MACERICH CO/THE (MAC) Forecast, Price Target & Analyst Ratings

NYSE:MAC • US5543821012

Current stock price

18.33 USD
-0.76 (-3.98%)
At close:
18 USD
-0.33 (-1.8%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for MACERICH CO/THE (MAC).

Forecast Snapshot

Consensus Price Target

Price Target
$21.64
+ 18.05% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 11, 2026
Period
Q1 / 2026
EPS Estimate
-$0.10
Revenue Estimate
238.24M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
71.00%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$21.64
Upside
+ 18.05%
From current price of $18.33 to mean target of $21.64, Based on 20 analyst forecasts
Low
$17.17
Median
$21.42
High
$26.25

Price Target Revisions

1 Month
2.32%
3 Months
8.79%

Price Target Summary

20 Wall Street analysts provided a forecast for the next 12 months for MAC. The average price target is 21.64 USD. This implies a price increase of 18.05% is expected in the next year compared to the current price of 18.33.
The average price target has been revised upward by 8.79% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

MAC Current Analyst RatingMAC Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

MAC Historical Analyst RatingsMAC Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20

Analyst Ratings Consensus

ChartMill Buy Consensus
71.00%
MAC was analyzed by 20 analysts. The buy percentage consensus is at 71. So analysts seem to be have mildly positive about MAC.
In the previous month the buy percentage consensus was at a similar level.
MAC was analyzed by 20 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-10JP MorganMaintains Underweight -> Underweight
2026-03-02Goldman SachsMaintains Sell -> Sell
2026-02-25CitigroupMaintains Neutral -> Neutral
2026-02-23KeybancUpgrade Sector Weight -> Overweight
2026-02-23Evercore ISI GroupMaintains In-Line -> In-Line
2026-01-20Truist SecuritiesMaintains Buy -> Buy
2025-12-19Truist SecuritiesMaintains Buy -> Buy
2025-11-13ScotiaBankMaintains Sector Perform -> Sector Perform
2025-09-26B of A SecuritiesUpgrade Neutral -> Buy
2025-09-15Evercore ISI GroupMaintains In-Line -> In-Line
2025-08-28ScotiaBankMaintains Sector Perform -> Sector Perform
2025-08-27JP MorganMaintains Underweight -> Underweight
2025-07-18Ladenburg ThalmannInitiate Buy
2025-06-10MizuhoUpgrade Neutral -> Outperform
2025-06-09Truist SecuritiesMaintains Buy -> Buy
2025-05-23Piper SandlerUpgrade Underweight -> Neutral
2025-04-23ScotiaBankMaintains Sector Perform -> Sector Perform
2025-04-10Truist SecuritiesUpgrade Hold -> Buy
2025-04-01Truist SecuritiesMaintains Hold -> Hold
2025-04-01Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2025-03-10JP MorganMaintains Underweight -> Underweight
2025-03-10Goldman SachsMaintains Sell -> Sell
2025-03-06ScotiaBankMaintains Sector Perform -> Sector Perform
2025-02-28Piper SandlerMaintains Underweight -> Underweight
2025-01-15Morgan StanleyUpgrade Underweight -> Equal-Weight

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 11, 2026
Period
Q1 / 2026
EPS Estimate
-$0.10
Revenue Estimate
238.24M
Revenue Q2Q
-4.41%
EPS Q2Q
50.22%
Number of Analysts
10

Next Earnings Revisions

Revenue (1 Month)
2.32%
Revenue (3 Months)
-1.60%
EPS (1 Month)
-3.76%
EPS (3 Months)
-7.14%

Next Earnings Summary

MAC is expected to report earnings on 5/11/2026. The consensus EPS estimate for the next earnings is -0.1 USD and the consensus revenue estimate is 238.24M USD.
The next earnings revenue estimate has been revised downward by 1.6% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
MAC revenue by date.MAC revenue by date.
884.068M
2.89%		918.204M
3.86%		1.014B
10.43%		983.37M
-3.02%		1.026B
4.34%		1.001B
-2.44%		1.041B
4.00%		1.1B
5.67%		1.099B
-0.09%		1.151B
4.73%		1.207B
4.87%
EBITDA
YoY % growth
MAC ebitda by date.MAC ebitda by date.
473.973M
4.75%		470.887M
-0.65%		535.864M
13.80%		633.58M
18.24%		659.83M
4.14%		700.72M
6.20%		586.74M
-16.27%		638.82M
8.88%		668.57M
4.66%		699.12M
4.57%		731.92M
4.69%
EBIT
YoY % growth
MAC ebit by date.MAC ebit by date.
177.579M
18.39%		165.012M
-7.08%		167.761M
1.67%		227.97M
35.89%		264.38M
15.97%		282.24M
6.76%		225.92M
-19.95%		246.53M
9.12%		262.69M
6.55%		279.48M
6.39%		298.34M
6.75%
Operating Margin
MAC operating margin by date.MAC operating margin by date.
20.09%17.97%16.54%23.18%25.77%28.20%21.70%22.41%23.90%24.28%24.72%
EPS
YoY % growth
MAC eps by date.MAC eps by date.
-1.31
-336.67%		-0.82
37.40%		-0.77
6.10%		-0.13
82.95%		-0.03
73.85%		0.11
423.53%		0.10
-9.09%		0.100.38
280.00%		0.47
23.68%		0.57
19.15%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		-0.10
50.22%		-0.06
60.32%		-0.03
91.09%		0.05
176.95%		-0.07
25.61%		-0.04
36.37%		-0.01
55.57%		0.09
75.00%
Revenue
Q2Q % growth		238.24M
-4.41%		241.31M
-3.40%		250.65M
-1.03%		271.13M
3.60%		234.93M
-1.39%		235.9M
-2.24%		245.46M
-2.07%		279.03M
2.91%
EBITDA
Q2Q % growth		144.85M
13.96%		152.55M
-32.97%		158.54M
-51.26%		177.64M
-57.50%		130.25M
-10.08%		129.37M
-15.20%		137.34M
-13.37%		159.4M
-10.27%
EBIT
Q2Q % growth		33.857M
6.18%		42.089M
2.28%		49.225M
9.71%		67.123M
34.64%		19.19M
-43.32%		29.492M
-29.93%		32.017M
-34.96%		55.651M
-17.09%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

MAC Yearly Revenue VS EstimatesMAC Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 200M 400M 600M 800M 1B
MAC Yearly EPS VS EstimatesMAC Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 0 1 -1 2 3

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
28.95%
EPS Next 5 Year
16.34%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
0.24%
Revenue Next 5 Year
2.05%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
52.41%
EBIT Next 5 Year
26.41%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

MACERICH CO/THE / MAC Forecast FAQ

Can you provide the average price target for MACERICH CO/THE stock?

20 analysts have analysed MAC and the average price target is 21.64 USD. This implies a price increase of 18.05% is expected in the next year compared to the current price of 18.33.

Can you provide the upcoming earnings date for MACERICH CO/THE?

MACERICH CO/THE (MAC) will report earnings on 2026-05-11.

What are the consensus estimates for MACERICH CO/THE (MAC) next earnings?

The consensus EPS estimate for the next earnings of MACERICH CO/THE (MAC) is -0.1 USD and the consensus revenue estimate is 238.24M USD.

What is the expected long term growth rate for MACERICH CO/THE (MAC)?

The expected long term growth rate for MACERICH CO/THE (MAC) is 0.24%.