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    Q3 Earnings Beat and 19.3% Revenue Growth Could Be A Game Changer For Howard Hughes (HHH)

    Simply Wall St·01/05/2026 03:26:20
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    • In Q3 CY2025, Howard Hughes Holdings reported revenue growth of 19.3% year on year and GAAP earnings of US$2.02 per share, significantly exceeding analysts’ expectations.
    • CEO David R. O’Reilly framed this earnings beat as evidence that the company’s real estate platform is holding up well during its shift toward a broader holdings structure.
    • We’ll now explore how this strong earnings outperformance, particularly the higher‑than‑expected profit per share, may reshape Howard Hughes Holdings’ investment narrative.

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    Howard Hughes Holdings Investment Narrative Recap

    To own Howard Hughes Holdings, you need to believe its evolution from a concentrated real estate developer into a broader holdings platform can add value without diluting its real estate strengths. The Q3 CY2025 beat supports confidence in execution for now, but it does not remove key near term questions around integrating an insurance business and managing a still sizable debt load.

    Among recent developments, Pershing Square’s plan to acquire 10,000,000 newly issued shares at US$90 per share stands out in light of the earnings beat. This fresh capital and endorsement from a large, long term investor sit alongside the company’s transition plans, and may influence how investors weigh the short term earnings strength against the longer term risks in shifting away from pure real estate development.

    Yet against this backdrop of strong quarterly numbers, investors still need to consider the refinancing risk tied to Howard Hughes’ US$5.2 billion debt and how rising rates could...

    Read the full narrative on Howard Hughes Holdings (it's free!)

    Howard Hughes Holdings' narrative projects $2.3 billion revenue and $358.0 million earnings by 2028. This requires 8.8% yearly revenue growth and about a $100.1 million earnings increase from $257.9 million today.

    Uncover how Howard Hughes Holdings' forecasts yield a $97.75 fair value, a 24% upside to its current price.

    Exploring Other Perspectives

    HHH 1-Year Stock Price Chart
    HHH 1-Year Stock Price Chart

    Seven different fair value estimates from the Simply Wall St Community span from just US$6.98 to over US$111,917 per share, underlining how far apart individual views can be. When you set that against the company’s ambitious shift into insurance and its concentrated real estate exposure, it becomes even more important to compare multiple perspectives before forming a view on Howard Hughes’ longer term prospects.

    Explore 7 other fair value estimates on Howard Hughes Holdings - why the stock might be a potential multi-bagger!

    Build Your Own Howard Hughes Holdings Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.