ILPT trades 53.9% below Wall Street's consensus target of $11.50.
Last 12 months price action with 12-month analyst target path
The base valuation assumes ILPT achieves its forward estimates and maintains a stable P/E multiple of historical averagesx. This scenario reflects the blended consensus of 9 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of September 24, 2026, Industrial Logistics Properties Trust (ILPT) has a Wall Street consensus price target of $11.50, based on estimates from 9 covering analysts. With the stock currently trading at $7.47, this represents a potential upside of +53.9%. The company has a market capitalization of $499M.
Analyst price targets range from a low of $11.50 to a high of $11.50, representing a 0% spread in expectations. The median target of $11.50 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 4 analysts rating the stock as a Buy or Strong Buy,3 rating it Hold, and 2 rating it Sell or Strong Sell. The mixed ratings reflect uncertainty about near-term direction.
From a valuation perspective, ILPT trades at a trailing P/E of -7.5x. Analysts expect EPS to grow +11.0% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $23.13, with bear and bull scenarios of $14.57 and $30.48 respectively. Model confidence stands at 38/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 PLDPrologis, Inc. | $124.9B | $134.00 | $155.15 | +15.8% | Buy | 36.8x | 42 |
 EGPEastGroup Properties, Inc. | $10.9B | $202.60 | $230.25 | +13.6% | Hold | 34.1x | 33 |
 STAGSTAG Industrial, Inc. | $7.0B | $36.83 | $41.80 | +13.5% | Buy | 33.6x | 21 |
 FRFirst Industrial Realty Trust, Inc. | $8.1B | $61.07 | $72.13 | +18.1% | Buy | 23.9x | 29 |
 REXRRexford Industrial Realty, Inc. | $8.7B | $38.15 | $39.17 | +2.7% | Buy | — | 22 |
 LXPLXP Industrial Trust | $3.5B | $60.88 | $58.73 | -3.5% | Hold | 1049.7x | 16 |
 MNRMach Natural Resources LP | $1.7B | $10.48 | $18.00 | +71.8% | Buy | 8.0x | 15 |
 TRNOTerreno Realty Corporation | $7.0B | $66.02 | $73.91 | +12.0% | Buy | 31.3x | 32 |
 PLYMPlymouth Industrial REIT, Inc. | $979M | $21.98 | $21.00 | -4.5% | Hold | — | 16 |
 IIPRInnovative Industrial Properties, Inc. | $1.6B | $55.28 | $84.67 | +53.2% | Hold | 13.0x | 11 |
Quick answers to the most common questions about buying ILPT stock.
The consensus Wall Street price target for ILPT is $11.5, representing 53.9% upside from the current price of $7.47. With 9 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
ILPT has a consensus rating of "Buy" based on 9 Wall Street analysts. The rating breakdown is mixed, with 3 Hold ratings making up the largest segment. The consensus 12-month price target of $11.5 implies 53.9% upside from current levels.
ILPT's current price is $7.47 with a consensus target of $11.5 (53.9% implied move). Analyst estimates suggest the stock is undervalued at current levels.
The most bullish Wall Street analyst has a price target of $11.5 for ILPT, while the most conservative target is $11.5. The consensus of $11.5 represents the median expectation. Our quantitative valuation model projects a bull case target of $30 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
ILPT is moderately covered, with 9 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 4 have Buy ratings, 3 recommend Hold, and 2 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month ILPT stock forecast based on 9 Wall Street analysts shows a consensus price target of $11.5, with estimates ranging from $11.5 (bear case) to $11.5 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $23, with bear/bull scenarios of $15/$30.
Our quantitative valuation model calculates ILPT's fair value at $23 (base case), with a bear case of $15 and bull case of $30. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 38/100.
Wall Street analysts are very optimistic on ILPT, with a "Buy" consensus rating and $11.5 price target (53.9% upside). 4 of 9 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
ILPT analyst price targets range from $11.5 to $11.5, a 0% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $11.5 consensus represents the middle ground. Our model's $15-$30 range provides an independent fundamental perspective.
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