Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Alpine Income Property Trust, Inc. (PINE)
NYSEReal EstateReit - RetailSnapshot 2026-11-04
$16.67-1.30%
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
0.69 → 0.54 EPS · FY ending Dec 31, 2027 · 3 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 3; 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 PINE 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 |
|---|---|---|---|---|
Disposition volume guidance $30M-$60M for 2026 | Capital allocation remains on track with disposition guidance of $30M-$60M. | Intact | Disposition volume falls outside $30M-$60M range in FY26 | 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.
Next earnings date unavailable
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.
PINE is a real estate growth and income story, with recent strength in earnings and investment activity. The long-term thesis is intact, and the signal has turned mildly favorable, but confidence is medium and management execution remains neutral.
The valuation evidence is mixed: one measure points to PINE being cheap versus peers, while another shows a 69% premium to peers. The expectations gap is slightly negative, and the market tag says the setup is justified with low fragility, so expectations do not appear unusually fragile.
Near term, reported AFFO per share and higher full-year guidance show progress, while increased investment-volume guidance points to portfolio growth. The dividend was raised, and recent events include an earnings beat and two material agreement announcements. A guidance cut on the next call is a key risk; the near-term miss watch is quiet, though the evidence notes a higher base risk for smaller companies and this industry.
Over the next year, the case depends on PINE delivering against its higher investment and AFFO guidance. Fed rate cuts from the current 3.88% could support rate-sensitive real estate, while weaker results or guidance from sector peers could remove that tailwind. The full-year AFFO result is not yet reported in this evidence snapshot.
For the 1-to-3-year view, PINE’s business evidence remains supportive, but the valuation signals are mixed and the next guidance update matters. The thesis hinges on continued execution and a steady real estate backdrop. 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.
| It targets EPS of $0.74-$0.78 in 2026, showing signs of recovery. |
| Intact |
| EPS falls below $0.74 in FY26 |
Diluted EPS: $0.18 per share FY2026-Q3; GAAP. Published target: >= $0.74 per share. Annual target cannot be compared with a quarterly or TTM observation. Oct 22, 20260.18 USD/share · 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. |
Investment guidance raised to $170M-$200M in 2026 | The company raised its 2026 investment guidance to $170M-$200M. | Intact | Investment volume falls below $170 million in FY26 | 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.
$0.49 → $0.54 · observed estimates
$0.08B → $0.09B · 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 | $0.49 | $81,393,430 | 3 / 7 |
| 2026-07-25 | $0.49 | $81,393,430 | 3 / 7 |
| 2026-07-26 | $0.49 | $81,393,430 | 3 / 7 |
| 2026-07-27 | $0.51 | $82,940,290 | 3 / 7 |
| 2026-07-28 | $0.51 | $82,940,290 | 3 / 7 |
| 2026-07-29 | $0.59 | $85,012,033 | 3 / 5 |
| 2026-07-30 | $0.51 | $82,940,290 | 3 / 7 |
| 2026-07-31 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-01 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-02 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-03 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-04 | $0.56 | $83,952,570 | 3 / 7 |
| 2026-08-05 | $0.56 | $83,952,570 | 3 / 7 |
| 2026-08-06 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-07 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-08 | $0.56 | $83,952,570 | 3 / 7 |
| 2026-08-09 | $0.56 | $83,952,570 | 3 / 7 |
| 2026-08-10 | $0.56 | $83,952,570 | 3 / 7 |
| 2026-08-12 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-13 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-14 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-15 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-16 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-17 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-18 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-19 | $0.64 | $86,193,000 | 3 / 5 |
| 2026-08-20 | $0.67 | $86,193,000 | 3 / 5 |
| 2026-08-21 | $0.67 | $86,193,000 | 3 / 5 |
| 2026-08-22 | $0.67 | $86,193,000 | 3 / 5 |
| 2026-08-23 | $0.70 | $86,193,000 | 3 / 5 |
| 2026-08-24 | $0.70 | $86,193,000 | 4 / 5 |
| 2026-08-25 | $0.70 | $86,193,000 | 4 / 5 |
| 2026-08-26 | $0.70 | $86,193,000 | 4 / 5 |
| 2026-08-27 | $0.70 | $86,193,000 | 4 / 5 |
| 2026-08-28 | $0.69 | $83,436,000 | 4 / 5 |
| 2026-08-29 | $0.69 | $83,436,000 | 4 / 5 |
| 2026-08-30 | $0.69 | $83,436,000 | 4 / 5 |
| 2026-08-31 | $0.69 | $83,436,000 | 4 / 5 |
| 2026-09-01 | $0.69 | $83,436,000 | 4 / 5 |
| 2026-09-02 | $0.69 | $83,436,000 | 4 / 5 |
| 2026-09-03 | $0.69 | $83,436,000 | 4 / 5 |
| 2026-09-04 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-05 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-06 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-07 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-08 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-09 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-10 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-11 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-12 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-13 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-14 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-15 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-16 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-17 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-18 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-19 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-20 | $0.69 | $83,436,000 | 3 / 5 |
| 2026-09-21 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-22 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-23 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-24 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-25 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-26 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-27 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-28 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-29 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-09-30 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-01 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-02 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-03 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-04 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-05 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-06 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-07 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-08 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-09 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-10 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-11 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-12 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-13 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-14 | $0.69 | $83,436,000 | 3 / 4 |
| 2026-10-15 | $0.65 | $84,705,167 | 3 / 4 |
| 2026-10-16 | $0.65 | $84,705,167 | 3 / 4 |
| 2026-10-17 | $0.65 | $84,705,167 | 3 / 4 |
| 2026-10-18 | $0.65 | $84,705,167 | 3 / 4 |
| 2026-10-19 | $0.65 | $84,705,167 | 3 / 4 |
| 2026-10-20 | $0.65 | $84,705,167 | 3 / 4 |
| 2026-10-21 | $0.65 | $84,705,167 | 3 / 4 |
| 2026-10-22 | $0.65 | $84,705,167 | 3 / 4 |
| 2026-10-23 | $0.65 | $84,712,167 | 3 / 4 |
| 2026-10-24 | $0.64 | $86,498,000 | 3 / 4 |
| 2026-10-25 | $0.64 | $86,498,000 | 3 / 4 |
| 2026-10-26 | $0.64 | $86,498,000 | 3 / 4 |
| 2026-10-27 | $0.64 | $86,498,000 | 3 / 4 |
| 2026-10-28 | $0.61 | $88,151,167 | 3 / 4 |
| 2026-10-29 | $0.54 | $88,151,167 | 3 / 4 |
| 2026-10-30 | $0.54 | $88,151,167 | 2 / 4 |
| 2026-10-31 | $0.54 | $88,151,167 | 3 / 4 |
| 2026-11-01 | $0.54 | $88,151,167 | 3 / 4 |
| 2026-11-02 | $0.54 | $88,151,167 | 3 / 4 |
| 2026-11-03 | $0.54 | $88,151,167 | 3 / 4 |
| 2026-11-04 | $0.54 | $88,151,167 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
0 raises · 3 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.