indicating ongoing pressure in the retail sector that may affect investor confidence.
- Oracle Earnings Outlook: Oracle will release its earnings report after the bell, having seen its stock decline over 31% in the last three months and 56% from September highs, reflecting market concerns about its data center and AI transformation that could impact future growth expectations.
- Existing Home Sales Data: Existing home sales figures will be released at 10 a.m. ET, and despite declines in companies like PulteGroup and Toll Brothers over the past month, they have shown positive year-to-date performance, with Pulte and Toll both up around 8%, indicating resilience in the housing market.
- Boeing Orders and Deliveries: Boeing will announce orders and deliveries data at 11 a.m., and while its stock has fallen 8% in the last month, it has gained over 45% in the past 12 months, showcasing long-term growth potential that investors should monitor amid short-term volatility.
See More
Iran War Triggers Surge in Oil Prices
- Surge in Oil Prices: The ongoing war in Iran has pushed oil prices above $100 per barrel, with expectations that this trend will persist, as approximately 20% of global oil supply is stranded due to fighting in the Strait of Hormuz, prompting swift market reactions, particularly in energy-dependent Europe and Asia.
- Investor Flight to Safety: In this uncertain market environment, investors are rapidly seeking low-beta stocks that offer strong dividends and predictable income streams, indicating a strategic shift towards assets that can withstand energy shocks.
- Safe Haven Stocks: Analysis reveals five stocks that meet the criteria for safe havens, each boasting a Benzinga Edge Value Score of at least 85, highlighting their strong fundamentals and technical signals, making them attractive investments in the current market landscape.
- Company Performance Insights: For instance, White Mountain Insurance Group Ltd. has seen its stock reach all-time highs in 2026, trading at just 5 times earnings, indicating a strong buying opportunity, while other companies like APA Corp. and Northern Oil and Gas Inc. are also showing robust performance signals.
See More
US Stocks Plunge Amid Rising Energy Prices and Labor Market Concerns
- Market Weakness: The S&P 500 index fell by 1.33%, and the Dow Jones Industrial Average hit a 3.5-month low, reflecting investor concerns over the Middle East conflict potentially driving energy prices higher and sparking inflation risks, which dampens market confidence.
- Disappointing Employment Data: The US nonfarm payrolls unexpectedly dropped by 92,000 in February, with the unemployment rate rising to 4.4%, indicating a weakening labor market that raises doubts about economic health and may lead the Fed to adopt a more cautious approach in future policy adjustments.
- Surge in Energy Prices: WTI crude oil prices surged over 12% to a 2.5-year high as the ongoing Middle East conflict exacerbates supply concerns, which is expected to push global oil prices even higher, impacting profitability across related sectors.
- Corporate Earnings Resilience: Despite the overall market decline, 74% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, demonstrating a degree of resilience among businesses that may support future market recovery.
See More
Middle East War Triggers Market Turmoil
- Market Decline: The S&P 500 index fell by 0.95%, the Dow Jones Industrial Average by 1.00%, and the Nasdaq 100 by 0.76%, reflecting market concerns that the ongoing Middle East war could drive energy prices higher, leading to inflation.
- Weak Employment Data: U.S. nonfarm payrolls unexpectedly dropped by 92,000 in February, with the unemployment rate rising to 4.4%, indicating a deteriorating labor market and exacerbating fears of an economic slowdown.
- Surge in Energy Prices: WTI crude oil prices surged over 9% to a 2.25-year high due to the ongoing conflict in the Middle East, raising inflation expectations and diminishing investor confidence in the stock market.
- Corporate Earnings Performance: Despite the overall market weakness, 73% of S&P 500 companies exceeded earnings expectations, with Q4 earnings projected to grow by 8.4%, demonstrating resilience among some firms that may provide future market support.
See More
Toll Brothers Announces New Luxury Townhome Community in Redondo Beach
- New Community Launch: Toll Brothers is introducing an exclusive enclave of 43 luxury townhomes in Redondo Beach, California, anticipated to open for sale in summer 2026, marking a strategic expansion in the Southern California market.
- Home Features: These modern three-story residences range from 1,400 to 2,200 square feet, featuring 3 bedrooms and 2.5 to 3.5 baths, along with 2-car garages, allowing buyers to personalize interiors, catering to the high-end market demand.
- Prime Location: Situated within the highly rated Redondo Beach Unified School District, the community offers convenient access to the Redondo Beach Harbor and Pier, scenic seaside trails, and upscale shopping and dining options, enhancing its appeal and expected to attract numerous buyers.
- Design Service Advantage: The Toll Brothers Design Studio provides a one-stop shopping experience for homebuyers, enabling them to select from a wide array of personalized options with the assistance of professional design consultants, thereby enhancing customer satisfaction and brand loyalty.
See More
