Should I Buy SPG? SPG 2026 Analysis

Should You Buy Simon Property Group Inc (SPG) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

187.520

1 Day change

2.05%

52 Week Range

190.130

Analysis Updated At

2026/01/26

Simon Property Group Inc (SPG) is a good buy for a beginner investor with a long-term strategy and $50,000-$100,000 available for investment. The company's strong financial performance, insider buying trends, and positive analyst sentiment support this decision. While technical indicators are neutral, the stock's long-term growth potential and improving REIT market conditions make it a solid choice.

Technical Analysis

The technical indicators for SPG are currently neutral. The MACD is below 0 and negatively contracting, RSI is at 49.807 (neutral zone), and moving averages are converging. Key support and resistance levels are Pivot: 184.239, R1: 187.203, S1: 181.275, R2: 189.035, S2: 179.443.

Options Data

Bearish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Insider buying has increased by 283.51% over the last month, indicating confidence in the company's long-term profitability.
Analysts have recently upgraded SPG with higher price targets, with Deutsche Bank upgrading it to Buy and setting a $205 target.
The REIT sector is expected to recover in 2026, with improving macro conditions and easing supply pressures.

Neutral/Negative Catalysts

The MACD and RSI indicators are neutral, showing no clear short-term momentum.
The gross margin decreased slightly by 0.89% YoY in Q3 2025.

Financial Performance

In Q3 2025, SPG demonstrated strong financial performance with an 8.16% YoY revenue increase to $1.601 billion, a 27.57% YoY net income increase to $606.17 million, and a 46.46% YoY EPS increase to $1.86. However, gross margin dropped slightly to 81.58%, down 0.89% YoY.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are generally positive on SPG. Deutsche Bank upgraded the stock to Buy with a $205 price target. Morgan Stanley raised its price target to $205, maintaining an Equal Weight rating. Piper Sandler has the highest price target at $225 with an Overweight rating. However, some analysts, like Mizuho, remain Neutral, citing peak fundamentals in the shopping center REIT sector.

13 Analyst Rating

Wall Street analysts forecast SPG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPG is 193.69 USD with a low forecast of 181 USD and a high forecast of 225 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

0 Sell

Moderate Buy

Current: 183.760

Low

181

Averages

193.69

High

225

Current: 183.760

Low

181

Averages

193.69

High

225

Deutsche Bank

Hold

Buy

upgrade

$205

AI Analysis

2026-01-20

Reason

Deutsche Bank

Price Target

$205

AI Analysis

2026-01-20

upgrade

Hold

Buy

Reason

Deutsche Bank upgraded Simon Property to Buy from Hold with a $205 price target.

Morgan Stanley

Equal Weight

maintain

$180 -> $205

2026-01-16

Reason

Morgan Stanley

Price Target

$180 -> $205

2026-01-16

maintain

Equal Weight

Reason

Morgan Stanley raised the firm's price target on Simon Property to $205 from $180 and keeps an Equal Weight rating on the shares. The firm maintained an in-Line view of the REIT space with a +15% expected total return. Apartments, billboards, and data centers added to most preferred sectors, and industrial, cold storage and triple net moved to neutral, the analyst tells investors in a research note.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for SPG

Unlock Now

SPG Should I Buy

SPG Should I Buy

Should You Buy Simon Property Group Inc (SPG) 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

People Also Watch