Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Alexander's, Inc. (ALX)
NYSEReal EstateReit - RetailSnapshot 2026-11-04
$249.06-0.36%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
12.80 → 12.78 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ALX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Implement lease amendment with Bloomberg including $56.8 million rent abatement | The company is improving capital allocation with a $56.8 million lease amendment. | Intact | lease amendment is reversed or materially altered reducing expected benefits | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
ALX is a real estate investment with exposure to sector conditions and interest rates. Its long-term thesis is intact, and recent momentum improved, but earnings quality and recent financial performance remain neutral.
The evidence describes ALX as cheap versus peers, while also tagging expectations as stretched. That combination suggests peer-relative value but limited room for weak execution; the measured expectations gap is modest, and fragility is rated low.
Near term, performance may remain uneven: the snapshot notes recent quarterly misses, although miss risk is rated low. Management completed the Rego Park I sale as stated, while the Bloomberg lease amendment and stock-plan approval have little disclosed evidence of further progress.
Over the next several quarters, Fed rate cuts could support rate-sensitive real estate, while weaker results or guidance from sector peers could remove a tailwind. ALX’s next guidance update is also important, since a cut would be a meaningful negative; the evidence does not establish whether that will happen.
For the 1-3 year view, the thesis remains intact, with improved momentum and cheap peer-relative valuation balanced by execution uncertainty and sector sensitivity. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Newly stated in 2026-Q1. Management disclosed a lease amendment with Bloomberg including a rent abatement of $56.8 million. This is a discrete capital allocation action with no further financial metrics disclosed yet, so progress is limited to the announcement.
Maintain revenue near $216 million annually | Revenue is stable near $216 million yearly. | Intact | annual revenue falls below $210 million | Revenue: $72.056M FY2026-Q3; GAAP. Published target: ~$216 million. Annual target cannot be compared with a quarterly or TTM observation. Nov 2, 202672,056,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Avoid valuation multiple contraction from current PE of 67.4 | A supporting condition in Alexander's, Inc.'s published investment case. The stated target is PE remains above 30. | Intact | PE ratio falls below 30 | Valuation inputs unavailable A completed valuation measurement is required. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
Unavailable → $12.78 · observed estimates
$0.22B → $0.22B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | Unavailable | $219,600,000 | — / 1 |
| 2026-07-25 | Unavailable | $219,600,000 | — / 1 |
| 2026-07-26 | Unavailable | $219,600,000 | — / 1 |
| 2026-07-27 | Unavailable | $219,600,000 | — / 1 |
| 2026-07-28 | Unavailable | $219,600,000 | — / 1 |
| 2026-07-29 | Unavailable | $219,600,000 | — / 1 |
| 2026-07-30 | Unavailable | $219,600,000 | — / 1 |
| 2026-07-31 | Unavailable | $219,600,000 | — / 1 |
| 2026-08-01 | Unavailable | $219,600,000 | — / 1 |
| 2026-08-02 | Unavailable | $219,600,000 | — / 1 |
| 2026-08-03 | Unavailable | $219,600,000 | — / 1 |
| 2026-08-04 | Unavailable | $219,600,000 | — / 1 |
| 2026-08-05 | Unavailable | $229,400,000 | — / 1 |
| 2026-08-06 | Unavailable | $229,400,000 | — / 1 |
| 2026-08-07 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-08 | Unavailable | $229,400,000 | — / 1 |
| 2026-08-09 | Unavailable | $229,400,000 | — / 1 |
| 2026-08-10 | Unavailable | $229,400,000 | — / 1 |
| 2026-08-11 | Unavailable | $229,400,000 | — / 1 |
| 2026-08-12 | Unavailable | $229,400,000 | — / 1 |
| 2026-08-13 | Unavailable | $229,400,000 | — / 1 |
| 2026-08-14 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-15 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-16 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-17 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-18 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-19 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-20 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-21 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-22 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-23 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-24 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-25 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-26 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-27 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-28 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-29 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-30 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-08-31 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-01 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-02 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-03 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-04 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-05 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-06 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-07 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-08 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-09 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-10 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-11 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-12 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-13 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-14 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-15 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-16 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-17 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-18 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-19 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-20 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-21 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-22 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-23 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-24 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-25 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-26 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-27 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-28 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-29 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-09-30 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-01 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-02 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-03 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-04 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-05 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-06 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-07 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-08 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-09 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-10 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-11 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-12 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-13 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-14 | $12.80 | $229,400,000 | 1 / 1 |
| 2026-10-15 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-16 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-17 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-18 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-19 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-20 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-21 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-22 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-23 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-24 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-25 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-26 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-27 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-28 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-29 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-30 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-10-31 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-11-01 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-11-02 | $12.78 | $229,400,000 | 1 / 1 |
| 2026-11-03 | $12.78 | $220,400,000 | 1 / 1 |
| 2026-11-04 | $12.78 | $220,400,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 0 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.