Shared on 20 Sep 25
Fair value Increased 0.69%Experiential Retail Trends Will Revitalize Urban Leasing
Analysts modestly increased Macerich’s price target to $19.53, citing improved Q2 performance and a sector-wide REIT valuation reassessment, though concerns about the company’s risk profile persist. Analyst Commentary Bullish analysts increased price targets following updated financial models that reflect improved Q2 performance.
Shared on 01 May 25
Fair value Increased 11%Experiential Retail Trends Will Revitalize Urban Leasing
Shared on 23 Apr 25
Fair value Decreased 23%New Leasing Strategies And Asset Optimization Will Strengthen Future Performance
AnalystConsensusTarget has increased revenue growth from -3.4% to -1.2% and increased shares outstanding growth rate from 0.1% to 0.2%.
Shared on 17 Apr 25
Fair value Decreased 2.53%New Leasing Strategies And Asset Optimization Will Strengthen Future Performance
AnalystConsensusTarget has decreased revenue growth from -1.4% to -3.4%.
Shared on 09 Apr 25
Fair value Increased 25%New Leasing Strategies And Asset Optimization Will Strengthen Future Performance
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Decreased 12%New Leasing Strategies And Asset Optimization Will Strengthen Future Performance
Shared on 26 Mar 25
New Leasing Strategies And Asset Optimization Will Strengthen Future Performance
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Decreased 0.33%New Leasing Strategies And Asset Optimization Will Strengthen Future Performance
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 13 Mar 25
Fair value Increased 14%New Leasing Strategies And Asset Optimization Will Strengthen Future Performance
AnalystConsensusTarget has decreased revenue growth from 1.4% to 0.4%, increased profit margin from 2.8% to 3.6%, decreased future PE multiple from 343.2x to 268.4x and increased discount rate from 8.4% to 9.6%.