AMH
American Homes 4 RentCNYSE / Equity Real Estate Investment Trusts (REITs)
Last Price
At close
2026-06-03
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
4 setup hits (3d) with net bullish as of 2026-06-03.
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
51
Value
57
Sentiment
47
Setup hits (3d)
4 · Net Bullish
AI TargetsBase $35.20 · Bull $37.00 · Bear $29.50
Data freshness
Prices
As of 2026-06-03
Fundamentals
As of 2026-06-02 • Vendor: Data Vendor v1
Scores
As of 2026-06-03 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-03
Investment thesis
As of 2026-06-03
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $35.23
Why
Momentum51 · Δ7d -9.7
Value57 · Δ7d -0.3
Sentiment47 · Δ7d +0.4
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
51
34% active weight
Current posture
7d trendSoftening
Δ7d
-9.7
Δ21d
-7.8
Value
57
32% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
-
Sentiment
47
33% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
+5.3
Why this grade
Composite grade C. Momentum 51.4 / Value 56.9 / Sentiment 46.6
Fundamentals (TTM)As of 2026-06-02
Fundamentals (TTM)
As of 2026-06-02
Market Cap
$11.57B
Beta
0.80
Shares Out
371.11M
P/E (TTM)
26.8
P/S (TTM)
6.39
P/FCF (TTM) · Derived
-10.41
Rev YoY
+7.5%
EPS YoY
+33.7%
Gross Margin
+56.7%
Op Margin
+13.8%
Net Debt
$4.81B
Current Ratio
-
As of 2026-06-03 • Updated nightlySource: Internal modelMethodology