Filtered library · Theme
Housing, homebuilders & proptech theme · 32 dossiers
Dossiers in the Housing, homebuilders & proptech theme cluster — 32 names moving on shared catalysts.
Theme runProduced by the theme run on 31 August 2026, accelerating.
All 32 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers EXK Endeavour Silver Corp. MEDIUM Operating leverage is the leg: silver $66.25/oz on 2026-09-03 against a $36–38/oz planning deck, with Terronera ramping through Q3. No company disclosure since the 2026-08-24 restart, so the 43.4% three-month advance runs on the metal and… HL Hecla Mining Company MEDIUM Debt-free silver margin with the metal moving again: silver $65.83/oz and gold $4,439.03/oz on 2026-09-03 against Q2 AISC of $6.07/oz ex-Keno and $63.06/oz realized, with the shares closing $21.21 the same day. No company datapoint lands… OPEN Opendoor Technologies Inc 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… HNI HNI Corporation HIGH Steelcase cost-synergy ramp is still the entire earnings story — FY2026 guide raised 2026-07-30 to 20–25% non-GAAP EPS growth on 0.1% organic sales. Price has built a three-week shelf, $48.86 on 2026-08-14 to $49.66 on 2026-09-04, 3.0%… PEB Pebblebrook Hotel Trust HIGH The August overheat has drained without a break: the 2026-09-04 close of $18.03 sits 8.7% under the 52-week high with RSI(14) at 48.1, versus 73.3 on 2026-08-28, while the 16-desk consensus target edged to $19.12. No rating action since… CCS Century Communities, Inc. MEDIUM Post-Q2 re-rate is holding but no longer extending: the 2026-08-28 close of $69.16 is 6.2% under the $73.71 high with RSI 52.2. The 2026-08-25 new home sales print — 607k annual rate, -10.5% MoM, 9.6 months' supply — removed the demand… PK Park Hotels & Resorts Inc. MEDIUM BMO's 2026-09-01 upgrade to Outperform ($14→$18) was the first rating change of the cycle, but the tape did not follow: PK closed 2026-09-04 at $15.26, back on the $15.32 shelf it cleared in August and 5.6% under the $16.17 high, with… PRCH Porch Group, Inc. 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… RDIB Reading International Inc MEDIUM The squeeze premium in the thin voting class has deflated — the 2026-09-04 weekly close of $14.99 broke the $15 level published on 2026-08-29 by a cent — while the deleveraging leg hardened: an 8-K filed 2026-09-04 discloses a signed… RMAX Re/Max Holdings, Inc. MEDIUM Merger arb that finally got a date. DOJ granted HSR early termination 2026-07-13 and both special meetings are set for 2026-08-14, removing the regulatory leg. RMAX $11.10 vs ~$11.86 blended (5.150 REAX at $2.21 plus the prorated $13.80… 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. ADSK Autodesk, Inc. LOW The asset-operations re-rating leg broke: after the 2026-08-27 beat-and-raise, ADSK fell 4.28% on 2026-08-28 and a further 8.26% to a $217.90 close on 2026-09-04 with no company release attached, taking out the $250 weekly level. Nine… AEM Agnico Eagle Mines Ltd. LOW Gold-equity operating leverage intact, but the macro sponsorship broke on 2026-08-28: Fed Chair Warsh's Jackson Hole "we have work to do" line took over 3% out of gold and reset the shares from $216.06 to $206.25, RSI(14) 91.9 to 66.6. The… ALLE Allegion Public Limited Company LOW Post-Q2 gap still open but the bid behind it has drained: $157.12 on 2026-09-04 with RSI(14) at 39.3, down from 51.9 on 2026-08-21, and price now 4.6% under the $164.75 consensus target with no broker off Neutral since the 2026-07-23… BXC BlueLinx Holdings Inc. LOW The re-rating leg broke: the 2026-08-28 close of $79.42 lost the $80 shelf and sits under the whole $83–$84 target band raised 2026-08-05/06, while July new home sales at 607,000 SAAR (-10.5% MoM, Census 2026-08-25) cut against the Q3… 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 The post-print re-rating rolled over: the 2026-09-04 close of $65.21 gives back most of the August leg after director/10%-owner Serena Jones sold 29,750 Class A shares at $67.56–$70.15 on 2026-08-19/20, the Form 4 signed on the same… 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… JELD JELD-WEN Holding, Inc. LOW JELD-WEN's post-2026-08-03 re-rating has stalled: the 2026-09-04 close of $2.30 is back below the 2026-08-28 close of $2.53, RSI(14) has cooled from 71.2 to 61.0, and no company disclosure has landed since the 2026-08-05 analyst updates.… LGIH LGI Homes, Inc. LOW The 2026-06-24 legislative gap is filled: LGIH closed $55.00 on 2026-09-04, under the $56.06 gap origin, after the 2026-08-04 beat-and-raise bought only five weeks of range. Freddie Mac's 30-year survey reversed to 6.71% on 2026-09-03, a… MLKN MillerKnoll, Inc. LOW The August breakout is still unwound: $22.92 on 2026-09-04, 5.6% under the $24.29 adjusted 52-week high, RSI(14) back to 46.8 from 37.1 with no operating data changed since 2026-06-24. Everything now sits on the 2026-09-22 Q1 FY2027 print… 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… OPI Office Properties Income Trust Common shares of beneficial interest LOW Post-reorg asset-sale arithmetic — $511.5M equity, $1.707B debt, 32 properties identified for sale — is trading on nothing new: no company release since 2026-08-05 and no EDGAR filing since Redwood's 2026-08-19 13D/A cut to 18.0%, with a… PCOR Procore Technologies, Inc. LOW The 2026-07-29 re-rating has unwound: the 2026-09-04 close of $58.01 completed the week below the $58.74 shelf, retracing the whole newsless August advance to $63.49, with RSI(14) back at 49.0 from 73.2. No company release has come since… REAX The Real Brokerage, Inc. LOW The binary resolved — the RE/MAX combination closed 2026-08-24 — and the deal move unwound with it: RSI(14) went from 88.0 on 2026-08-21 to 38.0 at the 2026-09-04 close of $18.67, under the mechanically restated $19.50 July shelf. What… 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 published $500 break condition fired: last close $486.49 on 2026-09-04, 51.0% under the 2026-06-04 high, RSI(14) 23.1, and no analyst action at all since D.A. Davidson's $700 initiation on 2026-08-24. Q2 (2026-08-03) delivered revenue… 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… UHAL U-Haul Holding Company LOW The post-print re-rating has unwound: after a 52-week high at $75.27 in mid-August, UHAL closed 2026-08-28 at $68.59 with RSI(14) at 19.8, sitting on the $68.25 shelf that was July's ceiling. No company news since the 2026-08-24 8-K and… 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… WSC WillScot Holdings Corporation LOW Cyclical modular-space leasing recovery with a small data-center kicker and an activist/M&A floor, but range-bound and digesting: shares drifted to ~$26 under the $31.88 high after the 2026-06-27 Russell growth-index removal. The confirmed…