SDHCReal Estate · Real Estate - DevelopmentThe 5 Wall Street analysts covering Smith Douglas Homes Corp. hold a median 12-month price target of $14 — +12.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 22 of 100 as at 22 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Smith Douglas Homes Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (88): The share count has been shrinking and the company is not leaning on new borrowing.
Volatility (6): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on SDHC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +12.7% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Apr 2026 | Zelman & Assoc | Initiates | Neutral | $14 |
| 24 Mar 2026 | Citizens | Initiates | Market Perform | — |
| 16 Mar 2026 | JP Morgan | Maintains | Neutral | — |
| 12 Mar 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 21 Nov 2025 | JP Morgan | Assumes | Neutral | $17 |
| 7 Nov 2025 | RBC Capital | Maintains | Sector Perform | — |
| 7 Nov 2025 | Wells Fargo | Maintains | Equal-Weight | — |
| 10 Oct 2025 | B of A Securities | Maintains | Underperform | — |
| 18 Sept 2025 | B of A Securities | Maintains | Underperform | — |
| 21 May 2025 | JP Morgan | Maintains | Neutral | — |
| 20 May 2025 | RBC Capital | Maintains | Sector Perform | — |
| 14 Apr 2025 | Wells Fargo | Maintains | Equal-Weight | — |
| 13 Mar 2025 | Wells Fargo | Maintains | Equal-Weight | — |
| 13 Jan 2025 | Wells Fargo | Maintains | Equal-Weight | — |
| 13 Dec 2024 | JP Morgan | Maintains | Neutral | — |
| 25 Nov 2024 | JP Morgan | Downgrade | Neutral | — |
| 7 Oct 2024 | Wells Fargo | Maintains | Equal-Weight | — |
| 19 Sept 2024 | B of A Securities | Maintains | Neutral | — |
| 15 Aug 2024 | B of A Securities | Maintains | Neutral | — |
| 15 Aug 2024 | RBC Capital | Reiterates | Sector Perform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SDHC appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 43% of US stocks
Cheaper than 96% of US stocks
Cheaper than 64% of US stocks
Cheaper than 37% of US stocks
Higher than 71% of US stocks
Higher than 3% of US stocks
Higher than 18% of US stocks
Higher than 49% of US stocks
Higher than 48% of US stocks
Higher than 61% of US stocks
Higher than 75% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Smith Douglas Homes Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Smith Douglas Homes reported higher second-quarter home closings, revenue, and net new orders. However, continued affordability pressures and increased buyer incentives weighed on margins and profitability.
Why it matters — SDHC watchers would care because the quarter shows top-line growth balanced against affordability-driven margin pressure, offering a fuller picture of the company's operating conditions.
Smith Douglas Homes Corp. (SDHC) held its Q2 2026 earnings call, and Seeking Alpha published the transcript of the event covering the company's quarterly results and management commentary.
Why it matters — The earnings call transcript provides SDHC watchers with direct insight into the company's quarterly performance and management's outlook.
Smith Douglas Homes reported Q2 2026 results for the three and six months ended June 30, 2026. Compared to Q2 2025, home closings rose 25% to 839, home closing revenue rose 22% to $273.0 million, and net new home orders rose 32% to 970, while home closing gross margin fell to 17.6% from 23.2% and pretax income was $1.9 million, which includes $7.6.
Why it matters — The report shows strong growth in closings, revenue, and orders for SDHC, but a significant decline in gross margin and low pretax income indicates compressed profitability that watchers would want to monitor.
The 5 Wall Street analysts covering Smith Douglas Homes Corp. have a median 12-month price target of $14, with estimates ranging from $11 to $15. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 5 analysts covering Smith Douglas Homes Corp., 0 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Smith Douglas Homes Corp. 22 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Smith Douglas Homes Corp. ranks 22 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (88 of 100).
No one can know that. What the data says: the median 12-month target from 5 analysts implies +12.7% from the last close, and Ticker Nerd's factor model ranks Smith Douglas Homes Corp. 22 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Smith Douglas Homes Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SDHC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $11 to $15 over the next 12 months.
Smith Douglas Homes Corp. returned -39.8% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Smith Douglas Homes Corporation is a prominent player in the home building industry, specializing in the development of single-family homes. The corporation's primary function is to design and construct high-quality, affordable housing solutions tailored to entry-level buyers and empty nesters.
The most recent item we track (MarketBeat, 9 Aug 2026): "Smith Douglas Homes Q2 Earnings Call Highlights". Smith Douglas Homes reported higher second-quarter home closings, revenue, and net new orders. However, continued affordability pressures and increased buyer incentives weighed on margins and profitability.
Smith Douglas Homes Corporation is a prominent player in the home building industry, specializing in the development of single-family homes. The corporation's primary function is to design and construct high-quality, affordable housing solutions tailored to entry-level buyers and empty nesters. Operating predominantly in the southeastern United States, Smith Douglas Homes targets markets with significant population growth, providing a strategic advantage in regions with high demand for cost-effective housing. Notable features of Smith Douglas Homes include its focus on efficient construction practices and value-oriented design processes, allowing the company to offer competitive pricing without compromising on quality. The company's homes frequently feature open floor plans, energy-efficient systems, and customizable options to meet the unique preferences of homeowners. Smith Douglas Homes Corporation plays a vital role in addressing the housing affordability gap, contributing to community development and supporting local economies through job creation and resource utilization. In the dynamic real estate market, Smith Douglas Homes is recognized for its commitment to customer satisfaction and long-term sustainable growth.
CEO Mr. Gregory S. Bennett · 510 employees · United States · https://www.smithdouglas.com