Update shared on09 Sep 2025
Fair value Decreased 2.32%Americold Realty Trust’s fair value estimate has been lowered as analysts cite lagging operational performance, persistent sector headwinds, and uncertainty over demand recovery, resulting in a consensus price target decrease from $20.13 to $19.67.
Analyst Commentary
- Lagging operational trends compared to historical expectations, as reflected in management’s recent commentary.
- Ongoing challenges in the cold storage sector from softer demand and elevated new supply, impacting occupancy and pricing power.
- Uncertainty regarding when market conditions will stabilize, with a murky outlook for recovery in the near-to-medium term.
- Lowered 2026 AFFO estimates due to weaker forward growth prospects, though 2025 estimates remain within management guidance.
- Persistent risk that growth in the second half of 2025 could underperform already-reduced expectations, as industry headwinds remain.
What's in the News
- Robert S. Chambers appointed CEO effective September 1, 2025, succeeding retiring CEO George Chappelle; Chambers brings extensive supply chain, logistics, and financial expertise and has held multiple leadership roles at Americold.
- Americold opened a $100+ million Import-Export Hub in Kansas City, its first facility on the Canadian Pacific Kansas City rail network, enhancing North American refrigerated logistics and creating nearly 190 new jobs.
- Reported $5.2 million in impairment of long-lived assets for the quarter ended June 30, 2025.
- Lowered 2025 warehouse segment revenue growth guidance to (4.0%)–0.0% from prior 0.0%–2.0%; revised NOI growth guidance downward and forecast non-same store NOI between $7 million and $13 million.
Valuation Changes
Summary of Valuation Changes for Americold Realty Trust
- The Consensus Analyst Price Target has fallen slightly from $20.13 to $19.67.
- The Discount Rate for Americold Realty Trust has risen slightly from 9.78% to 10.04%.
- The Future P/E for Americold Realty Trust remained effectively unchanged, moving only marginally from 82.07x to 80.73x.
Disclaimer
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