Americold Realty Trust, Inc.

Report azionario NYSE:COLD

Capitalizzazione di mercato: US$4.2b

Americold Realty Trust Crescita futura

Criteri Future verificati 0/6

Americold Realty Trust prevede che gli utili e i ricavi cresceranno rispettivamente di 69.1% e 5.1% all'anno. Si prevede che l'EPS crescerà di 66.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di -2.5% in 3 anni.

Informazioni chiave

69.1%

Tasso di crescita degli utili

66.82%

Tasso di crescita dell'EPS

Industrial REITs crescita degli utili1.3%
Tasso di crescita dei ricavi5.1%
Rendimento futuro del capitale proprio-2.47%
Copertura analitica

Good

Ultimo aggiornamento22 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • May 21

COLD: Future Returns Will Depend On Joint Venture Leverage Gains And Execution

Narrative Update Americold Realty Trust's fair value estimate has been updated to $15.50 from $14.59, as analysts cite recent Q1-driven price target increases across the Street and an improved leverage profile that they believe supports a narrower valuation gap versus peers. Analyst Commentary Recent research on Americold Realty Trust shows a mix of optimism and caution, with several firms updating models and price targets following Q1 results and the joint venture impact on leverage.
Aggiornamento della narrazione • Apr 28

COLD: Fair Outlook Balances Governance Turmoil With Tough 2026 Occupancy Challenges

Americold Realty Trust's analyst fair value estimate has shifted from $13.00 to $12.00 as analysts weigh mixed research commentary, including recent downgrades and neutral views, against updated assumptions for revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research on Americold Realty Trust has turned more cautious, with the latest fair value estimate moving to $12.00 after a mix of downgrades, neutral initiations and tempered optimism around the company’s medium term outlook.
Aggiornamento della narrazione • Apr 14

COLD: Future Recovery Will Rely On Improving Execution And Occupancy Conditions

The analyst price target for Americold Realty Trust has shifted slightly to $14.59 from $14.80, as analysts weigh recent neutral and bullish initiations alongside revised company estimates and mixed rating changes across the Street. Analyst Commentary Recent research on Americold Realty Trust reflects a mix of optimism on the company’s execution and outlook, alongside fresh caution on return potential relative to other opportunities in the sector.
Aggiornamento della narrazione • Mar 31

COLD: Better Than Feared Outlook Will Meet Tough 2026 Occupancy Headwinds

Americold Realty Trust's consensus analyst price target has moved up by $3 to $14, as analysts factor in updated views that recent guidance was "better than feared" while still acknowledging potential challenges around 2026 pricing and occupancy trends. Analyst Commentary Recent research coverage paints a mixed picture for Americold Realty Trust, with several firms adjusting price targets around the US$14 level and reinforcing Neutral or equivalent ratings.
Seeking Alpha • Mar 23

Americold: A Globally Critical Cold-Storage Industrial REIT, But Occupancy Could Improve

Summary For my first rating of Americold, I called it a hold. I like their large global portfolio and key role in a critical niche like cold storage, their high dividend yield (above 8%), and investment-grade rating from Fitch. Margins have shown pressure, with this business model being a high-cost one among industrial REITs, and any reduced occupancy can impact earnings. This REIT (COLD) has a notable list of major names in the food/consumer staples/grocery niche, including Walmart, Tyson's, and others. Spikes in energy costs this year could have a downside risk to this particular type of REIT, which depends heavily on electricity powering temperature-controlled storage. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Mar 16

COLD: Better Than Feared Outlook Will Face Tougher Occupancy Conditions

The analyst fair value estimate for Americold Realty Trust has moved from $12.00 to $13.00. This reflects a series of recent price target updates around $13 to $15 as analysts factor in a company outlook described as better than feared but still facing tougher pricing and occupancy conditions into 2026.
Aggiornamento della narrazione • Mar 02

COLD: Weaker Cold Storage Demand Will Pressure Occupancy Through 2026

Americold Realty Trust's fair value estimate has moved from $11.00 to $12.00 as analysts factor in higher price targets around $13 to $15 and mixed views on the company’s outlook, including comments that conditions may be "better than feared" but still challenging into 2026. Analyst Commentary Recent research on Americold Realty Trust points to a mixed backdrop, with several firms adjusting price targets into the low to mid teens and stressing that the operating setup into 2026 could be difficult.
Aggiornamento della narrazione • Feb 16

COLD: Discounted Cold Storage Portfolio Is Expected To Benefit From 2026 REIT Turnaround

The analyst price target for Americold Realty Trust has been trimmed by about $0.12. Analysts cited sector-level caution on cold storage REITs and expectations for tougher pricing and occupancy conditions, partly offset by slightly stronger assumptions for revenue growth, profit margins, and a lower future P/E multiple.
Aggiornamento della narrazione • Feb 02

COLD: Future Recovery Will Rely On Occupancy And Pricing Conditions Improving

Analysts have trimmed their price target on Americold Realty Trust by $0.20 to $14.80. This reflects a more cautious stance on cold storage REITs overall, even as some see selective upside and ongoing challenges around demand, pricing, and occupancy.
Aggiornamento della narrazione • Jan 19

