CBRE Group, Inc. research snapshot

CBRE AI Stock Analysis

CBRE AI stock analysis reads CBRE Group, Inc. as the leading global commercial real estate services and investment firm, now also a major provider of critical infrastructure and data center services. The analysis is not a certain price prediction. At the August 2, 2026 cutoff, the latest verified price was $146.81 from the July 31, 2026 close, quoted market capitalization was about $42.5 billion, and the main question had shifted after the July 29 Q2 2026 report, which showed Core EPS up 30% on 16% revenue growth, a raised 2026 core EPS outlook of $7.80 to $7.90, and a data center-led surge in critical infrastructure revenue. The trade-off is now a near-market forward earnings multiple against real estate cycle risk, a new $168 million fire-safety remediation reserve, and GAAP earnings that still lag core EPS optics. This is informational research and not investment advice.

Current price

$146.81

Market cap

$42.51 billion, verified by price x shares

AI score

71 / 100

Rating

Strong operator, forward multiple near market average

Trend status

Above the 50-day moving average, just below the 200-day average after a post-earnings rally

Data cutoff (updated monthly)

August 4, 2026

Informational use only. This page is not investment advice.

Research quality check

information Richness
A-level information richness. CBRE has a long public history, SEC filings, company releases, active market data, and third-party financial and technical datasets, including the fresh July 29, 2026 Q2 earnings report.
bias Check
The main AI bias risk is letting the strong Q2 data center and leasing headlines replace a sober view of cyclicality and the GAAP-to-core earnings gap. This page separates filing-backed facts from scenarios and asks whether the current price already pays for the raised guidance.
ai Confidence
High data confidence
investment Certainty
Medium. CBRE is well disclosed and its services mix is easier to map than many firms, but future returns still depend on real estate transaction volumes, rates, leverage, the Telford remediation cost, integration execution, and the price paid.

Quick verdict table

DimensionConclusionConfidence
Business qualityCBRE pairs resilient outsourcing businesses (facilities, property, project management, loan servicing, valuations) with cyclical transactional businesses (leasing, sales, mortgage origination, development). Q2 2026 revenue rose 16% and all four segments grew segment operating profit by more than 25%.High
MoatThe moat comes from global scale, local market coverage, multinational client relationships, data, talent density, service breadth, and the cost of replacing a global operating partner across markets.Medium-high
ManagementManagement keeps expanding through acquisitions (Pearce Services in November 2025), raised the 2026 core EPS outlook to $7.80 to $7.90, and repurchased nearly $1.0 billion of shares year to date. Integration and leverage remain the monitoring items.Medium-high
Financial trendQ2 2026 revenue rose 16% to $11.23 billion, TTM revenue was about $43.6 to $43.7 billion, TTM net income attributable to CBRE was about $1.30 billion, and Q2 Core EPS hit $1.56, up 30%.High
ValuationAt the cutoff the stock traded near 33.5x TTM GAAP EPS and 45.3x TTM P/FCF, but only about 18.5x forward EPS, because the raised 2026 core EPS guidance of $7.80 to $7.90 is well above TTM GAAP EPS of $4.38.Medium
Technical trendCBRE rallied after Q2 earnings and closed above the 50-day moving average near $135.80, but just below the 200-day average near $147.99, so the long trend is still being tested.Medium
Risk levelKey risks are commercial real estate transaction weakness, office exposure, rates, the new Telford fire-safety remediation reserve, acquisition integration, leverage near 1.6x net debt to core EBITDA, and multiple compression.Medium-high
AI confidenceHigh confidence for filings, the July 29 Q2 report, market cap math, and main risk categories. Lower confidence for real estate cycle timing and the eventual size of the Telford remediation bill.High data confidence
Investment certaintyMedium certainty. CBRE is a strong franchise with better momentum than a month ago, but the forward multiple already reflects the raised guidance, and GAAP earnings still trail core EPS.Medium

CBRE AI stock forecast

CBRE AI Stock Forecast Scenarios

The CBRE AI stock forecast uses scenario ranges around the $146.81 cutoff price. It does not claim that AI can predict a specific future price. The bullish case requires data center and critical infrastructure growth to keep compounding, leasing and capital markets activity to hold, and management to keep converting core EPS into GAAP earnings and cash flow. The base case assumes revenue grows but the stock keeps a forward multiple near the market. The bearish case assumes a slower real estate cycle, bigger Telford remediation costs, or multiple compression.

