Citizens Initiates Coverage on Century Communities (CCS) with Market Outperform Rating and $92 Price Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: seekingalpha
- Market Rating Initiation: Citizens has initiated coverage on Century Communities (CCS) with a Market Outperform rating and a price target of $92, indicating significant upside potential from the current share price of $66.11.
- Valuation Appeal: Analyst James McCanless highlights that despite challenges in homeownership affordability, the stock is currently valued at 70% of its tangible book value, making it attractive for investors looking for value opportunities.
- Changing Rate Environment: As the Federal Reserve transitions to a lower interest rate environment, McCanless believes this will support the millennial demographic, which is crucial for future housing demand recovery.
- Demand Potential: The research note emphasizes that despite short-term challenges, as affordability reaches a point that unlocks pent-up demand, Century Communities' stock presents significant upside potential.
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Analyst Views on CCS
Wall Street analysts forecast CCS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CCS is 56.00 USD with a low forecast of 56.00 USD and a high forecast of 56.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
0 Buy
0 Hold
1 Sell
Moderate Sell
Current: 63.990
Low
56.00
Averages
56.00
High
56.00
Current: 63.990
Low
56.00
Averages
56.00
High
56.00
About CCS
Century Communities, Inc. is a homebuilder that specializes in online home sales. It is engaged in all aspects of homebuilding - including the acquisition, entitlement and development of land, along with the construction, marketing and sale of homes designed to appeal to a range of homebuyers. It builds and sells homes under its Century Communities and Century Complete brands. Its homebuilding operations are organized into five reportable segments: West, Mountain, Texas, Southeast and Century Complete. Its indirect wholly owned subsidiaries, Inspire Home Loans Inc., Parkway Title, LLC, IHL Home Insurance Agency, LLC, and IHL Escrow Inc., which provide mortgage, title, insurance brokerage and escrow services, respectively, primarily to its homebuyers, have been identified as its Financial Services segment. Additionally, its Century Living segment is engaged in the development, construction, management, and disposition of multi-family rental properties, currently all located in Colorado.
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.
Century Communities Exceeds Q4 2025 Earnings Expectations
- Record Deliveries: Century Communities delivered 3,435 residential units in Q4 2025, including 3,030 new homes, setting a company record that highlights significant improvements in sales pace and is expected to drive future market share growth.
- Strong Financial Performance: The fourth quarter saw home sales revenues of $1.1 billion, up 16% sequentially, with net income of $36 million and diluted earnings per share of $1.21, reflecting the company's ability to maintain profitability amid market fluctuations, thereby boosting investor confidence.
- Optimistic Outlook: Management anticipates new home deliveries between 10,000 and 11,000 for 2026, with sales revenues projected between $3.6 billion and $4.1 billion, indicating strong growth potential supported by existing land inventory.
- Market Strategy Adjustments: The company increased incentives to 1,300 basis points in Q4 2025; despite facing market uncertainties, management remains cautiously optimistic, emphasizing their ability to adapt to market changes to ensure sustained growth.
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Century Communities Set to Release Q4 Earnings
- Earnings Announcement Schedule: Century Communities (CCS) is set to announce its Q4 earnings on January 28th after market close, with consensus EPS estimate at $1.39, reflecting a 60.2% year-over-year decline, and revenue estimate at $1.05 billion, down 19.2% year-over-year, indicating significant profitability challenges.
- Historical Performance: Over the past two years, Century Communities has beaten EPS estimates 88% of the time and revenue estimates 88% of the time, demonstrating a degree of stability and market confidence in its financial performance.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates also saw no upward revisions and two downward revisions, reflecting a cautious market outlook on the company's future performance.
- Analyst Ratings: Century Communities has been initiated with a
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