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16 handpicked stocks

U.S. Homebuilding Rebound

Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at June 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

DHI

DR Horton, Inc.

DHI

Current price

$165.62

As the largest homebuilder in the U.S., the company is a primary beneficiary of the significant increase in new home sales and rising prices.

LEN

Lennar Corp.

LEN

Current price

$131.95

This major national homebuilder stands to see higher revenues and order volumes following the reported 7.4% surge in new home sales.

HD

Home Depot, Inc., The

HD

Current price

$399.38

As new homes are built and sold, this home improvement giant benefits from sales of tools to contractors and finishing products to new homeowners.

About This Group of Stocks

1

Our Expert Thinking

The 7.4% surge in U.S. new home sales to 724,000 annual units shows strong consumer confidence and market resilience. This creates a ripple effect across the entire housing sector, benefiting both homebuilders who sell more houses and suppliers who provide everything from lumber to appliances.

2

What You Need to Know

This group includes major national homebuilders experiencing higher sales volumes and prices, alongside suppliers of essential building materials, tools, and finishing products. The housing market acts as a powerful economic multiplier, with each new home construction driving broad economic activity.

3

Why These Stocks

These 16 companies were selected to provide comprehensive exposure to the housing rebound. They represent the full value chain from construction (DHI, LEN, PHM) to materials (BLDR) to finishing products (SHW, TREX), giving you balanced access to multiple aspects of this economic trend.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+23.03%

Group Performance Snapshot

23.03%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 23.03% over the next year.

10 of 16

Stocks Rated Buy by Analysts

10 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🏘️

The Housing Boom Is Back

With new home sales surging 7.4% in a single month, the residential construction market is showing powerful growth signals that could translate to rising profits for these companies.

💰

Double Benefit: Volume and Price

These companies aren't just selling more homes and products, they're also benefiting from rising prices, creating a potential double boost to revenue and earnings.

🔄

The Ripple Effect Play

Each new home creates demand for thousands of products, from foundation to roof. This group gives you access to the entire value chain, not just one segment of the market.

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