CubeSmart

Report azionario NYSE:CUBE

Capitalizzazione di mercato: US$9.2b

CubeSmart Crescita futura

Criteri Future verificati 0/6

CubeSmart prevede che gli utili e i ricavi cresceranno rispettivamente di 1.2% e 3.8% all'anno. Si prevede che l'EPS crescerà di 1.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 14.4% in 3 anni.

Informazioni chiave

1.2%

Tasso di crescita degli utili

1.53%

Tasso di crescita dell'EPS

Specialized REITs crescita degli utili7.8%
Tasso di crescita dei ricavi3.8%
Rendimento futuro del capitale proprio14.44%
Copertura analitica

Good

Ultimo aggiornamento07 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi • Apr 29

CUBE: Supply Trends And Buybacks Will Guide Balanced 2026 Outlook

Analysts have reduced the CubeSmart price target by about $0.50 to $42.00. This reflects a mix of recent target cuts and raises as they weigh updated cash flow assumptions, slightly higher discount rates and modest adjustments to growth and margin expectations.
Seeking Alpha • Apr 23

CubeSmart Is A Strong Buy

Summary Self-storage REITs may be a surprising long-term beneficiary of AI. CubeSmart appears better positioned than its larger peers on growth, yield, and valuation. The entire sector looks cheap, but CubeSmart stands out as the best bet. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Apr 15

CUBE: Supply Declines And Buybacks Will Shape Balanced 2026 Outlook

CubeSmart's updated analyst price target edges slightly lower, reflecting a blend of recent target increases into the low to mid $40s and a few cuts, as analysts weigh upbeat Q4 commentary against calls for more clarity on joint ventures and expansion plans. Analyst Commentary Recent research on CubeSmart has split into two camps, with some analysts tilting more positive on the self storage outlook and others urging caution after trimming targets or downgrading the shares.
Aggiornamento dell'analisi • Apr 01

CUBE: Supply Declines And New Ventures Will Drive 2026 Recovery

The analyst price target for CubeSmart has increased by approximately $0.33 to $42.53, as analysts balance slightly softer revenue growth assumptions with modestly higher profit margin expectations and a broadly mixed set of recent target changes across the Street. Analyst Commentary Street research on CubeSmart has been mixed, with several firms adjusting price targets in both directions and revisiting their ratings after recent quarterly results and sector outlook updates.
Aggiornamento dell'analisi • Mar 17

CUBE: Supply-Driven 2026 Recovery Hinges On Joint Venture Execution Risks

Narrative Update on CubeSmart CubeSmart's updated analyst price target has shifted from $41.40 to $42.20. This reflects analysts' mixed recalibration of storage REIT models after recent Q4 results, as well as their focus on the company's joint venture activity and expansion plans.
Aggiornamento dell'analisi • Mar 03

CUBE: Supply-Driven 2026 Storage Recovery Thesis Meets Mixed Sector Sentiment

CubeSmart's updated fair value estimate has inched up from about $41.27 to $41.40, reflecting analysts' mixed price target revisions around $37 to $46 and their focus on sector supply trends and the potential for a storage recovery without a major demand boost. Analyst Commentary Street research on CubeSmart has turned more mixed recently, with some bullish analysts leaning into a potential storage recovery and others dialing back expectations and targets.
Aggiornamento dell'analisi • Feb 17

CUBE: 2026 Storage Recovery Thesis Holds As Sector Views Turn Cautious

The analyst price target for CubeSmart has edged down by about $0.27, as analysts adjust fair value assumptions and price multiples while maintaining a generally steady view on revenue growth and margins. Analyst Commentary Recent research on CubeSmart has focused on fine tuning price targets and ratings around a more cautious view of the REIT sector heading into 2026, with storage still generally seen as a relatively balanced area within the group.
Aggiornamento dell'analisi • Feb 03

CUBE: 2026 Storage Recovery Thesis Builds Despite Recent Rating Resets

Analysts have trimmed their average price target on CubeSmart by about $0.72 to roughly $41.53, citing slightly softer assumptions for revenue growth and profit margins, even as they factor in a somewhat higher future P/E multiple. Analyst Commentary Recent research on CubeSmart has leaned more cautious overall, with several firms reducing price targets or ratings as they reassess the storage REIT space and CubeSmart's specific growth setup into 2026.
Aggiornamento dell'analisi • Jan 19

