Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Cousins Properties (CUZ)
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
$29.51-2.70%
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
0.46 → 0.49 EPS · FY ending Dec 31, 2027 · 2 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 3 to 2; 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 CUZ 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 |
|---|---|---|---|---|
EPS recovers to at least $0.10 in FY 2026 | A primary condition in Cousins Properties's published investment case. The stated target is >=0.10 USD per share. | Intact | EPS guidance falls below $0.06 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. |
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.
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.
CUZ is a commercial real estate earnings-growth story, with leasing and portfolio changes supporting its multi-year view. The thesis is intact, though recent momentum weakened after the latest earnings report.
The valuation evidence is mixed: the model labels CUZ cheap versus peers, while its peer-premium measure indicates a premium and the overall value assessment is expensive. The expectations gap is slightly negative, suggesting market expectations are a little ahead of the model’s view; valuation confidence is medium, and fragility is low.
Near-term, the latest report was an earnings miss after two reported beats, and the snapshot flags a 37% miss probability despite calling the risk quiet. Over the multi-year view, office leasing has improved, and nine-month FFO per share rose year over year; management also raised 2026 FFO guidance. Execution is mixed on capital allocation, and the evidence does not quantify how recent transactions change portfolio quality or cash flows.
The thesis depends on continued leasing progress and delivery against raised FFO guidance. A guidance cut after the recent increase would damage management credibility, while Fed rate cuts could support rate-sensitive real estate. Weak results or guidance from sector peers could remove a recent sector tailwind.
For the next 1 to 3 years, CUZ has evidence of operating progress, but the recent miss, softer momentum, and expensive overall value assessment make execution and guidance credibility central to the long-term thesis. 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.
| Operating income rose to $180 million in Q1 2026. |
| Intact |
| Operating income falls below $170 million next quarter |
Operating income: $180.172M FY2026-Q3; GAAP. Published target: >=180 million USD per quarter. Target period is not explicitly aligned with this observation. Oct 29, 2026180,172,000 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. |
Sustain revenue growth near 5% annually | A primary condition in Cousins Properties's published investment case. The stated target is >=5% YoY. | Intact | YoY revenue growth falls below 3% next year | Revenue growth: 4.47% FY2026-Q3; GAAP. Published target: >=5% YoY. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Oct 29, 20264.465501 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. |
Source over $1.4 billion in accretive new investments | The company sourced over $1.4 billion in new investments since 2024. | Intact | New investments fall below $1.2 billion by 2026-Q1 | 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.
$0.40 → $0.49 · observed estimates
$1.09B → $1.08B · 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 | $0.40 | $1,087,565,336 | 3 / 6 |
| 2026-07-25 | $0.40 | $1,087,565,336 | 3 / 6 |
| 2026-07-26 | $0.40 | $1,087,565,336 | 3 / 6 |
| 2026-07-27 | $0.40 | $1,085,522,880 | 1 / 8 |
| 2026-07-28 | $0.40 | $1,085,522,880 | 1 / 8 |
| 2026-07-29 | $0.40 | $1,087,565,336 | 3 / 5 |
| 2026-07-30 | $0.40 | $1,087,565,336 | 3 / 5 |
| 2026-07-31 | $0.40 | $1,087,779,336 | 3 / 5 |
| 2026-08-01 | $0.40 | $1,087,779,336 | 3 / 5 |
| 2026-08-02 | $0.40 | $1,088,291,380 | 1 / 8 |
| 2026-08-03 | $0.40 | $1,088,291,380 | 1 / 8 |
| 2026-08-04 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-05 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-06 | $0.40 | $1,088,291,380 | 1 / 8 |
| 2026-08-07 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-08 | $0.40 | $1,088,291,380 | 1 / 8 |
| 2026-08-09 | $0.40 | $1,088,291,380 | 1 / 8 |
| 2026-08-10 | $0.40 | $1,088,291,380 | 1 / 8 |
| 2026-08-11 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-12 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-13 | $0.40 | $1,088,604,100 | 1 / 8 |
| 2026-08-14 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-15 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-16 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-17 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-18 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-19 | $0.42 | $1,085,939,253 | 3 / 5 |
| 2026-08-20 | $0.42 | $1,088,768,595 | 3 / 5 |
| 2026-08-21 | $0.42 | $1,088,768,595 | 3 / 5 |
| 2026-08-22 | $0.42 | $1,088,768,595 | 3 / 5 |
| 2026-08-23 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-08-24 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-08-25 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-08-26 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-08-27 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-08-28 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-08-29 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-08-30 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-08-31 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-09-01 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-09-02 | $0.46 | $1,086,594,931 | 3 / 5 |
| 2026-09-03 | $0.46 | $1,085,979,431 | 3 / 5 |
| 2026-09-04 | $0.46 | $1,085,979,431 | 3 / 5 |
| 2026-09-05 | $0.46 | $1,087,246,056 | 3 / 5 |
| 2026-09-06 | $0.46 | $1,087,246,056 | 3 / 5 |
| 2026-09-07 | $0.46 | $1,087,246,056 | 3 / 5 |
| 2026-09-08 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-09 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-10 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-11 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-12 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-13 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-14 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-15 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-16 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-17 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-18 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-19 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-20 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-21 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-22 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-23 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-24 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-25 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-26 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-27 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-28 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-29 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-09-30 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-01 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-02 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-03 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-04 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-05 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-06 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-07 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-08 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-09 | $0.46 | $1,089,721,206 | 3 / 5 |
| 2026-10-10 | $0.49 | $1,089,739,635 | 3 / 5 |
| 2026-10-11 | $0.49 | $1,089,739,635 | 3 / 5 |
| 2026-10-12 | $0.49 | $1,089,739,635 | 3 / 5 |
| 2026-10-13 | $0.49 | $1,089,739,635 | 3 / 5 |
| 2026-10-14 | $0.49 | $1,089,739,635 | 3 / 5 |
| 2026-10-15 | $0.49 | $1,089,739,635 | 2 / 5 |
| 2026-10-16 | $0.49 | $1,089,739,635 | 2 / 5 |
| 2026-10-17 | $0.49 | $1,089,739,635 | 2 / 5 |
| 2026-10-18 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-19 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-20 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-21 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-22 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-23 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-24 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-25 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-26 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-27 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-28 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-29 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-30 | $0.49 | $1,085,878,431 | 2 / 5 |
| 2026-10-31 | $0.49 | $1,080,553,181 | 2 / 5 |
| 2026-11-01 | $0.49 | $1,080,553,181 | 2 / 5 |
| 2026-11-02 | $0.49 | $1,080,553,181 | 2 / 5 |
| 2026-11-03 | $0.49 | $1,080,553,181 | 2 / 5 |
| 2026-11-04 | $0.49 | $1,080,553,181 | 2 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 10 Buy / Strong Buy · 1 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.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 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.