B+
Bull case
25%
Probability
Target price
$35.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
CUZ
Cousins PropertiesBNYSE / Equity Real Estate Investment Trusts (REITs)
Last Price
Quote time unavailable
Current thesis
The Q2 operating update materially improved the thesis: FFO was $0.75 per share, leasing reached 924,000 square feet, cash rent spreads were 9.2%, and management raised the 2026 FFO midpoint to $2.95. Sustained leasing and rent conversion could support a gradual rerating.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +7.3.
What can break
Development, acquisition, and disposition execution may not produce the expected benefits. [#SEC-8K-2026-07-30]
Momentum
48
Value
62
Sentiment
64
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $33.40 · Bull $35.00 · Bear $27.50Analysis 2026-08-04; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-08 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-04 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-08
Investment thesis
As of 2026-09-08
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-08. Definitions
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $33.73
Why
Momentum48 · Δ7d -14.5
Value62 · Δ7d -
Sentiment64 · Δ7d +7.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +7.3.
Contradictions & invalidation
- • Development, acquisition, and disposition execution may not produce the expected benefits. [#SEC-8K-2026-07-30]
- • Interest-rate and capital-market sensitivity could pressure REIT valuation and financing costs. [#SEC-8K-2026-07-30]
- • The positive print does not eliminate office-sector execution risk.
Catalyst clock
2026-07-30
Positive Q2 print with modest guidance increase
Lead driver: Sentiment · See AI snapshot
Momentum
48
9% active weight
Current posture
7d trendSoftening
Δ7d
-14.5
Δ21d
-27.0
Value
62
28% active weight
Current posture
7d trendImproving
Δ7d
-
Δ21d
-
Sentiment
64
62% active weight
Current posture
7d trendImproving
Δ7d
+7.3
Δ21d
+2.8
Why this grade
Composite grade B. Momentum 48.3 / Value 62.4 / Sentiment 63.9
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-04. Scenario method
Most likely
B
Base case
50%
Probability
Target price
$33.40
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$27.50
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$4.8B
Beta
1.20
Shares Out
164.6M
P/E (TTM)
73.5
P/S (TTM)
4.44
P/FCF (TTM) · Derived
-83.87
Rev YoY
+11.8%
EPS YoY
+84.5%
Gross Margin
+26.9%
Op Margin
+22.7%
Net Debt
$3.5B
Current Ratio
1.73
As of 2026-09-08 • Updated nightlySource: Internal modelMethods & Data