CVCOConsumer Cyclical · Residential ConstructionThe 5 Wall Street analysts covering Cavco Industries, Inc. hold a median 12-month price target of $735 — +8.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 74 of 100 as at 4 Nov 2026 — in the upper half. Here, the model and the Street point the same way.
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
Revisions (96): Analysts have, on balance, been raising their forecasts.
Value (20): The shares cost a lot relative to the profits and assets behind them.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +8.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Nov 2026 | Oppenheimer | Reiterates | Outperform | $720 → $735 |
| 30 Sept 2026 | Oppenheimer | Initiates | Outperform | — |
| 30 Sept 2026 | Oppenheimer | Initiates | Outperform | $720 |
| 5 June 2026 | UBS | Initiates | Buy | — |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CVCO appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and serversIn full
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Cavco Industries, Inc. returned +27.9% against +14.8% 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 26% of US stocks
Cheaper than 49% of US stocks
Cheaper than 21% of US stocks
Cheaper than 15% of US stocks
Higher than 66% of US stocks
Higher than 43% of US stocks
Higher than 25% of US stocks
Higher than 63% of US stocks
Higher than 65% of US stocks
Higher than 77% of US stocks
Higher than 90% of US stocks
Higher than 1% of US dividend payers
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 $5.2B and an enterprise value of $4.9B.
Revenue in the twelve months to 31 Mar 2026: $2.2B. The latest quarter grew 17.9% 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: 28.8×; forward P/E: 22.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of 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 →
The headline reports that Cavco Industries (CVCO) is up 15.86% over one week. The article frames the move as a question about whether the stock may appeal to momentum investors.
Why it matters — CVCO watchers may note the reported one-week gain and the article’s momentum-investing focus.
Cavco Industries held its second-quarter fiscal 2027 earnings call on October 30, 2026. The excerpt identifies company executives and analysts participating but provides no financial results or business updates.
Why it matters — CVCO watchers can note the earnings-call event, though this excerpt contains no details to assess the quarter’s performance.
Cavco Industries reported record second-quarter fiscal 2027 shipments and revenue. Orders outpaced production, increasing backlog ahead of the seasonally slower winter period.
Why it matters — The reported shipment, revenue and backlog trends provide CVCO watchers with an update on demand and production conditions.
Cavco Industries reported fiscal 2027 second-quarter net revenue of $656.4 million, up $100 million, or 17.9%, from the prior-year quarter. The company attributed the increase primarily to higher home sales volume and average selling price per home.
Why it matters — The results show quarterly revenue growth, which CVCO watchers may consider when assessing the company’s recent performance.
Conestoga Small Cap Composite returned -11.22% net of fees in Q3 2026, underperforming the Russell 2000 Growth Index, which returned -9.39%. Cavco Industries was not mentioned among the listed top five leaders or bottom five laggards.
Why it matters — The item offers small-cap portfolio performance context, but provides no company-specific update on Cavco Industries.
The 5 Wall Street analysts covering Cavco Industries, Inc. have a median 12-month price target of $735, with estimates ranging from $670 to $773. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 5 analysts covering Cavco Industries, Inc., 5 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cavco Industries, Inc. 74 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Cavco Industries, Inc. ranks 74 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 Revisions (96 of 100).
No one can know that. What the data says: the median 12-month target from 5 analysts implies +8.3% from the last close, and Ticker Nerd's factor model ranks Cavco Industries, Inc. 74 out of 100 as at 4 Nov 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: $670 to $773 over the next 12 months.
Cavco Industries, Inc. returned +27.9% over the 12 months to 4 Nov 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, 4 Nov 2026): "Cavco (CVCO) Is Up 15.86% in One Week: What You Should Know". The headline reports that Cavco Industries (CVCO) is up 15.86% over one week. The article frames the move as a question about whether the stock may appeal to momentum investors.
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
