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BEAR financial-services Redfin Corporation

RDFN

11 -9 all-time
Last scored 2026-05-29

Real estate brokerage model disrupted as AI agents handle property search, valuation, and transactions.

Reading — Higher scores = stronger evidence of disruption from agentic AI threatening this company's business model.
§ 01 — Score History
100
Ceiling
11
Latest
0
Floor
§ 02 — Reasoning

Score timeline

2026-05-29 11 +2

Bear thesis on a distressed housing-platform name but no price data and no direct catalyst. Win-prob moderate at 62 is not enough on a short without confirmation. Skip.

2026-05-28 9 -4

Bear short candidate but no price data and risk specialist could not evaluate. Thesis percentile only 41 and win_prob 62 is not enough to short into a name that would squeeze hard on any rate-cut headline. Skip until data resolves.

2026-05-27 13 +4

Watchlist bear with no price data and no catalyst in window. Win-prob 62 and thesis 41 fall short of convergence bar. Risk_quality=0 from data gap. No actionable signal — skip.

2026-05-26 9 -6

Bear-thesis watchlist name with no price data, risk_quality=0 from data gaps, and only middling win_probability. Thesis percentile is weak at 41 and any rate cut catalyst could squeeze shorts. No convergence, no action warranted.

2026-05-25 15 +10

Bear thesis on Redfin has merit given housing headwinds and AI disruption of real estate platforms, but missing price data and zero risk score make this un-actionable. Win-probability of 62 is below the 65 convergence bar for new positions. Skip until data clarity.

2026-05-24 5 -13

Redfin bear thesis lacks conviction — thesis_pct only 41 and risk specialist couldn't evaluate due to data gaps. Housing-market bear is consensus and largely priced in. No actionable edge as a short and no reason to own long. Skip.

2026-05-23 18 +6

Watchlist bear on Redfin with thin conviction. Thesis only 41st percentile, win-prob 62 is moderate but unsupported by price data, no specific catalyst. Does not clear new_buy convergence bar and short setup is too weak to act on. Skip.

2026-05-22 12 +7

Watchlist bear with thin conviction. Win-prob 62 is moderate but thesis percentile is weak and there's no catalyst. Data gaps make a short setup unsafe. Skip.

2026-05-21 5 +2

Watchlist bear on Redfin with no convergence — thesis_pct only 41 and catalyst agent found no relevant AI disruption news. Win-probability sees continued underperformance but conviction is mediocre. Not actionable as a short candidate and no reason to go long. Skip.

2026-05-20 3 -5

Bear-aligned watchlist name with no pricing data and risk_quality=0 due to data gaps. Win-probability is modest at 62 but thesis_pct only 41 — no convergence for any action. Skip.

2026-05-19 8 -10

Bear thesis on Redfin lacks specialist convergence — thesis_pct only 41 and catalyst_pct 50 with no direct AI-disruption article tied to the name. Risk data unavailable. Not actionable as a short or long.

2026-05-18 18 +17

Bear thesis on Redfin lacks specialist convergence — thesis_pct only 41 and catalyst absent. Win-probability at 62 is modest. No price data undermines confidence. Skip without conviction.

2026-05-17 1 -11

Cannot evaluate without price data. No catalyst, weak thesis percentile, severe risk rating from data gap. Hard skip.

2026-05-16 12 +9

Cannot evaluate without pricing data. Bear thesis is generic AI-in-financial-services hype with no Redfin-specific catalyst. Thesis_pct 41 is weak. Hard skip.

2026-05-15 3 -2

Insufficient data to act, weak thesis ranking, no direct AI catalyst. Lowest priority in batch.

2026-05-14 5 +4

Insufficient data to evaluate. Bear thesis on housing/real estate brokerage. Hard skip.

2026-05-13 1 0

No price data, risk_quality 0, no catalyst, mediocre thesis. Cannot make a defensible decision — skip.

2026-05-12 1 -7

Cannot evaluate without pricing data. Indirect thesis link. Hard skip.

2026-05-11 8 -12

Data unavailable, risk agent assigned automatic severe risk rating. Thesis weak and only generic AI-displacement narrative — no company-specific catalyst. Hard skip.

2026-05-10 20 +19

Cannot evaluate without pricing data. Risk Agent assigns automatic severe rating. Skip — cannot underwrite a position blind.

2026-05-09 1 -13

Insufficient data to evaluate. Hard skip until data is available.

2026-05-08 14 +13

Specialists cannot evaluate without market data. Hard skip until data is available; do not act on incomplete inputs.

2026-05-07 1 0

Insufficient data to evaluate. Indirect bear thesis on real estate brokerage AI disruption but no current price/valuation data and only mild catalyst support. Hard skip.

2026-05-06 1 -2

Insufficient data to evaluate. All neutral readings, no catalyst signal, risk agent cannot assess. Hard skip until data is available.

2026-05-05 3 +2

Insufficient data to evaluate. Win_prob agent and risk agent both flag inability to assess. Thesis percentile only 41. Hard skip until data quality is restored.

2026-05-04 1 0

Specialist agents could not retrieve pricing data. Cannot underwrite a position without basic market data. Hard skip.

2026-05-03 1 -4

Cannot underwrite a position without basic pricing, valuation, or technical data. Hard skip until data is restored.

2026-05-02 5 +4

Cannot underwrite a position without basic market data. Risk agent assigns automatic severe rating. No specialist convergence and no specific catalyst. Hard skip.

2026-05-01 1 0

Insufficient data across the board — no price, no PE, no catalyst, no risk read. Cannot underwrite a position with zero visibility. Hard skip.

2026-04-30 1 0

Hard skip. Risk agent flags complete data unavailability — cannot evaluate technicals, valuation, or position sizing. Adding capital to a name we cannot price is indefensible to investors. Revisit when data is restored.

2026-04-29 1 0

No usable data across any specialist. Cannot evaluate technical setup, valuation, or catalyst. Hard skip — never initiate a position you can't risk-manage.

2026-04-28 1 -12

Cannot evaluate without market data. Risk agent gives 0/100. Hard skip until data is available.

2026-04-27 13 +12

Insufficient data across the board — no price, no valuation, no catalyst signal. Cannot underwrite a position. Hard skip.

2026-04-26 1 0

Cannot evaluate without market data. Win-prob and risk both zeroed out due to data gap. Hard skip until data is available — never initiate a position blind.

2026-04-25 1 0

Cannot evaluate without market data. Hard skip until data resolves.

2026-04-24 1 0

No market data available to evaluate. Win-Probability and Risk agents both returned zero due to data unavailability. Cannot underwrite a position without pricing. Hard skip until data is restored.

2026-04-24 1 -19

Data unavailable — cannot underwrite. Hard skip until pricing/fundamentals can be evaluated. Thesis alone is insufficient per convergence rule.

2026-04-22 20

Win-Probability is zero due to missing data — we cannot underwrite a position blind. Bear alignment and illiquidity compound the issue. Hard skip until data quality improves.

Supervisor: ALARM — the scoring pipeline has a failing check.