Broadstone Net Lease, Inc.

Report azionario NYSE:BNL

Capitalizzazione di mercato: US$4.0b

Broadstone Net Lease Crescita futura

Criteri Future verificati 1/6

Broadstone Net Lease prevede che gli utili e i ricavi cresceranno rispettivamente di 3.9% e 6.6% all'anno. Si prevede che l'EPS crescerà di 3.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 5.7% in 3 anni.

Informazioni chiave

3.9%

Tasso di crescita degli utili

3.59%

Tasso di crescita dell'EPS

REITs crescita degli utili10.8%
Tasso di crescita dei ricavi6.6%
Rendimento futuro del capitale proprio5.68%
Copertura analitica

Good

Ultimo aggiornamento30 Apr 2026

Aggiornamenti recenti sulla crescita futura

Broadstone Net Lease, Inc. (NYSE:BNL) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

Feb 22
Broadstone Net Lease, Inc. (NYSE:BNL) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

Broadstone Net Lease, Inc. Just Recorded A 103% EPS Beat: Here's What Analysts Are Forecasting Next

May 06
Broadstone Net Lease, Inc. Just Recorded A 103% EPS Beat: Here's What Analysts Are Forecasting Next

Recent updates

BNL: Neutral UBS View Will Rely On Earnings And Margin Delivery

Analysts have inched up their price expectations for Broadstone Net Lease, with the consensus target moving from about $20.64 to roughly $20.91. This reflects updated views on discount rate, revenue growth, profit margin and future P/E assumptions, alongside a recent Street move that lifted one price target to $20.

Broadstone Net Lease: A Noteworthy Index Inclusion And A Shift In Global Macro

Apr 08

BNL: Higher UBS P/E Assumptions Will Shape Future Return Profile

Analysts have inched their fair value estimate for Broadstone Net Lease higher, lifting the implied price target from about $20.45 to around $20.64. This follows recent Street research that included a $1 increase in the UBS target to $20 and updated assumptions for discount rate, revenue growth, profit margin, and future P/E of 70x.

BNL: Updated Return Assumptions And Development Pipeline Will Shape Balanced Outlook

Analysts have lifted their price target on Broadstone Net Lease from $19 to $20, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that are broadly consistent with recent Street research. Analyst Commentary Analysts interpret the move to a US$20 price target as a fine tuning of expectations rather than a major reset, with views split between cautious optimism and a focus on execution risks.

BNL: Development Pipeline And Dividend Policy Will Shape Balanced Forward Outlook

Analysts are maintaining a $19.00 price target for Broadstone Net Lease, with the updated view reflecting slightly higher discount rate assumptions, more conservative revenue growth and profit margin expectations, and a higher future P/E multiple to align with current earnings projections. What's in the News Broadstone Net Lease added two new build-to-suit development projects to its investment pipeline with an aggregate estimated total project investment of about $62.1 million, including an SSD industrial warehouse and distribution center in Sarasota, FL, and a retail development in Magnolia, TX, a suburb of Houston, TX (Key Developments).

BNL: Higher FY25 Deployment Goals And 2026 Guidance Will Shape Risk Balance

Analysts have raised their price target on Broadstone Net Lease to $20 from $18, citing higher FY25 investment volume goals and the potential for conservative 2026 assumptions if current trends persist. Analyst Commentary Recent research points to a more balanced setup for Broadstone Net Lease, with the higher US$20 price target framed against what some see as execution and growth risks tied to future investment volumes.

BNL: Higher FY25 Deployment And Investor Day Will Balance Execution Risks

Analysts recently lifted their price target on Broadstone Net Lease to US$20 from US$18, citing management’s higher FY25 investment volume target and the potential for current 2026 assumptions to prove conservative if those trends continue. Analyst Commentary Even with the higher US$20 price target, some bearish analysts are still striking a cautious tone on Broadstone Net Lease.

BNL: Higher FY25 Investments And Investor Day Will Shape Risk Balance

Analysts have lifted their price target range for Broadstone Net Lease by about $4 to roughly $19, citing higher planned FY25 investment volumes and noting that current 2026 assumptions could prove conservative if those trends continue. Analyst Commentary Even with the higher price target range and larger planned FY25 investment volumes, some bearish analysts are still urging caution.

BNL: Higher 2025 Investment Plans And Investor Day Outlook Will Support Upside

Narrative Update on Broadstone Net Lease The analyst price target for Broadstone Net Lease has moved to $20 from $18, as analysts point to the company's higher FY25 investment volume target and the potential for more clarity at the upcoming investor day as key supports for this change. Analyst Commentary Analysts are reacting to Broadstone Net Lease's updated FY25 investment volume target and the higher price target, using both to reassess how much upside and risk they see in the story.

BNL: Rising Investment Volumes And 2026 Guidance Are Expected To Unlock Upside

Analysts have modestly trimmed their fair value estimate for Broadstone Net Lease from $22.00 to $21.00 per share, even as they highlight rising investment volume targets and the potential for conservative 2026 assumptions as reasons to maintain a more balanced outlook. Analyst Commentary Bullish analysts are increasingly highlighting the potential for upside in Broadstone Net Lease's valuation as management demonstrates confidence in its growth trajectory and capital deployment plans.

BNL: Rising 2025 Investment Plans Will Support Higher Price Potential

Analysts have raised their price target on Broadstone Net Lease by $2 to $20 per share, citing management's increasing FY25 investment volume targets and the potential for current 2026 assumptions to prove conservative as visibility improves. Analyst Commentary Bullish Takeaways Bullish analysts view the higher FY25 investment volume target as a sign that management can deploy capital effectively, supporting the raised $20 price target.

