financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Keeps Sell Opinion On Shares Of American Homes 4 Rent
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Keeps Sell Opinion On Shares Of American Homes 4 Rent
May 8, 2026 8:03 AM

10:35 AM EDT, 05/08/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We keep our $27 target using a forward P/FFO of 13.8x, factoring in lower FFO growth in 2026-2027. We keep our FFO estimates unchanged at $1.95 in 2026 and $2.05 in 2027 on projected revenue of $1.9B and $2.0B, respectively. AMH faces mounting operational headwinds from elevated housing supply and negative new lease spreads, compounded by heightened regulatory scrutiny that introduces material policy risk to the single-family rental business model. AMH has capital allocation focused on share repurchases, given the challenging acquisition environment, with $406.0M remaining authorization under new $500M program. Full-year FFO guidance maintained at 1.1%-4.3%, reflecting management's cautious outlook amid operational headwinds. Given same-store operating expense growth exceeding operating revenue growth, we are expecting cash NOI growth to remain near 1%-2% Y/Y in 2026. We believe economic uncertainty regarding U.S. job growth and affordability for single-family homes for rent present constraints on AMH growth.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Maintains Buy Opinion On Shares Of Republic Services Inc.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Republic Services Inc.
May 25, 2025
12:35 AM EDT, 04/28/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: Following RSG's Q1 earnings release, we raise our 12-month target price to $265 from $245, valuing shares at 34.5x our 2026 EPS outlook of $7.70 (up from $7.55; we lift...
Research Alert: CFRA Maintains Buy Opinion On Shares Of Wcn
Research Alert: CFRA Maintains Buy Opinion On Shares Of Wcn
May 25, 2025
01:10 AM EDT, 04/28/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: Following WCN's Q1 earnings release, we are lifting our 12-month target price to $215 from $210, which implies an EV/EBITDA of 16.5x our 2026 EBITDA estimate, above peers but below...
Research Alert: CFRA Reiterates Buy Opinion On Shares Of The Bank Of New York Mellon Corporation
Research Alert: CFRA Reiterates Buy Opinion On Shares Of The Bank Of New York Mellon Corporation
Apr 11, 2025
11:55 AM EDT, 04/11/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: Applying a narrower risk premium to market uncertainties, we lowered our 12-month target price by $5 to $90 using a forward P/E of 13.3x compared to BK's five-year historic average...
Research Alert: CFRA Keeps Buy Opinion On Shares Of Blackrock, Inc.
Research Alert: CFRA Keeps Buy Opinion On Shares Of Blackrock, Inc.
Apr 11, 2025
01:45 PM EDT, 04/11/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: BlackRock ( BLK ) reported Q1 adjusted EPS of $11.30, up from $9.81 Y/Y and ahead of the $10.13 consensus, driven by 12% revenue growth from 16% increases in both...
Copyright 2023-2026 - www.financetom.com All Rights Reserved