Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
FY2027 EPS: comparable history unavailable.
CBL & Associates Properties, Inc. (CBL)
NYSEReal EstateReit - RetailSnapshot 2026-11-04
$47.94-3.54%
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
No analysts cover EPS estimates for this fiscal period.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for CBL 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 |
|---|---|---|---|---|
Refinance and reduce overall debt | A primary condition in CBL & Associates Properties, Inc.'s published investment case. The stated target is reduce debt by >= $33 million. | Intact | debt reduction stalls or reverses next year | 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. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
FY2027 EPS: comparable history unavailable.
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
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.
CBL is a value-oriented real estate business with a recovery element, rather than a steady, low-risk compounder. Its long-term thesis is intact and recently shifted from mixed to mildly favorable, though the evidence confidence is medium.
The valuation evidence describes CBL as cheap versus peers, with expectations below the model’s estimate and low fragility. The market setup is tagged as justified, but the evidence does not specify precisely what growth or operating results investors already assume.
Near-term operating results have been strong: same-center NOI grew year over year, occupancy improved, and leasing activity was robust. Refinancing extended maturities and is expected to increase annual free cash flow, while the dividend was raised and maintained; however, recent earnings surprises have been erratic, and a guidance cut remains a risk.
Over the next one to three years, the thesis depends on continued leasing momentum, NOI growth, and progress refinancing debt. Fed rate cuts could provide a sector tailwind, while weaker guidance or cracks in major real estate peers could weaken the setup.
CBL’s multi-year view is supported by recent operating progress and a cheap-versus-peers valuation, but execution and sector conditions remain important swing factors. 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.
| CBL is growing net income from $2.8M to $46.5M in one year. |
| Intact |
| net income falls below $30 million next year |
Net income: $46.444M FY2026-Q2; GAAP. Published target: net income >= $46.5 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 7, 202646,444,000 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. |
Achieve stable same-center NOI | Same-center NOI is stabilizing, with guidance up to 1.25% growth. | Intact | same-center NOI growth falls below -0.5% in 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. |
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.
$0.58B → $0.58B · 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 | $581,763,108 | 0 / 1 |
| 2026-07-25 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-07-26 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-07-27 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-07-28 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-07-29 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-07-30 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-07-31 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-01 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-02 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-03 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-04 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-05 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-06 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-07 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-08 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-09 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-10 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-11 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-12 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-13 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-14 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-15 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-16 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-17 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-18 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-19 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-20 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-21 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-22 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-23 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-24 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-25 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-26 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-27 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-28 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-29 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-30 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-08-31 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-01 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-02 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-03 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-04 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-05 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-06 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-07 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-08 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-09 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-10 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-11 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-12 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-13 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-14 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-15 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-16 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-17 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-18 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-19 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-20 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-21 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-22 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-23 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-24 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-25 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-26 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-27 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-28 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-29 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-09-30 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-01 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-02 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-03 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-04 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-05 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-06 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-07 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-08 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-09 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-10 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-11 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-12 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-13 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-14 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-15 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-16 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-17 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-18 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-19 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-20 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-21 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-22 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-23 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-24 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-25 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-26 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-27 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-28 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-29 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-30 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-10-31 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-11-01 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-11-02 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-11-03 | Unavailable | $581,763,108 | 0 / 1 |
| 2026-11-04 | Unavailable | $581,763,108 | 0 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 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.
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.