FAF

First American FinancialB

NYSE / Insurance

At close

2026-06-02

Current thesis

Sustained improvement in home sales and refis, plus margin recovery and accelerated buybacks/dividends, drives title volumes and pushes valuation toward analyst highs in the low-$90s.

Posture

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta +9.5.

What can break

Capital allocation missteps or inadequate reserves

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $76.00 · Bull $92.40 · Bear $61.44

Data freshness

Prices

As of 2026-06-02

Fundamentals

As of 2026-06-01 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

As of 2026-02-13 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $81.60

Why

Momentum58 · Δ7d -5.7

Value56 · Δ7d +0.3

Sentiment64 · Δ7d +9.5

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

34% active weight

Current posture

7d trendSoftening

Δ7d

-5.7

Δ21d

-16.9

Value

32% active weight

Current posture

7d trendFlat

Δ7d

+0.3

Δ21d

+0.7

Sentiment

33% active weight

Current posture

7d trendImproving

Δ7d

+9.5

Δ21d

+15.1

Why this grade

Composite grade B. Momentum 58.0 / Value 56.1 / Sentiment 64.0

Fundamentals (TTM)

As of 2026-06-01

Market Cap

$6.6B

Beta

1.29

Shares Out

101.9M

P/E (TTM)

13.4

P/S (TTM)

0.88

P/FCF (TTM)

13.15

Rev YoY

+43.1%

EPS YoY

+283.2%

Gross Margin

Op Margin

+12.1%

Net Debt

$472.3M

Current Ratio

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology