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NTSTNetSTREIT Corp.Hold5.9·$20.37+0.94%
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NetSTREIT Corp. (NTST) Stock Analysis

Breakout setup

HoldModerate Confidence

Real Estate · REIT - Retail

Hold if already holding. Not a fresh buy at $20.37, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: single-tenant commercial retail; Analyst target reached - limited upside remaining.

NetSTREIT Corp is a net-lease REIT owning 761 single-tenant commercial retail properties across 45 states, with 129 tenants and ABR of $198.3M as of December 31, 2025. Revenue comes from long-term NNN leases with tenants in defensive retail sectors (grocers, convenience,... Read more

$20.37+0.1% A.UpsideScore 5.9/10#4 of 23 REIT - Retail
QualityF-score7 / 9FCF yield7.09%
IncomeYield4.32%(5y avg 4.45%)Payout716.67%
Stop $19.53Target $20.40(analyst − 10%)A.R:R 0.0:1
Analyst target$22.67+11.3%19 analysts
$20.40our TP
$20.37price
$22.67mean
$24

Hold if already holding. Not a fresh buy at $20.37, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: single-tenant commercial retail; Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 53, MACD bullish. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 37d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-14
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Jul 20, 202637d to earnings· next earnings call

Thesis

Rewards
Strong growth profile
Risks
Concentration risk — Property Type: single-tenant commercial retail
Analyst target reached - limited upside remaining
Near 52-week high (4.4% away)

Key Metrics

P/E (TTM)169.8
P/E (Fwd)49.7
Mkt Cap$2.0B
EV/EBITDA19.5
Profit Mgn5.3%
ROE0.8%
Rev Growth24.3%
Beta0.83
Dividend4.32%
Rating analysts26

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.09bullish
IV98%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicTexas (17.3% of ABR)17%
    10-K Item 1A: 'our portfolio included substantial holdings in Texas (17.3%), Illinois (8.3%), New York (6.9%), Georgia (5.0%), Wisconsin (4.9%), and North Carolina (4.0%) based on ABR as of December 31, 2025'
  • MEDIUMGeographicSouth region (49.5% of ABR)50%
    10-K Item 1A: 'a significant portion of our portfolio holdings (based on ABR as of December 31, 2025) were located in the South (49.5%) and Midwest (28.0%) regions of the United States'
  • HIGHPropertysingle-tenant commercial retail
    10-K Item 1: 'acquires, owns, and manages a diversified portfolio of single-tenant commercial retail properties, subject to long-term net leases'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.4
Value Rank
1.1
Growth Rank
9.1
Industry growth leader
GatesA.R:R 0.0 < 1.5@spotMomentum 7.0>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 37d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
53 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $19.39Resistance $20.68

Price Targets

$20
$20
A.Upside+0.1%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (0.2% upside)
! asymmetry at 0.0 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-20 (37d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is NTST stock a buy right now?

Hold if already holding. Not a fresh buy at $20.37, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: single-tenant commercial retail; Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 53, MACD bullish. Maintain position. Not compelling to add more. Target $20.40 (+0.1%), stop $19.53 (−4.3%), A.R:R 0.0:1. Score 5.9/10, moderate confidence.

What is the NTST stock price target?

Take-profit target: $20.40 (+0.1% upside). Target $20.40 (+0.1%), stop $19.53 (−4.3%), A.R:R 0.0:1. Stop-loss: $19.53.

What are the risks of investing in NTST?

Concentration risk — Property Type: single-tenant commercial retail; Analyst target reached - limited upside remaining; Near 52-week high (4.4% away).

Is NTST overvalued or undervalued?

NetSTREIT Corp. trades at a P/E of 169.8 (forward 49.7). TrendMatrix value score: 4.4/10. Verdict: Hold.

What do analysts say about NTST?

26 analysts cover NTST with a consensus score of 4.1/5. Average price target: $23.

What does NetSTREIT Corp. do?NetSTREIT Corp is a net-lease REIT owning 761 single-tenant commercial retail properties across 45 states, with 129...

NetSTREIT Corp is a net-lease REIT owning 761 single-tenant commercial retail properties across 45 states, with 129 tenants and ABR of $198.3M as of December 31, 2025. Revenue comes from long-term NNN leases with tenants in defensive retail sectors (grocers, convenience, discount, home improvement, QSR). Portfolio was 99.9% occupied with a 10.1-year weighted average lease term.

Related stocks: EPRT (Essential Properties Realty Tru) · ADC (Agree Realty Corporation) · FRT (Federal Realty Investment Trust) · BFS (Saul Centers, Inc.) · GTY (Getty Realty Corporation)
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