-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将CUBE的12个月目标价下调2美元至42美元，采用16.3倍的预期市盈率（P/FFO），该市盈率基于我们对2026年FFO的预测，略高于CUBE过去三年的平均水平16.2倍。我们维持对2026年FFO的预测为2.59美元，并将2027年的目标价下调0.02美元至2.67美元。第一季度同店收入转正以及CUBE空置率降低是本季度业绩表现的最主要因素。我们认为，除阳光地带市场外，CUBE的定价可能正在改善，但需要注意的是，CUBE在2026年下半年将面临严峻的同店销售竞争，市场预期其同店净营业收入（NOI）将同比下降2%-3%。我们注意到，管理层目前更热衷于股票回购而非收购，因为他们认为私募市场物业的交易价格相对于其上市物业组合的溢价越来越高。我们认为，这种差距更有可能通过私募市场估值下降来缩小，而不是通过CUBE的市盈率大幅扩张来缩小。总体而言，我们认为纽约都会区对于CUBE在2026年第四季度和2027年实现更快的FFO增长潜力至关重要，因为该地区的需求持续超过供应。
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