Goldman Sachs Adjusts Invitation Homes Price Target to $33 From $35

Starting January 7, 2027, companies owning at least 350 single-family homes may face fines of up to $1 million or three times the purchase price for prohibited acquisitions, per a Treasury Department proposal. Invitation Homes (INVH) and American Homes 4 Rent (AMH) saw stock gains on October 22, 2026, after the rule was announced, with INVH rising 2.69% and AMH up 3.10%. The law includes exemptions for build-to-rent and renovate-to-rent homes, as well as purchases from other large investors.

Evercore ISI reduced its price target on Invitation Homes from $34 to $33 but maintained an Outperform rating. Mizuho upgraded the stock to Outperform with a new target of $32. The company's stock has declined 3.17% over the past year.

Invitation Homes Inc. (INVH) filed an SEC Form 8-K — Results of Operations and Financial Condition. Table of Contents Earnings Press Release 3 Consolidated Financial Statements 9 Schedule 1: Reconciliation of FFO, Core FFO, and AFFO 11 Schedule 2: Capital Structure Information 12 Schedule 3: Same Store Portfolio Core Operating Detail 16 Schedule 4: Home Characteristics by Marke

Raymond James upgraded Invitation Homes (INVH) to Outperform from Market Perform on May 18, setting a $32 price target, citing improving single-family rental leasing demand and a House version of the 21st Century ROAD to Housing Act viewed as more favorable. BofA raised its INVH target to $35 from $34 and kept Neutral. INVH reported Q1 FFO of 48c/share and revenue of $734M; same-store NOI fell 0.3% and occupancy dropped to 96.3%.

JPMorgan downgraded Norwegian Cruise Line (NCLH) to Underweight, citing concerns about weaker-than-expected yield recovery in 2027. The bank cut its price target to $11, forecasting flat net yield growth in 2027, below Street estimates. Analyst Matthew Boss expects Q3 net yields to fall 7.9% and EPS of $0.93. Geopolitical pressures and rising costs are key risks.

J.P. Morgan rates Skydance (SKYD) Neutral with a $9 price target, citing merger synergies and risks like cord-cutting and bundling. The target implies $15 upside from Thursday's close.