Building Products
8 companies under coverage.
Building Products
Builders FirstSource Inc (BLDR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $160, +79% vs spot. It needs Gross Margin to surprise to the upside.
Smith AO Corporation (AOS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $107, +71% vs spot. It needs the multiple to hold or expand.
Lennox International Inc (LII)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,013, +77% vs spot. It needs the multiple to hold or expand.
Allegion PLC (ALLE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $243, +73% vs spot. It needs the multiple to hold or expand.
Masco Corporation (MAS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $140, +72% vs spot. It needs Gross Margin to surprise to the upside.
Trane Technologies plc (TT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $850, +73% vs spot. It needs the multiple to hold or expand.
Johnson Controls International PLC (JCI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $244, +67% vs spot. It needs the multiple to hold or expand.
Carrier Global Corp (CARR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $128, +74% vs spot. It needs Gross Margin to surprise to the upside.