CVCOConsumer Cyclical · Residential ConstructionThe 3 Wall Street analysts covering Cavco Industries, Inc. hold a median 12-month price target of $640 — +14.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 2 Sept 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Cavco Industries, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (90): The business earns solid, repeatable profits on what it owns.
Value (15): The shares cost a lot relative to the profits and assets behind them.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CVCO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 June 2026 | UBS | Initiates | Buy | $700 |
| 27 May 2025 | Wedbush | Reiterates | Neutral | — |
| 3 Feb 2025 | Wedbush | Maintains | Neutral | — |
| 15 Jan 2025 | Zelman & Assoc | Initiates | Outperform | — |
| 3 Dec 2024 | Wedbush | Downgrade | Neutral | — |
| 4 Nov 2024 | Craig-Hallum | Maintains | Buy | — |
| 11 Oct 2024 | Wedbush | Maintains | Outperform | — |
| 5 Aug 2024 | Craig-Hallum | Maintains | Buy | — |
| 2 Aug 2024 | Wedbush | Reiterates | Outperform | — |
| 24 May 2024 | Wedbush | Reiterates | Outperform | — |
| 20 May 2024 | Wedbush | Maintains | Outperform | — |
| 7 Nov 2023 | Wedbush | Maintains | Outperform | — |
| 3 Nov 2023 | Wedbush | Reiterates | Outperform | — |
| 22 May 2023 | Craig-Hallum | Maintains | Buy | — |
| 22 May 2023 | Wedbush | Maintains | Outperform | — |
| 19 May 2023 | Wedbush | Reiterates | Outperform | — |
| 24 Apr 2023 | Craig-Hallum | Maintains | Buy | — |
| 6 Feb 2023 | Wedbush | Maintains | Outperform | — |
| 5 Aug 2022 | Wedbush | Upgrade | Outperform | — |
| 31 May 2022 | Craig-Hallum | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CVCO appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, Cavco Industries, Inc. returned +5.0% against +21.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 31% of US stocks
Cheaper than 54% of US stocks
Cheaper than 27% of US stocks
Cheaper than 20% of US stocks
Higher than 51% of US stocks
Higher than 21% of US stocks
Higher than 25% of US stocks
Higher than 64% of US stocks
Higher than 66% of US stocks
Higher than 77% of US stocks
Higher than 91% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cavco Industries, Inc. has a market value of $4.3B and an enterprise value of $4.1B.
Revenue in the twelve months to 31 Mar 2026: $2.2B. The latest quarter grew 9.5% year on year.
Net income over the same four quarters: $190.6M, a 8.5% net margin.
Diluted earnings per share, trailing twelve months: $23.97.
Free cash flow in the twelve months to 31 Mar 2026: $232.1M, after $35.2M of capital spending.
Cavco Industries, Inc. spent $159.9M on share buybacks in the twelve months to 31 Mar 2026.
Trailing P/E: 24.1×; forward P/E: 19.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Cavco Industries, Inc. employs 7,700 people — $291K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cavco Industries, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research added CVCO to its Zacks Rank #5 (Strong Sell) List on August 26th, 2026, alongside AFYA and APTV.
Why it matters — A Strong Sell ranking from Zacks signals a bearish outlook that CVCO investors may want to monitor.
On August 20th, 2026, Zacks Investment Research added Cavco Industries, Inc. (CVCO) to its Zacks Rank #5 (Strong Sell) List, along with BHB and APTV.
Why it matters — CVCO watchers would care because the company has been placed on Zacks' Strong Sell list, which signals a bearish rating from the research firm.
Cavco Industries reported stable fiscal Q1 sales in a weak housing market, though its margin performance reflected housing-market conditions due to limited retail pricing power. A newly effective housing bill helps Cavco significantly, especially as it includes separate provisions for manufactured housing.
Why it matters — CVCO watchers would care because the new housing bill's separate manufactured-housing provisions offer a specific tailwind for the company even while housing-market headwinds constrain its pricing power.
Cavco Industries, Inc. released the transcript of its Q1 2027 earnings call, as covered by Seeking Alpha.
Why it matters — CVCO watchers would want to review the transcript for details on the company's first-quarter performance and management's commentary.
Cavco Industries reported first-quarter fiscal 2027 revenue above $600 million for the first time, driven by continued order momentum across regions and sales channels. The company noted higher production and a substantial increase in backlog.
Why it matters — The milestone of surpassing $600 million in quarterly revenue, along with rising backlog and production, signals strong demand and operational momentum for Cavco.
The 3 Wall Street analysts covering Cavco Industries, Inc. have a median 12-month price target of $640, with estimates ranging from $600 to $700. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 3 analysts covering Cavco Industries, Inc., 3 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cavco Industries, Inc. 49 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Cavco Industries, Inc. ranks 49 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (90 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +14.3% from the last close, and Ticker Nerd's factor model ranks Cavco Industries, Inc. 49 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cavco Industries, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CVCO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $600 to $700 over the next 12 months.
Cavco Industries, Inc. returned +5.0% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Cavco Industries Inc. is a U.S.
The most recent item we track (Zacks Investment Research, 26 Aug 2026): "New Strong Sell Stocks for August 26th". Zacks Investment Research added CVCO to its Zacks Rank #5 (Strong Sell) List on August 26th, 2026, alongside AFYA and APTV.
Cavco Industries Inc. is a U.S. manufacturer and retailer of factory-built housing products. The company designs and produces manufactured homes, modular homes, park model RVs, vacation cabins, and factory-built commercial structures used in applications such as apartments, hotels, schools, workforce housing, and military housing. It also operates a financial services business that provides mortgage financing and home-only loans to buyers of factory-built homes, along with insurance products for manufactured home owners. Cavco Industries serves a broad customer base that includes individual homebuyers, retailers, developers, and community operators through both company-owned and independent distribution channels. Headquartered in Phoenix, Arizona, Cavco Industries plays an important role in the manufactured housing market by combining housing production, financing, and insurance services under one business platform.
CEO Mr. William C. Boor C.F.A. · 7,700 employees · United States · https://www.cavcohomes.com
