JELD · JELD-WEN Holding, Inc. · Stock research

CCS

Century Communities, Inc.

Post-Q2 re-rate is consolidating rather than extending: the 2026-08-21 close of $69.78 is 5.8% under the $74.04 high with RSI 52.4. August HMI ticked up to 35 and Freddie Mac fell a second week to 6.65%, but July single-family starts dropped 9.9% to 808k. No company disclosure until Q3 in late October — the next 30 days are macro-only.

HNI

HNI Corporation

Steelcase synergy capture confirmed on the 2026-07-30 Q2 print — non-GAAP EPS $1.27 vs $1.04 consensus, FY2026 guide lifted to 20–25% growth from mid-teens — and the legacy-furniture value trap re-rated from $39.70 (2026-07-15) to $48.86 (2026-08-14). Narrative accelerating; tape extended at RSI 75.6 with no company catalyst until the ~late-October Q3 print.

MLKN

MillerKnoll, Inc.

July's stall under $23.18 resolved upward: new 52-week high $24.49, $23.83 close on 2026-08-14, with no new company data since the 2026-06-24 Q4 report. The leg is multiple expansion (~11.9x the $2.00 FY2027 midpoint) into Rule 144 notices dated 2026-08-04/05. Next company information is the ~2026-09-22 Q1 print.

PRCH

Porch Group, Inc.

Reciprocal-pivot re-rate has largely printed: $9.26 (6/5) to $15.98, now consolidating at $13.68 after KBW's 7/13 valuation downgrade that still raised its target to $16.25. Narrative intact but maturing; the 2026-08-04 Q2 print is the binary that decides whether RWP tracks the $600M FY26 target and surplus keeps compounding past ~$165M.