| MAA |
Report |
Core FFO per share (Q2 2026) |
IN-LINE |
pred ~$2.10 vs. cons $2.08 |
MEDIUM |
| MAA |
Report |
Total/Same-Store Revenue (Q2 2026) |
IN-LINE |
pred ~$558.5M vs. cons $557.3M |
MEDIUM |
| MAA |
Report |
Blended Lease-over-Lease Rate Growth (Q2 2026) |
BEAT |
pred ~1.1% vs. cons/implied-guide-bridge ~0.5% |
MEDIUM |
| MAA |
Guide |
FY2026 Core FFO guidance (full-year range/midpoint) |
UNCHANGED |
guide ~$8.55 vs. cons $8.53 (FY2026) |
MEDIUM |
| MAA |
Guide |
FY2026 Same-Store NOI growth guidance |
BETTER |
guide ~-0.50% vs. cons/prior-midpoint -0.70% (FY2026) |
MEDIUM |
| MAA |
Guide |
Q3 2026 Core FFO guidance |
UNKNOWN |
guide ~$2.14 vs. cons $2.14 (Q3 2026) |
LOW |
| MAA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| MAA |
Return |
5-day cumulative residual |
-0.4% (FADE) |
A confirmed sequential new-lease acceleration and cost-control beat should produce a modest positive day-1 pop since expectations were already de-risked (stock down from $139 to $135.67, tightened but still-negative full-year same-store NOI guide). However, the underlying full-year NOI outlook stays negative and rising interest expense (financing the Sept. $300M maturity, buybacks, delayed-draw term loan) keeps out-year FFO growth capped, so sell-side models likely trim 2027 estimates even after an in-line/slight-beat quarter, causing initial gains to partially fade over the following days as the 'still a transition year' framing reasserts itself. |
LOW |