Claros Mortgage Trust

CMTG · NYSE

$1.15+$0.04 (+3.60%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $1.11

CMTG analyst rating

HoldConsensus of 4 analysts over the last 12 months. 25% rate it a buy.

Strong buy0
Buy1
Hold1
Underperform2
Sell0

12-month price target · 5 analysts

Average $2.26 (+96.6% upside)

Low: $1.77
Now: $1.15
High: $2.89

Upgrades and downgrades

The latest rating actions, newest first

CMTG analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Keefe, Bruyette & Woods	Oct 9, 2026	Maintains	Underperform	$2.15 → $1.75	51%
Wells Fargo	Aug 5, 2026	Maintains	Underweight	$2.50 → $1.75	56%
Keefe, Bruyette & Woods	Aug 4, 2026	Maintains	Underperform	$2.50 → $2.15	51%
UBS	Jul 16, 2026	Downgrade	Buy → Neutral	$3.75 → $2.75	0%
Keefe, Bruyette & Woods	May 13, 2026	Maintains	Underperform	$2.50 → $2.25	51%
Keefe, Bruyette & Woods	Mar 2, 2026	Maintains	Underperform	$3.00 → $2.50	51%
Wells Fargo	Feb 20, 2026	Maintains	Underweight	$3.00 → $2.50	56%
Keefe, Bruyette & Woods	Jan 8, 2026	Maintains	Underperform	$3.25 → $3.00	51%
UBS	Nov 14, 2025	Maintains	Buy	$4.50 → $4.00	38%

The case for and against

Updated Feb 2, 2026

Bull case

Claros Mortgage Trust is positioned to benefit from an improving environment for increased originations, indicating potential growth in its income-producing loan portfolio. The company anticipates strong borrower demand for transitional and flexible capital in the commercial real estate sector, which may support its long-term performance. Additionally, a favorable regulatory backdrop for specialty finance lenders enhances the company's operational environment, further underpinning a positive outlook for the firm.

Bear case

The analysis indicates a negative outlook for Claros Mortgage Trust Inc. due to ongoing declines in earnings and book value, driven by challenging credit conditions despite some increase in loan resolutions. The company faces significant risk factors, including lower-than-expected loan originations and investment yields, compounded by competitive pressures and concerns over future credit performance and financing availability. Furthermore, despite the current valuation at 0.26 times the book value of $12.27, forecasts suggest continued depreciation in book value and minimal profitability ahead.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.