CUBE PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d

CUBE ▼ -1.77% at T+20d

NEUTRAL call ✗ call lost -1.77% · α vs SPY -7.04% · entry $40.02 → $39.31

Next anchor: T+60d in 6w

Currently $41.89 · +4.69% from $40.02 entry

Entry anchored
Apr 30, 2026
via day open

T+1d

-2.67%

call -2.67% · α -2.33%

$38.95

settled 6w ago

T+5d

+0.87%

call +0.87% · α -1.47%

$40.37

settled 5w ago

T+20d

-1.77%

call -1.77% · α -7.04%

$39.31

settled 15d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

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Executive Summary

CubeSmart reported Q1 2026 FFO as adjusted of $0.63 per share, in line with the $0.63 consensus estimate, while GAAP EPS of $0.36 missed the $0.34 consensus by 5.9%. Same-store NOI declined 1.5% YoY as expense growth (5.8%) outpaced revenue growth (0.6%). Full-year 2026 FFO guidance of $2.52-$2.60 was maintained, implying no acceleration in earnings momentum. The stock is unlikely to move materially given in-line results and unchanged guidance.

Actionable Insight

Monitor same-store revenue and expense trends in Q2 2026 for signs of inflection. The maintained guidance range suggests management sees no material change in operating trajectory. Share repurchase activity at $36.64 provides a floor reference.

Key Facts

Q1 2026 FFO as adjusted of $0.63 per share, in line with consensus of $0.63
GAAP diluted EPS of $0.36 vs consensus $0.34 (beat by 5.9%)
Same-store NOI declined 1.5% YoY (revenue +0.6%, expenses +5.8%)
Full-year 2026 FFO guidance maintained at $2.52-$2.60 per share
Q2 2026 FFO guidance of $0.62-$0.64 per share
Repurchased 0.9M shares for $33.4M at avg $36.64/share
Quarterly dividend of $0.53 per share declared (paid April 15)
Same-store occupancy averaged 89.0%, ending at 89.3%

Financial Impact

In-line quarter with no guidance revision — minimal expected stock impact

ffoepssame-store noirevenue growthexpense growth

Risk Factors

Same-store expense growth of 5.8% continues to outpace revenue growth of 0.6%, compressing NOI margins
Interest expense increased 14.3% YoY due to higher debt balances and rates
Full-year same-store NOI guidance of -1.75% to +0.25% implies continued pressure

Market Snapshot

Exchange

NYSE

Sector

Real Estate Investment Trusts

Analyst Consensus

46% bullish (24 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3285491

5 reports for CUBE

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for CUBE — sortable, filterable
	Type				Now
May 4, 2026 5w ago	144 NEUTRAL ★ 3/10	$38.95 $39.33	▲ +0.99%	▼ −4.66%	$41.89 (+7.56%)
Apr 30, 2026 6w ago	Press Release NEUTRAL ★ 4/10	$40.02 $39.31	▼ −1.77%	▼ −7.04%	$41.89 (+4.69%)
Apr 3, 2026 10w ago	DEFA14A NEUTRAL ★ 2/10	$37.20 $38.95	▲ +4.69%	▼ −4.29%	$41.89 (+12.61%)
Apr 1, 2026 10w ago	Press Release NEUTRAL ★ 2/10	$37.19 $40.48	▲ +8.85%	▼ −1.03%	$41.89 (+12.64%)
Feb 27, 2026 15w ago	8-K BEARISH ★ 6/10	$41.12 $35.85	▲ +12.82%	▲ +5.26%	$41.89 (−1.88%)

US Market Status

Market Closed — Opens Mon (47h 25m)

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