B+
Bull case
25%
Probability
Target price
$46.00
Analysis reference price unavailable
Analysis 2026-08-06 · RankAlpha Sentiment Codex
VNO
Vornado Realty TrustCNYSE / Equity Real Estate Investment Trusts (REITs)
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$40.00
Analysis reference price unavailable
Analysis 2026-08-06 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$33.00
Analysis reference price unavailable
Analysis 2026-08-06 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-06
Recent news sentiment (30D)
-37.0
Negative
Company
-
Unavailable
Macro
-37.0
Negative
Pulse
-
Unavailable
Weekly research (10D)
-18.0
Negative
Sentiment proxy
+81.2
Score
AI commentary
The Aug. 3 SEC 8-K Exhibit 99.1 provides concrete company-source confirmation of the earnings release and operating drivers. News tone is modestly constructive around the adjusted FFO improvement, but verified post-release price reaction and post-print analyst revisions are unavailable; conviction remains tentative.
RankAlpha Sentiment Codex - 2026-08-06
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-03eventQ2 adjusted FFO beat and operating bridgeMedium impact
The Aug. 3 SEC 8-K Exhibit 99.1 reported Q2 adjusted FFO of $0.67 per share versus $0.56 a year earlier. The bridge cited $13.3 million from rent commencements net of expirations, $8.9 million from the 770 Broadway/NYU master lease, $8.0 million from variable businesses, and $1.8 million from Park Avenue Plaza. [#SEC-8K-2026-08-03]
2026-11-04catalystInterest expense and flat first-half adjusted FFO limit reratingMedium impact
Interest expense reduced Q2 adjusted FFO by $10.2 million, while six-month adjusted FFO remained $1.19 per share year over year. [#SEC-8K-2026-08-03]
2027-08-06catalystLease commencements may support recurring FFOHigh impact
The Q2 operating bridge identified a $13.3 million benefit from rent commencements net of lease expirations, with additional contributions from variable businesses and Park Avenue Plaza. [#SEC-8K-2026-08-03]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-06 • Updated nightlySource: Internal modelMethodology