CUBE: Raised Guidance And Sector Reset Shape Balanced 2026 Outlook

Narrative Update: CubeSmart Price Target Adjustment Our updated analyst price target for CubeSmart moves slightly lower to US$42.25 from US$43.00. This reflects modestly softer long term growth and profitability assumptions as analysts temper expectations following recent sector wide target cuts and a downgrade to Sector Weight.
Aggiornamento dell'analisi • Jan 05

CUBE: Raised Guidance And New York City Base Will Support Future Upside

Analysts have slightly trimmed their fair value estimate for CubeSmart to about US$43.00 from roughly US$43.18, citing more cautious expectations for 2026 growth and potential net operating income headwinds, even after recent guidance raises. Analyst Commentary Recent Street commentary on CubeSmart centers on how near term guidance strength lines up with a tougher setup for 2026 growth and net operating income trends.
Aggiornamento dell'analisi • Dec 19

CUBE: Raised Guidance And New York City Strength Will Drive Future Upside

Analysts have modestly reduced their price target on CubeSmart to approximately $43.18 from $44.00, reflecting expectations for slower revenue growth and a tougher 2026 outlook, even as margins improve and guidance remains solid. Analyst Commentary Bullish analysts highlight that CubeSmart's repeated guidance increases and supportive performance in key markets underpin a constructive long term outlook, even as near term growth expectations moderate.
Aggiornamento dell'analisi • Dec 05

CUBE: Raised Guidance And New York City Strength Will Support Upside Performance

The analyst price target for CubeSmart has edged down modestly, reflecting analysts' view that near term guidance remains solid. However, longer term net operating income growth and 2026 fundamentals warrant a slightly more cautious stance despite some upward revisions from other firms.
Aggiornamento dell'analisi • Nov 21

CUBE: Raised Guidance And New York City Market Will Drive Performance

CubeSmart’s fair value estimate has been reduced by approximately $1 to $44.29. Analysts cite muted storage fundamentals and less favorable near-term growth prospects as key drivers for the adjustment.
Aggiornamento dell'analisi • Sep 04

New York City Growth And Sunbelt Trends Will Strengthen Portfolios

Analysts maintain a Neutral stance on CubeSmart citing persistent moderation in storage sector fundamentals, muted demand expectations, and limited upside catalysts, resulting in the price target holding steady at $45.28. Analyst Commentary Moderation of storage sector fundamentals expected to persist over the medium term, leading to tempered growth assumptions.
Seeking Alpha • Mar 03

Why CubeSmart Is Squarely A Hold For Now (Rating Downgrade)

Summary CubeSmart faces near-term headwinds with declining rental rates and occupancy, leading to muted management guidance for 2025. Despite a strong balance sheet and 5.0% dividend yield, CUBE's lack of clear catalysts limits short-term upside potential. CUBE stock is fully valued at $41.28 with a forward P/FFO of 15.4, suggesting it may remain range-bound. I'm downgrading CUBE from 'Buy' to 'Hold' until valuation drops or outlook improves. Read the full article on Seeking Alpha
Seeking Alpha • Dec 17

CubeSmart: Buy For Dividend Growth From Self Storage

Summary CubeSmart is an efficient manager of self-storage property, the demand for which is driven by the 4 Ds: Dislocation, Divorce, Downsizing, and Death. The company has proven to be a profitable property manager and asset allocator, creating significant value for shareholders. I rate CubeSmart a Buy, as I view it as a stable investment with the potential for double-digit CAGR. Risks include overbuilding in the sector, PE capital infusion, and interest rate risk. Read the full article on Seeking Alpha
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Nuova analisi • Aug 22

Critical Growth And Eco-Investments Brighten Revenue Horizons Amid Market Challenges

Enhanced fee structures and disciplined growth through third-party managed stores marginally increase revenue and improve operational efficiency.
Seeking Alpha • Jul 22

CubeSmart: One Of The Most Boring Business Models Delivers The Most Consistent Returns

Summary CubeSmart operates as a REIT that provides self storage facilities across the US. CUBE has remained consistent in earnings growth due to a steadily increasing portfolio of properties. The current dividend yield sits at 4.2% and has increased at a double-digit growth rate over the last decade. Despite challenges from high interest rates, CUBE has outperformed the real estate sector. Some risks with lower occupancy levels could be relevant with the increase in home prices. If less people are moving, there will be a lower demand for storage facilities. Read the full article on Seeking Alpha
Seeking Alpha • May 02

