MAC Earnings

MAC reported its FY2025Q4 earnings on 2026-02-11, showcasing a revenue of 0.00 against an estimate of 286.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.44 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following MAC's FY2025Q4 earnings announcement on 2026-02-11, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, MAC's stock price tends to shift by an average of +1.45% in the 10 days leading up to earnings and -2.12% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate MAC’s annual revenue to reach 265.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.45% and EPS estimates Revise Downward by -1.24% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between MAC'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 Revise Downward by -0.45%, while EPS estimates moved Revise Downward by -1.24% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, MAC's stock price typically moves by +1.45% in the 10 days before its earnings and -2.12% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 265.00M.

The company's strategic initiatives, such as the successful leasing targets, Crabtree Mall acquisition, and debt reduction plans, indicate positive momentum. The Q&A section showed a constructive debt market and positive leasing demand, despite some management opacity. The company's strong leasing performance, optimistic holiday sales outlook, and positive impact from the Crabtree acquisition support a positive sentiment. The market cap suggests moderate sensitivity to these factors, leading to a prediction of a 2% to 8% stock price increase over the next two weeks.