Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQReal EstateReit - SpecialtySnapshot 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
0.28 → 0.28 EPS · FY ending Dec 31, 2027 · 1 analyst
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 1 to 1; 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 SELF 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 |
|---|---|---|---|---|
Diluted EPS grows to at least $0.18 per share | A primary condition in Global Self Storage Inc's published investment case. The stated target is >= $0.18 EPS. | Intact | EPS guidance falls below $0.18 for 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.
Nov 6, 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.
This is a small-cap real estate business with a steadier operating base and growth plans tied to acquisitions and expansions. Its multi-year view is intact, but elevated risk and mixed execution make it less than a clear-cut compounder.
The valuation model shows SELF at a 1.2 premium versus peers, while the expectations gap is nearly neutral and the valuation signal is aligned. The evidence therefore suggests expectations are broadly in line with the business setup, rather than showing a large gap; priced-in fragility is low.
Near term, revenue has edged up, same-store occupancy is stable at 94.7%, and tenant duration has improved to about 3.6 years. Management has delivered on occupancy and retention priorities, but execution on acquisitions and expansions is mixed, and consecutive earnings misses raise the risk of another miss.
Over the next year, the thesis hinges on management sustaining occupancy and tenant retention while delivering its acquisition and expansion plan. Fed rate cuts could support rate-sensitive real estate, while a guidance cut or cracks among sector bellwethers could weaken the backdrop.
For the 1-3 year view, SELF has a stable operating base and an intact thesis, but elevated earnings risk and mixed growth execution temper the case. 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.
| Global Self Storage keeps making steady profits with net income near $660K. |
| Improving |
| annual net income falls below $660,000 in FY26 |
Net income: $829,615 FY2026-Q2; GAAP. Published target: >= $660,000 annual net income. Annual target cannot be compared with a quarterly or TTM observation. Aug 7, 2026829,615 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. |
Annual revenue stays near $12.7 million | A supporting condition in Global Self Storage Inc's published investment case. The stated target is ~$12.7 million annual revenue. | Intact | annual revenue falls below $12 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.
$0.28 → $0.28 · observed estimates
$0.01B → $0.01B · 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 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-07-25 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-07-26 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-07-27 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-07-28 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-07-29 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-07-30 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-07-31 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-01 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-02 | Unavailable | $12,822,000 | — / 1 |
| 2026-08-03 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-04 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-05 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-06 | Unavailable | $12,822,000 | — / 1 |
| 2026-08-08 | Unavailable | $12,822,000 | — / 1 |
| 2026-08-09 | Unavailable | $12,822,000 | — / 1 |
| 2026-08-10 | Unavailable | $12,822,000 | — / 1 |
| 2026-08-12 | Unavailable | $12,822,000 | — / 1 |
| 2026-08-13 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-14 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-15 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-16 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-17 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-18 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-19 | $0.28 | $12,656,000 | 1 / 1 |
| 2026-08-20 | $0.28 | $13,264,000 | 1 / 1 |
| 2026-08-21 | $0.28 | $13,264,000 | 1 / 1 |
| 2026-08-22 | $0.28 | $13,264,000 | 1 / 1 |
| 2026-08-23 | $0.28 | $13,264,000 | 1 / 1 |
| 2026-08-24 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-08-25 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-08-26 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-08-27 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-08-28 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-08-29 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-08-30 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-08-31 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-01 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-02 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-03 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-04 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-05 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-06 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-07 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-08 | $0.28 | $13,264,000 | 1 / 2 |
| 2026-09-09 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-10 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-11 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-12 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-13 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-14 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-15 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-16 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-17 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-18 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-19 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-20 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-21 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-22 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-23 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-24 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-25 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-26 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-27 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-28 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-29 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-09-30 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-01 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-02 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-03 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-04 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-05 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-06 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-07 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-08 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-09 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-10 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-11 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-12 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-13 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-14 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-15 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-16 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-17 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-18 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-19 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-20 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-21 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-22 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-23 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-24 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-25 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-26 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-27 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-28 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-29 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-30 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-10-31 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-11-01 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-11-02 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-11-03 | $0.28 | $12,801,500 | 1 / 2 |
| 2026-11-04 | $0.28 | $12,801,500 | 1 / 2 |
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.