Ratings by Wolfe Research (Trevor Allinson)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/10/2026 | Louisiana-Pacific Corp | LPX | New Coverage | Outperform (N/A) |
67.52 (73.76) |
9.24% | Details | |
| 8/24/2026 | PulteGroup | PHM | Upgrade | Outperform (Peerperform) |
129.00 (121.19) |
-6.05% | Details | |
| 5/14/2026 | Builders FirstSource | BLDR | New Coverage | Peerperform (N/A) |
72.32 (56.85) |
-21.39% | Details | |
| 3/25/2026 | KB Home | KBH | Maintain | Underperform (N/A) |
|
Details | ||
| 2/13/2026 | Fortune Brands | FBIN | Downgrade | Peerperform (Outperform) |
62.30 (42.98) |
-31.01% | Details | |
| 1/7/2026 | Mohawk Industries | MHK | Downgrade | Peerperform (Outperform) |
112.13 (124.72) |
11.23% | Details | |
| 12/19/2025 | KB Home | KBH | Maintain | Underperform (N/A) |
|
Details | ||
| 10/27/2025 | Mohawk Industries | MHK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2025 | James Hardie Industries | JHX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2025 | James Hardie Industries | JHX | New Coverage | Outperform (N/A) |
18.81 (26.15) |
39.02% | Details | |
| 7/28/2025 | TRI Pointe Homes | TPH | Downgrade | Peerperform (Outperform) |
31.73 (46.95) |
47.97% | Details | |
| 6/24/2025 | KB Home | KBH | Maintain | Underperform (N/A) |
|
Details | ||
| 3/26/2025 | Azek Co. | AZEK | Downgrade | Peerperform (Outperform) |
48.56 (54.35) |
11.92% | Details | |
| 3/25/2025 | KB Home | KBH | Maintain | Underperform (N/A) |
|
Details | ||
| 2/4/2025 | American Woodmark | AMWD | Downgrade | Peerperform (Outperform) |
75.65 (48.09) |
-36.43% | Details | |
| 1/8/2025 | Lennar | LEN | Downgrade | Peerperform (Outperform) |
133.14 (84.92) |
-36.22% | Details | |
| 11/20/2024 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2024 | Toll Bros. | TOL | New Coverage | Outperform (N/A) |
127.65 (139.90) |
9.6% | Details | |
| 8/14/2024 | KB Home | KBH | New Coverage | Underperform (N/A) |
79.27 (47.05) |
-40.65% | Details | |
| 8/14/2024 | Lennar | LEN | New Coverage | Outperform (N/A) |
167.94 (84.92) |
-49.43% | Details | |
| 8/14/2024 | Meritage Homes | MTH | Upgrade | Outperform (Peerperform) |
177.72 (64.19) |
-63.88% | Details | |
| 8/14/2024 | PulteGroup | PHM | Downgrade | Peerperform (Outperform) |
121.96 (129.00) |
5.77% | Details | |
| 8/14/2024 | American Woodmark | AMWD | Upgrade | Outperform (Peerperform) |
86.97 (48.09) |
-44.71% | Details |
