Thursday Sector Leaders: Precious Metals, General Contractors & Builders
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2025
0mins
Should l Buy DFH?
Source: NASDAQ.COM
Market Performance: General contractors and builders' shares have increased by approximately 2.2%, with Landsea Homes rising by 3.9% and Dream Finders Homes by 3.4% on Thursday.
Source Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy DFH?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on DFH
About DFH
Dream Finders Homes, Inc. is a homebuilder based in Jacksonville, Florida. The Company's primary focus is on constructing and selling single-family homes across entry-level, first-time move-up, second-time move-up, and active adult markets. It builds single-family homes throughout the Southeast, Mid-Atlantic and Midwest, including Florida, Texas, Tennessee, North Carolina, South Carolina, Georgia, Colorado, Arizona, and the Washington, D.C. metropolitan area, which comprises Northern Virginia and Maryland. It also has homebuilding operations and assets in the Atlanta. The Company also owns captive pre-engineered panel and truss and building component import businesses. The Company also provides title insurance and mortgage banking solutions through its wholly owned subsidiaries, Golden Dog Title & Trust and Jet HomeLoans, LP. Its home offerings are marketed under various brands, including Dream Finders Homes, DF Luxury, Craft Homes, and Coventry Homes.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Transaction Overview: Major shareholder William Radford Lovett II of Dream Finders Homes reported the indirect sale of 71,742 shares between January 21 and 22, 2026, amounting to approximately $1.4 million, indicating a potential loss of confidence in the market.
- Historical Trading Comparison: The 71,742 shares sold significantly exceed Lovett's historical median sell transaction of 50,076 shares since December 2024, suggesting a notable shift in his trading behavior that may reflect concerns about the company's future performance.
- Company Financial Status: Dream Finders Homes is facing declining profitability in fiscal year 2025, with three consecutive quarters of year-over-year earnings per share (EPS) declines, and a net income of only $47 million in Q3 2025, the lowest since Q1 2022, highlighting the challenging market environment.
- Management Concerns: CEO Patrick Zalupski's recent acquisition of the Tampa Bay Rays raises questions about his focus on Dream Finders, as he leads a group of investors in this venture, which could pose potential risks to the company's strategic direction and warrant close monitoring by investors.
See More
- Insider Selling: William Radford Lovett II, a 10% owner of Dream Finders Homes, reported the indirect sale of 71,742 shares on January 21 and 22, 2026, totaling approximately $1.4 million, indicating shareholder concerns about the company's future prospects.
- Declining Profitability: Dream Finders Homes is on track for one of its worst fiscal years in 2025, with three consecutive quarters of year-over-year declines in earnings per share (EPS), and a net income of only $47 million in Q3 2025, the lowest since Q1 2022, highlighting the challenging market conditions.
- Market Pressures: The homebuilding market continues to face significant pressures, including limited inventory, constrained demand, labor shortages, and rising material costs, leading to a 27% decline in Dream Finders Homes' stock in 2025, reflecting the overall industry weakness.
- CEO Investment Risks: CEO Patrick Zalupski's acquisition of the Tampa Bay Rays in October 2025 raises potential concerns about his focus on Dream Finders, as he claims to remain dedicated to the company, but this new investment could interfere with operations, warranting close monitoring.
See More
- Market Opportunity Analysis: Despite the S&P 500 nearing its all-time high, there are still quality investment opportunities available, indicating that investors can achieve growth through selective stock picks in the current economic environment.
- Interest Rate Impact: Projections for interest rates in 2026 suggest that current market conditions could lead to significant gains in certain stocks, prompting investors to focus on these potential high-return equities.
- Short-Term Volatility Uncertainty: While short-term stock movements cannot be accurately predicted, the current market dynamics and interest rate expectations provide a foundation for investor analysis and decision-making, highlighting the market's complexity.
- Video Content Overview: The video, published on January 10, 2026, discusses three stocks that may perform well in the future, using morning prices from January 9, 2026, as a reference to help investors seize market opportunities.
See More
- Market Opportunity Analysis: While the S&P 500 is nearing its all-time high, analysts believe there are still quality investment opportunities, particularly in light of interest rate projections for 2026 that could yield significant returns.
- Investment Recommendations: The analyst team has identified ten stocks as the best investment choices currently, with SoFi Technologies not making the cut, indicating that there are potentially more lucrative investment options available.
- Historical Return Comparison: For instance, early investments in Netflix and Nvidia yielded returns of $474,847 and $1,146,655 respectively, highlighting the immense potential of timely stock selections and underscoring the importance of choosing the right stocks.
- Investor Community: Joining the Stock Advisor investor community provides access to the latest investment recommendations and market analyses, assisting individual investors in achieving superior returns in a competitive market.
See More
- Portfolio Overview: I own about 45 stocks in my portfolio, with some making up a significantly higher portion of my assets, indicating my confidence in specific companies and a long-term investment strategy.
- Market Dynamics: As of the morning prices on January 9, 2026, stock prices reflect market volatility and investor sentiment, influencing my investment decisions and portfolio adjustments.
- Investment Rationale: In the video, I provide brief comments on my largest investments, highlighting my views on each company and their future growth potential, aiming to help viewers understand my investment logic.
- Video Release: The video was published on January 10, 2026, intended to share my investment thoughts and strategies with viewers, fostering discussion on personal portfolio management.
See More
- Market Opportunities: Despite the S&P 500 nearing all-time highs, there are still some extremely attractive stock investment opportunities, indicating market diversity and potential returns.
- Industry Outlook: Heading into 2026, a particular financial technology company is highlighted as an incredible investment opportunity, underscoring the sector's significance and growth potential in the economic recovery.
- Investor Attention: The video published on January 10, 2026, emphasizes investment strategies in the current market environment, garnering widespread attention from investors.
- Market Dynamics: The stock prices referenced were from the morning of January 9, 2026, reflecting real-time market dynamics and serving as a basis for investor decision-making.
See More











