Jim Cramer's Opinion: Jim Cramer expressed a favorable view on D.R. Horton, Inc. during a recent lightning round, suggesting it as a strong investment option alongside Toll Brothers.
Company Overview: D.R. Horton is the largest homebuilder in America, involved in developing and selling residential properties, as well as providing mortgage and rental services, despite a challenging market environment.
DHI
$156.47+Infinity%1D
Analyst Views on DHI
Wall Street analysts forecast DHI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DHI is 160.18 USD with a low forecast of 110.00 USD and a high forecast of 195.00 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.
12 Analyst Rating
Wall Street analysts forecast DHI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DHI is 160.18 USD with a low forecast of 110.00 USD and a high forecast of 195.00 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.
4 Buy
6 Hold
2 Sell
Hold
Current: 156.450
Low
110.00
Averages
160.18
High
195.00
Current: 156.450
Low
110.00
Averages
160.18
High
195.00
Wells Fargo
Sam Reid
Overweight
downgrade
$190 -> $180
2025-12-08
Reason
Wells Fargo
Sam Reid
Price Target
$190 -> $180
2025-12-08
downgrade
Overweight
Reason
Wells Fargo analyst Sam Reid lowered the firm's price target on D.R. Horton to $180 from $190 and keeps an Overweight rating on the shares. The firm is refreshing its builder web scrape for November, with 5K additional units in 8 Sunbelt markets. Wells notes D.R. Horton dollars per square foot took another leg down.
Barclays
Matthew Bouley
Equal Weight
maintain
$110 -> $132
2025-12-08
Reason
Barclays
Matthew Bouley
Price Target
$110 -> $132
2025-12-08
maintain
Equal Weight
Reason
Barclays analyst Matthew Bouley raised the firm's price target on D.R. Horton to $132 from $110 and keeps an Equal Weight rating on the shares. The firm adjusted ratings and targets in the homebuilding and building products group as part of its 2026 outlook. Barclays expects another year of declines in single-family housing starts, saying the housing market "remains far from balanced." This leaves the homebuilder stocks "volatile, with no cycle call to be made," the analyst tells investors in a research note. Barclays believes building products and brokerage names can outperform despite weakness in new residential. It views building products and distributors as more compelling than homebuilders entering 2026.
JPMorgan
Michael Rehaut
Underweight
maintain
$130 -> $136
2025-12-04
Reason
JPMorgan
Michael Rehaut
Price Target
$130 -> $136
2025-12-04
maintain
Underweight
Reason
JPMorgan analyst Michael Rehaut raised the firm's price target on D.R. Horton to $136 from $130 and keeps an Underweight rating on the shares. The firm maintains a cautious stance on the homebuilders sector for 2026. JPMorgan expects an unfavorable demand/supply backdrop to bring additional pressure and downside risk for builder fundamentals. Builder fundamentals are likely to remain "relatively weak" in 2026, with persisting downside risk to estimates due to a still challenged demand/supply industry backdrop, the analyst tells investors in a research note.
UBS
Buy
maintain
$187 -> $195
2025-10-29
Reason
UBS
Price Target
$187 -> $195
2025-10-29
maintain
Buy
Reason
UBS raised the firm's price target on D.R. Horton to $195 from $187 and keeps a Buy rating on the shares. 2026 is setting up to be a better year for housing, the analyst tells investors in a research note.
About DHI
D.R. Horton, Inc. is a homebuilding company. The Company constructs and sells homes through its operating divisions in 125 markets across 36 states. The Company’s segments include Homebuilding, Rental, Forestar, Financial Services, and Other. The Homebuilding divisions are primarily engaged in the acquisition and development of land and the construction and sale of residential homes. The Company’s rental segment consists of single-family and multifamily rental operations. The single-family rental operations construct and lease single-family homes within a community and then generally market each community for a bulk sale of rental homes. The Forestar segment is a residential lot development company with operations in 59 markets across 24 states. The Financial services segment provides mortgage financing and title agency services to homebuyers in many of the Company’s homebuilding markets. It also conducts insurance-related operations.
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.
