Dec. 12 at 4:21 PM
$TREE if you look at the recent home builder earnings calls, several of them have kind of pointed to a slow first half of 2026 and a ramp in activity in the back half. If there are signs the housing market is turning, investors will front run ahead of it actually turning. Assuming no broad market correction, my current assumption is that this will be up materially by mid to late next year, if not even earlier.
