For the third quarter of 2026, analysts expect SmartStop Self Storage REIT to report consensus revenue of $64.23 million and FFO per share of $0.50, with the stock currently trading at $37.25 against an average price target of $36.36.

Investors are primarily focused on Same-Store Net Operating Income (SSNOI) growth, which analysts estimate will rise by 1.2% for the quarter as the company continues to optimize its revenue management platform.

Management recently raised full-year 2026 guidance following robust second-quarter performance and the expansion of its Deca Initiative, which includes over $140 million in new strategic investments. However, the market remains cautious about the 'rate scissors' effect, where declining move-in rental rates may eventually pressure the company’s ability to sustain in-place rent growth.