Zacks Investment Research·Oct 22, 2026
Top China Tech Stocks to Add to Your Portfolio for Impressive ReturnsChina tech soars in 2025 as AI, EVs and AR lead the way. Investors can buy ATHM, GCT, TSM and BEKE as they capitalize on this opportunity.
KE Holdings is demonstrating a strategic pivot toward profitability, evidenced by a significant expansion in NOI margin to 28.6% in 2026Q2 despite a 5.9% YoY revenue decline.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue remains highly cyclical, swinging from a 54.1% YoY increase in 2024Q4 to a 28.7% decline in 2025Q4, while NOI margin has recently expanded to 28.6% from 21.9% a year prior, suggesting improved operational leverage.
BEKE’s platform fuses online and offline real‑estate services, positioning it at the forefront of China’s digital housing marketplace. The integrated system supports streamlined transactions and data‑driven pricing, giving BEKE a competitive edge over traditional brokerage models.
The company is broadening into home renovation and rental services, with rental revenue up 18.1% year‑over‑year and a significant rise in units under management. These new segments are expected to lift margins and diversify revenue streams beyond core housing sales.
Large institutional investors, notably Assenagon Asset Management, have increased their stakes in BEKE, signaling strong market confidence. Such backing often correlates with improved liquidity and access to capital for growth initiatives.
Trailing total returns as of 11/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 21, 2026 | $0.42+35.5% vs $0.31 | $3.6B+0.7% vs $3.6B |
Q2 2026 May 19, 2026 | $0.20+42.9% vs $0.14 | $2.7B+1.4% vs $2.7B |
Q2 2026 Mar 16, 2026 | $0.07-33.1% vs $0.10 | $3.2B+0.0% vs $3.2B |
Q4 2025 Nov 10, 2025 | $0.16+0.0% vs $0.16 | $3.2B+3.7% vs $3.1B |
China tech soars in 2025 as AI, EVs and AR lead the way. Investors can buy ATHM, GCT, TSM and BEKE as they capitalize on this opportunity.
On October 21, 2026, KE Holdings Inc (BEKE) shares fell 3.9% to $17.35, continuing a trend of volatility within a 52-week range of $13.81 to $19.88. This recent
Investors with an interest in Internet - Services stocks have likely encountered both KE Holdings Inc. Sponsored ADR (BEKE) and Shopify (SHOP). But which of these two stocks offers value investors a better bang for their buck right now?
ATI, BEKE, and VLO it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 16, 2026.
Benchmark BEKE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for KE Holdings Inc. (BEKE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $18.85 | $20.96B | 29.87 | 1.2% | 5.31% | 7.13% | 1.93% | |
| $10.21 | $6.21B | 66.00 | 23.67% | 1.06% | 5.47% | — | |
| $15.60 | $497.17M | 13.22 | -21.98% | 3.1% | 4.89% | 11.69% | |
| $30.36 | $7.3B | -60.54 | 15.52% | -3.95% | -2.54% | — | |
| $1.40 | $1.35B | -0.81 | -15.18% | -49.06% | -190.36% | — | |
| $2.11 | $10.2M | -0.26 | -38.2% | -11.34% | -106.24% | — |
KE Holdings Inc. (BEKE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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KE Holdings Inc. (BEKE) stock FAQ — growth, dividends, profitability & financials explained
KE Holdings Inc. (BEKE) reported $88.60B in revenue over the trailing twelve months. Revenue was $94.58B in fiscal year 2025. That is 271% more than the $25.51B of fiscal year 2017.
KE Holdings Inc. (BEKE) revenue fell by 14.0% over the trailing twelve months, compared with the twelve months before.
Yes. KE Holdings Inc. (BEKE) earned $4.71B in net income over the trailing twelve months (a 5.3% net margin).
Yes. KE Holdings Inc. (BEKE) pays a dividend that yields 1.93% at the current price, a moderate yield.
KE Holdings Inc. (BEKE) had a return on equity (ROE) of 7.1% over the trailing twelve months. That is below the market's typical 10-15%.
KE Holdings Inc. (BEKE) generated Funds From Operations (FFO) of $5.74B in the trailing twelve months. FFO is the primary profitability metric for REITs.
