Analysts Just Made A Major Revision To Their Global Net Lease, Inc. (NYSE:GNL) Revenue Forecasts

Today is shaping up negative for Global Net Lease, Inc. (NYSE:GNL) shareholders, with the analysts delivering a substantial negative revision to this year's forecasts. Revenue estimates were cut sharply as the analysts signalled a weaker outlook - perhaps a sign that investors should temper their expectations as well. Shares are up 6.3% to US$7.95 in the past week. We'd be curious to see if the downgrade is enough to reverse investor sentiment on the business.

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Following the latest downgrade, the eight analysts covering Global Net Lease provided consensus estimates of US$497m revenue in 2025, which would reflect a painful 37% decline on its sales over the past 12 months. Before the latest update, the analysts were foreseeing US$666m of revenue in 2025. It looks like forecasts have become a fair bit less optimistic on Global Net Lease, given the pretty serious reduction to revenue estimates.

Check out our latest analysis for Global Net Lease

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that sales are expected to reverse, with a forecast 46% annualised revenue decline to the end of 2025. That is a notable change from historical growth of 20% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 4.4% per year. It's pretty clear that Global Net Lease's revenues are expected to perform substantially worse than the wider industry.

The Bottom Line

The most important thing to take away is that analysts cut their revenue estimates for this year. They're also anticipating slower revenue growth than the wider market. Given the stark change in sentiment, we'd understand if investors became more cautious on Global Net Lease after today.

Need some more information? We have estimates for Global Net Lease from its eight analysts out until 2027, and you can see them free on our platform here.

Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership.

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