CubeSmart (NYSE:CUBE) Upgraded to "Hold" at Wall Street Zen

Key Points

• Wall Street Zen upgraded CubeSmart from a "sell" to a "hold" in its latest research note.
• CubeSmart beat Q1 estimates (EPS $0.36 vs. $0.34 consensus; revenue $281.9M) but issued cautious guidance — Q2 EPS $0.620–0.640 and FY2026 EPS $2.520–2.600 — with FFO slightly down year‑over‑year.
• Analyst coverage is mixed (six Buys, ten Holds) with an overall average rating of "Hold" and an average price target of $43.57 versus a recent share price near $40.14.

CubeSmart (NYSE:CUBE - Get Free Report) was upgraded by research analysts at Wall Street Zen from a "sell" rating to a "hold" rating in a research report issued on Saturday.

A number of other equities research analysts also recently weighed in on CUBE. UBS Group dropped their price objective on CubeSmart from $38.00 to $37.00 and set a "neutral" rating on the stock in a research report on Thursday, January 8th. Scotiabank raised CubeSmart to a "hold" rating in a research report on Thursday, March 19th. BNP Paribas Exane raised CubeSmart from a "neutral" rating to an "outperform" rating and set a $43.00 price objective on the stock in a research report on Wednesday, March 18th. Barclays raised their price objective on CubeSmart from $43.00 to $45.00 and gave the company an "equal weight" rating in a research report on Thursday, March 5th. Finally, Deutsche Bank Aktiengesellschaft downgraded CubeSmart from a "buy" rating to a "hold" rating and set a $40.00 price target for the company. in a report on Tuesday, January 20th. Six analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat, CubeSmart presently has an average rating of "Hold" and an average price target of $43.57.

CubeSmart Price Performance

Shares of CUBE stock opened at $40.14 on Friday. CubeSmart has a 1-year low of $35.09 and a 1-year high of $44.13. The stock's 50-day moving average is $38.84 and its 200 day moving average is $38.16. The company has a market cap of $9.15 billion, a P/E ratio of 27.68, a PEG ratio of 6.39 and a beta of 1.11. The company has a debt-to-equity ratio of 1.24, a current ratio of 0.04 and a quick ratio of 0.04.

CubeSmart (NYSE:CUBE - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.36 earnings per share for the quarter, beating analysts' consensus estimates of $0.34 by $0.02. CubeSmart had a return on equity of 11.70% and a net margin of 28.93%.The company had revenue of $281.93 million for the quarter, compared to the consensus estimate of $275.25 million. During the same quarter last year, the company earned $0.64 earnings per share. The firm's revenue for the quarter was up 3.3% compared to the same quarter last year. CubeSmart has set its FY 2026 guidance at 2.520-2.600 EPS and its Q2 2026 guidance at 0.620-0.640 EPS. Research analysts predict that CubeSmart will post 2.58 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other CubeSmart news, insider Jeffrey P. Foster sold 23,148 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $41.02, for a total value of $949,530.96. Following the completion of the sale, the insider owned 205,057 shares of the company's stock, valued at approximately $8,411,438.14. This trade represents a 10.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 1.76% of the company's stock.

Institutional Investors Weigh In On CubeSmart

Institutional investors have recently added to or reduced their stakes in the business. Wiser Advisor Group LLC acquired a new stake in CubeSmart in the third quarter worth about $28,000. Geneos Wealth Management Inc. lifted its holdings in shares of CubeSmart by 174.8% during the second quarter. Geneos Wealth Management Inc. now owns 893 shares of the real estate investment trust's stock worth $38,000 after purchasing an additional 568 shares during the period. Huntington National Bank lifted its holdings in shares of CubeSmart by 43.3% during the third quarter. Huntington National Bank now owns 977 shares of the real estate investment trust's stock worth $40,000 after purchasing an additional 295 shares during the period. SJS Investment Consulting Inc. acquired a new stake in shares of CubeSmart during the third quarter worth about $42,000. Finally, Los Angeles Capital Management LLC acquired a new stake in shares of CubeSmart during the fourth quarter worth about $43,000. Institutional investors and hedge funds own 97.61% of the company's stock.

CubeSmart News Roundup

Here are the key news stories impacting CubeSmart this week:

• Positive Sentiment: Beat near-term estimates: Q1 EPS of $0.36 topped consensus ~$0.34 and revenue of $281.9M exceeded estimates; FFO/share of $0.63 slightly beat the Zacks consensus of $0.62. CubeSmart Reports First Quarter 2026 Results CubeSmart Surpasses Q1 FFO and Revenue Estimates
• Neutral Sentiment: Management commentary (earnings call) provided color on operations and the outlook; the transcript is available for detail on occupancy, pricing and capital deployment decisions that drove the guidance. CubeSmart Q1 2026 Earnings Call Transcript
• Negative Sentiment: Cautious forward guidance: Q2 2026 EPS guided to $0.620–$0.640 (consensus ~0.640) and FY2026 EPS to $2.520–$2.600 (street ~2.57). The guidance range and a slight year-over-year decline in FFO/EPS raise near‑term growth concerns. CubeSmart Earnings & Guidance Summary
• Negative Sentiment: Analysts are reworking valuations and price targets after the mixed print and guidance; coverage notes emphasize slower FFO growth and the need to monitor operating trends. How The CubeSmart Story Is Shifting As Analysts Rework Valuation Targets
• Negative Sentiment: Net income and some per‑share metrics are down year‑over‑year (FFO $0.63 vs $0.64 a year ago), underscoring the company’s slower growth trajectory despite the quarter’s beats. CubeSmart Posts Lower Q1 Earnings, Provides 2026 Outlook

About CubeSmart

CubeSmart NYSE: CUBE is a publicly traded real estate investment trust (REIT) specializing in the ownership, operation and management of self-storage facilities across the United States. The company's portfolio comprises properties in primary and secondary markets, catering to both individual and business customers seeking flexible, short-term and long-term storage solutions. CubeSmart's facilities feature a range of unit sizes, climate-controlled options and advanced security features, supported by on-site managers and centralized customer service operations.

In addition to traditional self-storage units, CubeSmart offers specialty services such as vehicle and boat storage, retail sales of packing and moving supplies, and tenant insurance programs.

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