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REXR: New Share Repurchase Program And Demand Recovery Hopes Will Shape Outlook

Published
22 Aug 24
Updated
03 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
2.0%
7D
2.1%

Author's Valuation

US$44.134.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 03 Nov 25

Fair value Increased 2.62%

Rexford Industrial Realty's analyst price target has increased by $1.13 to $44.13. Analysts cite updated financial models and improved operating trends as supporting factors for the upward revision.

Shared on 20 Oct 25

Fair value Increased 3.69%

Rexford Industrial Realty's analyst price target has increased to $43.00 from $41.47 as analysts cite an improving operating outlook, stronger profit margins, and updates to future AFFO estimates. Analyst Commentary Recent street research has spotlighted a range of perspectives regarding Rexford Industrial Realty's outlook, with several price target adjustments and mixed opinions on future growth and sector fundamentals.

Shared on 06 Oct 25

Fair value Increased 1.46%

Rexford Industrial Realty's analyst price target has been increased from $40.88 to $41.47. This change reflects updated outlooks that factor in rolled-forward models and modestly improving sector fundamentals according to analysts.

Shared on 20 Sep 25

Fair value Increased 1.40%

Analysts have modestly raised Rexford Industrial Realty’s price target to $40.88, citing improved Q3 demand signals and longer-term AFFO outlooks despite ongoing headwinds from rent recovery delays and market supply. Analyst Commentary Multiple analysts updated price targets by rolling forward valuation models and incorporating 2027 AFFO estimates, reflecting longer-term earnings outlooks.

Shared on 30 Aug 25

Fair value Increased 2.38%

Analysts have modestly raised their price target for Rexford Industrial Realty to $39.88, citing improved industrial demand sentiment post-Q2 but expressing continued caution over slow rent recovery and persistent market headwinds. Analyst Commentary Bullish analysts are raising price targets on improved sentiment for industrial demand trends post-Q2 results and positive feedback from brokers and private landlords.

Shared on 07 May 25

Fair value Decreased 0.82%

Shared on 30 Apr 25

Fair value Increased 2.53%

AnalystConsensusTarget has decreased revenue growth from 9.2% to 8.2%, increased profit margin from 30.2% to 34.5% and decreased future PE multiple from 40.2x to 35.2x.

Shared on 23 Apr 25

Fair value Decreased 6.41%

AnalystConsensusTarget has decreased revenue growth from 10.8% to 7.4%, increased future PE multiple from 40.0x to 46.4x and increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 16 Apr 25

Fair value Decreased 9.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 17%

AnalystConsensusTarget has decreased revenue growth from 15.3% to 10.9% and increased future PE multiple from 33.7x to 41.6x.