KE Holdings Inc.（BEKE）の株式分析BEKEKE Holdings Inc.

KE Holdings Inc is a holding company mainly engaged in housing transactions and related services. The Company operates in four segments. The Existing Home Transaction Services segment mainly provides agency services to sales or leases of existing homes, and platform and franchise services to brokerage firms on Beike platform, as well as other transaction services. The New Home Transaction Services segment mainly provides new home transaction and agency services to real estate developers. The Home Renovation and Furnishing segment provides a one-stop solution to give housing customers access to a comprehensive range of home renovation and furnishing, ranging from interior design, renovation, re-modeling, furnishing, supplies, to after-sales maintenance and repair. The Emerging and Other Services segment is engaged in rental property management service business, financial service business and others. It operates in the Real Estate sector (REAL ESTATE AGENTS AND MANAGERS industry).

KE Holdings Inc. is a good buy right now due to its strong financial performance, highlighted by a gross margin of 28.58% in Q2 2026, which is a significant increase of 6.7 percentage points year-over-year. Additionally, the company reported a remarkable 74.9% year-over-year increase in non-GAAP net income, reaching RMB 3.2 billion. The current price of $17.08 is well below analyst price targets, with the average target being around $24, indicating substantial upside potential. However, a key risk is the declining number of active agents, which fell by 3.1%, potentially impacting future market coverage.