STAG Industrial

STAG · NYSE

$36.59+$0.76 (+2.12%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $35.83

STAG analyst rating

HoldConsensus of 7 analysts over the last 12 months. 29% rate it a buy.

Strong buy0
Buy2
Hold4
Underperform1
Sell0

12-month price target · 14 analysts

Average $42.75 (+16.8% upside)

Low: $38.38
Now: $36.59
High: $48.30

Upgrades and downgrades

The latest rating actions, newest first

STAG analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Evercore ISI Group	Sep 21, 2026	Maintains	Outperform	$43.00 → $42.00	45%
Evercore ISI Group	Sep 14, 2026	Maintains	Outperform	$44.00 → $43.00	45%
Wells Fargo	Sep 1, 2026	Maintains	Equal-Weight	$40.00 → $38.00	42%
Baird	Aug 31, 2026	Upgrade	Neutral → Outperform	$42.00	53%
Barclays	Jul 16, 2026	Maintains	Underweight	$38.00 → $41.00	32%
Evercore ISI Group	Jul 1, 2026	Maintains	Outperform	$44.00 → $43.00	45%
Raymond James	Jun 18, 2026	Initiates	Outperform	$44.00	53%
Wells Fargo	Jun 1, 2026	Maintains	Equal-Weight	$41.00 → $40.00	42%
Barclays	May 5, 2026	Maintains	Underweight	$39.00 → $38.00	32%
Evercore ISI Group	Apr 29, 2026	Maintains	Outperform	$42.00 → $44.00	45%

The case for and against

Updated Nov 7, 2025

Bull case

Stag Industrial is well-positioned for continued growth due to its competitive advantage in sourcing attractively priced acquisitions, which fosters external growth and increases rental income. The company is benefiting from robust structural tailwinds in the industrial real estate sector, contributing to accelerating organic growth trends. Additionally, as capital markets stabilize, investment activity is expected to resume, further enhancing Stag Industrial's revenue-generating capabilities.

Bear case

Stag Industrial faces a challenging market environment characterized by rising industrial supply, which could dampen leasing activity and negatively impact organic growth trends. Additionally, a potential economic contraction may further exacerbate these issues, leading to slower leasing demand and a muted investment outlook. The volatility in capital markets adds another layer of risk, complicating the company's ability to execute its growth strategies effectively.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.