Curbline Properties

CURB · NYSE

$27.16+$0.81 (+3.07%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $26.35

CURB analyst rating

BuyConsensus of 11 analysts over the last 12 months. 82% rate it a buy.

Strong buy0
Buy9
Hold2
Underperform0
Sell0

12-month price target · 11 analysts

Average $34.36 (+26.5% upside)

Low: $30.30
Now: $27.16
High: $40.95

Upgrades and downgrades

The latest rating actions, newest first

CURB analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Piper Sandler	Oct 12, 2026	Maintains	Overweight	$39.00 → $38.00	33%
Truist Securities	Oct 2, 2026	Initiates	Buy	$31.00 → $33.00	54%
Piper Sandler	Aug 27, 2026	Maintains	Overweight	$40.00 → $39.00	33%
Jefferies	Aug 25, 2026	Initiates	Buy	$36.00	54%
Citigroup	Aug 3, 2026	Maintains	Buy	$33.00 → $36.00	44%
Piper Sandler	Jul 29, 2026	Maintains	Overweight	$39.00 → $40.00	33%
Keybanc	Jul 29, 2026	Maintains	Overweight	$32.00 → $34.00	46%
Piper Sandler	Jul 21, 2026	Maintains	Overweight	$32.00 → $39.00	33%
Keybanc	Jun 22, 2026	Maintains	Overweight	$30.00 → $32.00	33%
Morgan Stanley	Jun 18, 2026	Downgrade	Overweight → Equal-Weight	$30.00	56%

The case for and against

Updated Oct 14, 2026

Bull case

Curbline Properties is supported by a defensive, capital-light model in convenience shopping centers that produces resilient rental income, strong leasing demand, and limited exposure to discretionary tenants. Its 1Q26 results showed 4.8% SSNOI growth, a 96.3% leased rate, nearly 8% blended cash leasing spreads, and capex at just 6.3% of NOI, while an ~$8M SNO pipeline adds about 5.6% embedded growth and helps drive 2026 and 2027 visibility. The balance sheet is a key advantage, with a net cash position on a pro forma basis and roughly $371M of proceeds expected from unsettled forward equity, supporting the raised ~$850M acquisition target and widening investment spreads that can compound AFFO growth.

Bear case

Curbline Properties is exposed to a weak consumer spending backdrop that can pressure retail property fundamentals and impair tenant demand, making rent growth and occupancy less durable. Its acquisition engine also faces risk because the company needs to buy assets at accretive spreads, yet low-6% acquisition yields and persistent competition could limit meaningful spread expansion near term. Even with a fragmented private market and a differentiated sourcing process, failure to lease space at attractive rents or execute profitable acquisitions would leave cash flow growth vulnerable and undermine the stock’s downside case.

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.