Cavco Industries

CVCO · NASDAQ

$519.54+$8.57 (+1.68%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $510.97

CVCO analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy2
Hold0
Underperform0
Sell0

12-month price target · 7 analysts

Average $655.78 (+26.2% upside)

Low: $560.15
Now: $519.54
High: $756.00

Upgrades and downgrades

The latest rating actions, newest first

CVCO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Oppenheimer	Sep 30, 2026	Initiates	Outperform	$720.00	34%
UBS	Jun 5, 2026	Initiates	Buy	$700.00	—

The case for and against

Updated Nov 14, 2025

Bull case

Cavco Industries Inc has maintained and increased production capacity at its plants to meet seasonally heightened demand levels, indicating effective operational management. The demand for higher-priced site-built homes has demonstrated relative strength compared to entry-level options since the beginning of calendar year 2024, signaling a positive shift in consumer preferences and potential revenue growth. Additionally, company and industry models anticipate steady new home sales growth over the next two years, reinforcing the optimistic outlook for Cavco's financial performance.

Bear case

Cavco Industries Inc is experiencing a negative financial outlook primarily due to a year-over-year decline in average pricing for singles, which has decreased approximately 1% to 1.5%, potentially undermining the benefits of input cost deflation. Additionally, the company has adjusted its gross margin estimates for FY26 and FY27 down to 23.1% from 23.5%, significantly impacting its earnings per share (EPS) projections. Correspondingly, EPS estimates have been reduced for both years, with FY26 expected at $23.82 and FY27 at $26.05, reflecting an overall decrease in revenue assumptions.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.