Gladstone Land Corp. (LAND)
NASDAQReal EstateReit - SpecialtySnapshot 2026-11-04
$7.03-3.43%
Close 2026-11-05 · 1-day change
NASDAQReal EstateReit - SpecialtySnapshot 2026-11-04
QuarterlyIQ Insights · LAND
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 | -20.8% |
| Our one-year growth estimate | diamond | -10.5% |
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.
No outside relationship met the current evidence threshold.
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.
A larger daily loss that occurred about once in every 20 trading days.
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 10.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 8 industry peers
LAND — director transition
Dated 2026-10-26
Director — Walter H. Wilkinson Jr.: The immediate resignation of the Lead Independent Director is a genuine departure from the board, though the prompt succession by a named successor mitigates the negative impact.
Why it matters: The company said more 2025 pistachio income would arrive later in 2026. This tests whether that crop income reaches the results.
Supportive ifQ3 results show any 2025 pistachio bonus income still due and positive AFFO.
Worry ifQ3 results show no 2025 pistachio bonus income still due, or AFFO stays below zero.
Why it matters: Management said the 2026 crop is an off year, with yields hurt by March heat. The higher base price may offset some of the drop.
Watch forQ4 results show participation rent from the 2026 crop at or above the prior-year level.
Also watch forQ4 participation rent from the 2026 crop is below the prior-year level.
Why it matters: The company reports higher legal costs to protect California water rights and costs to supply extra water. New water assets could strengthen farm water access.
Watch forThe company reports new water assets or lower spending to protect rights and supply water.
Also watch forThe company reports more legal costs over water rights or higher costs to give farms extra water.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$97 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $310 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,094 loss on $10,000 · 40.9% | 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.