BXP, Inc. (BXP)
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
QuarterlyIQ Insights · BXP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 12.5% |
| Our one-year growth estimate | diamond | 2.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the US dollar and the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 9.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 13 industry peers · Company calendar date is not available
BXP — debt issuance
Dated 2026-08-31
Other Events. On August 31, 2026, Boston Properties Limited Partnership (the “Partnership”), the operating partnership of BXP, Inc. (the “Company”), completed the issuance and sale of $700.0 million aggregate principal amount of the Partnership’s 6.050% Senior Notes due 2036 (the “Notes”) pursuant to an underwriting agreement, dated August 17, 2026 (the “Underwriting Agreement”), by and among the Partnership and J.P. Morgan Securities LLC, BBVA Securities Inc., BNY Mellon Capital Markets, LLC…
Why it matters: The sector signal says growth is slowing and margins are near -3%. Faster revenue growth would counter that trend.
Watch forBXP reports year-over-year revenue growth at or above its highest rate in the supplied quarters.
Also watch forBXP reports lower year-over-year revenue growth than in the prior quarter, along with lower margins.
Why it matters: BXP names six gateway markets as a core focus. Stronger leasing there would show progress on that plan.
Supportive ifThe next report shows more leased square feet or higher occupancy than in Q3. This applies to Boston, Los Angeles, New York, San Francisco, Seattle, or Washington, DC.
Worry ifThe next report shows lower leased square feet and lower occupancy across those markets than in Q3.
Why it matters: BXP raised its 2026 FFO range in July. A result above the new top end would extend that progress.
Supportive ifBXP reports 2026 FFO per share above $7.05.
Worry ifBXP reports 2026 FFO per share below $6.99, the low end of its July range.
Why it matters: BXP issued $700 million of notes at 6.050%, due in 2036. Future debt costs matter to its balance sheet.
Worry ifA later filing shows BXP issuing new debt at a rate above 6.050%.
Less concerning ifA later filing shows BXP issuing new debt at a rate below 6.050%, or paying down debt without new borrowing.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$114 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $268 loss on $10,000 · 2.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,853 loss on $10,000 · 28.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.