
Toll Brothers (TOL) Stock Forecast & Price Target
Toll Brothers (TOL) Analyst Ratings
Bulls say
Toll Brothers, the leading luxury homebuilder in the U.S., has experienced an increase in foot and web traffic at the start of F4Q25, indicative of positive consumer interest despite typically slower seasonal conditions. The company expects to grow at a rate between 7% and 10% in FY26, driven by its robust performance and strategic adjustments, such as focusing on speculative homes and expanding into "affordable luxury" segments. Additionally, Toll Brothers reported an elevated conversion rate from deposit to order of approximately 80% in F3Q25, significantly higher than the historical average of 60%, showcasing strong demand and customer commitment.
Bears say
Toll Brothers has lowered its delivery forecast to 11,200 units, a reduction from the previous range of 11,200 to 11,600 units, highlighting potential challenges in meeting sales expectations. The company's average delivered price per home remains unchanged at approximately $950,000 to $960,000, suggesting stagnation in achieving higher sales per unit amid a competitive luxury market. Despite steady adjusted gross margins and SG&A percentages, the flat trajectory in deliveries alongside elevated price points raises concerns about future revenue growth and market positioning against more affordable competitors.
This aggregate rating is based on analysts' research of Toll Brothers and is not a guaranteed prediction by Public.com or investment advice.
Toll Brothers (TOL) Analyst Forecast & Price Prediction
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