
BNL Stock Forecast & Price Target
BNL Analyst Ratings
Bulls say
Broadstone Net Lease Inc has strategically shifted its portfolio focus towards the industrial sector, which now accounts for 61% of rental income, up from 51%, contributing to enhanced rental escalators and a same-store rent growth of 1.8%. The company has demonstrated robust performance, with shares appreciating 11% in the quarter, outperforming both the S&P and broader REIT index, and it has revised its AFFO per share estimates upwards for 2025 and 2026. Furthermore, with 20% of its rents derived from investment-grade tenants and a substantial increase in planned spending by 350% since early 2023, Broadstone is positioning itself for continued growth through targeted acquisitions and tenant investments.
Bears say
The negative outlook on Broadstone Net Lease's stock is primarily influenced by rising interest rates, which are expected to increase the company's cost of capital, thereby reducing its earnings potential from capital deployment. Additionally, tenant financial challenges may elevate the risk of uncollectible rents, complicating the company’s ability to meet rental contract obligations. Furthermore, the company faces difficulties in sourcing attractive investment opportunities at favorable cap rates, which may hinder future growth in funds from operations per share and create further financial strain.
This aggregate rating is based on analysts' research of Broadstone Net Lease and is not a guaranteed prediction by Public.com or investment advice.
BNL Analyst Forecast & Price Prediction
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