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Housing, homebuilders & proptech theme · 25 dossiers
Dossiers in the Housing, homebuilders & proptech theme cluster — 25 names moving on shared catalysts.
All dossiers CCS Century Communities, Inc. MEDIUM 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… HNI HNI Corporation MEDIUM 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… MLKN MillerKnoll, Inc. MEDIUM 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… PRCH Porch Group, Inc. fresh MEDIUM 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… SMRT SmartRent, Inc. MEDIUM RSI(14) cooled 87.8→74.7 while price only slipped $1.49→$1.43, so the momentum extreme unwound sideways. Still no dated catalyst until the ~November Q3 print. UHAL U-Haul Holding Company MEDIUM Storage-plus-capital-return re-rating held through a weak print: Q1 FY2027 (2026-08-05) missed on EPS ($0.58 vs $0.69 est.) yet the stock made a new 52-week high at $75.27, helped by disposal losses reversing $24.0M to a $1.9M gain. Now… ADSK Autodesk, Inc. LOW Legacy CAD franchise trying to re-rate on an asset-operations pivot: the $3.6B MaintainX deal closed 2026-08-03, yet the 2026-08-14 close of $251.66 is still 23.0% under the $326.79 high. Two desks picked up coverage in three weeks —… ALLE Allegion Public Limited Company LOW Post-Q2 gap intact but the leg is cooling: $162.31 on 2026-08-21 with RSI(14) back to 51.9 from 61.1 a week earlier, and price now under the $164.75 mean target while every post-print broker update stays Neutral/Equal Weight.… BWMN Bowman Consulting Group Ltd. LOW Not a growth story — a cash-deal spread. Bernhard Capital's $43.00 all-cash take-private (signed 2026-08-10) caps the name; the 2026-08-21 close of $42.61 is $0.39 under it, down from a $0.70 gap on 2026-08-14. The go-shop expires 5:00… BXC BlueLinx Holdings Inc. LOW Housing-distribution margin inflection in a 7.86M-share float has stopped generating headlines: after a 52-week high at $91.41, the 2026-08-21 close of $84.60 sits back inside the $83–$84 target band raised 2026-08-06, and the 2026-08-18… CDNL Cardinal Infrastructure Group Inc. LOW Post-blowoff digestion is deepening: the ~4x data-center site-work roll-up has bled from a $96 high back to its $63 average analyst target, now below the $73 secondary price and the 50-DMA. Q1 organic +64% and an $854M backlog keep… COMP Compass, Inc. LOW Now stretched into a binary ~2026-07-29 Q2 print ($4.0–4.2B guide) with an open NY AG antitrust probe. FBIN Fortune Brands Innovations, Inc. LOW Activist-plus-new-CEO turnaround has stopped accelerating and started digesting: after the +30% run off Garden's $40.6 buy, price has chopped $50–54 for three weeks while sell-side targets climbed past spot (Goldman $61 on 7/10, Barclays… GSHD Goosehead Insurance, Inc. LOW Post-print re-rating extended on no new information: the 2026-08-21 close of $72.52 is above UBS's $72, above KBW's $72 and above the ~$71 aggregator consensus, while founder-side Class B conversions sell into it. No dated company catalyst… HOV Hovnanian Enterprises, Inc. Class A LOW The housing-bill leg is spent — the Act auto-enacted 2026-07-11 and nothing dated has replaced it — yet HOV has re-rated to $137.78 (2026-08-07), 11.8% off the $156.16 high, on no company news. The confirmed 2026-08-20 Q3 print (quarter… LGIH LGI Homes, Inc. LOW Legislative-spike homebuilder fading into rising rates: LGIH gave back over half its 2026-06-24 ROAD-to-Housing gap, closing $58.52 on 2026-07-17 as ~6.65% mortgage rates dragged the whole builder cohort lower. Q2 closings grew +8.8% YoY,… MTH Meritage Homes Corporation LOW Housing-rebound-on-rate-cuts trade that carried MTH to a $85.38 52-week high has reversed: it lost the $75 June breakout shelf to $74.17 (-4.2% on 7/17) as mortgages held at 6.49% and Zelman capitulated to Neutral (7/7). Fundamentals still… OPEN Opendoor Technologies Inc fresh LOW Early-July retail squeeze is broken: OPEN lost the $4.88 insider shelf and $4.50 base, fell ~12% to $3.88 on 2026-07-24 on a technical breakdown plus fresh housing weakness, into an Aug 4 Q2 print. A rolled-over meme trading into an… OPI Office Properties Income Trust Common shares of beneficial interest LOW First post-reorg print landed 2026-08-05: 77.9% leased, $1.707B debt, the book equity, no dividend. The binary passed without breaking the tape — The narrative has matured from deleveraging re-rate into asset-sale arithmetic with insider… PEB Pebblebrook Hotel Trust LOW The 2026-07-29 binary resolved bullish — Q2 RevPAR +6.5%, AFFO $0.68, FY guide raised to $345–353M EBITDAre — and the stock still has not made a new high, closing 2026-08-14 at $18.25, 7.6% under the $19.75 high with RSI 35.3. Q3 guidance… RH LOW Squeeze leg now ratified by the sell side — TD Cowen $220 (2026-08-08) and Wells Fargo $225 (2026-08-11) against B of A's reinstated Underperform $156 (2026-08-03) — and it resolves into the 2026-09-10 Q2 print with ~56.7% of float still… STRL Sterling Infrastructure, Inc. LOW The prior $550 break condition landed: last close $516.81 on 2026-08-21, 48% under the 2026-06-04 high, RSI 32.3 — while Q2 (2026-08-03) delivered revenue $1,168.2M (+90% YoY) and a raised $19.70–20.30 adjusted EPS guide. Targets are… TH Target Hospitality Corp. LOW The AI-datacenter-landlord re-rate has stalled: TH peaked at $20.85 and has given back ~21% to $16.36 (2026-07-17) as TDR Capital affiliates distribute shares in-kind to partners, losing the $17 secondary clearing shelf while Oppenheimer… W Wayfair Inc. LOW Margin-inflection turnaround has stalled: after the June Evercore-driven pop, W has faded ~10% back to the ~$84–85 recovery base ahead of the binary Aug 4 Q2 print. Wedbush's Jul 16 Neutral/$104 initiation and a ~$100-capped consensus mark… JELD JELD-WEN Holding, Inc. fresh NONE