Public Storage (PSA) and Extra Space Storage (EXR) stocks were down after BofA Securities cut its recommendation on the self-storage REITs, considering lower earnings estimates. PSA was down 1.79% to $283.34 during Thursday morning trading, while EXR fell 1.42% to $139.70. ...

Public Storage ( PSA ) is currently trading around what I’d call a fair value for an overall solid self-storage REIT with a decent dividend yield, although the overall risk-reward doesn’t seem that attractive now from a value perspectiveI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for a ...

Core Viewpoint - Public Storage (PSA) is currently trading at what is considered a fair value for a solid self-storage REIT, offering a decent dividend yield, but the risk-reward profile appears less attractive from a value perspective at this time [1]. Company Analysis - Public Storage is categorized as a self-storage Real Estate Investment Trust (REIT) [1]. - The company is noted for its solid performance and decent dividend yield, indicating a stable investment option [1]. Analyst Background - The analyst has over a decade of experience researching various industries, including commodities and technology, which informs their analysis of Public Storage [1]. - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, indicating a commitment to providing in-depth company research [1].

Public Storage ( PSA ) is going through a transition where near-term organic growth remains soft, but long-term fundamentals and platform advantages are still intact. While margins are still high, the balance sheet is still strong, and dividends are wellI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former V ...

Core Insights - Public Storage (PSA) is experiencing a transition with soft near-term organic growth, but its long-term fundamentals and platform advantages remain intact [1] - The company maintains high margins, a strong balance sheet, and consistent dividends [1] Financial Performance - Near-term organic growth is currently soft, indicating potential challenges in immediate revenue generation [1] - Despite the soft growth, the company's long-term fundamentals are still strong, suggesting resilience in its business model [1] Operational Strengths - Public Storage continues to benefit from high margins, which indicates effective cost management and pricing power [1] - The balance sheet remains robust, providing financial stability and flexibility for future investments [1] - The company is committed to maintaining dividends, reflecting confidence in its cash flow generation capabilities [1]

Core Insights - Public Storage (PSA) is recognized as one of the most profitable stocks over the last 20 years, highlighting its strong performance in the market [1] Company Overview - Public Storage (NYSE:PSA) is the largest self-storage owner and operator in the U.S., with thousands of facilities across the United States and Europe. The company focuses on acquiring, developing, owning, and managing self-storage properties, generating stable rental income, and providing storage solutions for both individuals and businesses [4] Analyst Ratings and Price Targets - Truist Securities has raised its price target on PSA to $317 from $315 while maintaining a Buy rating, reflecting an optimistic outlook for the REIT sector as fundamentals improve due to slowing new supply and steady demand for high-quality assets [2] - Conversely, Barclays has lowered its price target on PSA to $331 from $349 but maintains an Overweight rating. Barclays identifies the most potential in apartments, storage, and single-family rentals, while expressing less optimism for cold storage and retail sectors [3]

Group 1: Strong Buy Ratings - Technology sector shows strong momentum with five stocks rated as "Strong Buy": Meta Platforms Inc. (META), Cisco Systems Inc. (CSCO), Fortinet Inc. (FTNT), Microchip Technology Incorporated (MCHP), and Micron Technology Inc. (MU) [1][2][3][4] - Meta Platforms Inc. has a market capitalization of approximately $1.69 trillion, while Cisco Systems Inc. is valued around $304.27 billion [2] - Fortinet Inc. has a market cap of roughly $61.77 billion, and Microchip Technology Incorporated is valued at approximately $40.42 billion [3][4] - In the industrials sector, SLB Limited (market cap about $74.19 billion) and Quanta Services Inc. (market cap around $70.2 billion) also received "Strong Buy" ratings [2][3] Group 2: Downgrades to Hold - Some large-cap companies faced downgrades to "Hold," indicating a selective market sentiment. Cummins Inc. was downgraded by Wolfe Research, and Public Storage also moved to "Hold" from "Strong Buy" [5] - These downgrades suggest that while certain sectors are favored, investors are cautious about the broader market [5]

Core Viewpoint - The article summarizes significant research calls from Wall Street, highlighting upgrades and downgrades for various companies that investors should be aware of. Upgrades - Deutsche Bank upgraded Cognizant (CTSH) to Buy from Hold with a price target of $100, citing the company as a "clear winner" in IT services despite tight budgets [2] - Evercore ISI upgraded Cisco (CSCO) to Outperform from In Line with a price target increase to $100 from $80, noting strong growth potential driven by campus refresh, AI momentum, and market recovery [3] - Needham upgraded AppLovin (APP) to Buy from Hold with a price target of $700, based on confidence in the company's e-commerce revenue growth trajectory for 2026 [4] - Rothschild & Co Redburn upgraded Meta Platforms (META) to Buy from Neutral with a price target raised to $900 from $740, highlighting a perceived disconnect between current stock price and long-term value [5] - Phillip Securities upgraded Netflix (NFLX) to Accumulate from Sell with a price target of $100, indicating strong structural and financial positioning for long-term growth [6] Downgrades - Wolfe Research downgraded Cummins (CMI) to Peer Perform from Outperform, removing the previous price target of $540, citing a balanced risk/reward scenario despite expected strong EPS growth [7] - Morgan Stanley downgraded Varonis (VRNS) to Equal Weight from Overweight with a price target decrease to $41 from $44, due to increasing competition in the data security market [7] - Wolfe Research downgraded Public Storage (PSA) to Peer Perform from Outperform without a price target, suggesting shares may pause until better earnings growth becomes apparent [7] - Wolfe Research downgraded CubeSmart (CUBE) to Peer Perform from Outperform without a price target, indicating a similar outlook as Public Storage regarding future earnings growth visibility [7] - DA Davidson downgraded BOK Financial (BOKF) to Neutral from Buy with a price target increase to $135 from $125, after strong Q4 results, while maintaining the highest EPS forecast among analysts for 2026 and 2027 [7]

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying PSA stock? Here’s what analysts think: Photo via Shutterstock ...

Glendale, California-based Public Storage (PSA) is a REIT that primarily acquires, develops, owns, and operates self-storage facilities. Valued at $51.6 billion by market cap, the company owned and/or operated 3,399 self-storage facilities located in 40 states with approximately 247 million net rentable square feet in the U.S. The self-storage giant is expected to announce its fiscal fourth-quarter earnings for 2025 in the near term. Ahead of the event, analysts expect PSA to report an FFO of $4.23 per s ...