CubeSmart Analysts Trim Valuation, Growth Assumptions Amid Storage REIT Caution

CubeSmart's (CUBE) fair value and growth assumptions have been revised by analysts, with the discount rate increasing from 7.96% to 7.98% and the long-term revenue growth rate decreasing from 3.98% to 3.61%. Analysts now expect tougher comparisons after 2025 and a growth outlook more in line with the broader REIT group. Price targets cluster in the high $30s to low $40s, with Barclays trimming its target to $43 from $45.