AMH · NASDAQ · STOCK
American Homes 4 Rent
$34.64
52W $27.22 – $35.85
55/100
$12.44B
27.5
0.81
Is AMH Bullish or Bearish?
Bullish.
Innellis AI committee rates American Homes 4 Rent (AMH) Buy with a composite score of 55/100
, based on 6 analysts with 50% agreement.
Last updated August 08, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +19.59 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -0.41 from today. The band boundary is 60.0, 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
The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — current ratio of 0.35 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Dividend yield of 3.8% pays you to wait — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — 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 26.0 is moderate-to-rich — Value
- Revenue declining -22.3% YoY -- this is not a growth story right now — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- 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 August 08, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 54%
of 61 Real Estate peers
Value Analyst
neutral
48
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 3.8% pays you to wait
− P/E of 26.0 is moderate-to-rich
Growth Analyst
neutral
43
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− Revenue declining -22.3% YoY -- this is not a growth story right now
Technical Analyst
bullish
68
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.35 is tight -- limited short-term liquidity cushion
Macro Analyst
bullish
70
/ 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
68
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 16 articles, 14d)
Portfolio Manager
neutral
55
/ 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Investment Thesis Evolution
Committee score moved marginally from 55.4 to 55.4.
- New bearish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- Value Analyst: +1 bearish signal(s).
Comparing 2026-08-07 to 2026-08-08 (1 day apart).
Technical Analysis
RSI (14)
69.2
Neutral
MACD Histogram
0.088
Bullish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$34.45
Resistance
$35.66
Bollinger %B
0.88
Inside Bands
Price vs Moving Averages
EMA 9
$34.22
Above
EMA 21
$33.87
Above
EMA 50
$33.24
Above
EMA 200
$32.43
Above
Fundamental Analysis
Valuation
64
Growth
59
Profitability
48
Financial Health
77
Cash Flow
70
Valuation
P/E Ratio
27.5×
P/B Ratio
1.84×
PEG Ratio
2.03
Dividend Yield
3.64%
52W High
$35.85
52W Low
$27.22
Quality & Growth
ROE
644.0%
ROA
342.1%
Gross Margin
3059.6%
Operating Margin
2529.8%
Revenue Growth YoY
—
Debt / Equity
0.76
AI Fundamental Assessment
P/E ratio of 27.5 (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 6.4%; Return on assets of 3.4%; Net margin of 25.5%; Gross margin of 30.6%; Current ratio of 1.61 (healthy short-term liquidity); Debt-to-equity of 0.76; 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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