Equity Real Estate Investment Trusts (REITs)

CubeSmart

Roblox

RBLX

CUBE

GROW

SBCWW

Hello everyone, I am Dolphin Research! $Roblox(RBLX.US) released its Q3 FY2025 earnings report before the U.S. market opened on October 30th. The overall performance exceeded expectations across the board, but the market might be dissatisfied with the higher-than-expected loss in Q4 and the implied growth trend (slowing down too quickly) in the guidance. Dolphin Research believes that the underlying reason is essentially a fear of heights, with high valuations exacerbating concerns about the sustainability of subsequent high growth (especially considering the weakening user stickiness of the blockbuster game Grow a Garden in Q2), leading to the choice to cash in on the good news and exit. However, in the medium to long term...

U.S. Global Investors

SBC Medical

Tri Continental

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Roblox: Record-breaking Ecosystem Prosperity, Why is the Market Unimpressed?

CubeSmart released FY2026 Q1 earnings on April 30 After-Market EST, actual revenue USD 281.93 M (forecast USD 278.35 M), actual EPS USD 0.36 (forecast USD 0.3416)

CubeSmart to Release FY2026 Q1 Earnings on April 30 After-Market EST, Forecast Revenue USD 278.35 M, EPS USD 0.344

CubeSmart Reports Q4 2025 Earnings: Adjusted FFO Raised to $2.52-$2.60

CubeSmart released FY2025 Annual Earnings on February 26 After-Market (EST), actual revenue USD 1.123 B (forecast USD 1.115 B), actual EPS USD 1.4593 (forecast USD 1.4855)

CubeSmart released FY2025 Q4 earnings on February 26 After-Market EST, actual revenue USD 283.58 M (forecast USD 279.96 M), actual EPS USD 0.344 (forecast USD 0.3755)

CubeSmart to release FY2025 Q4 earnings on February 26 After-Market EST, forecast revenue USD 279.96 M, EPS USD 0.3755

KeyBanc Analyst Downgrades CubeSmart to Hold

CubeSmart Raises Guidance and Expands Third-Party Management Platform

CubeSmart released FY2025 9 Months earnings on October 30 After-Market (EST), actual revenue USD 841.99M, actual EPS USD 1.11

CubeSmart released FY2025 Q3 earnings on October 30 After-Market (EST), actual revenue USD 285.73 M (forecast USD 283.65 M), actual EPS USD 0.36 (forecast USD 0.3807)

CubeSmart to Release FY2025 Q3 Earnings on October 30 After-Market EST, Forecast Revenue USD 283.65 M, EPS USD 0.3807

Sakwa Reiterates Buy Rating on Cubesmart With a Price Target of $45

CubeSmart Issued $450 Million Bonds

Barclays Downgrades CubeSmart Target Price

Evercore ISI cuts CubeSmart target price to $47

CubeSmart released FY2025 Semi-Annual Earnings on August 1 After-Market (EST), actual revenue USD 556.27 M, actual EPS USD 0.7499

CubeSmart Updates Earnings Guidance, Shares Drop

CubeSmart released FY2025 Q2 earnings on July 31 After-Market EST, actual revenue USD 282.85 M (forecast USD 275.53 M), actual EPS USD 0.36 (forecast USD 0.3794)

CubeSmart Reports Q2 Rental Income of $239.557 Million

Allianz Asset Management Increases Stake in CubeSmart

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

REET

WTRE

GQRE

SCHH

UBS analyst Michael Goldsmith upgraded Cubesmart (CUBE) to a Hold rating with a price target of $41.00. Goldsmith, who focuses on the Real Estate sector, has an average return of 4.3% and a 58.64% success rate. Previously, Barclays also rated Cubesmart as Hold, while RBC Capital maintained a Buy rating on May 4.

Tip Ranks

iShares US Real Estate ETF

SPDR Dow Jones Global Real Estate ETF

iShares Global REIT

Real Est Select Spdr

iShares Residential and Multisector Real Estate ETF

SPDR Dow Jones REIT ETF

WisdomTree New Economy Real Estate Fund

FlexShares Glbl Quality Real Estate ETF

Vanguard Real Estate ETF

Schw Us Reit

UBS Group AG

Mid America Apartment Com

Extra Space Storage

Barclays

ROYAL BANK OF CANADA

Cubesmart (CUBE) was upgraded to a Hold Rating at UBS

Brendan Lynch from Barclays has maintained a Hold rating on Cubesmart (CUBE) with a price target of $45.00. Lynch has an average return of -1.3% and a 45.13% success rate in the Real Estate sector. Previously, Scotiabank also issued a Hold rating for Cubesmart, while RBC Capital maintained a Buy rating on May 4.

