Name: Toll Brothers (TOL) Wins by Serving Luxury, but is There More Upside?
Uploaded: 2026-02-18T17:55:16.931-06:00
Duration: 6 min 33 s

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Erin Sykes and Alex Barron dissect Toll Brothers (TOL) earnings, with the stock falling after the report. Alex argues the valuation is near historical highs, “in some ways discounting a lot of good news going forward.” However, he thinks they had a great quarter overall. Erin says Toll Brothers benefits from being a luxury homebuilder, noting that the $20M+ market where she’s based is “going gangbusters” vs the rest of the sector. She expects a more stable housing market going forward.

Toll Brothers (TOL) Wins by Serving Luxury, but is There More Upside?

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