COLD: Weaker Cold Storage Demand Will Pressure Occupancy And Constrain Future Upside

Analysts have reduced their fair value estimate for Americold Realty Trust to $11.00 from $15.00, citing a mix of lowered Street price targets, more cautious assumptions on revenue growth, and a higher discount rate, even as margin and future P/E inputs are kept broadly similar. Analyst Commentary Recent research points to a more cautious tone around Americold Realty Trust, with several Bearish analysts trimming price targets and reassessing expectations for growth and execution.
Aggiornamento della narrazione • Jan 04

COLD: Discounted Cold Storage Portfolio Is Expected To Benefit From Demand Recovery

Analysts have lowered their price target for Americold Realty Trust from approximately $25.67 to about $22.10 per share. This adjustment reflects higher perceived risk, softer margin expectations, and a more challenging demand outlook highlighted in recent research updates.
Aggiornamento della narrazione • Dec 18

COLD: Future Recovery Will Depend On Demand And Occupancy Normalizing From Trough Levels

Analysts cut their average price target on Americold Realty Trust by several dollars per share to the low teens in dollar terms, citing tempered demand expectations, softer occupancy and rate outlooks, and concerns that earnings estimates for 2026 remain too high despite modest improvements in long term margins and risk assumptions. Analyst Commentary Recent Street research reflects a cautious but nuanced stance on Americold Realty Trust, with most firms trimming price targets into the low teens and resetting expectations for both near term earnings and longer term growth.
Aggiornamento della narrazione • Dec 04

COLD: Future Recovery Will Depend On Demand Normalization And Occupancy Stabilization

Analysts have trimmed their fair value estimate for Americold Realty Trust to $15.00 from $15.50, citing reduced revenue growth expectations, lower profit margin forecasts, and higher projected valuation multiples, following a series of recent price target cuts and rating downgrades across the Street. Analyst Commentary Street research on Americold Realty Trust has turned more cautious in recent months, with several price target cuts and rating downgrades highlighting both company specific execution risks and broader macro headwinds for the cold storage REIT space.
Aggiornamento della narrazione • Nov 20

COLD: Future Recovery Will Rely On Demand Normalization Amid Ongoing Macro Uncertainty

The analyst price target for Americold Realty Trust has been lowered from $16.94 to $15.50. This change reflects revised forecasts as analysts cite softer demand, ongoing macro uncertainty, and a weaker profit outlook for the company.
Aggiornamento della narrazione • Nov 05

COLD: Organic Growth Reset Will Set Up Recovery Despite Near-Term Headwinds

The analyst price target for Americold Realty Trust has been lowered slightly to $16.94 from $17.13. Analysts cite revised organic growth expectations and ongoing occupancy pressures as key factors behind the update.
Aggiornamento della narrazione • Oct 22

Analyst Revisions Reflect Cautious Optimism for Americold Realty Trust Amid Valuation Changes

Analysts have lowered their average price target for Americold Realty Trust from $17.87 to $17.13 per share. This change reflects more cautious expectations for organic growth and occupancy trends in the coming years.
Aggiornamento della narrazione • Oct 08

Dubai Expansion And Asia Pacific Demand Will Boost Cold Storage

The average analyst price target for Americold Realty Trust has been reduced from $19.27 to $17.87 per share. Analysts cite softer growth expectations and incremental occupancy pressures in their revised outlooks.
Aggiornamento della narrazione • Sep 24

Dubai Expansion And Asia Pacific Demand Will Boost Cold Storage

Americold Realty Trust’s analyst price target was revised downward as persistent industry headwinds, ongoing estimate resets, and a deteriorating long-term outlook for demand and profitability have tempered sentiment, resulting in a modest fair value reduction from $19.67 to $19.27. Analyst Commentary Lowered 2026 consensus estimates and ongoing risk of further estimate resets as management signals expectations may still be too optimistic.
Aggiornamento della narrazione • Sep 09

Dubai Expansion And Asia Pacific Demand Will Boost Cold Storage

Americold Realty Trust’s fair value estimate has been lowered as analysts cite lagging operational performance, persistent sector headwinds, and uncertainty over demand recovery, resulting in a consensus price target decrease from $20.13 to $19.67. Analyst Commentary Lagging operational trends compared to historical expectations, as reflected in management’s recent commentary.
Aggiornamento della narrazione • Aug 15

Dubai Expansion And Asia Pacific Demand Will Boost Cold Storage

Americold Realty Trust’s fair value outlook remains pressured by softer demand, elevated new supply, and continued industry headwinds, leading to an unchanged consensus analyst price target of $21.13. Analyst Commentary Softer demand and elevated new supply continue to pressure cold storage REITs' operating environment.
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Nuova narrazione • May 26

Recurring Revenue And Global Cold Chain Expansion Will Secure Value

Long-term contracts and strategic international partnerships drive stable, recurring cash flows, positioning the company for revenue growth and diversification.
Seeking Alpha • Jan 25

