NASDAQ · STOCK
American Homes 4 Rent
$33.45
52W $27.22 – $36.10
54/100
$12.00B
26.5
0.81
Is AMH Bullish or Bearish?
Mixed.
Innellis AI committee rates American Homes 4 Rent (AMH) Watch with a composite score of 54/100
, based on 7 analysts with 86% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +6.22 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -13.78 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
Some positive signals exist — news sentiment is positive (+0.25 across 12 articles, 14d) — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull & Bear Case
Bull Case
- Dividend yield of 4.0% pays you to wait — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- P/E of 25.4 is moderate-to-rich — Value
- Revenue declining -21.5% YoY -- this is not a growth story right now — Growth
- EPS declining -10.5% YoY despite any revenue growth — Growth
- MACD histogram negative -- bearish momentum — Technical
- Current ratio of 0.35 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
54/100
Agreement
86%
Analysts
7
Conviction
High
Sector Rank
Top 49%
of 61 Real Estate peers
Value Analyst
neutral
48
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 4.0% pays you to wait
− P/E of 25.4 is moderate-to-rich
Growth Analyst
neutral
50
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− Revenue declining -21.5% YoY -- this is not a growth story right now
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst
neutral
52
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Current ratio of 0.35 is tight -- limited short-term liquidity cushion
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
66
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.25 across 12 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 53.2 to 53.8.
- Conviction strengthened -- analysts aligned more closely.
- Committee agreement increased sharply from 57% to 86%.
- New bearish signals: 3 appeared.
- Bullish support removed: 3 signal(s) disappeared.
- New bullish signals: 5 appeared.
- Bearish pressure eased: 4 signal(s) disappeared.
- Analyst(s) changed stance: Growth Analyst, Macro Analyst.
Analyst-level changes:
- Growth Analyst: stance bearish->neutral; score 38->50 (+12); +2 bullish signal(s).
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
- Value Analyst: +1 bearish signal(s); +1 bullish signal(s).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
48.9
Neutral
MACD Histogram
-0.070
Bearish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$32.66
Resistance
$33.65
Bollinger %B
0.42
Inside Bands
Price vs Moving Averages
EMA 9
$33.49
Below
EMA 21
$33.44
Above
EMA 50
$32.95
Above
EMA 200
$32.32
Above
Fundamental Analysis
Valuation
67
Growth
59
Profitability
1
Financial Health
45
Cash Flow
38
Valuation
P/E Ratio
26.5×
P/B Ratio
1.78×
PEG Ratio
1.96
Dividend Yield
0.04%
52W High
$36.10
52W Low
$27.22
Quality & Growth
ROE
6.4%
ROA
3.4%
Gross Margin
30.3%
Operating Margin
24.8%
Revenue Growth YoY
—
Debt / Equity
0.70
AI Fundamental Assessment
P/E ratio of 26.5 (moderate relative to a 15-40x range); Price-to-book of 1.8x; PEG ratio of 2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.5%; Gross margin of 0.3%; Current ratio of 0.02 (tight short-term liquidity); Debt-to-equity of 0.70; Free cash flow margin of 1.1% (thin cash generation); Free cash flow per share is positive (2.56); Most recent quarter beat estimates by 75.3%; 5 consecutive earnings beats; EPS growth decelerating (+6.1% -> -11.4% QoQ); Average YoY EPS growth of 10.7%; Analyst estimates falling over recent quarters
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