BNL: Upward Momentum Expected As Investment Targets Rise For 2025

Analysts have raised their price target for Broadstone Net Lease from $19.70 to $20.27. They cite improved revenue growth forecasts and management’s upwardly revised investment targets as key drivers of the change.

E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development

Broadstone Net Lease’s fair value has been revised upward to $19.60 as analysts gain confidence in management’s strategic execution, earnings visibility from a growing development pipeline, and enhanced growth prospects following accretive transactions and strong Q2 results. Analyst Commentary Disposal of the healthcare portfolio increased confidence in management's strategic execution.

Broadstone Net Lease And W. P. Carey: Diverging Multiples Create A Compelling Opportunity To Swap

Feb 23

Broadstone Net Lease, Inc. (NYSE:BNL) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

Feb 22
Broadstone Net Lease, Inc. (NYSE:BNL) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

Broadstone Net Lease: Remains Undervalued With Attractive Yield

Jan 07

Broadstone Net Lease: Double Your Income With Significantly Less Risk

Dec 25

Broadstone Net Lease: Still Underestimated

Nov 23

Broadstone Net Lease: 6% Yield, Dividend Growth, High Margin Of Safety

Oct 01

Previous Thesis Panned Out, But Broadstone Net Lease Has More To Offer

Sep 17

Broadstone Net Lease: Not All Industrial Is Created Equal

Sep 10
User avatar

Tactical Exit And Risky Investments Spell Troubled Waters Ahead

Exiting clinical healthcare and shifting investments towards specialized industrial and QSR assets could lead to earnings volatility and capital requirement issues.

Broadstone Net Lease: Meaningful Reorganization Progress And Strong Metrics Make It Buyable

Aug 12

Broadstone Net Lease: Price Catches Up With Value

Jul 30

Broadstone Net Lease: An Attractive Yield For Income Investors

Jul 08

Here's Why We Think Broadstone Net Lease (NYSE:BNL) Is Well Worth Watching

Jun 22
Here's Why We Think Broadstone Net Lease (NYSE:BNL) Is Well Worth Watching

Broadstone Net Lease: Higher For Longer Interest Rates Keeping The Stock Undervalued

Jun 03

Broadstone Net Lease: Great Risk-To-Reward Ratio Accompanied By Top Business Metrics

May 27

Broadstone Net Lease: Very Much Underestimated

May 21

Broadstone Net Lease, Inc. Just Recorded A 103% EPS Beat: Here's What Analysts Are Forecasting Next

May 06
Broadstone Net Lease, Inc. Just Recorded A 103% EPS Beat: Here's What Analysts Are Forecasting Next

Broadstone Net Lease: An Industrial REIT Powerhouse With A 7.8% Yield

Apr 16

Broadstone Net Lease: A 7.5% Dividend And Cheap Valuation

Mar 28

Broadstone Net Lease: Why We Prefer It Over Realty Income

Mar 10

Broadstone Net Lease: A REIT To Consider For Post Rate Hikes

Feb 25

Broadstone Net Lease: An Insulated Portfolio Protected From Rates And Turmoil

Feb 06

Broadstone Net Lease: A Solid REIT Choice For 2024

Jan 03

Here's Why We Think Broadstone Net Lease (NYSE:BNL) Might Deserve Your Attention Today

Dec 16
Here's Why We Think Broadstone Net Lease (NYSE:BNL) Might Deserve Your Attention Today

Broadstone Net Lease: A Tempting ~7% Yielding Diversified REIT

Dec 12

Earnings Beat: Broadstone Net Lease, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 05
Earnings Beat: Broadstone Net Lease, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Broadstone Net Lease: High Yield With A Limited Downside

Nov 03

Previsioni di crescita degli utili e dei ricavi

NYSE:BNL - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028568103N/AN/A5
12/31/2027525157N/AN/A8
12/31/2026489136N/AN/A4
3/31/2026467125N/AN/AN/A
12/31/202545495270299N/A
9/30/202544889249279N/A
6/30/202544298252282N/A
3/31/2025435113249277N/A
12/31/2024432161259276N/A
9/30/2024425142246273N/A
6/30/2024426156254280N/A
3/31/2024429181234268N/A
12/31/2023443155225271N/A
9/30/2023450183229271N/A
6/30/2023444161238275N/A
3/31/2023433134225271N/A
12/31/2022408122225256N/A
9/30/2022388117234253N/A
6/30/2022407119245264N/A
3/31/2022394107251252N/A
12/31/2021383102243245N/A
9/30/202137388229233N/A
6/30/202133068190199N/A
3/31/202132662178190N/A
12/31/202032251168179N/A
9/30/202032461161169N/A
6/30/202032075155162N/A
3/31/202030976151156N/A
12/31/201929979N/A147N/A
9/30/201927767N/A145N/A
6/30/201926265N/A134N/A
3/31/201925066N/A127N/A
12/31/201823769N/A128N/A
9/30/201822471N/A119N/A
6/30/201820862N/A111N/A
3/31/201819560N/A106N/A
12/31/201718255N/A98N/A
9/30/201717252N/A87N/A
6/30/201716254N/A83N/A
3/31/201715344N/A78N/A
12/31/201614336N/A67N/A
12/31/20159819N/A39N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BNL ( 3.9% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di BNL ( 3.9% all'anno) cresceranno più lentamente rispetto al mercato US ( 15.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BNL cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di BNL ( 6.6% all'anno) crescerà più lentamente rispetto al mercato US ( 11.1% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BNL ( 6.6% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BNL sarà basso tra 3 anni ( 5.7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 06:06
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Broadstone Net Lease, Inc. è coperta da 17 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Eric Martin BordenBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research
John KimBMO Capital Markets Equity Research