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Rising US Defense Spending Will Expand Mission Critical Lease Demand

Published
18 Mar 25
Updated
18 Sep 25
AnalystConsensusTarget's Fair Value
US$32.57
14.3% undervalued intrinsic discount
18 Sep
US$27.92
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1Y
-13.9%
7D
-0.4%

Author's Valuation

US$32.5714.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on18 Sep 25
Fair value Increased 2.24%

A modest uptick in both the analyst price target and discount rate for COPT Defense Properties—despite an essentially unchanged future P/E—suggests a slightly more optimistic outlook with increased required returns, raising the fair value estimate to $32.57. What's in the News Raised full-year 2025 diluted EPS guidance to $1.30–$1.34 from $1.28–$1.34.

Shared on01 May 25
Fair value Decreased 2.19%

Shared on24 Apr 25
Fair value Decreased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 4.81%

AnalystConsensusTarget has decreased revenue growth from 4.0% to 3.1%.