Ratings by Evercore ISI (Stephen Kim)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/17/2026 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 1/21/2026 | D.R. Horton | DHI | Maintain | In Line (N/A) |
|
Details | ||
| 12/19/2025 | KB Home | KBH | Maintain | In Line (N/A) |
|
Details | ||
| 12/18/2025 | Lennar | LEN | Downgrade | Underperform (In Line) |
117.57 (101.17) |
-13.95% | Details | |
| 12/4/2025 | Owens Corning | OC | Maintain | In Line (N/A) |
|
Details | ||
| 11/6/2025 | Installed Building Products | IBP | Maintain | In Line (N/A) |
|
Details | ||
| 11/6/2025 | Owens Corning | OC | Maintain | In Line (N/A) |
|
Details | ||
| 10/31/2025 | Fortune Brands | FBIN | Maintain | In Line (N/A) |
|
Details | ||
| 10/22/2025 | PulteGroup | PHM | Maintain | In Line (N/A) |
|
Details | ||
| 10/9/2025 | TopBuild Corp | BLD | Maintain | In Line (N/A) |
|
Details | ||
| 10/7/2025 | TRI Pointe Homes | TPH | Downgrade | In Line (Outperform) |
33.87 (46.32) |
36.76% | Details | |
| 10/7/2025 | PulteGroup | PHM | Downgrade | In Line (Outperform) |
135.48 (127.84) |
-5.64% | Details | |
| 10/7/2025 | Meritage Homes | MTH | Downgrade | In Line (Outperform) |
72.19 (67.69) |
-6.23% | Details | |
| 10/7/2025 | KB Home | KBH | Downgrade | In Line (Outperform) |
64.46 (57.79) |
-10.35% | Details | |
| 10/7/2025 | D.R. Horton | DHI | Downgrade | In Line (Outperform) |
171.53 (147.26) |
-14.15% | Details | |
| 9/25/2025 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | TopBuild Corp | BLD | Maintain | In Line (N/A) |
|
Details | ||
| 8/1/2025 | Masco | MAS | Maintain | In Line (N/A) |
|
Details | ||
| 8/1/2025 | Fortune Brands | FBIN | Maintain | In Line (N/A) |
|
Details | ||
| 6/24/2025 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Owens Corning | OC | Maintain | In Line (N/A) |
|
Details | ||
| 3/25/2025 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2025 | Lennar | LEN | Downgrade | In Line (Outperform) |
120.07 (117.57) |
-2.08% | Details | |
| 3/20/2025 | Owens Corning | OC | Maintain | In Line (N/A) |
|
Details | ||
| 1/14/2025 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2024 | Installed Building Products | IBP | Downgrade | Underperform (Outperform) |
205.42 (305.92) |
48.92% | Details | |
| 12/16/2024 | TopBuild Corp | BLD | Downgrade | In Line (Outperform) |
357.16 (387.24) |
8.42% | Details | |
| 11/19/2024 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2024 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 9/24/2024 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2024 | Fortune Brands | FBIN | Maintain | In Line (N/A) |
|
Details | ||
| 7/26/2024 | Meritage Homes | MTH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/20/2024 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/20/2024 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2024 | Meritage Homes | MTH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Owens Corning | OC | Maintain | In Line (N/A) |
|
Details | ||
| 4/2/2024 | Installed Building Products | IBP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | TopBuild Corp | BLD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2024 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2024 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | TopBuild Corp | BLD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | Owens Corning | OC | Downgrade | In Line (Outperform) |
147.04 (109.75) |
-25.36% | Details | |
| 2/12/2024 | Mohawk Industries | MHK | Maintain | Underperform (N/A) |
|
Details | ||
| 2/8/2024 | Masco | MAS | Maintain | In Line (N/A) |
|
Details | ||
| 1/31/2024 | M.D.C. Holdings | MDC | Downgrade | In Line (Outperform) |
62.70 (62.98) |
0.45% | Details | |
| 1/30/2024 | PulteGroup | PHM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2024 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | TRI Pointe Homes | TPH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | PulteGroup | PHM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Meritage Homes | MTH | Maintain | In Line (N/A) |
|
Details | ||
| 11/9/2023 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 11/9/2023 | M.D.C. Holdings | MDC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Masco | MAS | Maintain | In Line (N/A) |
|
Details | ||
| 11/9/2023 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Fortune Brands | FBIN | Maintain | In Line (N/A) |
|
Details | ||
| 11/9/2023 | Armstrong World Industries | AWI | Maintain | In Line (N/A) |
|
Details | ||
| 11/9/2023 | Installed Building Products | IBP | Upgrade | Outperform (In Line) |
123.34 (305.92) |