CubeSmart: Rising Costs And Declining Occupancy Are A Drain On FFO

Summary CubeSmart is one of few self-storage REITs, smaller than major competitors Public Storage and Extra Space Storage. The company owns properties across the US, with a focus on New York and New Jersey, and carries an investment grade credit rating from both major agencies. CUBE's first quarter earnings showed a decline in same-store net operating income and a decrease in occupancy, but the company remains proactive in acquisitions and development. We explore CUBE and the broader self-storage market, discussing the progress of major demand drivers. Read the full article on Seeking Alpha
Seeking Alpha • Mar 09

CubeSmart: Why Its Best Days Could Be Over

Summary Self-storage industry growth has slowed down because of people moving to suburbs and having more storage space at home. This lead to the industry being stagnant and not delivering many profits. Financially, CubeSmart is stable; however, there is not much growth predicted in the near future. I present my analysis which leads me to a hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

CubeSmart: A Wise Dividend Buy With Promising Potential

Summary CubeSmart is a large self-storage REIT that may be a good income pick in a growing industry amidst an overall expensive market. CubeSmart has a well-positioned portfolio with a strong presence in the top 40 metropolitan areas in the US. Despite short-term headwinds, CubeSmart offers long-term dividend growth and capital appreciation potential, making it a worthwhile investment in the REIT sector. Read the full article on Seeking Alpha
Seeking Alpha • Dec 06

CubeSmart: Strong Dividend Growth & Trading At A Discount

Summary CubeSmart is a REIT specializing in self-storage properties, known for its cost-effective and convenient storage solutions. The company has a solid track record of dividend growth, increasing distributions for 12 consecutive years. Despite a recent decline in stock price, CubeSmart presents an attractive buying opportunity as the REIT market transitions into a lower rate environment in 2024. CUBE currently trades at a FFO multiple that is below its historical average. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:CUBE - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,225347N/AN/A4
12/31/20271,172336N/AN/A7
12/31/20261,133326N/AN/A7
3/31/20261,135327611611N/A
12/31/20251,126334609609N/A
9/30/20251,111357637637N/A
6/30/20251,096375614614N/A
3/31/20251,080386627627N/A
12/31/20241,069391631631N/A
9/30/20241,067402609609N/A
6/30/20241,065404633633N/A
3/31/20241,060408625625N/A
12/31/20231,056411611611N/A
9/30/20231,051380614614N/A
6/30/20231,044390606606N/A
3/31/20231,031351597597N/A
12/31/20221,059291591591N/A
9/30/2022973255553553N/A
6/30/2022924230516516N/A
3/31/2022875220482482N/A
12/31/2021848223449449N/A
9/30/2021782220426426N/A
6/30/2021741180380380N/A
3/31/2021705169368368N/A
12/31/2020679166351351N/A
9/30/2020666165340340N/A
6/30/2020660161343343N/A
3/31/2020655172337337N/A
12/31/2019655169N/A332N/A
9/30/2019632175N/A330N/A
6/30/2019619176N/A326N/A
3/31/2019607165N/A314N/A
12/31/2018597164N/A304N/A
9/30/2018587155N/A303N/A
6/30/2018577150N/A301N/A
3/31/2018568144N/A290N/A
12/31/2017558134N/A292N/A
9/30/2017546118N/A286N/A
6/30/2017534104N/A287N/A
3/31/201752191N/A270N/A
12/31/201650780N/A263N/A
9/30/201649092N/A256N/A
6/30/201647586N/A241N/A
3/31/201645979N/A236N/A
12/31/201544472N/A217N/A
9/30/201542840N/A210N/A
6/30/201540730N/A195N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CUBE ( 1.2% all'anno) è inferiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di CUBE ( 1.2% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.7% all'anno).

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

Ricavi vs Mercato: Si prevede che il fatturato di CUBE ( 3.8% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CUBE ( 3.8% 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 CUBE sarà basso tra 3 anni ( 14.4 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 22:15
Prezzo dell'azione a fine giornata2026/05/11 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

CubeSmart è coperta da 34 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
Richard MilliganBaird
Brendan LynchBarclays
Keegan CarlBerenberg