Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
BXP, Inc. (BXP)
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
$65.24-1.09%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 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
2.01 → 1.98 EPS · FY ending Dec 31, 2027 · 6 analysts
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 6 to 6; 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 BXP yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Capital recycling through asset sales | A supporting condition in BXP, Inc.'s published investment case. The stated target is Maintain strategic asset sales consistent with plan. | Intact | Failure to execute asset sales or reinvest proceeds effectively | Qualitative execution confirmed BXP sold Sumner Square in May 2026 consistent with strategic asset sales plan; recent earnings beats support operational health. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
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
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
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.
BXP is a real estate company with a multi-year view tied to its premier workplace focus and conditions in its gateway markets. The thesis is intact: recent financial performance is strong, management is stable, and risk is moderate, but delivery on stated priorities is only partly demonstrated.
The valuation evidence is mixed: one measure shows BXP as cheap versus peers, while another indicates a 68% premium to peers. The expectations gap is 0.06, and the priced-in assessment is labeled justified with low fragility, so the evidence does not point to a clearly stretched or fragile setup.
Near term, recent earnings beats and a rise in momentum support the strong-results picture, while the latest revenue increased from the first quarter to the second quarter. Management has repeatedly emphasized market share, gateway markets, and capital recycling, but the supplied evidence shows limited specific delivery on these priorities; the industry also has a high miss rate despite a quiet near-term risk watch.
The multi-year view depends on continued execution and whether BXP can sustain its recent results without reversing its raised guidance. Near term, interest-rate cuts could support the real estate sector, while cracks at sector bellwethers could remove that support; a guidance cut after a recent raise would also damage credibility.
BXP’s long-term thesis is intact, with strong recent performance balanced by mixed evidence of strategic delivery and valuation measures that point in different directions. Over the next 1 to 3 years, the key tests are execution, guidance credibility, and the real estate sector backdrop. 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.
Stated in 3 of 3 supplied quarters. Management reported: “Klein | Lead Independent Director | Michael E.” “LaBelle | Executive Vice President, Chief Financial Officer and Treasurer || Bruce W.”
Earnings per share growth | The company raised full-year EPS guidance to $2.22 per share. | Broken | EPS guidance falls below $2.15 for FY 2026 | 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. |
Revenue growth in premier workplace segment | A primary condition in BXP, Inc.'s published investment case. The stated target is >=1.6% YoY growth. | Intact | YoY revenue growth falls below 1.6% in 2026 | Revenue growth: 3.14% FY2026-Q2; GAAP. Published target: >=1.6% YoY growth. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Aug 6, 20263.136828 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: “Linde | Douglas T.” “Linde | President || Joel I.” Delivery assessment Nov 4, 2026 |
Valuation relative to peers | A supporting condition in BXP, Inc.'s published investment case. The stated target is PE below 40. | Intact | PE remains above 45 for next 12 months | P/E (TTM): 24.89x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202624.8906 ratio · calculatedLast 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.
$2.05 → $1.98 · observed estimates
$3.63B → $3.63B · 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 | $2.05 | $3,631,467,610 | 4 / 4 |
| 2026-07-25 | $2.09 | $3,631,467,610 | 4 / 4 |
| 2026-07-26 | $2.09 | $3,631,467,610 | 4 / 4 |
| 2026-07-27 | $2.09 | $3,631,467,610 | 4 / 4 |
| 2026-07-28 | $2.09 | $3,631,467,610 | 4 / 4 |
| 2026-07-29 | $2.09 | $3,631,467,610 | 4 / 4 |
| 2026-07-30 | $2.09 | $3,631,467,610 | 4 / 4 |
| 2026-07-31 | $1.84 | $3,572,908,336 | 7 / 4 |
| 2026-08-01 | $1.84 | $3,572,908,336 | 7 / 4 |
| 2026-08-02 | $2.09 | $3,653,709,690 | 4 / 5 |
| 2026-08-03 | $1.76 | $3,573,385,865 | 7 / 4 |
| 2026-08-04 | $2.09 | $3,653,709,690 | 4 / 5 |
| 2026-08-05 | $2.09 | $3,653,709,690 | 4 / 5 |
| 2026-08-06 | $2.09 | $3,653,709,690 | 4 / 5 |
