AMH
American Homes 4 RentCNYSE / Equity Real Estate Investment Trusts (REITs)
Last Price
At close
2026-07-20
Current thesis
The post-earnings bull case is that AMH showed resilient single-family rental demand, positive April leasing momentum, expense control, unchanged full-year guidance, and opportunistic buybacks below the current share price; the packet median target of $35.225 implies about 8.7% upside from the $32.42 anchor.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite.
What can break
As of March 31, 2026, AMH had $5.2B of debt outstanding and $390.0M drawn on its revolver; liquidity is adequate, but the capital structure still leaves the story exposed to financing conditions and execution on asset recycling/development pacing [#10-Q-2026-05-07].
Momentum
48
Value
58
Sentiment
42
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $35.20 · Bull $37.00 · Bear $29.50
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $36.36
Why
Momentum48 · Δ7d -7.2
Value58 · Δ7d -
Sentiment42 · Δ7d -5.1
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
48
26% active weight
Current posture
7d trendSoftening
Δ7d
-7.2
Δ21d
-7.4
Value
58
39% active weight
Current posture
7d trendFlat
Δ7d
-
Δ21d
-
Sentiment
42
34% active weight
Current posture
7d trendSoftening
Δ7d
-5.1
Δ21d
-1.2
Why this grade
Composite grade C. Momentum 48.1 / Value 57.7 / Sentiment 42.1
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$12.26B
Beta
0.80
Shares Out
359.82M
P/E (TTM)
26.8
P/S (TTM)
6.39
P/FCF (TTM) · Derived
41.74
Rev YoY
+2.7%
EPS YoY
+18.2%
Gross Margin
+30.7%
Op Margin
+13.8%
Net Debt
$4.88B
Current Ratio
1.10
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology