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CUZ

Cousins PropertiesB
NYSE / Equity Real Estate Investment Trusts (REITs)
Last Price
Quote time unavailable
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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
Value
What changed
Next scheduled catalyst: earnings 2026-10-29 · AMC.
What can break
Development, acquisition, and disposition execution may not produce the expected benefits. [#SEC-8K-2026-07-30]
Momentum
62
Value
61
Sentiment
57
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.
Earnings
2026-10-29 · AMC
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-04 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-23

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $33.36
Why
Momentum62 · Δ7d -1.6
Value61 · Δ7d -
Sentiment57 · Δ7d -8.1
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Next scheduled catalyst: earnings 2026-10-29 · AMC.
  • • Value remains the lead driver in the composite.

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

2026-10-29 · AMC

Positive Q2 print with modest guidance increase

Lead driver: Value · See fundamentals
Momentum
62
8% active weight
Current posture
7d trendImproving
Δ7d
-1.6
Δ21d
+14.9
Value
61
47% active weight
Current posture
7d trendImproving
Δ7d
-
Δ21d
-
Sentiment
57
45% active weight
Current posture
7d trendSoftening
Δ7d
-8.1
Δ21d
-16.9
Why this grade

Composite grade B. Momentum 61.7 / Value 61.1 / Sentiment 57.2

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-04. Scenario method

B+
Bull case
25%
Probability
Target price
$35.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
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 2026-10-23
Market Cap
$4.75B
Beta
1.20
Shares Out
164.6M
P/E (TTM)
73.5
P/S (TTM)
4.44
P/FCF (TTM) · Derived
-82.98
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 2026-10-23 • Updated nightlySource: Internal modelMethods & Data