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Record Leasing Demand And Fortune 500 Exposure Will Drive Expansion

Published
18 Jul 24
Updated
16 Sep 25
AnalystConsensusTarget's Fair Value
US$120.00
4.6% undervalued intrinsic discount
16 Sep
US$114.44
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1Y
-9.7%
7D
0.4%

Author's Valuation

US$120

4.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Sep 25
Fair value Increased 0.042%

Prologis’ consensus price target saw a marginal upward revision to $120.00, as analysts cited improving industrial demand, robust development activity, and optimistic mark-to-market expectations offset by lingering concerns about leasing softness and sector-wide adjustments. Analyst Commentary Bullish analysts highlight stronger-than-expected industrial demand trends, healthy mark-to-market expectations, and stronger development activity following robust Q2 results.

Shared on07 May 25
Fair value Decreased 9.05%

Shared on30 Apr 25
Fair value Increased 8.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 5.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.77%