BXP, Inc. (BXP)
NYSEReal EstateReit - OfficeSnapshot 2026-07-08
$66.78-2.64%
Close 2026-07-08 · 1-day change
Reading BXP? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track BXP free→NYSEReal EstateReit - OfficeSnapshot 2026-07-08
Reading BXP? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track BXP free→Warn: Management is running behind on a stated commitment.
BXP leads in top office markets with strong client ties. Revenue grew from $839M to $872M in one year. The company raised full-year EPS guidance to $2.22 per share. It recycles capital by selling non-core assets to invest in growth.
BXP faces sector headwinds and a soft guidance posture. Its valuation is high with a PE near 48, well above peers. Asset sales and impairments may signal challenges in sustaining growth.
The price is about 15% above our fair value near $60 and 10% below the Street median. Analysts expect modest 1.6% revenue growth, which aligns with our view but the valuation is stretched.
Breaks if: Failure to execute asset sales or reinvest proceeds effectively
Dispose of assets that no longer meet investment profile to reinvest in future opportunities.
Standing thesis, reviewed periodically — not a price target or 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.
Breaks if: EPS guidance falls below $2.15 for FY 2026
Breaks if: YoY revenue growth falls below 1.6% in 2026
Leverage strengths in portfolio quality and client relationships to build market share.
Stated in 3 of last 3 quarters. Revenue grew from $839.4M in 2025-Q1 to $872.1M in 2026-Q1, indicating progress in maintaining leadership in the premier workplace segment. The company continues to leverage its strengths in portfolio quality and client relationships.
“BXP is the largest publicly traded developer, owner, and manager...”
“Maintain leadership in premier workplace segment...”
“Maintain leadership in premier workplace segment...”
Maintain focus on markets with strong economic growth and investment characteristics.
Breaks if: PE remains above 45 for next 12 months