BNL Share Price Performance
US$18.30
1.05 (6.09%)
7.1% undervalued intrinsic discount
US$19.70
Fair Value
Price US$18.30
AnalystConsensusTarget US$19.70
AnalystLowTarget US$14.00
AnalystHighTarget US$22.00
Fair ValueUS$19.70
Share Pricen/a
Broadstone Net Lease, Inc. Stock Price
- 3 Narratives written by author
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- 11 Fair Values set on narratives written by author
BNL Community Narratives
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Fair Value US$19.7 7.1% undervalued intrinsic discount
E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development
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Fair Value US$14.57 25.6% overvalued intrinsic discount
E-commerce Trends And Higher Rates Will Erode Portfolio Value
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Fair Value US$22 16.8% undervalued intrinsic discount
E-commerce And Asset-Light Leasing Will Fuel Industrial Growth
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E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development
Key Takeaways Strategic focus on industrial and essential retail properties, high-quality leases, and proactive portfolio management supports stable occupancy, resilient earnings, and margin expansion. Prudent capital recycling and relationship-driven acquisitions enable consistent portfolio growth, reduced risk, and sustainable cash flow independent of equity market fluctuations.Read more
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AN
US$19.7
7.1% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.46% p.a.
Profit Margin
28.58%
Future PE
32.96x
Share price in 2028
US$25.6
E-commerce And Asset-Light Leasing Will Fuel Industrial Growth
Key Takeaways Strong developer relationships and successful capital recycling are driving outperformance, with potential for earnings and margin growth to surpass current expectations. Unique positioning with high-credit tenants and specialized lease structures supports resilient occupancy, accelerating rent growth, and sustained earnings durability amid growing logistics demand.Read more
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AN
US$22
16.8% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
7.88% p.a.
Profit Margin
35.17%
Future PE
27.95x
Share price in 2028
US$28.59
E-commerce Trends And Higher Rates Will Erode Portfolio Value
Key Takeaways Shifts in e-commerce, technology, and market competition threaten property demand, occupancy, and stable revenue generation across Broadstone's portfolio. Higher interest rates and rising capital costs are set to squeeze earnings, reduce net asset value, and hinder future portfolio growth.Read more
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AN
US$14.57
25.6% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
5.08% p.a.
Profit Margin
27.91%
Future PE
25.24x
Share price in 2028
US$18.93
Recently Updated Narratives
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E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development
Fair Value: US$19.7 7.1% undervalued intrinsic discount
7 followersusers have followed this narrative
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AN
E-commerce Trends And Higher Rates Will Erode Portfolio Value
Fair Value: US$14.57 25.6% overvalued intrinsic discount
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E-commerce And Asset-Light Leasing Will Fuel Industrial Growth
Fair Value: US$22 16.8% undervalued intrinsic discount
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Snowflake Analysis
Broadstone Net Lease, Inc. Key Details
About BNL
- Founded
- 2007
- Employees
- 73
- CEO
- WebsiteView website
BNL is an industrial-focused, diversified net lease REIT that invests in primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. Utilizing an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting, as of September 30, 2025, BNL’s diversified portfolio consisted of 759 individual net leased commercial properties with 752 properties located in 44 U.S. states and seven properties located in four Canadian provinces across the industrial, retail, and other property types.
