
Dell, KE Holdings and Vita Coco show strong momentum, earnings surprises and growth, making them stocks to watch in September.
KE Holdings Inc. is involved in the operation of an integrated online and offline platform for housing transactions and services in the People's Republic of China. The company is headquartered in Beijing, China.
| Revenue (TTM) | $88.67B |
| Gross Profit (TTM) | $21.27B |
| EBITDA | $5.88B |
| Operating Margin | 12.30% |
| Return on Equity | 7.01% |
| Return on Assets | 2.57% |
| Revenue/Share (TTM) | $81.25 |
| Book Value | $8.79 |
| Price-to-Book | 2.03 |
| Price-to-Sales (TTM) | 0.22 |
| EV/Revenue | 1.117 |
| EV/EBITDA | 13.56 |
| Quarterly Earnings Growth (YoY) | 111.50% |
| Quarterly Revenue Growth (YoY) | -5.70% |
| Shares Outstanding | $1.06B |
| Float | $637.70M |
| % Insiders | 0.47% |
| % Institutions | 12.57% |
Volatility is currently expanding

Dell, KE Holdings and Vita Coco show strong momentum, earnings surprises and growth, making them stocks to watch in September.

Investors with an interest in Internet - Services stocks have likely encountered both KE Holdings Inc. Sponsored ADR (BEKE) and Shopify (SHOP). But which of these two stocks is more attractive to value investors?

The average of price targets set by Wall Street analysts indicates a potential upside of 27.4% in KE Hodlings (BEKE). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

KE Holdings is upgraded from "Hold" to "Buy" following a strong 2Q26 earnings beat and favorable catalysts for the future. BEKE's 2Q26 EPS exceeded consensus by 35%, driven by company-wide cost reductions and margin expansion across all segments. Policy tailwinds and internal restructuring support expectations for an earnings turnaround in full-year FY2026.

KE Holdings Inc. (BEKE) Q2 2026 Earnings Call Transcript

KE NYSE: BEKE reported second-quarter 2026 gains in gross margin and profit despite a year-over-year revenue decline, as the housing-services company cited cost controls, operating improvements and changes in business mix.

BEIJING, Aug. 21, 2026 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the second quarter ended June 30, 2026. Business and Financial Highlights for the Second Quarter 2026 Gross transaction value (GTV) 1 was RMB933.8 billion (US$137.6 billion), an increase of 6.3% year-over-year.

KE Holdings Inc. (NASDAQ:BEKE) will release its second quarter earnings report before the opening bell on Friday, Aug. 21.

KE Hodlings (BEKE) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

KE Holdings Inc. (BEKE) Q1 2026 Earnings Call Transcript
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