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CBRE Group Inc

CBRE Group Inc

CBRE
$140.96USD↓-1.90%-2.73 today

MARKET CAP

41.3B

P/E (TTM)

19.7x

FWD P/E

17.5x

DAY RANGE

$140 – $145

52W RANGE

$122
$174

AI Summary

Stalk
Buy NowMedium

CBRE is in a Stage 2 advancing corrective reset within its secular uptrend. Short-term momentum has repaired above key EMAs, and price is holding a pullback into rising 9/20 EMAs, offering a structurally favorable entry zone. Despite overbought context, the resumed advance and supportive volume profile justify an immediate buy under the Growth at Reasonable Price framework.

  • ↑Q1 revenue rose 20% YoY to $3.5B, led across three services segments.
  • ↑Data center revenue expected to jump 60% YoY, reaching $2B by 2026.
  • ↓Weak profitability factors raise doubts about converting revenue into sustainable margins.
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The case for & against

Bull & Bear analysis

Bullish

CBRE Group, Inc. (NYSE: CBRE) is a leading global commercial real estate services and investment firm. It operates across various sectors, including property management, investment management, and advisory services, with a particular emphasis on data centers and other resilient business segments. As a dominant player in commercial real estate, CBRE is well-positioned to capitalize on trends such as the increasing demand for digital infrastructure and flexible workspaces, aligning with macro themes of urbanization and technological advancement.

Bull says

  • ↑Q1 revenue rose 20% YoY to $3.5B, led across three services segments.
  • ↑Data center revenue expected to jump 60% YoY, reaching $2B by 2026.
  • ↑YTD share buybacks of $540M and FY26 FCF of $1.5B signal strong returns.
  • ↑Raised FY26 core EPS guidance to $7.60–$7.80, reflecting solid pricing power.
  • ↑Leading global scale and data-driven model outperform peers in advisory and management.
  • ↑High earnings yield and effective leverage use enhance valuation appeal.

Bear says

  • ↓Weak profitability factors raise doubts about converting revenue into sustainable margins.
  • ↓Elevated interest rate sensitivity risks compressing margins as financing costs climb.
  • ↓Heavy reliance on cyclical data center demand may cause revenue volatility.
  • ↓Potential market saturation in non-gateway cities could stall secondary market growth.
  • ↓Deteriorating growth and earnings revision factors suggest current valuation is stretched.
  • ↓Weak dividend yield and growth factors warn of limited shareholder returns.

Investment themes with CBRE

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Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-24-2026bullish

Transcript signals

Bull points

  • Our local business grew revenue in the Americas this quarter 30%. So that's bringing that growth above that low double-digit range.
  • So it is going to keep that growth rate within our BOE segment in that mid-teens range and potentially above overtime.
  • is within BOE and within project management. Those margin gains, as you've seen, are steadier and more incremental over time, but we see opportunity for those to increase.

Bear points

  • it's very difficult to speculate how it will impact over time, but it will. I think it will take a number of years, and it will start in our functions.
  • And so they're watching like we are, but not that worried about that specifically.
Read full transcript analysis ›