Stocks · Theme
Housing, homebuilder & proptech stocks · 16 research notes
16 Housing, homebuilders & proptech stocks with a dated research note: thesis, kill line and next catalyst.
Earlier themeNot among the research's active themes (last active 31 August 2026). Each stock's note below is dated on its own.
All 16 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksPRCHPorch GroupMedium Porch Group's insurance fees beat in Q3 2026 and lifted 2026 adjusted EBITDA guidance to $135-140M, and the shares hit a 52-week high on 10 November 2026 despite CEO stock sales. Year-end Reciprocal surplus and the Q4 report around…REZIResideo TechnologiesMedium Resideo Technologies is modestly more likely than not to beat the S&P 500 after a third-quarter beat in its first full quarter as a standalone controls maker. The fourth-quarter report expected in February 2027 shows whether its 6% core…BETRBetter Home & Finance HoldingLow Better Home & Finance shares are more likely to lag the S&P 500 over three months: volume fell from $496 million in July to $345 million in October and cash is shrinking. The weekly Better 2.0 scorecards will show whether the cost cuts…CDNLCardinal Infrastructure GroupLow Cardinal Infrastructure Group's shares are more likely to lag the S&P 500 over three months after a 4.2% third-quarter margin, withdrawn 2026 guidance and a departing CFO. The fourth-quarter report, expected around March 2027, shows…HDHome DepotLow Home Depot's shares have climbed on falling mortgage rates while its customer traffic still shrinks, so they look more likely to lag the S&P 500; the 17 November 2026 third-quarter report shows whether guidance and transactions back the…SMRTSmartRentMedium SmartRent's third-quarter results on 4 November 2026 showed a 41.2% gross margin and a fourth straight positive adjusted EBITDA quarter, so the shares are modestly more likely to lead the S&P 500 over three months; the fourth-quarter…WSMWilliams-SonomaMedium Williams-Sonoma's raised fiscal 2026 outlook and a new round of analyst target raises on 12 November 2026 leave the shares modestly more likely to lead the S&P 500 over three months; the third-quarter report, expected in the second half of…CCSCentury CommunitiesLow Century Communities' third-quarter orders fell 4.3% and the company cut its 2026 delivery range, so the shares are more likely to lag the S&P 500; the fourth-quarter report shows whether orders and margin stabilise.COMPCompassLow Compass, Inc. is more likely to lag the S&P 500 over three months: its guide of $100–130 million Q4 adjusted EBITDA and a warning that housing has softened outweigh the Anywhere cost savings. The Q4 report settles it.EFXEquifaxLow Equifax shares are more likely to lag the S&P 500 over the next three months: the October rebound already prices in 8% non-mortgage growth, and FHFA's pending bi-merge ruling and the February 2027 guidance settle the case.FBINFortune Brands InnovationsLow Fortune Brands Innovations is more likely to lag the S&P 500 over three months: Water sales fell 5.5% in the third quarter and 2026 earnings guidance was cut on 3 November 2026; the fourth-quarter report, expected in late February 2027,…HOVHovnanian EnterprisesLow Hovnanian Enterprises' shares are more likely to lag the S&P 500: they closed at $98.01 on 11 November 2026, down 28.1% in three months, and the early-December fiscal fourth-quarter report decides whether backlog converts into guided…HVTHaverty Furniture CompaniesLow Haverty Furniture Companies' shares are more likely to lag the S&P 500 over three months: order growth slowed to 2.3% in the third quarter from 12.3%, and adjusted EPS ex-refunds was $0.25. The early-2027 fourth-quarter report settles it.LGIHLGI HomesLow LGI Homes shares lean toward lagging the S&P 500 over three months: third-quarter net orders fell 61.2% to 609 and the post-report rise has reversed. The November closings release, expected around 3 December 2026, shows whether demand is…MTHMeritage HomesLow Meritage Homes' shares are more likely to lag the S&P 500 over three months: the early-November rate rebound has reversed to $64.80 on 12 November 2026, and third-quarter orders fell 15% with no guidance. Builder sentiment around 17…OPENOpendoor TechnologiesLow Opendoor Technologies is more likely to lag the S&P 500 over three months: its 3.3% third-quarter margin met the cut outlook, but it guided a fourth-quarter adjusted EBITDA loss of $70–85 million. The fourth-quarter results decide whether…