CVCO stock forecast, quote, news & analysis
Cavco Industries Inc designs and produces factory-built homes distributed through a network of independent and company-owned retailers, planned community operators and residential developers... Show more
Why Cavco Industries (CVCO) Stock Is Up +13% in the Last 30 Days
Key Takeaways
- CVCO shares gained roughly 13% over the past 30 days, with the bulk of the advance concentrated in a post-earnings surge in late October.
- Cavco reported record fiscal second-quarter revenue of $656.4 million, up about 18% year over year, alongside record shipments of 5,972 homes.
- Diluted earnings per share rose 9.5% to $7.17, though the result included a one-time $0.70-per-share insurance-premium benefit.
- A growing order backlog, up 63% year over year, and early demand for data-center workforce housing are supporting investor sentiment.
- Rising input costs, particularly steel, compressed factory-built gross margin to 21.1% from 22.9% a year earlier.
- Over the last quarter, the stock has advanced roughly 21%, recovering from a mid-October pullback before the earnings-driven breakout.
- For additional detail, explore Cavco's Price Targets, Earnings, and Forecast.
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Cavco Industries (CVCO) Company Overview and Market Position
Cavco Industries, Inc. is a leading U.S. producer of factory-built homes, designing and manufacturing manufactured and modular housing alongside park model RVs, vacation cabins, and factory-built commercial structures. Headquartered in Phoenix, Arizona, the company distributes its products nationwide through a network of independent and company-owned retailers and ranks among the largest manufactured and modular home builders in the country based on wholesale shipments. Through its financial services segment, Cavco also provides consumer financing and insurance to home buyers.
Investors follow CVCO as a bellwether for affordable-housing demand. Factory-built housing is widely viewed as a structurally advantaged response to the persistent U.S. housing affordability gap, and Cavco's scale, diversified product lineup, and disciplined balance sheet position it to capture that demand. Its growing vertical integration through mortgage lending and insurance adds recurring, higher-margin revenue alongside its core manufacturing operations.
Cavco Industries (CVCO) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, CVCO advanced roughly 13.3%, climbing from a closing price of $585.13 in early October to about $662.86 in early November. The move was not gradual: shares traded sideways and even pulled back through much of October before gapping sharply higher following the company's fiscal second-quarter report released on October 29. The stock jumped about 13% in a single session to close at $619, then continued higher in subsequent trading.
The last quarter tells a broader recovery story. From a level near $545 in early August, CVCO rose roughly 21.5% through early November. The stock reached above $607 in mid-August before retreating to a low near $506 in mid-October, reflecting cautious positioning ahead of earnings and broader housing-market concerns. The late-October earnings beat reversed that slide and pushed shares back toward the upper end of their range.
What Drove CVCO Stock Price in the Last 30 Days
The dominant catalyst was Cavco's fiscal 2027 second-quarter earnings report, released after the market close on October 29. Net revenue rose 17.9% year over year to $656.4 million, exceeding consensus estimates, while home shipments climbed 15.3% to a record 5,972 units. Diluted earnings per share of $7.17 beat analyst expectations by a wide margin, although roughly $0.70 of that figure stemmed from a one-time return of a directors and officers insurance premium.
Beyond the headline numbers, investors focused on demand visibility. Cavco's order backlog reached $348 million, up $50 million sequentially and 63% higher than a year earlier, representing about eight to ten weeks of production. Management highlighted meaningful new orders for remote data-center workforce housing, an emerging channel that adds to the backlog without diluting gross margin. The company also repurchased $30 million of stock and ended the quarter with $272 million in unrestricted cash, reinforcing confidence in its capital position.
What Drove CVCO Stock Performance Over the Last Quarter
The quarterly advance reflects a combination of company-specific momentum and supportive industry tailwinds. Cavco marked a full year since its American Homestar acquisition, which management said has exceeded expectations on synergies and productivity. The company also debuted the Grande Arbor, described as the first HUD-Code manufactured home built without a permanent steel chassis, and pointed to federal initiatives such as the ROAD to Housing Act as catalysts for factory-built housing.
At the same time, the quarter featured meaningful headwinds. Factory-built gross margin declined as steel prices rose sharply and input inflation pressured profitability, and management acknowledged that the broader housing market remains soft. Cavco's ability to outperform an industry in which overall shipments were declining, combined with sequential gross-margin improvement and a strengthening backlog, kept the stock's underlying trend positive before the earnings breakout.
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CVCO Stock Forecast Drivers: What Investors Should Watch Next
Several factors are likely to shape CVCO's trajectory in the months ahead. First, order trends and winter seasonality matter: management noted that orders are slowing as the company enters the seasonally slower winter months, even as the backlog remains well above prior-year levels. Second, material inflation—especially steel costs—will be closely watched, since pricing power has only partially offset rising input costs and margin recovery remains uncertain.
Third, the durability and scale of the data-center workforce housing opportunity remain an open question, with management cautioning that the channel's size, duration, and risk of delays or cancellations are difficult to predict. Finally, investors will monitor capacity utilization, which sits near 75%, and the company's continued share repurchases and cash deployment. Cavco does not provide formal earnings guidance, so quarterly results and backlog updates will remain the primary signals for the stock.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
CVCO sees its 50-day moving average cross bullishly above its 200-day moving average
The 50-day moving average for CVCO moved above the 200-day moving average on November 02, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 23, 2026. You may want to consider a long position or call options on CVCO as a result. In 57 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 68%.
The Moving Average Convergence Divergence (MACD) for CVCO just turned positive on October 23, 2026. Looking at past instances where CVCO's MACD turned positive, the stock continued to rise in 32 of 46 cases over the following month. The odds of a continued upward trend are 70%.
CVCO moved above its 50-day moving average on October 30, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for CVCO crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 14 of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 74%.
Following a +21.13% 3-day Advance, the price is estimated to grow further. Considering data from situations where CVCO advanced for three days, in 242 of 326 cases, the price rose further within the following month. The odds of a continued upward trend are 74%.
The Aroon Indicator entered an Uptrend today. In 178 of 239 cases where CVCO Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 74%.
Bearish Trend Analysis
The 10-day RSI Indicator for CVCO moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 43 similar instances where the indicator moved out of overbought territory. In 31 of the 43 cases, the stock moved lower in the following days. This puts the odds of a move lower at 72%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 8 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CVCO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
CVCO broke above its upper Bollinger Band on October 30, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 23 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 67, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 24 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 37 (best 1 - 100 worst), indicating steady price growth. CVCO’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 52 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 82 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: CVCO's P/B Ratio (4.422) is slightly higher than the industry average of (1.910). P/E Ratio (27.465) is within average values for comparable stocks, (10.592). Projected Growth (PEG Ratio) (1.060) is also within normal values, averaging (1.217). Dividend Yield (0.000) settles around the average of (0.019) among similar stocks. P/S Ratio (1.842) is also within normal values, averaging (24.205).
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
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General Information
a producer of factory-built homes
Industry Homebuilding