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housing-homebuilders-proptech theme · 22 dossiers
Dossiers in the housing-homebuilders-proptech theme cluster — 22 names moving on shared catalysts.
All dossiersCCS
freshCentury Communities, Inc.
Q2 (2026-07-22) broke the value-trap frame: adjusted EPS $1.30 vs $0.63 consensus, 2,506 deliveries above the 2,200–2,400 guide, orders +3% YoY after Q1's -11.6%, FY delivery floor raised to 9,750. The leg being bought is entry-level share…
HPP
freshHudson Pacific Properties, Inc.
The August CMBS binary resolved most of the way toward the bulls — special servicer agreed extension terms per the 2026-08-05 call — and Q2 Core FFO $0.35 beat $0.26 on a raised $1.12–$1.20 FY guide. Yet the 2026-08-07 close of $14.36 is…
PCOR
freshProcore Technologies, Inc.
Construction-software margin inflection plus a fresh AI/reality-capture leg: the 2026-07-29 Q2 beat ($375.2M vs $365.8M), first GAAP operating profit, an initiated FY27 25% margin target and an $845M DroneDeploy deal funded by $825M of…
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…
RMAX
Re/Max Holdings, Inc.
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…
ADSK
freshAutodesk, Inc.
De-rated design-software compounder: Q1 FY27 revenue +18% to $1.934B and current RPO +18%, against a stock 23.8% under its $326.79 high. The $3.6B MaintainX close (2026-08-03) extends the franchise from CAD seats into asset operations; the…
ALLE
Allegion Public Limited Company
Door-hardware compounder gapped +12.6% on 2026-07-23 after a Q2 beat (adj EPS $2.40 vs $2.22) and an FY26 guide raise to $8.85–9.00; durable legs are the electronic-access mix shift and an emerging data-center physical-security vertical…
BXC
freshBlueLinx Holdings Inc.
Housing-distribution margin inflection in a 7.86M-share float: the 2026-07-13 Trex distribution award plus a 2026-08-04 Q2 beat (adj EPS $1.15 vs $0.40 est) carried BXC to a 52wk high at the 2026-08-07 close of $89.88 — above both targets…
CDNL
Cardinal Infrastructure Group Inc.
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
freshCompass, Inc.
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.
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…
HNI
HNI Corporation
Transformational Steelcase merger made HNI the #1 North American office-furniture maker at ~$5.8B revenue, but the tape is dead near $40 versus ~$70 analyst targets — a show-me integration grind, not an accelerating narrative. The…
HOV
freshHovnanian Enterprises, Inc. Class A
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.
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,…
MLKN
MillerKnoll, Inc.
Cheap cyclical furniture reset that squeezed ~24% off its 2026-06-24 post-earnings low then STALLED flat ~$21.5 for three weeks under the $23.18 52-week high. Narrative is decelerating (Q4 orders -6.3%, backlog -10.8%), leadership is…
MTH
Meritage Homes Corporation
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
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
Post-Chapter-11 reorg equity: emerged 2026-06-17, ~$714M debt wiped, distressed funds (Helix, Redwood) now hold the ~22M-share float. Shares ripped +11%/month into RSI 78.5 on thin volume ahead of the first post-reorg print ~2026-07-29 — a…
PEB
Pebblebrook Hotel Trust
Travel-reopening re-rate has largely run: after tagging a 52-week high near $19.75, the sell-side cluster completing 2026-07-17→23 kept Underweight/Neutral ratings (Morgan Stanley $13, Barclays $15) and merely marked PTs to the tape. The…
REAX
The Real Brokerage, Inc.
Hypergrowth brokerage story has decelerated (Q1 rev +32% vs 70%+ historically, a forecast miss) and the stock sits near 52-week lows after the $880M RE/MAX deal spooked investors on dilution. The read is now a binary consolidation bet, not…
TH
Target Hospitality Corp.
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.
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…