The $33 central target is calculated from 13 individual, attributable analyst price targets, not a single website's headline figure. The approximate low-to-high range is $28 to $40, and the unrounded mean of roughly $33.30 rounds to $33, a level that sits 23% above the last verified close near $26.75.
Sentiment remains broadly constructive, with most covering firms at Buy, Outperform, Overweight, or Strong Buy. However, the autumn of 2026 brought a wave of target reductions that did not change ratings: Citigroup to $30, Stifel to $33, Barclays to $34, Wells Fargo to $30, and Mizuho to $29. The clearest cautious signal came on October 20, when Deutsche Bank downgraded EPRT to Hold and cut its target to $28, now the low end of the range.
Bullish holdouts cluster near the top. Goldman Sachs' Caitlin Burrows reiterated a Buy with a $37 target, citing 7%–8% annual AFFO-per-share growth, raised 2026 guidance, and conservative 2027 guidance. Evercore ISI and Cantor Fitzgerald also stand at $37, while Raymond James maintains a Strong Buy at $37. The divergence is primarily about how much premium the market will pay for net lease real estate in a rising-rate environment, not about the durability of the portfolio itself.
At a last close near $26.75, reaching $33 would require a gain of roughly 23%, a substantial move. The shares have already fallen about 24% over the preceding six months, and the 52-week range spans roughly $24.62 to $34.73, leaving the stock in the lower portion of its recent trading band.
The path toward $33 would likely require both operational delivery and a stabilization in valuation multiples. EPRT reported third-quarter revenue of about $168.7 million and raised its 2026 AFFO guidance, evidence of a resilient underlying business. Yet because net lease REITs are valued in part on yield relative to bonds, much of the gap to the target depends on interest-rate expectations rather than company performance alone.
EPRT's portfolio of primarily service-oriented, single-tenant properties is nearly fully leased, with a weighted-average lease term of roughly 14 years and strong rent coverage, characteristics that support predictable cash flow. Management has signaled mid-to-high single-digit AFFO growth, and analysts note that 2027 guidance appears conservative relative to sell-side forecasts. A roughly 4.7% dividend yield, funded acquisition volume, and a broadly Buy-rated Street all reinforce the case that the shares can grind higher if interest-rate pressure eases.
Rising interest rates are the central risk: they raise the yield investors demand from income-producing real estate, compressing the multiples applied to AFFO and increasing acquisition financing costs. The October round of target cuts shows analysts repricing the stock on exactly this basis. Tenant credit risk, a slower acquisition pace, and any softening in rent coverage would add pressure. If rates stay elevated, the shares could remain range-bound well below the analyst average.
The 52-week low near $24.62 serves as the nearest durable support level, while the $30 area, a round psychological level coinciding with a cluster of analyst targets, represents meaningful overhead resistance. Above that, the prior 52-week high near $34.73 marks the next significant reference point. A sustained advance through $30 would be an important step toward the target; a break below $24.62 would call the recovery thesis into question.
Analyst price targets generally reflect a research horizon of about 12 months, though individual firms may apply different timelines and methodologies. Investors should monitor quarterly AFFO and acquisition volume, any revisions to guidance, Federal Reserve rate decisions and Treasury yields, and further analyst target changes. A shift in the direction of revisions—from cuts back toward raises—would be an important signal that valuation pressure is easing.
Tickeron's AI Daily Buy/Sell Signals use artificial intelligence to continuously monitor thousands of stocks and ETFs, generating Buy, Sell, or Hold signals based on shifting market conditions, technical behavior, and AI-driven analysis. The tool is designed to help traders discover opportunities, track positions, and spot changing trends more efficiently than manual screening. For those seeking a data-driven edge alongside traditional research, these signals offer a practical way to stay ahead of evolving market dynamics.
The $33 central target—the mean of 13 verified analyst targets ranging from $28 to $40—implies a substantial, roughly 23% advance from the last close near $26.75. The strongest supports are EPRT's stable net lease portfolio, steady AFFO growth, and a constructive consensus, while the principal obstacles are interest-rate sensitivity, valuation compression, and the recent wave of target reductions. Analysts disagree on valuation rather than on the quality of the business, which is why the range is wide. Whether the stock reaches $33 will depend most on the direction of interest rates and on whether operational growth can outpace multiple compression.
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
A.I.dvisor indicates that over the last year, EPRT has been closely correlated with ADC. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if EPRT jumps, then ADC could also see price increases.
| Ticker / NAME | Correlation To EPRT | 1D Price Change % | ||
|---|---|---|---|---|
| EPRT | 100% | -0.78% | ||
| ADC - EPRT | 79% Closely correlated | -0.46% | ||
| FCPT - EPRT | 77% Closely correlated | -0.08% | ||
| NNN - EPRT | 75% Closely correlated | +0.17% | ||
| NTST - EPRT | 74% Closely correlated | -0.94% | ||
| O - EPRT | 73% Closely correlated | +0.07% | ||
More | ||||