Bullish case

$175 to $200

More likely if the data center and infrastructure business keeps compounding, transaction volumes recover further, GAAP earnings converge toward core EPS, and investors keep paying a premium services multiple. The three-scenario model maps a 22x forward multiple to about $193.

Base case

$135 to $160

More likely if core EPS lands near the $7.80 to $7.90 guidance midpoint, the stock holds a forward multiple near 18x to 19x, and cash conversion slowly improves. The model maps 18x forward to about $148.

Bearish case

$95 to $125

More likely if rates or office weakness delay transaction recovery, the Telford remediation reserve grows, leverage worries rise, acquisitions disappoint, or investors reset CBRE toward a lower cyclical-services multiple. The model maps 15x on softer EPS to about $112.

CBRE AI technical analysis

CBRE AI Technical Analysis

CBRE AI technical analysis starts from the $146.81 July 31, 2026 close used for this August 2 static page. StockAnalysis and Barchart both showed CBRE above the 50-day moving average near $135.80 and just below the 200-day average near $147.99, with RSI near 60 and 20-day average volume around 1.8 million shares. Because this page does not fetch request-time market data, traders should confirm live levels before acting.

LevelValueWhy it matters
Current price$146.81July 31, 2026 closing price used for this page as of the August 2, 2026 data cutoff. Intraday range was $144.87 to $150.49.
Near resistance$147.99 to $150.50The 200-day moving average near $147.99 and the July 31 high near $150.49 form the immediate ceiling. A close above this zone would confirm the longer-term trend turn.
Near support$135 to $141Support planning zone around the 50-day moving average near $135.80 and the 20-day average near $141.30, cross-checked by StockAnalysis and Barchart.
Secondary support$128 to $130A pullback zone below the moving-average cluster. A sustained break here would put the 52-week low of $121.69 into play.
50-day moving averageAbout $135.80StockAnalysis and Barchart both reported $135.80. CBRE closed clearly above this level after the earnings rally.
200-day moving averageAbout $147.99StockAnalysis and Barchart both reported $147.99. The price is right at this level, so the long-trend signal is a live test rather than a clear bull or bear call.
MomentumRSI about 59.9StockAnalysis and Barchart both showed 14-day RSI near 59.85, with Barchart ADX about 21, implying moderate trend strength without an overbought reading.
VolumeAbout 1.8 million shares average20-day average volume was about 1.79 million shares at StockAnalysis and 1.80 million at Barchart, with the July 31 session at about 1.83 million.
VolatilityATR 14 near $4.80Barchart showed 14-day average true range of $4.80, or about 3.3% of price, so position sizing should allow for normal daily movement.
InvalidationClose below $135, then $130A close back below the 50-day area weakens the short-term setup. A break below the $128 to $130 zone would challenge the recovery thesis toward the $121.69 low.

CBRE AI trading strategy

CBRE AI Trading Strategy Framework

The CBRE AI trading strategy is a rules-based framework, not personalized advice. It combines filing-backed business evidence from the July 29 Q2 report, real estate cycle checks, technical confirmation around the 200-day average, position sizing, and clear invalidation levels.

Trend-following setup

Look for CBRE to close above the $147.99 to $150.50 resistance zone on strong volume after the earnings rally before treating the longer-term trend as confirmed. The 200-day average is the key battleground.

A failed breakout or daily close back below the 50-day area near $135 should reduce confidence in the setup and raise stop discipline.

Mean-reversion setup

If CBRE pulls back toward $135 to $141 without a thesis break, compare price stabilization with Q3 leasing trends, capital markets activity, core EPS delivery, Telford remediation updates, and net leverage.

Do not average down only because CBRE is the industry leader. Define maximum loss and review cycle risk, especially if the forward multiple drifts above 20x.

Fundamental monitor

Track Q3 2026 results, 2026 core EPS delivery against the $7.80 to $7.90 outlook, Advisory transaction volumes, critical infrastructure and data center growth, Project Management margins, buybacks, Telford reserve updates, and leverage.

Lower the rating if GAAP earnings or free cash flow fail to converge with core EPS while the stock keeps a premium multiple, or if the Telford remediation bill grows beyond the current reserve.

Investment research summary

Four-master Research Compression

Business essence

CBRE helps owners, occupiers, investors, and developers operate, lease, finance, transact, manage, and build commercial real estate, and now also runs critical infrastructure and data center services for technology and other clients across global markets.

Moat

The moat is scale, local market coverage, multinational client relationships, service breadth, data, execution reputation, and the cost of replacing a global operating partner, with data center and critical infrastructure demand adding a growth layer.

