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National Storage Affiliates Tru (NSA) Stock Analysis

Range Bound setup

SellModerate Confidence

Real Estate · REIT - Industrial

Earnings in 5 days (2026-05-05). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Analyst target reached at $42.24 — A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Property Type: self storage properties.

National Storage Affiliates Trust is a self-storage REIT holding 1,063 properties in 37 states and Puerto Rico, comprising approximately 69.4 million rentable square feet in ~548,000 storage units as of December 31, 2025. Revenue comes from rental income across markets led by... Read more

$42.24+2.3% A.UpsideScore 5.7/10#3 of 15 REIT - Industrial
Stop $40.01Target $43.14(resistance)A.R:R -2.2:1
Analyst target$38.59-8.6%11 analysts
$43.14our TP
$42.24price
$38.59mean
$29
$46

Sell if holding. Analyst target reached at $42.24 — A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Property Type: self storage properties. Chart setup: RSI 56 mid-range, Bollinger mid-band. Score 5.7/10, moderate confidence.

Passes 4/7 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and earnings proximity 5d<=7d. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (3/4)
Earnings estimates trending UP
Strong growth profile
Risks
Concentration risk — Property Type: self storage properties
Analyst target reached - limited upside remaining
Near 52-week high (4.1% away)

Key Metrics

P/E (TTM)60.1
P/E (Fwd)110.0
Mkt Cap$6.1B
EV/EBITDA13.0
Profit Mgn9.9%
ROE7.1%
Rev Growth18.0%
Beta1.11
Dividend5.50%
Rating analysts17

Quality Signals

Piotroski F7/9

Options Flow

P/C0.50bullish
IV55%elevated

Concentration Risks(10-K Item 1A)

  • HIGHPropertyself storage properties
    10-K Item 1A: 'our property portfolio consists solely of self storage properties and is therefore subject to risks inherent in investments in a single industry'
  • LOWGeographicTexas19%
    10-K Item 1A: 'our markets in Texas, California, Florida, Oregon, and Georgia, which accounted for approximately 19%, 14%, 11%, 9%, and 5%, respectively, of our total rental and other property-related revenues for the year ended December 31, 2025'
  • LOWGeographicCalifornia14%
    10-K Item 1A: 'our markets in Texas, California, Florida, Oregon, and Georgia, which accounted for approximately 19%, 14%, 11%, 9%, and 5%, respectively, of our total rental and other property-related revenues for the year ended December 31, 2025'

Material Events(8-K, last 90d)

  • 2026-03-17Item 1.01HIGH
    NSA entered Agreement and Plan of Merger with Public Storage on March 16, 2026; NSA will merge into a wholly owned Public Storage subsidiary. Each NSA share converted to merger consideration. Change of control transaction pending regulatory approvals and closing.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Rsi
5.5
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Analyst Target
3.0
Ev Ebitda
4.1
Ps
4.7
P Ocf
6.1
P/OCF: 18.0x (FFO proxy — REITs gated off P/E)
GatesMomentum 3.1<4.5A.R:R -2.2=NEGATIVEEARNINGS PROXIMITY 5d<=7dInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
56 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $38.28Resistance $44.02

Price Targets

$40
$43
A.Upside+2.1%
A.R:R-2.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-20.4% upside)
! Momentum score 3.1/10 — below 4.5 minimum
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-05-05 (5d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is NSA stock a buy right now?

Sell if holding. Analyst target reached at $42.24 — A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Property Type: self storage properties. Chart setup: RSI 56 mid-range, Bollinger mid-band. Prior stop was $40.01. Score 5.7/10, moderate confidence.

What is the NSA stock price target?

Take-profit target: $43.14 (+2.3% upside). Prior stop was $40.01. Stop-loss: $40.01.

What are the risks of investing in NSA?

Concentration risk — Property Type: self storage properties; Analyst target reached - limited upside remaining; Near 52-week high (4.1% away).

Is NSA overvalued or undervalued?

National Storage Affiliates Tru trades at a P/E of 60.1 (forward 110.0). TrendMatrix value score: 3.8/10. Verdict: Sell.

What do analysts say about NSA?

17 analysts cover NSA with a consensus score of 3.4/5. Average price target: $39.

What does National Storage Affiliates Tru do?National Storage Affiliates Trust is a self-storage REIT holding 1,063 properties in 37 states and Puerto Rico,...

National Storage Affiliates Trust is a self-storage REIT holding 1,063 properties in 37 states and Puerto Rico, comprising approximately 69.4 million rentable square feet in ~548,000 storage units as of December 31, 2025. Revenue comes from rental income across markets led by Texas (19%), California (14%), and Florida (11%) of total rental revenues.

Related stocks: TRNO (Terreno Realty Corporation) · FR (First Industrial Realty Trust, ) · STAG (Stag Industrial, Inc.) · EGP (EastGroup Properties, Inc.) · PSA (Public Storage)