Stag Industrial downgraded to Underweight from Equal Weight at Barclays

Barclays analyst Brendan Lynch downgraded Stag Industrial (STAG) to Underweight from Equal Weight with a price target of $39, down from $40. The firm adjusted ratings in the real estate investment trust sector as part of its 2026 outlook. Barclays sees “no easy path” for the REITs to outperform. Stag Industrial’s diversified exposure of 60 markets creates weaker fundamentals, the analyst tells investors in a research note.