BNL Share Price Performance
US$19.80
4.18 (26.76%)
4.1% undervalued intrinsic discount
US$20.64
Fair Value
Price US$19.80
AnalystConsensusTarget US$20.64
AnalystLowTarget US$19.00
AnalystHighTarget US$21.00
Fair ValueUS$20.64
Share Pricen/a
Broadstone Net Lease, Inc. Stock Price
- 3 Narratives written by author
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- 11 Fair Values set on narratives written by author
BNL Community Narratives
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Fair Value US$20.64 4.1% undervalued intrinsic discount
E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development
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Fair Value US$19 4.2% overvalued intrinsic discount
E-commerce Trends And Higher Rates Will Erode Portfolio Value
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Fair Value US$21 5.7% undervalued intrinsic discount
E-commerce And Asset-Light Leasing Will Fuel Industrial Growth
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E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development
Key Takeaways Strategic focus on industrial and essential retail properties, high-quality leases, and proactive portfolio management supports stable occupancy, resilient earnings, and margin expansion. Prudent capital recycling and relationship-driven acquisitions enable consistent portfolio growth, reduced risk, and sustainable cash flow independent of equity market fluctuations.Read more
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AN
US$20.64
4.1% undervalued intrinsic discount
Fair Value
Revenue
7.21% p.a.
Profit Margin
12.96%
Future PE
70x
Price in 2029
US$25.57
E-commerce Trends And Higher Rates Will Erode Portfolio Value
Key Takeaways Shifts in e-commerce, technology, and market competition threaten property demand, occupancy, and stable revenue generation across Broadstone's portfolio. Higher interest rates and rising capital costs are set to squeeze earnings, reduce net asset value, and hinder future portfolio growth.Read more
10
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US$19
4.2% overvalued intrinsic discount
Fair Value
Revenue
6.97% p.a.
Profit Margin
23.93%
Future PE
35.22x
Price in 2029
US$23.59
E-commerce And Asset-Light Leasing Will Fuel Industrial Growth
Key Takeaways Strong developer relationships and successful capital recycling are driving outperformance, with potential for earnings and margin growth to surpass current expectations. Unique positioning with high-credit tenants and specialized lease structures supports resilient occupancy, accelerating rent growth, and sustained earnings durability amid growing logistics demand.Read more
13
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US$21
5.7% undervalued intrinsic discount
Fair Value
Revenue
9.58% p.a.
Profit Margin
32.5%
Future PE
25.95x
Price in 2028
US$26.1
Trending Discussion
Recently Updated Narratives
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BNL: Higher UBS P/E Assumptions Will Shape Future Return Profile
Fair Value: US$20.64 4.1% undervalued intrinsic discount
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BNL: Development Pipeline And Dividend Policy Will Shape Balanced Forward Outlook
Fair Value: US$19 4.2% overvalued intrinsic discount
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BNL: Rising Investment Volumes And 2026 Guidance Are Expected To Unlock Upside
Fair Value: US$21 5.7% undervalued intrinsic discount
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Snowflake Analysis
Broadstone Net Lease, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 29, 2026
- 0.50
- 94.94%
- 20.97%
- 82.7%
About BNL
- Founded
- 2007
- Employees
- 62
- CEO
- WebsiteView website
Broadstone Net Lease, Inc. is an industrial-focused, diversified net lease real estate investment trust that invests in primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. We primarily, and selectively, invest in real estate across industrial and retail property types. We target properties with credit-worthy tenants in industries characterized by positive business drivers and trends, where the properties are an integral part of the tenant’s business and there are opportunities to secure long-term net leases. Through long-term net leases, our tenants can retain operational control of their strategically important locations, while allocating their debt and equity capital to fund core business operations rather than real estate ownership. Broadstone Net Lease, Inc. was incorporated on October 18th, 2017 in Maryland, USA.
