Update shared on 11 Dec 2025
Analysts have modestly raised their price target on NETSTREIT to $22.00, citing the company’s resilient, diversified U.S. commercial portfolio and historically low tenant default rates, which reinforce its outlook for high income stability.
Analyst Commentary
Bullish analysts highlight that NETSTREIT's diversified U.S. commercial portfolio underpins a more predictable cash flow profile, supporting the recently raised $22 price target and justifying a premium to peers with less tenant and sector diversity.
They also point to the company's historically low tenant default rates as evidence of disciplined underwriting and a focus on higher credit quality counterparties, which they believe lowers the risk profile and supports income durability through economic cycles.
In addition, bullish analysts argue that the combination of resilient income and conservative tenant selection positions NETSTREIT to execute on accretive acquisitions without materially stretching its balance sheet, and that this offers a visible pathway for steady funds from operations growth.
What's in the News
- From July 1, 2025 to September 30, 2025, NETSTREIT reported no share repurchases under its existing buyback authorization, leaving total repurchases at 0 shares and $0 million since the program’s launch on September 1, 2021 (Key Developments).
- The unchanged buyback position indicates that management may be focusing on balance sheet flexibility and external growth instead of returning capital via share repurchases in the recent quarter (Key Developments).
Valuation Changes
- Fair Value Estimate: Unchanged at approximately $20.47 per share, indicating no shift in the model’s intrinsic value assessment.
- Discount Rate: Risen slightly from about 8.40 percent to roughly 8.42 percent, reflecting a modest increase in the required return assumption.
- Revenue Growth: Increased moderately from around 13.86 percent to approximately 14.90 percent, signaling a more optimistic outlook for top line expansion.
- Net Profit Margin: Risen modestly from about 10.71 percent to roughly 11.24 percent, implying a small improvement in expected profitability.
- Future P/E: Declined from roughly 78.67x to about 72.97x, suggesting a slightly lower multiple applied to future earnings despite broadly stable fair value.
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