ADC Earnings

ADC reported its earnings on 2026-02-10, showcasing a revenue of 190.49M against an estimate of 186.82M, resulting in a 1.96% surprise. The EPS was 1.11, surpassing the expected 1.07 by 3.74%. The stock experienced a 0.31% price change on the earnings day and a 3.48% change over the next five days, reflecting market reactions to the results.

Following ADC's earnings announcement on 2026-02-10, the stock price moved by 0.31% on the day of the release. Over the subsequent five days, it saw a 3.48% change. Historically, ADC's stock price tends to shift by an average of -2.06% in the 10 days leading up to earnings and 1.49% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ADC's annual revenue to reach 196.23M, while the EPS is projected at 0.48. These estimates reflect recent revisions, with revenue estimates revised upward by 0.09% and EPS estimates revised downward by -0.04% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ADC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.09%, while EPS estimates moved revised downward by -0.04%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ADC's stock price typically moves by -2.06% in the 10 days before its earnings and 1.49% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.48 and revenue of 196.23M.

The earnings call summary reflects positive financial performance with increased investment guidance, AFFO per share growth, and dividend increase. The Q&A section indicates confidence in sustainable earnings growth and a strong balance sheet. Despite some uncertainties in development goals and new-to-market tenants, the overall sentiment remains positive. The company's strategic focus on strong tenants and effective use of forward equity further supports a positive outlook. Additionally, the raised guidance and dividend growth are likely to positively influence stock price.