
Agree Realty (ADC) Stock Forecast & Price Target
Agree Realty (ADC) Analyst Ratings
Bulls say
Agree Realty Corporation has shown a positive trajectory in its financial outlook, with adjusted funds from operations (AFFO) per share estimates for 2025 and 2026 reflecting a modest increase, largely due to a strong performance in the third quarter of 2025. The company has increased its investment guidance by $75 million, indicating robust acquisition activity and capital deployment, supported by a notable percentage of rental income coming from investment-grade-rated tenants, which has risen to 68%. Additionally, with a strengthened balance sheet and pre-funding of external growth, Agree Realty is well-positioned for future earnings growth through enhanced investment output in 2026.
Bears say
Agree Realty Corporation's negative outlook is primarily driven by several economic and operational risks affecting retail fundamentals, including weak consumer spending and potential challenges in sourcing attractive investments. Furthermore, the company's reliance on capital deployment for growth is at risk due to rising interest rates, which could limit access to capital and diminish earnings potential. Lastly, there is a notable decline in portfolio exposure to dollar stores and pharmacies, which could hinder growth prospects in these essential retail sectors, alongside concerns about tenant credit risk and rent fulfillment amid economic pressures.
This aggregate rating is based on analysts' research of Agree Realty and is not a guaranteed prediction by Public.com or investment advice.
Agree Realty (ADC) Analyst Forecast & Price Prediction
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