The average analyst price target for Americold Realty Trust has been reduced from $19.27 to $17.87 per share. Analysts cite softer growth expectations and incremental occupancy pressures in their revised outlooks.
Analyst Commentary
Recent analyst reports present a balanced but cautious assessment of Americold Realty Trust's outlook, with several downward adjustments to price targets and earnings estimates amid evolving market conditions.
Bullish Takeaways- Bullish analysts continue to see potential upside as reflected in the maintenance of Outperform and Buy ratings by some firms, indicating fundamental confidence in the company’s long-term positioning.
- Maintaining 2025 AFFO estimates within management’s provided guidance range suggests underlying operational stability and visibility in the near term.
- Despite recent challenges, Americold Realty Trust is expected to remain resilient within the U.S. cold storage sector.
- Bearish analysts have trimmed price targets due to a more conservative outlook for organic growth and incremental occupancy pressures anticipated in 2026.
- Some view consensus estimates for 2026 as still too high, raising concerns that estimate resets may continue to weigh on the stock’s valuation.
- Trends in cold storage continue to lag behind historical patterns, reflecting broader industry headwinds and execution challenges.
- The company does not expect to benefit from typical seasonal improvements in the second half of the year, further moderating growth expectations in the near term.
What's in the News
- Americold opened its largest Middle Eastern facility in Dubai through a joint venture with RSA Cold Chain and DP World. The facility provides 40,000 pallet positions and supports global food flows into the Gulf region (Key Developments).
- The Board announced the appointment of Robert S. Chambers as CEO, effective September 1, 2025, following the upcoming retirement of current CEO George Chappelle. Chambers brings extensive industry and financial expertise to the role (Key Developments).
- Americold celebrated the launch of a new $100+ million Import-Export Hub in Kansas City, Missouri, in partnership with Canadian Pacific Kansas City. The project boosts cross-border food logistics and creates nearly 190 new jobs (Key Developments).
- The company reported a $5.2 million impairment of long-lived assets for the three months ended June 30, 2025 (Key Developments).
- Updated 2025 guidance: Americold lowered its outlook for Warehouse segment same store revenue growth and NOI and now expects a possible decline compared to the previously forecasted growth (Key Developments).
Valuation Changes
- Fair Value Estimate: Decreased from $19.27 to $17.87 per share, reflecting tempered growth and profitability assumptions.
- Discount Rate: Marginally lowered from 10.26% to 10.19%, suggesting a slightly reduced risk profile or cost of capital.
- Revenue Growth: Reduced from 5.34% to 4.71%, indicating more cautious expectations for top-line expansion.
- Net Profit Margin: Declined significantly from 2.99% to 2.20%, highlighting pressures on cost efficiency and earnings quality.
- Future P/E Ratio: Increased from 80.6x to 103.6x, which points to a higher valuation multiple amid subdued earnings forecasts.
Disclaimer
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