CBRE Group (CBRE)
NYSEReal EstateReal Estate ServicesSnapshot 2026-07-07
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Track CBRE free→NYSEReal EstateReal Estate ServicesSnapshot 2026-07-07
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Track CBRE free→CBRE is the largest commercial real estate services company. It raised 2026 EPS guidance to $7.60-$7.80, showing over 20% growth. The company benefits from growing AI and data center trends. Debt issuance improves capital allocation and financial strength.
Soft guidance signals some near-term challenges. Rising debt could increase financial risk. Competition or slower real estate demand may hurt growth.
The price is about 12% above our fair value near $128. Analysts expect about 14% revenue growth. Our fair value is 27% below the Street median, so the market partly prices in strong growth.
Breaks if: Debt leads to higher financial risk or credit downgrade
Breaks if: Core EPS falls below $7.0 in FY26
Focus on achieving significant growth in core EPS through strategic initiatives.
Stated in 3 of last 3 quarters. The 2026 core EPS outlook was raised to $7.60 to $7.80, reflecting more than 20% growth at the midpoint. This indicates a strong focus on delivering EPS growth, with the trajectory showing positive momentum.
Breaks if: No growth or decline in digital services EBITDA next year
Breaks if: Revenue growth falls below 10% YoY next year
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.
“2026 core EPS outlook raised to $7.60 to $7.80, reflecting more than 20% growth.”
“Expect to achieve 2026 Core EPS of $7.30 to $7.60 - reflecting 17% growth at the midpoint.”
“2025 Core EPS outlook increased to $6.25 to $6.35 from $6.10 to $6.20 previously.”