Filtered library · Theme
Housing, homebuilders & proptech theme · 23 dossiers
Dossiers in the Housing, homebuilders & proptech theme cluster — 23 names moving on shared catalysts.
DormantLast produced 31 August 2026, 20 days ago — outside the 14-day window the model counts as current work.
All 23 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers CXW CoreCivic, Inc. MEDIUM CoreCivic's facility sales support a real-estate monetization thesis; another completed sale by third-quarter results must confirm its next leg while operating contracts remain intact. A weekly close below $31 invalidates the price thesis. HNI HNI Corporation fresh MEDIUM HNI Corporation’s Steelcase integration could sustain earnings growth despite weak organic sales, but the September 18 close broke the prior shelf. The next quarterly report tests delivery against July’s raised outlook; a weekly close… BXC BlueLinx Holdings Inc. fresh LOW BlueLinx's specialty-margin re-rating depends on Trex execution and price repair. Completed initial stocking followed by a weekly close above $84 would resolve the recovery case; a weekly close below $72 would invalidate it. FLXS Flexsteel Industries, Inc. fresh LOW Flexsteel Industries’ operating-turnaround thesis requires a weekly close above $84.20 before a weekly close below $79.69. These are the high and reference close in the September 18, 2026 market snapshot; weaker quarterly margins limit… 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… RDIB Reading International Inc fresh MEDIUM Reading International’s asset-sale deleveraging thesis turns on completing the contracted $41.0 million cinema-property sale around 2026-10-30 and discharging its mortgage. A weekly close below $12 would invalidate the market case before… RMAX Re/Max Holdings, Inc. fresh 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. fresh 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. fresh LOW Autodesk’s AI and asset-operations expansion supports a residual recovery case after its conference failed to restore price confirmation. A weekly close above $250 before a weekly close below $205 would confirm that case; the 2026-09-18… CCS Century Communities, Inc. LOW Century Communities’ entry-level housing recovery thesis failed its $65 weekly price test at the 2026-09-11 close of $60.54. A renewed case requires a weekly close above $65 and company results sustaining year-over-year order growth and… 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. fresh 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… 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… HPP Hudson Pacific Properties, Inc. LOW Hudson Pacific Properties’ recovery case rests on leasing gains overcoming the cash restrictions disclosed on 2026-09-11. A weekly close above the August reference level of $14.50 would confirm the price recovery; a weekly close below $12… JELD JELD-WEN Holding, Inc. fresh 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. fresh LOW LGI Homes has a low-conviction recovery case toward its former $54 threshold after August closings grew 9.9% year over year. A weekly close above $54 completes this separate stabilization hypothesis; a daily close below the September 18… MLKN MillerKnoll, Inc. fresh LOW MillerKnoll's recovery re-rating failed its published $22 weekly-close test on 2026-09-18. The 2026-09-22 results would support a replacement case only with recovering organic orders and backlog above the $679 million reported on… MTH Meritage Homes Corporation fresh 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 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… PCOR Procore Technologies, Inc. fresh LOW Procore Technologies' jobsite-AI re-rating failed its $55.26 weekly price test at the September 18, 2026 close of $51.27, despite DroneDeploy's completion. A rebuilt case requires a weekly recovery above $55.26 and financial confirmation… REAX The Real Brokerage, Inc. fresh 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… UHAL U-Haul Holding Company LOW U-Haul Holding Company's storage-led re-rating failed when the 2026-09-11 close of $64.05 breached its published $68 weekly threshold. A recovery case requires a weekly close above the former $68.25 July shelf and improving storage… 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…