| 2026-08-07 | $1.76 | $3,579,256,844 | 7 / 4 |
| 2026-08-08 | $1.76 | $3,579,256,844 | 7 / 4 |
| 2026-08-09 | $2.09 | $3,653,709,690 | 4 / 5 |
| 2026-08-10 | $1.76 | $3,579,256,844 | 7 / 4 |
| 2026-08-11 | $2.09 | $3,653,709,690 | 4 / 5 |
| 2026-08-12 | $2.09 | $3,653,709,690 | 4 / 5 |
| 2026-08-13 | $1.76 | $3,579,256,844 | 7 / 4 |
| 2026-08-14 | $1.76 | $3,579,256,844 | 7 / 4 |
| 2026-08-15 | $1.76 | $3,579,256,844 | 7 / 4 |
| 2026-08-16 | $1.76 | $3,579,256,844 | 7 / 5 |
| 2026-08-17 | $1.76 | $3,579,256,844 | 7 / 5 |
| 2026-08-18 | $1.76 | $3,579,256,844 | 7 / 5 |
| 2026-08-19 | $1.76 | $3,579,256,844 | 7 / 5 |
| 2026-08-20 | $1.96 | $3,593,990,823 | 7 / 4 |
| 2026-08-21 | $1.96 | $3,593,990,823 | 7 / 4 |
| 2026-08-22 | $1.93 | $3,591,877,597 | 7 / 4 |
| 2026-08-23 | $1.93 | $3,591,877,597 | 7 / 4 |
| 2026-08-24 | $1.93 | $3,591,877,597 | 7 / 4 |
| 2026-08-25 | $1.93 | $3,599,190,347 | 7 / 4 |
| 2026-08-26 | $2.01 | $3,602,817,505 | 7 / 4 |
| 2026-08-27 | $2.01 | $3,602,817,505 | 7 / 4 |
| 2026-08-28 | $2.01 | $3,602,817,505 | 7 / 4 |
| 2026-08-29 | $2.01 | $3,602,817,505 | 7 / 4 |
| 2026-08-30 | $2.01 | $3,602,817,505 | 7 / 4 |
| 2026-08-31 | $2.01 | $3,602,817,505 | 7 / 4 |
| 2026-09-01 | $2.01 | $3,602,817,505 | 7 / 4 |
| 2026-09-02 | $2.01 | $3,602,817,505 | 6 / 4 |
| 2026-09-03 | $2.01 | $3,601,885,675 | 6 / 4 |
| 2026-09-04 | $2.01 | $3,601,885,675 | 6 / 4 |
| 2026-09-05 | $2.01 | $3,594,506,852 | 6 / 4 |
| 2026-09-06 | $2.01 | $3,594,506,852 | 6 / 4 |
| 2026-09-07 | $2.01 | $3,594,506,852 | 6 / 4 |
| 2026-09-08 | $2.01 | $3,595,871,655 | 6 / 4 |
| 2026-09-09 | $2.01 | $3,595,871,655 | 6 / 4 |
| 2026-09-10 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-11 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-12 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-13 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-14 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-15 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-16 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-17 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-18 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-19 | $2.01 | $3,605,928,743 | 6 / 4 |
| 2026-09-20 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-21 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-22 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-23 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-24 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-25 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-26 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-27 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-28 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-29 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-09-30 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-10-01 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-10-02 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-10-03 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-10-04 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-10-05 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-10-06 | $2.01 | $3,606,754,176 | 6 / 4 |
| 2026-10-07 | $1.99 | $3,607,401,235 | 6 / 4 |
| 2026-10-08 | $1.99 | $3,607,401,235 | 6 / 4 |
| 2026-10-09 | $1.99 | $3,607,401,235 | 6 / 4 |
| 2026-10-10 | $1.99 | $3,607,401,235 | 6 / 4 |
| 2026-10-11 | $1.94 | $3,611,769,058 | 6 / 4 |
| 2026-10-12 | $1.94 | $3,611,769,058 | 6 / 4 |
| 2026-10-13 | $1.94 | $3,611,380,823 | 6 / 4 |
| 2026-10-14 | $1.95 | $3,610,838,527 | 6 / 4 |
| 2026-10-15 | $1.95 | $3,610,838,527 | 6 / 4 |
| 2026-10-16 | $1.95 | $3,610,838,527 | 6 / 4 |
| 2026-10-17 | $1.95 | $3,610,838,527 | 6 / 4 |
| 2026-10-18 | $1.95 | $3,610,838,527 | 6 / 4 |
| 2026-10-19 | $1.95 | $3,610,838,527 | 6 / 4 |
| 2026-10-20 | $1.95 | $3,610,838,527 | 6 / 4 |
| 2026-10-21 | $1.94 | $3,617,005,042 | 6 / 4 |
| 2026-10-22 | $1.94 | $3,617,005,042 | 6 / 4 |
| 2026-10-23 | $1.94 | $3,617,005,042 | 6 / 4 |
| 2026-10-24 | $1.94 | $3,630,817,857 | 6 / 4 |
| 2026-10-25 | $1.94 | $3,630,817,857 | 6 / 4 |
| 2026-10-26 | $1.94 | $3,630,817,857 | 6 / 4 |
| 2026-10-27 | $1.94 | $3,630,817,857 | 6 / 4 |
| 2026-10-28 | $1.94 | $3,626,532,080 | 6 / 4 |
| 2026-10-29 | $1.94 | $3,626,682,080 | 6 / 5 |
| 2026-10-30 | $1.94 | $3,626,682,080 | 6 / 5 |
| 2026-10-31 | $1.97 | $3,632,169,455 | 6 / 5 |
| 2026-11-01 | $1.97 | $3,632,169,455 | 6 / 5 |
| 2026-11-02 | $1.97 | $3,632,169,455 | 6 / 5 |
| 2026-11-03 | $1.97 | $3,632,169,455 | 6 / 4 |
| 2026-11-04 | $1.98 | $3,632,169,455 | 6 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 11 Buy / Strong Buy · 11 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 4 recorded
2 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.
3 of 4 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.