Americold Realty (COLD) Buy, Sell or Hold

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Americold Realty (COLD)

14.46

+0.35 (2.48%)

as of Sep 4, 2026, 3:25:34 pm Market Open.

55 watching

Investor Insights

Sep 4, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Americold Realty, symbol COLD-N, operates in the refrigerated warehouse sector, which is considered to have a competitive moat. However, the company has experienced a decline over the past year, transitioning from being a pandemic favorite to facing challenges such as decreased grocery purchasing driven by inflation and a shift towards pantry items. Additionally, the rise of weight-loss drugs is impacting demand within the sector. Occupancy rates for COLD have decreased, suggesting that the stock may be nearing a bottom and is close to its net asset value. Despite these challenges, there are indications of potential upside, making it an appealing prospect for contrarian investors who believe in the long-term fundamentals. Despite the current struggles reflected in the stock's chart, the underlying assets are hard to replicate, so many view this as a potential buying opportunity.

Consensus

Positive

Valuation

Undervalued

Similar

CAG, %CAG

WATCH

They're in the refrigerator warehouse business, which offers a moat. The stock has sunk the past year, once a pandemic darling. People are buying less in the grocery stores due to inflation, maybe shifting from fresh food to pantry food. Also, there's the effect of weight-loss drugs. COLD's occupancy levels are down. COLD is near a bottom and NAV. Lots of upside here.

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WEAK BUY

It's actually a REIT. The chart isn't one you want to see, and has caught a lot of investors off guard. Demand and pricing growth were there through the pandemic. Not a lot of these facilities, hard assets to replicate. Overcorrected, so probably some upside for a contrarian play. He wouldn't worry about the long-term fundamentals of the business.

Instead, he's been adding to MI.UN.

COMMENT

Trades at 20x this year FFO estimate at a 3% dividend. It's the #2 in cold storage

DON'T BUY

In refrigerated warehouse space. Held substantial amount of shares two years ago but has sold. There are declining earnings affected by rising labour costs and supply chain problems.

COMMENT

DIR.UN-T vs. COLD-N. He turned on COLD-N and reduced his holdings. It is now a show-me story. He would go with DIR.UN-T.

BUY ON WEAKNESS

Cold Storage in the US. A leader. An integral part of the food chain. He thinks this is a great business. They have had a lot of difficulty recently on the expense side. Many of the suppliers are running through the safety stock and not replenishing supplies. This is a very labour-intestive business. We are getting very close to the bottom and he thinks it is probably a good buying opportunity.

TOP PICK

Temperature-controlled warehouses are an integral part of the food chain connecting producers and retailers to the consumer. Defensive cashflows, structural tailwinds. High demand sector. E-commerce potential. Seasoned management. Share price attractive, significant discount to peers but with secure growth. Yield is 2.49%. (Analysts’ price target is $41.67)

PAST TOP PICK

(A Top Pick Nov 04/19, Down 7%) COLD specializes in frozen warehouse storage, a very defensive asset class with growth. They have a good moat. COLD is the largest player in this space. There's a mismatch in valuation in the private market; these buildings trade at a discount to industrial assets. The spread is too wide. During the pandemic, it was defensive. He still likes it. There is an opportunity for them to store vaccines. Still likes it.

PAST TOP PICK

(A Top Pick Nov 04/19, Down 16%) He continues to own it. He believed there would be quarterly volatility. There are peaks a valleys throughout the year. He has been aggressive buyers recently.

PAST TOP PICK

(A Top Pick Jul 31/19, Up 7%) Few real estate stocks have a moat, and this does. They are the biggest player in temperature-controlled warehouses worldwide. Great managers. It's still early, so there's room to run. Still likes it. Also a top pick.

TOP PICK

In industrial real estate, a great space, but also in a protected niche--refrigerated warehouses. Difficult to build these, so this limits competition. They benefit from growing demand for fresh food and ready to eat food. Fine managers. Valus will rise in this space, and there'll be a secular re-rating as investors recognize COLD's niche. High growth ahead. (Analysts’ price target is $40.06)

TOP PICK

They own chilled warehouses, the biggest player in this space. Given consumers' food tastes (fresh foods), this will attract market demand. There's been a recent pullback in COLD, so now is a good entry point. (Analysts’ price target is $40.58)

PAST TOP PICK

(A Top Pick Jul 31/19, Up 13%) ONe of the few real estate entities that has a moat -- a very defensive position. They have air controlled assets and is one of the largest in the world. It is also listed on the NYSE. A core holding for them for a long time to come.

TOP PICK

Industrial warehouse assets that will benefit to the shift to fast delivery on fresh foods. It has twice the growth potential of the warehouse players in the space and trades at the same multiples. Yield 2.12% (Analysts’ price target is $40.58)

TOP PICK

Temperature controlled warehouses. They are an integral part of the food chain. There is high demand for their space. There is no new supply in this space. It trades at the same multiple as an industrial warehouse but has double the growth. (Analysts’ price target is $39.79)

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Americold Realty (COLD) Frequently Asked Questions

What is Americold Realty stock symbol?

Americold Realty is a American stock, trading under the symbol COLD (previously COLD-N on Stockchase) on the New York Stock Exchange (COLD). It is usually referred to as NYSE:COLD or COLD

Is Americold Realty a buy or a sell?

In the last year, 1 stock analyst issued a Buy, Sell, or Hold rating on COLD (previously COLD-N on Stockchase). 1 analyst recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is WATCH. Read the latest stock experts' ratings for Americold Realty.

Is Americold Realty a good investment or a top pick?

Americold Realty was recommended as a Top Pick by Andrew Moffs on 2025-11-25. Read the latest stock experts ratings for Americold Realty.

Why is Americold Realty stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Americold Realty.

Is Americold Realty worth watching?

Americold Realty is followed by 55 investors on Stockchase and is a trending stock that is worth watching.

What is Americold Realty stock price?

On 2026-09-04, Americold Realty (COLD) stock closed at a price of $14.46.

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Americold Realty (COLD)