
BrightSpire Capital (BRSP) Stock Forecast & Price Target
BrightSpire Capital (BRSP) Analyst Ratings
Bulls say
BrightSpire Capital Inc. is positioned for growth due to a significant increase in lending opportunities, driven by improving borrower optimism and favorable market conditions, which are expected to bolster the company's return on equity (ROE) potential. In the second quarter, the company experienced a remarkable 81.6% quarter-over-quarter growth in net originations, supported by slower repayments, with projections indicating continued growth in the latter half of 2025. Additionally, BrightSpire Capital employs financial leverage strategically to enhance returns, further supporting a positive outlook for the company's financial performance.
Bears say
BrightSpire Capital Inc. is facing a challenging financial environment as indicated by the decrease in loans on the watch list, which, despite a reduction from 7 to 5, still reflects ongoing concerns tied to the company's exposure, particularly highlighted by the foreclosure of the San Jose Signia Hotel. Furthermore, the decline in general CECL reserves by $19 million to $137 million showcases the potential risks associated with loans converting to real estate owned (REO), indicating an increasing likelihood of asset impairment. Lastly, the company's cost to finance its portfolio is expected to remain higher than that of its peers, which may result in lower-than-anticipated returns to shareholders, thus casting a negative outlook on its stock performance.
This aggregate rating is based on analysts' research of BrightSpire Capital and is not a guaranteed prediction by Public.com or investment advice.
BrightSpire Capital (BRSP) Analyst Forecast & Price Prediction
Start investing in BrightSpire Capital (BRSP)
Order type
Buy in
Order amount
Est. shares
0 shares