Update shared on22 Oct 2025
Fair value Decreased 4.15%Analysts have lowered their average price target for Americold Realty Trust from $17.87 to $17.13 per share. This change reflects more cautious expectations for organic growth and occupancy trends in the coming years.
Analyst Commentary
Recent research updates reflect a division among analysts regarding the outlook for Americold Realty Trust. Forecast adjustments highlight both areas of confidence and emerging challenges for the company.
Bullish Takeaways- Bullish analysts continue to maintain positive ratings on Americold shares and note that the company’s 2025 adjusted funds from operations (AFFO) estimate remains within management's stated guidance range.
- Expectations of operational stability in the near term have supported some confidence in valuation, even as longer-term growth targets are recalibrated.
- Organic growth, while forecasted to be more moderate, is still seen as sustainable by some analysts, particularly given Americold’s strong market position in U.S. cold storage.
- Bearish analysts point out that softening occupancy trends could pressure Americold’s organic growth through 2026 and pose a risk to achieving prior financial targets.
- Several research firms have reduced price targets, emphasizing lower expectations for both revenue growth and profitability in a challenging industry backdrop.
- Management does not expect typical seasonal tailwinds in the second half of the year, which increases caution around near-term performance.
- Some analysts believe that consensus estimates for 2026 remain too high and could require further downward adjustment, which may continue to weigh on the stock valuation.
What's in the News
- Americold announced the opening of its new cold storage facility in Dubai, its largest in the Middle East. The facility was developed in partnership with DP World and RSA Cold Chain and features advanced logistics, sustainable energy, and international food safety certifications (Key Developments).
- The company celebrated the opening of a $100+ million import-export hub in Kansas City, Missouri. This new facility enhances cross-border refrigerated food logistics between the U.S. and Mexico and creates nearly 190 jobs (Key Developments).
- Americold's Board of Directors has unanimously appointed Robert S. Chambers as Chief Executive Officer, effective September 1, 2025, following the planned retirement of George Chappelle (Key Developments).
- Americold reported an unaudited impairment of long-lived assets totaling $5.2 million for the quarter ended June 30, 2025 (Key Developments).
- The company updated its 2025 earnings guidance and lowered expectations for same store revenue and NOI growth in its Warehouse segment (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Lowered from $17.87 to $17.13 per share. This reflects a modest decrease in perceived fair value.
- Discount Rate: Increased slightly from 10.19% to 10.24%. This indicates a marginally higher level of perceived risk in the valuation model.
- Revenue Growth: Revised downward from 4.71% to 4.70%. This signals a very minor reduction in expected future sales expansion.
- Net Profit Margin: Declined from 2.20% to 2.08%. This suggests somewhat reduced profitability expectations.
- Future P/E: Increased from 103.6x to 105.2x. This highlights a modest rise in the company’s projected price-to-earnings multiple.
Disclaimer
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