02-05-2025
Why KE Holdings Inc (BEKE) Is Surging In 2025
We recently published a list of . In this article, we are going to take a look at where KE Holdings Inc (NYSE:BEKE) stands against other real estate stocks that are surging in 2025.
For years, real estate stocks have been a source of anxiety for investors due to the scars of the Great Recession. That crisis has led to lingering skepticism, and many see real estate as a no-go zone today due to GDP growth turning negative quarter-over-quarter and expectations of a recession. Investors fear that a recession could drag these stocks down once more.
However, these companies have learned from the Great Recession, and some of them have delivered stellar gains so far. It is a good idea to keep an eye on the winners, as they could outperform during market downturns.
Even during bear markets, there are pockets of the market that perform exceptionally well. For example, I identified in another article
For this article, I screened the best-performing real estate stocks year-to-date.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points ().
Aerial shot of a modern real estate development with residential homes.
Number of Hedge Fund Holders In Q4 2024: 47
KE Holdings Inc (NYSE:BEKE) operates China's leading integrated online and offline platform for housing transactions and services, connecting buyers, sellers, renters, and service providers through its Beike and Lianjia brands.
The stock's sharp rise in 2025 is primarily driven by its March 18 announcement that its Class A ordinary shares were included in both the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs.
On the same day, KE Holdings reported strong fourth-quarter and full-year 2024 financial results, which included a final cash dividend.
The consensus price target of $27.26 implies 31.6% upside.
BEKE stock is up 14.90% year-to-date.
Overall, BEKE ranks 15th on our list of real estate stocks that are surging in 2025. While we acknowledge the potential of BEKE, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BEKE but that trades at less than 5 times its earnings, check out our report about this .
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
