Gladstone Commercial

GOOD · NASDAQ

$11.99+$0.12 (+1.01%)TodayMarket closed ·
Prev close $11.87

GOOD analyst rating

HoldConsensus of 1 analyst over the last 12 months. 0% rate it a buy.
  • Strong buy0
  • Buy0
  • Hold1
  • Underperform0
  • Sell0

12-month price target · 8 analysts

Average $14.33 (+19.6% upside)

Low
$12.63
Now
$11.99
High
$15.75

Upgrades and downgrades

The latest rating actions, newest first

GOOD analyst upgrades, downgrades and rating actions
FirmDateActionRating
B. Riley SecuritiesFeb 24, 2026MaintainsNeutral
B. Riley SecuritiesNov 24, 2025MaintainsNeutral

The case for and against

Updated May 12, 2026

Bull case

Gladstone Commercial is expected to exceed their conservative price target due to limited competition for properties, strong demand for net lease properties, and a reliance on third-party financing to facilitate acquisitions. However, competition for properties and difficulties in obtaining financing could impede the REIT's ability to grow and change its property portfolio, potentially limiting distribution growth.

Bear case

Gladstone Commercial is experiencing declining core FFO per share estimates for 2026 and 2027, a lower reNAV per share estimate, and trades at a discount to the STNL sector average. The company faces risks from rising interest rates impacting margins and spreads on acquisitions, competition for properties impeding growth, and a high dividend payout ratio. The potential for tenant defaults or bankruptcies, an inability to renew leases or re-lease vacant properties, and the availability of debt declining could also negatively impact the REIT's future performance and dividend sustainability. Additionally, there is uncertainty surrounding the REIT's 2027 earnings due to lease expirations and potential interest rate changes.

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.