Update shared on 14 Nov 2025
Fair value Increased 2.30%Analysts have increased the price target for Tanger from $35.55 to $36.36 per share. This change is driven by updated earnings models reflecting stronger profit margins and recent upward adjustments to retail REIT estimates.
Analyst Commentary
Recent updates to Tanger's price targets reflect shifting perspectives on the company's valuation and future execution. Analysts have reassessed their models in light of new guidance and sector-wide performance trends.
Bullish Takeaways- Bullish analysts have raised their price targets for Tanger over the past quarter, signaling growing confidence in the company’s potential upside.
- Several analysts updated their valuation frameworks by factoring in stronger projected profit margins and rolling forward estimates to future years, including 2027.
- Improved estimates are attributed to consistent execution following recent earnings cycles and robust performance relative to guidance.
- The retail REIT sector's broader positive momentum is seen as an additional tailwind that could benefit Tanger’s growth expectations.
- Despite upward price target adjustments, some analysts remain cautious and have maintained neutral ratings, citing limited near-term upside.
- Analysts are closely monitoring broader retail and real estate market risks, which could limit further multiple expansion for Tanger.
- Execution risks remain, particularly as target frameworks rely on the successful realization of 2027 AFFO estimates and continued sector strength.
What's in the News
- Tanger Inc. has raised its earnings guidance for the year ending December 31, 2025. The company now expects diluted net income per share to range from $0.95 to $0.99, compared to the previous guidance of $0.93 to $1.00 (Corporate Guidance Raised).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, up from $35.55 to $36.36 per share.
- Discount Rate has decreased modestly, moving from 7.92% to 7.84%.
- Revenue Growth expectations have edged downward, from 3.22% to 3.03% projected annually.
- Net Profit Margin estimates have increased, now at 22.52% compared to the previous 21.48%.
- Future P/E Ratio forecast has declined marginally, from 42.13x to 41.54x.
Disclaimer
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