Update shared on24 Sep 2025
Fair value Decreased 2.03%Americold Realty Trust’s analyst price target was revised downward as persistent industry headwinds, ongoing estimate resets, and a deteriorating long-term outlook for demand and profitability have tempered sentiment, resulting in a modest fair value reduction from $19.67 to $19.27.
Analyst Commentary
- Lowered 2026 consensus estimates and ongoing risk of further estimate resets as management signals expectations may still be too optimistic.
- Industry trends lagging historical norms, with current operational performance not meeting prior management expectations.
- Challenging operating environment due to softer demand and elevated new supply levels in the cold storage REIT sector.
- Uncertain timeline for market condition stabilization, with risk that 2025 growth could underperform even revised, lower expectations.
- 2025 AFFO outlook remains within guidance for some analysts, but longer-term profit visibility is deteriorating as sentiment across coverage turns more cautious.
What's in the News
- Robert S. Chambers appointed Chief Executive Officer, succeeding retiring CEO George Chappelle; Chambers brings extensive leadership and financial experience in supply chain and logistics, with a 12-year history at Americold.
- Opened a new $100+ million Import-Export Hub in Kansas City in partnership with Canadian Pacific Kansas City; facility serves as a key refrigerated rail hub for cross-border shipments and is expected to create nearly 190 jobs.
- Reported a $5.2 million impairment of long-lived assets for Q2 2025.
- Lowered 2025 earnings guidance: warehouse segment same store revenue growth revised to (4.0)% to 0.0%, and NOI growth guidance reduced, citing challenges in core operations.
Valuation Changes
Summary of Valuation Changes for Americold Realty Trust
- The Consensus Analyst Price Target has fallen slightly from $19.67 to $19.27.
- The Consensus Revenue Growth forecasts for Americold Realty Trust has fallen slightly from 5.6% per annum to 5.3% per annum.
- The Discount Rate for Americold Realty Trust has risen slightly from 10.04% to 10.26%.
Disclaimer
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