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Acadia Realty Trust

Acadia Realty Trust

AKR
$22.46USD↑+1.49%+0.33 today

MARKET CAP

3.0B

P/E (TTM)

73.8x

FWD P/E

86.5x

DAY RANGE

$22 – $22

52W RANGE

$18
$23

AI Summary

Stalk
StalkMedium

AKR has delivered a clear Momentum Breakout within a Stage 2 advance, confirming medium- and long-term bullish structure. However, price is currently extended above the rising 9/21 EMA cluster and flagged as extreme overbought, signaling near-term exhaustion. Execution readiness is unfavorable, so we defer engagement until a pullback into the dynamic EMA support zone.

  • ↑Q1 revenue up 11% YoY, same-store NOI up 6%
  • ↑Occupancy at 94%, affluent consumer driving double-digit sales
  • ↓Leverage elevated; rising rates could strain cash flow
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Acadia Realty Trust (NYSE: AKR) is a leading Real Estate Investment Trust (REIT) focused primarily on street retail and mixed-use properties located in high-demand urban markets across the United States. The company targets affluent consumer demographics and emphasizes a strategy of both internal growth and external acquisition, benefiting from a resurgence in consumer spending and foot traffic in critical retail corridors. With a strong focus on tenant performance and strategic positioning within the retail landscape, Acadia is positioned to capture growth opportunities within the evolving retail environment.

Bull says

  • ↑Q1 revenue up 11% YoY, same-store NOI up 6%
  • ↑Occupancy at 94%, affluent consumer driving double-digit sales
  • ↑Completed over $2.5B of deals; $15M pipeline of signed leases
  • ↑FFO guidance raised to $1.22–$1.26, up from $1.14 last year
  • ↑High earnings yield and strong liquidity support valuation
  • ↑Positive momentum factors point to potential share appreciation

Bear says

  • ↓Leverage elevated; rising rates could strain cash flow
  • ↓Negative growth revisions suggest slowing analyst expectations
  • ↓Competitive street-retail market may limit acquisition returns
  • ↓Weak profitability factors raise concerns on return generation
  • ↓Low institutional ownership indicates muted confidence
  • ↓Economic sensitivity to affluent spending could dent revenue

Investment themes with AKR

Retail REITs↑ +0.51%

KIM · REG · FRT
Most Shorted Stocks↑ +0.54%

Stocks with highest short interest

LITE · FSLY · SPHR

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-01-2026bullish

Transcript signals

Bull points

  • As you can see in our press release, we had another strong quarter in what is shaping up to be a very solid year, both with respect to our internal as well as our external growth initiatives.
  • we delivered 11% year-over-year earnings growth driven by nearly 6% same-store growth.
  • our continued strong performance is being driven most significantly by our street retail portfolio and more specifically by five key factors.
Read full transcript analysis ›