Top Rated Consumer Discretionary Stocks: Validea's Value Investor model, based on Benjamin Graham's strategy, identifies several mid-cap value stocks in the Consumer Discretionary sector, including Meritage Homes Corp, Asbury Automotive Group, Foot Locker Inc, and Century Communities Inc, all rated at 71% based on their fundamentals and valuations.
About Benjamin Graham and Validea: Benjamin Graham, known as the "Father of Value Investing," influenced many successful investors and developed a methodology that continues to guide investment strategies today, while Validea provides stock analysis and model portfolios based on the principles of renowned investors.
MTH
$68.94+Infinity%1D
Analyst Views on MTH
Wall Street analysts forecast MTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MTH is 82.67 USD with a low forecast of 69.00 USD and a high forecast of 101.00 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.
6 Analyst Rating
Wall Street analysts forecast MTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MTH is 82.67 USD with a low forecast of 69.00 USD and a high forecast of 101.00 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.
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 68.290
Low
69.00
Averages
82.67
High
101.00
Current: 68.290
Low
69.00
Averages
82.67
High
101.00
Evercore ISI
In Line
downgrade
$78 -> $77
2025-12-04
Reason
Evercore ISI
Price Target
$78 -> $77
2025-12-04
downgrade
In Line
Reason
Evercore ISI lowered the firm's price target on Meritage Homes to $77 from $78 and keeps an In Line rating on the shares. The firm's FY25 and FY26 EPS estimates have been fine-tuned to $6.88 and $7.14, respectively, reflecting the company's updated financial outlook.
JPMorgan
Michael Rehaut
Neutral
maintain
$69 -> $74
2025-12-04
Reason
JPMorgan
Michael Rehaut
Price Target
$69 -> $74
2025-12-04
maintain
Neutral
Reason
JPMorgan analyst Michael Rehaut raised the firm's price target on Meritage Homes to $74 from $69 and keeps a Neutral 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 -> Buy
downgrade
$107 -> $101
2025-10-30
Reason
UBS
Price Target
$107 -> $101
2025-10-30
downgrade
Buy -> Buy
Reason
UBS lowered the firm's price target on Meritage Homes to $101 from $107 and keeps a Buy rating on the shares.
BofA
Buy
maintain
$79 -> $85
2025-09-18
Reason
BofA
Price Target
$79 -> $85
2025-09-18
maintain
Buy
Reason
BofA raised the firm's price target on Meritage Homes to $85 from $79 and keeps a Buy rating on the shares. The firm is updating its price targets for homebuilders under its coverage, the analyst tells investors. BofA believes the recent Fed cut is unlikely to meaningfully change the near-term trajectory of the housing market.
About MTH
Meritage Homes Corporation is a designer and builder of single-family attached and detached homes. The Company’s segments include homebuilding and financial services. The homebuilding segment is engaged in the business of acquiring and developing land, constructing homes, marketing and selling those homes and providing warranty and customer services. It has operations in three regions: West, Central and East, which are comprised of 12 states: Arizona, California, Colorado, Utah, Texas, Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina, and Tennessee. These three regions are its principal homebuilding segments. The financial services segment offers title and escrow, mortgage, and insurance services. Its financial services operations also provide mortgage services to its homebuyers through an unconsolidated joint venture. The Company’s homebuilding activities are conducted under the name of Meritage Homes in each of its homebuilding markets.
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.
