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Urban Redevelopment Will Boost Mixed-use Retail Appeal

Published
06 Aug 24
Updated
27 Sep 25
AnalystConsensusTarget's Fair Value
US$186.45
4.0% undervalued intrinsic discount
27 Sep
US$178.92
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1Y
7.0%
7D
-4.7%

Author's Valuation

US$186.454.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Sep 25
Fair value Increased 1.03%

Analysts raised Simon Property Group’s price target due to stronger Q2 results, improved capital markets activity, and higher near-term FFO estimates, despite some valuation and macro concerns, resulting in a modest increase in consensus fair value from $184.55 to $186.45. Analyst Commentary Bullish analysts raised price targets citing recent capital markets activity, positive transactions, and Q2 2025 business refinements impacting forward guidance.

Shared on12 Sep 25
Fair value Increased 0.27%

Simon Property Group’s consensus price target saw a modest upward revision to $184.55 as analysts updated FY25/FY26 FFO estimates following strong Q2 results and sector-wide REIT outperformance, while some valuation-based downgrades reflect caution amidst macro risks. Analyst Commentary Price target increases by bullish analysts reflect updated FY25 and FY26 Funds From Operations (FFO) estimates following solid Q2 results.

Shared on07 May 25
Fair value Decreased 15%

Shared on30 Apr 25
Fair value Decreased 0.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.47%

AnalystConsensusTarget has decreased revenue growth from 0.9% to 0.7%.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 8.07%