NETSTREIT Corp.

NETSTREIT Corp.

NTSTยทNYSE

$19.63

-0.66%
Real EstateREIT - Retail

NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single-tenant net lease retail properties nationwide. The growing portfolio consists of high-quality properties leased to e-commerce resistant tenants with healthy balance sheets. Led by a management team of seasoned commercial real estate executives, NETSTREIT's strategy is to create the highest quality net lease retail portfolio in the country with the goal of generating consistent cash flows and dividends for its investors.

At a Glance

Live Snapshot
Market Cap$1.62B
EPS0.0834
P/E Ratio235.37
Earnings Date07/22/2026
ntst

NETSTREIT Corp. Street Expectations Map

NTST ยท NYSE

Wall Street analysts project that NTST stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 22.33, with estimates ranging from a low of 19.00 to a high of 24.00.

Lowest Target
19.00
-3.21%
Consensus Target
22.33
13.75%
Highest Target
24.00
22.26%

The consensus 1-year price target stands at 22.33, with estimates ranging from a low of 19.00 to a high of 24.00.

Analyst Consensus Analysis

Upside Potential

+13.8%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

22.4% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

6.94x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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NETSTREIT Corp. Forward Estimates of Revenue

NTST ยท NYSE
Latest Revenue
181.38M
FY 2025
Avg Estimate
210.68M
FY 2026
Estimate Range
191.85M - 228.23M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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NETSTREIT Corp. Forward Estimates of Net Income

NTST ยท NYSE
Latest Net Income
6.90M
FY 2025
Avg Estimate
25.53M
FY 2026
Estimate Range
25.24M - 25.81M
Analyst Spread

Forward Growth Analysis

Projected Growth+269.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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NETSTREIT Corp. Forward Estimates of EPS

NTST ยท NYSE
Latest EPS
0.08
FY 2025
Avg Estimate
$0.33
FY 2026
Estimate Range
$0.33 - $0.34
Analyst Spread

Forward Growth Analysis

Projected Growth+298.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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NETSTREIT Corp. Forward Estimates of EBIT

NTST ยท NYSE
Latest EBIT
54.20M
FY 2025
Avg Estimate
29.32M
FY 2026
Estimate Range
26.70M - 31.77M
Analyst Spread

Forward Growth Analysis

Projected Growth-45.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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NETSTREIT Corp. Forward Estimates of EBITDA

NTST ยท NYSE
Latest EBITDA
140.58M
FY 2025
Avg Estimate
136.08M
FY 2026
Estimate Range
123.92M - 147.42M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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NETSTREIT Corp. Forward Estimates of SG&A Expense

NTST ยท NYSE
Latest SG&A Expense
21.72M
FY 2025
Avg Estimate
45.99M
FY 2026
Estimate Range
41.88M - 49.82M
Analyst Spread

Forward Growth Analysis

Projected Growth+111.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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NETSTREIT Corp. Insider Positioning

NTST ยท NYSE

During the last 12 months, insiders have purchased $135K and sold $150K worth of NTST shares, resulting in $15K of net selling activity.

3 Months

Bought

0

0.00

Sold

7.2K

149.96K

Net Activity

-150K

-$150K

3-6 Months

Bought

2.0K

34.74K

Sold

0

0.00

Net Activity

+35K

+$35K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

5.6K

100.44K

Sold

0

0.00

Net Activity

+100K

+$100K

Top Buyers

1
MM

Manheimer Mark

Director, Officer: President, Ceo And Secretary

5.6K sharesโ€ข1 transactions

$100K

2
DDP

Donlan Daniel P

Officer: Cfo And Treasurer

2.0K sharesโ€ข2 transactions

$35K

Top Sellers

1
ZRM

Zeigler Robin Mcbride

Director

7.2K sharesโ€ข1 transactions

$150K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $15K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.90:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$150K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Buying

2 insider buyers vs. 1 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Balanced insider activity: Roughly equal buying and selling suggests normal portfolio management rather than strong directional signals. Look to other metrics for clearer investment insights.