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housing-homebuilders-proptech theme · 11 dossiers
Dossiers in the housing-homebuilders-proptech theme cluster — 11 names moving on shared catalysts.
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Target Hospitality Corp.
Legacy modular-lodging small cap re-rating into an AI data-center landlord: a second hyperscaler mega-deal ($750M, 2026-05-11) stacked on the $550M North Texas campus drove a third FY26 guide raise to $370–380M, and the stock absorbed the…
CCS
Century Communities, Inc.
The ROAD-Act homebuilder bounce (~$55→$63) has saturated into mainstream coverage; Zelman cut CCS to Underperform 7/7 as the most credible housing bear, and demand keeps softening (June HMI 35, Q1 contracts -11.6%). The 7/22 Q2 print is a…
CDNL
Cardinal Infrastructure Group Inc.
Post-blowoff digestion: after a ~4x run to a $94.31 ATH (2026-06-29), a $73 secondary (4.6M shares, ~$336M, closed 06-26) capped the parabola and CDNL now trades below the deal price near $68 under its $63 average analyst target.…
COMP
Compass, Inc.
Synergy-driven EBITDA inflection after the ~$1.6B Anywhere merger (Q1 first GAAP profit; FY synergy target lifted $250M→$300M); now the largest US brokerage. But a fresh NY AG antitrust probe (~June 3) capped the run with a ~12% gap-down,…
HOV
Hovnanian Enterprises, Inc. Class A
ROAD-to-Housing relief pop has fully round-tripped: HOV ran to $147.55 (06-26) then bled to the low $120s as the bill became law WITHOUT a signature on 07-11 the bull catalyst arrived and the stock fell. Sell-the-news is complete; two…
HPP
Hudson Pacific Properties, Inc.
West Coast office/studio REIT that nearly tripled off the April $5.51 low; operating recovery is real but the move has matured into a split $12–$16 analyst cluster with B of A now at Underperform. The trade is now a binary ~$566M CMBS…
LGIH
LGI Homes, Inc.
Beaten-down entry-level builder mid-rally: the 21st Century ROAD to Housing Act (passed Congress ~Jun 24) plus KB Home's Q2 beat doubled LGIH off its March $33.59 low to the low-$60s. Theme is freshly accelerating, but the name now sits…
MTH
Meritage Homes Corporation
Housing-rebound-on-rate-cuts trade ran MTH to 52-week highs (~$84) even as the Fed held in June and fundamentals rolled over (Q1 EPS -51%, gross margin 22%→17.5%, orders -5%). Stretched above the analyst target cluster into the July 29…
OPEN
Opendoor Technologies Inc
Flow-plus-squeeze trade into a fixed date: Russell 3000 inclusion (effective after close 2026-06-26) stacked on a 13.3%-of-float short base and the CEO warrant short-trap, against a deteriorating iBuyer (Q1 rev -38% YoY, Q2 guide ~20%…
RMAX
Re/Max Holdings, Inc.
Merger-arb shell, not a momentum name. REAX's near-all-stock takeover (5.150 REAX/sh, cash capped $60–80M) is worth ~$9.63 in stock at REAX $1.87; RMAX trades ~$9.5, at/through parity. REAX's bounce off $1.68 closed the spread no edge…
REAX
freshThe Real Brokerage, Inc.