148.03% | Details | |
| 11/9/2023 | TopBuild Corp | BLD | Upgrade | Outperform (In Line) |
268.54 (387.24) |
44.2% | Details | |
| 11/7/2023 | D.R. Horton | DHI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2023 | Armstrong World Industries | AWI | Maintain | In Line (N/A) |
|
Details | ||
| 10/19/2023 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/21/2023 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Masco | MAS | Maintain | In Line (N/A) |
|
Details | ||
| 7/28/2023 | M.D.C. Holdings | MDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2023 | Armstrong World Industries | AWI | Maintain | In Line (N/A) |
|
Details | ||
| 4/27/2023 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2023 | Masco | MAS | Maintain | In Line (N/A) |
|
Details | ||
| 4/27/2023 | Fortune Brands | FBIN | Maintain | In Line (N/A) |
|
Details | ||
| 4/26/2023 | PulteGroup | PHM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | NVR Inc. | NVR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | D.R. Horton | DHI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2023 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | TRI Pointe Homes | TPH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Armstrong World Industries | AWI | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2023 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2023 | TRI Pointe Homes | TPH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2023 | PulteGroup | PHM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2023 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2023 | NVR Inc. | NVR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2023 | Meritage Homes | MTH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2023 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2023 | M.D.C. Holdings | MDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2023 | Masco | MAS | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2023 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2023 | KB Home | KBH | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2023 | Installed Building Products | IBP | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2023 | D.R. Horton | DHI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2023 | TopBuild Corp | BLD | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2023 | Armstrong World Industries | AWI | Upgrade | In Line (Underperform) |
74.18 (168.24) |
126.8% | Details | |
| 12/16/2022 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2022 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2022 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | TopBuild Corp | BLD | Maintain | In Line (N/A) |
|
Details | ||
| 8/1/2022 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 7/29/2022 | M.D.C. Holdings | MDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2022 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2022 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | TRI Pointe Homes | TPH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | PulteGroup | PHM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | NVR Inc. | NVR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Meritage Homes | MTH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 6/21/2022 | M.D.C. Holdings | MDC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Masco | MAS | Maintain | In Line (N/A) |
|
Details | ||
| 6/21/2022 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | KB Home | KBH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Installed Building Products | IBP | Maintain | In Line (N/A) |
|
Details | ||
| 6/21/2022 | Fortune Brands Home | FBHS | Maintain | In Line (N/A) |
|
Details | ||
| 6/21/2022 | D.R. Horton | DHI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | TopBuild Corp | BLD | Maintain | In Line (N/A) |
|
Details | ||
| 6/21/2022 | Armstrong World Industries | AWI | Maintain | Underperform (N/A) |
|
Details | ||
| 5/2/2022 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2022 | Fortune Brands Home | FBHS | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2022 | M.D.C. Holdings | MDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Armstrong World Industries | AWI | Maintain | Underperform (N/A) |
|
Details | ||
| 3/7/2022 | Armstrong World Industries | AWI | Maintain | Underperform (N/A) |
|
Details | ||
| 2/23/2022 | Armstrong World Industries | AWI | Maintain | Underperform (N/A) |
|
Details | ||
| 2/17/2022 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2022 | Mohawk Industries | MHK | Maintain | In Line (N/A) |
|
Details | ||
