U.S. homebuilder stocks saw gains on Friday, contrasting with the broader market decline following the Trump administration's tariff announcement. The rise in homebuilder stocks was attributed to the drop in Treasury yields and mortgage rates, potentially boosting demand. According to Citi analysts, some real estate firms may experience minimal effects from the tariffs and could benefit from lower rates revitalizing the housing market. Stocks of companies like D.R. Horton, PulteGroup, and NVR surged, while others such as Lennar, Toll Brothers, Taylor Morrison Home, KB Home, and Meritage Homes also saw increases. The 10-year Treasury yield fell to 4%, influencing mortgage rates, with Citi analysts anticipating an overall negative impact on the housing market despite potential benefits for certain real estate companies.