CBRE

Public Storage

Bank of Nova Scottia

PUBLIC STORAGE 5.60% DEP SHS REP 1/1000 OF PFD SBI SR H

PUBLIC STORAGE 4.875% DEP SHS REP 1/1000 PFD SBI SER I

PUBLIC STORAGE 3.875% DEP SHS RP 1/1000 PF SH BEN INT N

PUBLIC STORAGE DEP 1/1000 3.950% CUM PFD SHS BEN INT Q

PUBLIC STORAGE 4.75% DP SHS ECH RP 1/1000TH CM PDF SR K

PUBLIC STORAGE 4% DEP SHS REP 1/1000TH PFD SHS BEN SR P

PUBLIC STORAGE DEP SHS REP 1/1000 CUM PFD SHS BEN SR S

PUBLIC STORAGE 4.7% DEP SHS REP 1/1000 CUM PFD SER J

PUBLIC STORAGE 4% DEP SHS REP 1/1000 PFD BEN INT SER R

PUBLIC STORAGE 5.15%DEP SHS REP 1/1000TH PFD SHS SER F

PUBLIC STORAGE 3.9% DEP SHS REP 1/1000 PFD BEN INT SR O

PUBLIC STORAGE 4.125% DEP SHS EA REP 1/1000 PF SHS SR M

PUBLIC STORAGE 5.05%DEP REP 1/1000TH CUM PFD BEN INT G

PUBLIC STORAGE 4.625% DEP SHS REP 1/1000 CUM PFD SER L

Cubesmart (CUBE) Gets a Hold from Barclays

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

nasdaq

Nasdaq

CubeSmart (CUBE) Q2 2025 Earnings Transcript

CFRA has maintained a Hold opinion on CubeSmart shares, lowering the 12-month target price by $2 to $42. The forward P/FFO is set at 16.3x based on a 2026 FFO estimate of $2.59. Positive same-store revenue and fewer vacates contributed to performance, but challenges are expected in 2H 2026 with a projected 2%-3% decline in same-store NOI. Management favors stock repurchases over acquisitions, citing a premium in private market properties. The NYC metro area is seen as crucial for potential FFO growth in late 2026 and 2027.

Fidelity

Research Alert: CFRA Keeps Hold Opinion On Shares Of Cubesmart

CubeSmart (NYSE:CUBE) reported its Q1 2026 results, showing a 0.6% increase in same-store revenue growth and a significant 240% rise in net rentals, particularly in urban markets. The company is focused on enhancing its portfolio, engaging in joint ventures, and share repurchases. Occupancy rates improved, with a narrowing year-over-year gap. Despite a 5.8% rise in operating expenses, CubeSmart's balance sheet remains strong, and guidance for 2026 is unchanged, anticipating positive revenue growth and improved occupancy trends. Management noted strong performance in the Acela corridor and improving conditions in other markets.

benzinga_article

CubeSmart Reports Q1 2026 Results: Full Earnings Call Transcript

Mitsubishi UFJ Trust & Banking Corp reduced its stake in CubeSmart (NYSE:CUBE) by 18.5% in Q4, now holding 302,687 shares valued at $10.91 million. Other investors, like Alyeska Investment Group and Cbre Investment Management, increased their holdings. CubeSmart's recent earnings report showed a slight beat in EPS and revenue, but cautious guidance raised concerns about future growth. The stock is currently down 0.8%, trading at $40.14, with a market cap of $9.15 billion and a PE ratio of 27.68.

Market Beat

Mitsubishi UFJ Financial

Mitsubishi UFJ Financial Group, Inc.

Société Générale

Schroders PLC

Mitsubishi UFJ Trust & Banking Corp Has $10.91 Million Stock Holdings in CubeSmart $CUBE

Earnings Watch

CubeSmart | 8-K: FY2026 Q1 Revenue: USD 281.93 M

CubeSmart | 10-Q: FY2026 Q1 Revenue: USD 281.93 M

CubeSmart reported lower Q1 earnings for 2026, with net income of $82.9 million and diluted EPS of $0.36, both down from the previous year. Adjusted FFO per share decreased to $0.63. Despite a 0.6% rise in same-store revenue, NOI fell 1.5% due to higher expenses and lower occupancy. The company expanded its operations with a $28 million joint venture in New York and repurchased 0.9 million shares. Full-year guidance for EPS is $1.55–$1.63. Analysts rate CUBE stock as a Buy with a $48.00 price target.

CubeSmart Posts Lower Q1 Earnings, Provides 2026 Outlook

BMO Capital analyst Juan C. Sanabria reaffirmed a Buy rating on CubeSmart with a price target of $43. The decision is based on CubeSmart's solid operational performance, including first-quarter results that met earnings expectations and strong growth in same-store net operating income, particularly in New York. Despite slightly below consensus guidance for 2026, the outlook remains stable due to disciplined expense control and manageable interest costs, justifying the price target and positive risk-reward profile.

Bank of Montreal

Buy Rating Reaffirmed on CubeSmart as Solid Operations Support Unchanged $43 Price Target

CubeSmart(CUBE.US)