American Homes 4 Rent (AMH) — What Changed

Material changes in the AI committee's view · 11 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-07-31 MAJOR
▲ Agreement Shift

AMH's Committee agreement moved from 57.10% to 85.70% (+28.60pp, 1 day(s) apart).

57.10 → 85.70 (+28.6)

2026-07-31 MINOR
▲ Score Change

AMH's Committee score moved from 53.23 to 53.78 (+0.55, 1 day(s) apart).

53.23 → 53.78 (+0.6)

2026-07-31 MAJOR
— Conviction Change

AMH's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-30 MINOR
▲ Score Change

AMH's Committee score moved from 52.63 to 53.23 (+0.60, 1 day(s) apart).

52.63 → 53.23 (+0.6)

2026-07-28 MINOR
▼ Score Change

AMH's Committee score moved from 54.06 to 52.63 (-1.43, 1 day(s) apart).

54.06 → 52.63 (-1.4)

2026-07-24 MATERIAL
▲ Agreement Shift

AMH's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-24 MINOR
▲ Score Change

AMH's Committee score moved from 49.46 to 51.96 (+2.50, 1 day(s) apart).

49.46 → 51.96 (+2.5)

2026-07-24 MATERIAL
— Conviction Change

AMH's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-19 MINOR
▲ Score Change

AMH's Committee score moved from 49.96 to 50.07 (+0.11, 1 day(s) apart).

49.96 → 50.07 (+0.1)

2026-07-18 MINOR
▼ Agreement Shift

AMH's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-18 MINOR
▲ Score Change

AMH's Committee score moved from 46.41 to 49.96 (+3.55, 1 day(s) apart).

46.41 → 49.96 (+3.5)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →