154 Reports
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Smith Douglas Homes
Compelling Niche, Still Early in the Growth Curve
04/06/2026
State of the Builder Stocks
Trimming Fair Value Targets on Cautious Macro Backdrop
04/01/2026
State of the Builder Stocks
A Nuanced Backdrop, but Risk-Reward a Bit More Favorable
03/12/2026
State of the Builder Stocks
Risk-Reward Balanced; All Eyes on Spring Selling Season
02/12/2026
Builder Policy Update
Proposed Share Repurchase Restriction Likely Tied to Growth
01/14/2026
State of the Builder Stocks
All Eyes on Davos; MTH Top Entry-Level Pick
01/13/2026
State of the Builder Stocks
Decent Start to Seasonal Trade, but Cautious on LEN and KBH
12/15/2025
State of the Builder Stocks
The Song Remains the Same
11/12/2025
State of the Builder Stocks
A Healthy Pullback Ahead of Earnings, Seasonal Trade
10/10/2025
State of the Builder Stocks
Increasing Fair Value Targets on Recent Order Momentum
09/04/2025