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CubeSmart

Roblox

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CUBE

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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...

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

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

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Ordinary dividend (cash)

Ex Date: 2026.07.01 (EST), Cash dividend 0.53 USD

CubeSmart (CUBE) shares rose 13.87% year-to-date, closing at US$40.31. Analysts suggest the stock may be undervalued by approximately 25%, with a fair value estimate of $42.80. Growth is driven by steady demand for self-storage due to downsizing and mobility trends, supporting revenue expansion through 2025. However, risks include new supply in Sunbelt markets and rising costs that could squeeze margins.

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Is CubeSmart (CUBE) Still Undervalued After Its Recent 13.87% Year To Date Gain

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GSA Capital Partners LLP acquired 26,326 shares of CubeSmart (NYSE:CUBE) valued at approximately $949,000 during the 4th quarter. Other institutional investors also increased their stakes in CubeSmart. Insider Jeffrey P. Foster sold 23,148 shares, reducing his position by 10.14%. Analysts have mixed ratings on CubeSmart, with a consensus rating of 'Hold' and an average price target of $43.00. The stock opened at $40.09, with a market cap of $9.08 billion and a recent EPS of $0.36.

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WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

GSA Capital Partners LLP Acquires Shares of 26,326 CubeSmart $CUBE

CubeSmart's Q1 2026 showed a 0.6% increase in same-store revenue, the first positive quarter since mid-2024, but same-store NOI fell 1.5% due to rising operating expenses. The dividend was raised to $0.53 per share, and the company repurchased 0.9 million shares. However, interest expenses increased, and the dividend payout ratio widened. The upcoming $300 million tranche refinancing in September poses structural concerns, with the need for sustained revenue growth to support margins and address rising costs.

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Public Storage

Extra Space Storage

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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 Q1: The Revenue Turned, But The Buffer Did Not

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.

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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.

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.

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CubeSmart (CUBE) Q2 2025 Earnings Transcript

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.

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.

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(CUBE.US)