| 1/10/2022 | Owens Corning | OC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Installed Building Products | IBP | Maintain | In Line (N/A) |
|
Details | ||
| 1/10/2022 | Masco | MAS | Maintain | In Line (N/A) |
|
Details | ||
| 1/10/2022 | Fortune Brands Home | FBHS | Maintain | In Line (N/A) |
|
Details | ||
| 1/10/2022 | TopBuild Corp | BLD | Maintain | In Line (N/A) |
|
Details | ||
| 1/10/2022 | Armstrong World Industries | AWI | Maintain | Underperform (N/A) |
|
Details | ||
| 1/10/2022 | Mohawk Industries | MHK | Downgrade | In Line (Outperform) |
176.55 (107.37) |
-39.18% | Details | |
| 5/10/2021 | TopBuild Corp | BLD | Downgrade | Underperform (Outperform) |
223.02 (387.24) |
73.63% | Details | |
| 5/10/2021 | Installed Building Products | IBP | Downgrade | In Line (Outperform) |
137.92 (305.92) |
121.81% | Details | |
| 7/31/2020 | Realogy | RLGY | Upgrade | Outperform (In Line) |
8.84 (12.08) |
36.65% | Details | |
| 7/29/2020 | Armstrong World Industries | AWI | Downgrade | Underperform (In Line) |
81.58 (168.24) |
106.23% | Details | |
| 7/29/2020 | M.D.C. Holdings | MDC | Upgrade | Outperform (In Line) |
43.00 (62.98) |
46.47% | Details | |
| 7/23/2020 | TRI Pointe Homes | TPH | Upgrade | Outperform (In Line) |
16.45 (46.32) |
181.58% | Details | |
| 7/23/2020 | Meritage Homes | MTH | Maintain | Outperform (In Line) |
|
Details | ||
| 6/25/2020 | KB Home | KBH | Downgrade | In Line (Outperform) |
34.07 (57.79) |
69.62% | Details | |
| 5/4/2020 | Toll Bros. | TOL | Upgrade | In Line (Underperform) |
24.02 (147.68) |
514.82% | Details | |
| 4/2/2020 | TRI Pointe Homes | TPH | Upgrade | In Line (Underperform) |
8.77 (46.32) |
428.16% | Details | |
| 4/2/2020 | Mohawk Industries | MHK | Upgrade | Outperform (In Line) |
76.24 (107.37) |
40.83% | Details | |
| 4/2/2020 | Installed Building Products | IBP | Upgrade | Outperform (In Line) |
39.87 (305.92) |
667.29% | Details | |
| 4/2/2020 | Fortune Brands Home | FBHS | Downgrade | In Line (Outperform) |
43.25 (61.90) |
43.12% | Details | |
| 4/2/2020 | Armstrong World Industries | AWI | Upgrade | In Line (Underperform) |
79.42 (168.24) |
111.84% | Details | |
| 1/28/2020 | PulteGroup | PHM | Upgrade | Outperform (In Line) |
43.71 (127.84) |
192.47% | Details | |
| 1/28/2020 | Meritage Homes | MTH | Upgrade | Outperform (In Line) |
67.67 (67.69) |
0.03% | Details | |
| 1/6/2020 | Armstrong World Industries | AWI | Downgrade | Underperform (In Line) |
95.91 (168.24) |
75.41% | Details | |
| 1/6/2020 | Toll Bros. | TOL | Downgrade | Underperform (In Line) |
40.78 (147.68) |
262.14% | Details | |
| 8/9/2019 | Meritage Homes | MTH | Downgrade | In Line (Outperform) |
63.85 (67.69) |
6.01% | Details | |
| 8/9/2019 | Masco | MAS | Downgrade | In Line (Outperform) |
39.83 (63.66) |
59.83% | Details | |
| 7/17/2019 | KB Home | KBH | Upgrade | Outperform (In Line) |
26.32 (57.79) |
119.57% | Details | |
| 4/12/2019 | Armstrong World Industries | AWI | Downgrade | In Line (Outperform) |
84.31 (168.24) |
99.55% | Details | |
| 2/28/2019 | TRI Pointe Homes | TPH | Downgrade | Underperform (In Line) |
13.05 (46.32) |
254.94% | Details | |
| 2/28/2019 | Toll Bros. | TOL | Downgrade | In Line (Outperform) |
37.27 (147.68) |
296.24% | Details | |
| 2/28/2019 | PulteGroup | PHM | Downgrade | In Line (Outperform) |
27.44 (43.71) |
59.29% | Details | |
| 2/28/2019 | KB Home | KBH | Downgrade | In Line (Outperform) |
23.21 (26.32) |
13.4% | Details | |
| 1/7/2019 | Fortune Brands Home | FBHS | Upgrade | Outperform (In Line) |
37.66 (61.90) |
64.37% | Details | |
| 11/20/2018 | Beacon Roofing Supply | BECN | Downgrade | In Line (Outperform) |
27.77 (124.17) |
347.14% | Details | |
| 10/25/2018 | TRI Pointe Homes | TPH | Upgrade | Outperform (In Line) |
10.96 (13.05) |
19.07% | Details | |
| 10/25/2018 | Toll Bros. | TOL | Upgrade | Outperform (In Line) |
30.25 (37.27) |
23.21% | Details | |
| 10/25/2018 | PulteGroup | PHM | Upgrade | Outperform (In Line) |
22.40 (27.44) |
22.5% | Details | |
| 10/25/2018 | Meritage Homes | MTH | Upgrade | Outperform (In Line) |
33.28 (63.85) |
91.86% | Details | |
| 10/25/2018 | M.D.C. Holdings | MDC | Upgrade | Outperform (In Line) |
26.77 (62.98) |
135.26% | Details | |
| 10/25/2018 | KB Home | KBH | Upgrade | Outperform (In Line) |
19.18 (23.21) |
21.01% | Details | |
| 10/1/2018 | TRI Pointe Homes | TPH | Downgrade | Underperform (In Line) |
12.40 (10.96) |
-11.61% | Details | |
| 10/1/2018 | Masco | MAS | Upgrade | Outperform (In Line) |
36.60 (39.83) |
8.83% | Details | |
| 10/1/2018 | KB Home | KBH | Upgrade | In Line (Underperform) |
23.91 (19.18) |
-19.78% | Details |
