CVCO
Cavco Industries
October 15, 2026 · pre-market
- Rarity
- 1.76
- Peak move
- +6.31%
- Float cap
- $3.9B
Cavco Industries designs and builds factory-built housing — HUD-code manufactured homes, modular homes, park model RVs, vacation cabins and commercial structures — sold through independent and company-owned retailers, planned communities and developers across the U.S. and Canada. Its CountryPlace Mortgage subsidiary finances home purchases, and Standard Casualty insures manufactured-home owners.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
9 events · 0 from SEC or newswire · 0 timed with the move- Key event
peer_disclosureSaluda Grade invested $20 million in Zippy via a Series C to expand its manufactured-housing lending beyond 27 states and add loan products, with Zippy having secured over $600 million in capital commitments.
- Key event
macro_dataUS mortgage demand weakened as the 30-year mortgage rate climbed to 7.49%, its highest since November 2023, while existing-home sales posted an unexpected September gain.
- Key event
policy_changeHUD unveiled its seven-point Next Generation Manufactured Housing Action Plan covering energy-efficiency standards, chassis-free construction, foundation and anchoring requirements, and financing under the 21st Century ROAD to Housing Act.
demand_signalD.R. Horton signed a multi-year agreement with Promise Robotics to use its Factory-as-a-Service platform to produce components for more than 1,250 homes.
policy_changeHUD's Office of Manufactured Housing Programs scheduled a virtual meeting of the Manufactured Housing Consensus Committee for Oct 27-28, 2026, open to the public.
operating_metricsChina's customs administration reported that private-company exports of prefabricated and mobile housing structures rose nearly 30% in the first three quarters of 2026.
executive_remarkMatt Jones, HUD deputy assistant secretary for single-family housing and nominee for FHA commissioner, said removing the chassis requirement will force states to align codes and drive significant acceleration of factory-built housing.
analyst_ratingZelman downgraded Cavco Industries to Neutral with a $634.70 price target, a more restrained view than Oppenheimer's $720 Outperform initiation, while a cautious analyst report and downgrade on rival Skyline Champion weighed on the sector.
analyst_ratingOppenheimer initiated coverage of Cavco Industries with an Outperform rating and a $720 price target, expecting a return to positive organic growth starting in Q3 and gross margin recovery through FY28.