Americold Realty Is A Great Bargain Near 5-Year Low

Summary Americold Realty Trust offers a compelling value proposition with a 4% dividend yield and trades well below its historical P/FFO multiple. Despite recent share price weakness, COLD has shown strong financial performance, with improving margins and robust AFFO growth. COLD is positioned for future growth through automation initiatives and a $1 billion development pipeline that is essential for the global food supply chain. Read the full article on Seeking Alpha
Seeking Alpha • Nov 11

Take A COLD Bite Of Americold Realty Trust

Summary Americold Realty Trust, the largest tradeable cold-storage REIT, has underperformed due to management miscalculations and excess capacity. I like the cold-storage industry long-term, and furthermore wonder whether incoming Trump Administration policies could cause a business inflection. Americold's leadership team is relatively new, and might be on a short leash to improve results or be replaced. I'm comfortable taking a full position in COLD below $23, collecting a ~4% yield as I wait for operational improvements. Read the full article on Seeking Alpha
Seeking Alpha • Aug 23

Americold: 2 Likely Paths To Success For The Beaten REIT

Summary Cold storage facilities are specialized, capital intensive, and expensive, so REITs often avoid them. Americold Realty or COLD is a leading cold storage REIT that has seen significant growth since going public in 2018, but recent performance has slowed. Despite recent challenges, COLD has potential for valuation improvement or acquisition, offering opportunities for shareholder value. Read the full article on Seeking Alpha
Seeking Alpha • Jun 20

The Icy Giant Awakens: Resurgence For Americold Realty Trust

Summary Americold increased guidance for 2024 by 3.6%, with year-over-year growth at 11.8%. Americold invests in warehouses for cold storage, with a unique Warehouse Services segment. Despite declining share prices, Americold has shown strong AFFO per share growth and outperformed expectations. Dipping occupancy is a challenge, but commentary implies occupancy recovering in second half. Read the full article on Seeking Alpha
Seeking Alpha • May 02

Americold Is Becoming One Of The Best Buys In The REIT Universe

Summary REITs are facing challenges due to potentially prolonged elevated interest rates and sticky inflation. Americold Realty Trust, Inc. is a standout opportunity in the REIT landscape, with a unique position as a "mission-critical" provider of cold-storage facilities. The company has a robust balance sheet, steady growth prospects, and an attractive dividend yield, making it an attractive buy for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Apr 22

Americold: Leaving Investors In The Cold

Summary Americold Realty's shares have seen modest capital gains since going public in 2018. COLD has experienced continued growth, but its margins are lagging behind expectations. The enterprise valuation has increased through dilution and increased debt, resulting in lackluster returns for investors. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:COLD - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,844-19N/AN/A4
12/31/20272,608-20N/AN/A7
12/31/20262,521-34N/AN/A7
3/31/20262,602-112369369N/A
12/31/20252,600-115360360N/A
9/30/20252,607-62392392N/A
6/30/20252,617-55364364N/A
3/31/20252,626-120380380N/A
12/31/20242,663-94412412N/A
9/30/20242,677-285422422N/A
6/30/20242,671-284482482N/A
3/31/20242,660-316387387N/A
12/31/20232,672-326366366N/A
9/30/20232,714-94310310N/A
6/30/20232,804-99250250N/A
3/31/20232,8845326326N/A
12/31/20222,914-11300300N/A
9/30/20222,907-24292292N/A
6/30/20222,858-11279279N/A
3/31/20222,783-32242242N/A
12/31/20212,714-29273273N/A
9/30/20212,522-66231231N/A
6/30/20212,311-59257257N/A
3/31/20212,138-13260260N/A
12/31/20201,98725294294N/A
9/30/20201,95089311311N/A
6/30/20201,918104320320N/A
3/31/20201,87476264264N/A
12/31/20191,78448N/A236N/A
9/30/20191,71330N/A215N/A
6/30/20191,64827N/A191N/A
3/31/20191,60552N/A191N/A
12/31/20181,60346N/A188N/A
9/30/20181,59144N/A161N/A
6/30/20181,5798N/A157N/A
3/31/20181,562-37N/A168N/A
12/31/20171,542-30N/A163N/A
9/30/20171,536-26N/A159N/A
12/31/20161,490-24N/A119N/A
12/31/20151,478-51N/A107N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che COLD rimarrà non redditizia nei prossimi 3 anni.

Guadagni vs Mercato: Si prevede che COLD rimarrà non redditizia nei prossimi 3 anni.

Guadagni ad alta crescita: Si prevede che COLD rimarrà non redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di COLD ( 5.1% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di COLD ( 5.1% 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 COLD non sarà più redditizia tra 3 anni.

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 10:32
Prezzo dell'azione a fine giornata2026/05/22 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

Americold Realty Trust, Inc. è coperta da 27 analisti. 7 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
Nicholas ThillmanBaird
Anthony PowellBarclays
Anthony PowellBarclays