Should I Buy NTST? NTST 2026 Analysis

Should You Buy Netstreit Corp (NTST) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

19.330

1 Day change

-1.13%

52 Week Range

19.650

Analysis Updated At

2026/02/05

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Not a good buy right now for an impatient buyer: the stock is technically overextended (RSI 81.4) and trading close to near-term resistance (R2 ~19.82), which skews risk/reward toward a pullback or stall.
Upside vs. Street price targets looks limited from $19.56 (most targets cluster around $20–$21), so there isn’t much “easy” headroom.
Earnings are imminent (QDEC 2025 on 2026-02-10 AH), and options are pricing elevated uncertainty (high IV), which makes chasing less attractive today.

Technical Analysis

Trend: Bullish trend intact with moving averages stacked positively (SMA_5 > SMA_20 > SMA_200), confirming upward momentum.
Momentum: MACD histogram positive and expanding (0.116) → bullish continuation signal.
Overbought: RSI_6 at 81.4 → strongly overbought; odds favor consolidation/pullback rather than clean upside follow-through.
Levels: Pivot 18.70; Support S1 18.01 (then 17.58). Resistance: R1 19.39 already cleared; next cap at R2 19.82 (current 19.56 is close), suggesting reduced upside runway near-term.
Pattern-based forward bias (similar candlesticks): modest edge only (next month +1.16% expected; next week -0.2%), consistent with “pause” risk after a run.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Sentiment from positioning: Open Interest Put/Call = 0.54 (call OI > put OI) → mildly bullish positioning.
Activity: Reported option volume is 0 today (no meaningful read from flow); OI exists but flow is not confirming.
Volatility: 30D IV ~53.6 with IV percentile 76.4 → options imply elevated event risk/uncertainty into the upcoming earnings window.

Technical Summary

Sell

Buy

Positive Catalysts

- Technical uptrend remains strong (bullish MA stack + positive/expanding MACD).
- Analyst tone is broadly positive (Buy/Outperform/Overweight maintained by multiple firms).
- Macro/sector narrative from coverage: expectation of a more supportive 2026 backdrop for equity REITs and potential M&A theme.
- Upcoming earnings (2026-02-10 AH) could act as a catalyst if AFFO/portfolio metrics and guidance surprise positively.

Neutral/Negative Catalysts

- Short-term technical stretch: RSI overbought and price nearing resistance (~19.82), making “buy-now” timing unattractive.
- Fundamental optics from last reported quarter: net income and EPS fell sharply YoY despite revenue growth, which can weigh on sentiment if it persists.
- Elevated implied volatility into earnings indicates the market is pricing a meaningful move; that can cap clean upside follow-through at current levels.
- Limited Street target upside from current price (targets cluster around $20–$21).

Financial Performance

Latest provided quarter: 2025/Q3.
Revenue: $48.31M, +16.56% YoY (solid top-line growth).
Profitability: Net income $0.618M, -111.67% YoY; EPS $0.01, -114.29% YoY (sharp deterioration in bottom-line results vs. prior year).
Margin: Gross margin 79.23%, +4.97% YoY (operating/portfolio-level strength, but it did not translate to bottom-line growth in the quarter).
Near-term focus: QDEC 2025 earnings on 2026-02-10 (Est. EPS 0.31) is the next key checkpoint for whether earnings power is re-accelerating.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent rating/target trend: Ratings stayed constructive (Outperform/Buy/Overweight maintained), while price targets moved in a tight band.
2026-02-02 Scotiabank: PT raised to $21 from $20; Outperform.
2026-01-05 Cantor: PT trimmed to $20 from $21; Overweight.
2025-12-17 Mizuho: PT trimmed to $19 from $20; Outperform.
2025-11-17 Truist: PT raised to $20 from $19; Buy.
Wall Street “pros” view: steady positive stance on net-lease fundamentals/financing setup and sector tailwinds.
Wall Street “cons” view: targets imply modest upside from $19.56, suggesting pros see it as fairly valued near-term rather than a high-conviction “buy-it-now” dislocation.

10 Analyst Rating

Wall Street analysts forecast NTST stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NTST is 20.2 USD with a low forecast of 19 USD and a high forecast of 21 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

10 Buy

0 Hold

0 Sell

Strong Buy

Current: 19.550

Low

Averages

20.2

High

Current: 19.550

Low

Averages

20.2

High

Scotiabank

Greg McGinniss

Outperform

maintain

$20 -> $21

AI Analysis

2026-02-02

Reason

Scotiabank

Greg McGinniss

Price Target

$20 -> $21

AI Analysis

2026-02-02

maintain

Outperform

Reason

Scotiabank analyst Greg McGinniss raised the firm's price target on Netstreit to $21 from $20 and keeps an Outperform rating on the shares. The firm is updating its price targets for U.S. Net Lease REITs stocks under its coverage, the analyst tells investors.

Cantor Fitzgerald

Richard Anderson

Overweight

downgrade

$21 -> $20

2026-01-05

Reason

Cantor Fitzgerald

Richard Anderson

Price Target

$21 -> $20

2026-01-05

downgrade

Overweight

Reason

Cantor Fitzgerald analyst Richard Anderson lowered the firm's price target on Netstreit to $20 from $21 and keeps an Overweight rating on the shares. U.S. equity REITs returned 2.9% in 2025, lagging the S&P 500, but 2026 may offer optimism with a potentially more supportive macro environment and an accelerating M&A theme, the analyst tells investors in a research note. Stable supply and demand fundamentals, balance sheet strength, and a well-covered, growing 4% dividend yield make the sector attractive despite past underperformance, Cantor adds.

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NTST Should I Buy

NTST Should I Buy

Should You Buy Netstreit Corp (NTST) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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