American Healthcare REIT (AHR)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-10-30
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-10-30
Research Workspace
Put AHR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue growth is accelerating — up about 19% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on capital allocation.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAHR's expansion of its SHOP segment through acquisitions is the central growth claim. Revenue growth rose from 20.5% to 24.3% year over year, though latest-quarter results lack a recorded verdict. AHR trades at 26× P/FFO (price relative to funds from operations), versus 12× for peers. The price reflects less growth than our forecast. Management is running behind on a stated commitment, and our model puts next-quarter miss probability near 30%. Peer multiples imply a price about 11% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. AHR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering AHR (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for AHR in the last 4 months.
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Compare AHR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AHR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put AHR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand SHOP segment through acquisitions
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $53.52
The last 12 months of price, then the range of analyst 12-month targets from today’s $53.52.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Trilogy partnership supports SHOP segment expansion objective.

Advances: Expand SHOP segment through acquisitions
Acquisition expands SHOP segment, aligning with growth objectives.

Higher price target indicates positive market sentiment.
Reaffirmed buy rating supports confidence in the company.
Increased price target reflects positive outlook.
Large stock offering may dilute existing shares.