Munger risk inversion

The thesis can fail if real estate transactions stay weak, office demand disappoints, rates remain restrictive, the Telford fire-safety remediation bill grows, acquisitions dilute returns, or free cash flow and GAAP earnings keep lagging core EPS.

Management

Bob Sulentic, chair and chief executive officer, has expanded CBRE through services, project management, acquisitions such as Pearce Services, and buybacks. The next test is disciplined capital allocation and cash conversion after the raised guidance.

Industry trend

CBRE benefits from outsourcing, infrastructure demand, data centers, and a recovering transaction cycle, while office cyclicality, interest-rate sensitivity, and the transition of artificial intelligence from hype into physical facilities remain structural themes.

Valuation and margin of safety

At about 33.5x TTM GAAP EPS and 45.3x TTM P/FCF but only about 18.5x forward EPS, margin of safety depends on management converting the $7.80 to $7.90 core EPS outlook into durable GAAP earnings and cash flow without a cycle setback.

Source-backed data

CBRE Data Table

Every metric below includes a source and last verification date.

MetricValueSourceLast verified
CBRE price$146.81 July 31, 2026 close; after-hours $146.33StockAnalysis market quoteAugust 2, 2026
Market capitalization$42.51 billion, verified by financial_rigor.py as $146.81 x 289.58 million shares with 0.01% deviationStockAnalysis and financial_rigor.pyAugust 2, 2026
Q2 2026 revenue and earningsRevenue $11.226 billion, up 15.5% USD (14.3% local currency); Core EPS $1.56, up 30%; GAAP EPS $0.69, reduced by a $168 million fire-safety remediation reserveCBRE Q2 2026 earnings releaseAugust 2, 2026
2026 core EPS outlookRaised to $7.80 to $7.90 from $7.60 to $7.80, about 23% growth at the midpointCBRE Q2 2026 earnings releaseAugust 2, 2026
Q2 2026 segment revenueAdvisory $2.306B, Building Operations & Experience $6.686B, Project Management $2.045B, Real Estate Investments $193MCBRE Q2 2026 segment resultsAugust 2, 2026
TTM revenue$43.71 billion at the overview page and $43.64 billion at the financials page, cross-validated by financial_rigor.py at about $43.67 billionStockAnalysis and financial_rigor.pyAugust 2, 2026
TTM net income and EPSTTM net income attributable to CBRE about $1.30 billion; TTM EPS $4.38 at the statistics page and $4.36 at the financials pageStockAnalysis statistics and financialsAugust 2, 2026
Balance sheetTotal assets $30,471M, total liabilities $21,297M, CBRE stockholders equity $8,398M, non-controlling interests $322MCBRE Q2 2026 balance sheetAugust 2, 2026
Debt and leverageTotal debt $7,382M excluding non-recourse debt, cash $1,489M, net debt $5,893M, net leverage 1.60x against TTM core EBITDA of $3,680M; liquidity $4.4 billionCBRE Q2 2026 leverage tableAugust 2, 2026
Source gap on debtStockAnalysis showed $10.81B total debt, higher than the CBRE leverage-table figure because StockAnalysis includes debt that CBRE excludes as non-recourseCBRE Q2 2026 release and StockAnalysisAugust 2, 2026
Free cash flowCompany TTM free cash flow about $1.68 billion for the 12 months ended June 30, 2026, while StockAnalysis showed TTM FCF of $938 million using a stricter operating-cash-flow basisCBRE Q2 2026 free cash flow reconciliation and StockAnalysisAugust 2, 2026
BuybacksYear to date about $1.0 billion, with $940 million of stock repurchased in the first half of 2026CBRE Q2 2026 capital allocation overviewAugust 2, 2026
Moving averages and momentum50-day MA $135.80, 200-day MA $147.99, 14-day RSI about 59.85, all cross-checked across StockAnalysis and BarchartStockAnalysis and Barchart technical snapshotsAugust 2, 2026
Analyst consensusBuy rating from 13 analysts, average price target $181.25, range $144 to $200; recent targets include UBS $190 and Barclays $180StockAnalysis forecast pageAugust 2, 2026
Valuation math33.52x TTM PE, 18.50x forward PE, 0.97x PS, 5.07x PB, 45.32x TTM P/FCF, 2.21% FCF yield from financial_rigor.pyfinancial_rigor.py valuation verificationAugust 2, 2026

Frequently Asked Questions

This CBRE AI stock analysis is an informational tool for research and education only. It is not investment advice, a recommendation, or a guarantee of future performance. Forecast ranges are scenarios based on available data as of August 2, 2026 and can be wrong.