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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Juan Sanabria | BMO Capital Markets | 12 | 0% |
| Mike Goldsmith | UBS | 12 | 17% |
| Todd Thomas | KeyBanc Capital Markets | 12 | 0% |
| Brendan Lynch | Barclays | 10 | 20% |
| Eric Luebchow | Wells Fargo | 10 | 0% |
| Caitlin Burrows | Goldman Sachs | 10 | 0% |
| Mike Griffin | Evercore ISI | 10 | 0% |
| Spenser Allaway | Green Street | 8 | 0% |
| Ron Kamdem | Morgan Stanley | 8 | 0% |
| Samir Khanal | Bank of America | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 2 | 13 | 0% |
| BMO Capital Markets | 1 | 12 | 0% |
| KeyBanc Capital Markets | 1 | 12 | 0% |
| UBS |
| 1 |
| 12 |
| 17% |
| Citigroup | 2 | 11 | 9% |
| Goldman Sachs | 1 | 10 | 0% |
| Evercore ISI | 1 | 10 | 0% |
| Green Street | 2 | 10 | 0% |
Public Storage reported core FFO of $4.22 per share, up 2.4% year-over-year, as same-store revenue and NOI growth were flat and positive 0.4% respectively. Move-in rents improved to down 2.4%, better than the full-year expectation of mid-single-digit declines, while customer churn was materially reduced. Management maintained guidance unchanged with busy season still ahead, as the NSA acquisition strengthened platform scale.
Demand | Pricing | Competitive Dynamics | Capital Allocation | M&A | Regulation Policy | Revenue Growth | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 9 | 3 | 3 | 2 | 6 | 1 | |
| 2025Q1 | 11 | 5 | 5 | 3 | 2 | 3 | 1 | |
| 2025Q2 | 12 | 8 | 4 | 3 | 4 | 6 | 5 | 1 |
| 2025Q3 | 8 | 7 | 3 | 4 | 5 | 3 | 3 | 3 |
| 2025Q4 | 5 | 4 | 3 | 10 | 6 | 2 | 4 | 7 |
| 2026Q1 | 6 | 3 | 8 | 2 | 6 | 1 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 7 | 11 | 12 | 8 | 5 | 6 |
| Pricing | 9 | 5 | 8 | 7 | 4 | 3 |
| Competitive Dynamics | 3 | 5 | 4 | 3 | 3 | 8 |
| Capital Allocation | 3 | 3 | 3 | 4 | 10 | 2 |
| M&A | 2 | 2 | 4 | 5 | 6 | 6 |
| Regulation Policy | 6 | 3 | 6 | 3 | 2 | 1 |
| Revenue Growth | 1 | 5 | 3 | 4 | 3 | |
| Innovation & R&D | 1 | 1 | 3 | 7 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PSA Public Storage | 5 | +2.9% | |
| EXR Extra Space Storage | 5 | +1.9% | |
| PLD Prologis | 7 | +7.4% |