
BNL Stock Forecast & Price Target
BNL Analyst Ratings
Bulls say
Broadstone Net Lease has demonstrated resilience and strategic adaptability by increasing its exposure to the industrial sector, which now constitutes 61% of its rents, leading to better rent escalators and a newly reported same-store rent growth of 1.8%. The company's active management of its portfolio has resulted in an 11% increase in stock value and significant outperformance compared to the S&P and broader REIT indices, indicating strong market confidence. Additionally, the upward revision of the AFFO per share estimates for 2025 and 2026, coupled with aggressive investment guidance increased to $500M-$700M, highlights Broadstone's commitment to growth and its favorable positioning in the market.
Bears say
Broadstone Net Lease faces a negative outlook largely due to rising interest rates, which are expected to increase the cost of capital and subsequently reduce earnings potential from capital deployment, a key driver of the company's growth. Additionally, tenant financial and operational challenges elevate the risk of collectability for rental obligations, potentially leading to increased uncollectible rents and further impacting future funds from operations per share. Furthermore, the company's difficulties in sourcing new investment opportunities at attractive returns, combined with a rising leverage ratio and an unclear funding strategy, could hinder its ability to navigate the current economic environment effectively.
This aggregate rating is based on analysts' research of Broadstone Net Lease and is not a guaranteed prediction by Public.com or investment advice.
BNL Analyst Forecast & Price Prediction
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