Should I Buy REXR? REXR 2026 Analysis

Should You Buy Rexford Industrial Realty Inc (REXR) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

40.170

1 Day change

3.26%

52 Week Range

44.380

Analysis Updated At

2026/01/26

Rexford Industrial Realty Inc (REXR) is not a strong buy at the moment for a beginner investor with a long-term strategy and $50,000-$100,000 available for investment. While the company shows stable financial performance and a strong portfolio, the lack of significant positive catalysts, insider and hedge fund selling, and neutral analyst sentiment suggest a cautious approach. Holding the stock or waiting for a better entry point may be more prudent.

Technical Analysis

The stock shows mixed technical signals. The MACD is positive but contracting, RSI is neutral at 48.043, and moving averages are bullish (SMA_5 > SMA_20 > SMA_200). Key support is at 39.469, and resistance is at 41.23. The current pre-market price of $39.93 is near the support level, suggesting limited immediate upside.

Options Data

Bullish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Strong tenant base and portfolio stability with 420 properties and 50.9 million rentable square feet.
Dividend stability with a recent distribution of $0.4175 per share.
Revenue, net income, and EPS growth in Q3 2025 (up 4.71%, 33.85%, and 23.33% YoY, respectively).

Neutral/Negative Catalysts

Hedge funds and insiders are selling significantly (hedge fund selling up 9827.39%, insider selling up 140.55%).
Analysts have lowered price targets recently, reflecting cautious sentiment.
Gross margin dropped by 7.37% YoY in Q3
Options data indicates bearish sentiment with a high put-call volume ratio of 8.8.

Financial Performance

In Q3 2025, Rexford Industrial Realty reported revenue of $253.24M (up 4.71% YoY), net income of $87.09M (up 33.85% YoY), and EPS of $0.37 (up 23.33% YoY). However, gross margin dropped to 45.09%, down 7.37% YoY, indicating some operational challenges.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts have a mixed to cautious outlook. Truist lowered the price target to $44 and maintains a Buy rating, while Baird and Evercore ISI lowered price targets to $41 and $40, respectively, with Neutral and In Line ratings. Analysts highlight balanced risk/reward in the industrial REIT sector and improving fundamentals but note that valuations are not particularly cheap.

14 Analyst Rating

Wall Street analysts forecast REXR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for REXR is 43.85 USD with a low forecast of 38 USD and a high forecast of 48 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.

4 Buy

9 Hold

1 Sell

Hold

Current: 38.900

Low

Averages

43.85

High

Current: 38.900

Low

Averages

43.85

High

Truist

Buy

downgrade

$45 -> $44

AI Analysis

2026-01-20

Reason

Truist

Price Target

$45 -> $44

AI Analysis

2026-01-20

downgrade

Buy

Reason

Truist lowered the firm's price target on Rexford Industrial to $44 from $45 and keeps a Buy rating on the shares. The firm adjusted ratings and targets in the real estate investment trust group as part of its 2026 outlook. Truist remains Neutral on REITs for 2026, saying fundamentals are improving as new supply slows and demand appears steady for high-quality assets. However, the stocks do not appear particularly cheap, the analyst tells investors in a research note. Truist is relatively bullish on healthcare, industrial, strip retail, gaming and lodging REITs, neutral on manufactured housing, multifamily, self-storage and triple net, and relatively cautious on mall and office.

Baird

Nicholas Thillman

Neutral

downgrade

$44 -> $41

2026-01-08

Reason

Baird

Nicholas Thillman

Price Target

$44 -> $41

2026-01-08

downgrade

Neutral

Reason

Baird analyst Nicholas Thillman lowered the firm's price target on Rexford Industrial to $41 from $44 and keeps a Neutral rating on the shares. he firm says that with stock valuations reflecting anticipated fundamental improvements, the industrial real estate sector's risk/reward appears balanced. As such, it moved to an Market Weight from Overweight sector position.

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REXR Should I Buy

REXR Should I Buy

Should You Buy Rexford Industrial Realty Inc (REXR) 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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