Added to YB: 2026-07-21
Pitch date: 2026-07-17
BZH [neutral]
Beazer Homes USA, Inc.
-0.34%
current return
Author Info
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Company Info
Beazer Homes USA, Inc. operates as a homebuilder in the United States. The company designs, constructs, and sells single-family, condominiums, villas, and duets homes under the Beazer Homes, Gatherings, and Choice Plans brands.
Market Cap
$869.8M
Pitch Price
$32.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
141.08
P/E
-248.51
EV/Sales
0.95
Sector
Household Durables
Category
special_situation
$BZH: Dream Finders' fifth bid closed the spread — now it's a bet on the sixth
BZH (overview): Trades ~$31.49, 1.6% below Dream Finders' $32 all-cash 5th bid (70% premium to undisturbed $18.77). Board hasn't rejected, cites 'other parties,' advisers say bid 25% below book. Bet is $32 gets topped. Downside ~$18-25 if talks collapse. ~26.4M shs, $832M cap, levered ($400M 8% notes). Catalysts: NDA/standstill, rival bid, July 30 Q3, Donerail 13D.
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