Lineage, Inc. (LINE)
NASDAQ (NGS) NASDAQ (NGS) Primary 
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Lineage, Inc.'s Stock Might Be Cold But Fundamentals Have Potential
Lineage, Inc. has significant growth potential through market share gains, margin expansion, and occupancy growth, despite current oversupply and inventory challenges. The cold storage industry benefits from rising global food demand and increased use of temperature-controlled logistics, although recent overbuilding has led to oversupply. LINE's growth prospects include occupancy recovery, margin improvement through automation and proprietary software, and accretive consolidation of smaller competitors.
Lineage, Inc. (LINE) Q4 2024 Earnings Conference Call Transcript
Lineage, Inc. (LINE) Q4 2024 Earnings Conference Call Transcript
Lineage views job cuts as 'non-event,' says Evercore ISI
Evercore ISI analyst says Steve Sakwa the Wall Street Journal reported last night that Lineage is reducing headcount as part of a review of our operations, but the details were very limited and the scope of the cuts were underdetermined. The post-news selloff seems to be prompted by investors who are reading into these "cuts" as a way to perhaps compensate for sagging sales growth, which clearly impacted occupancy in 2024, the analyst tells investors in a research note. However, management told Evercore the job cuts are a "non-event" that was part of normal job reductions and not in response to weakening operating trends. With Lineage not reporting Q4 results until late February, there is little to no news investors will get on the operating front to quell investor fears in the near-term, the firm contends. It has an In-Line rating on the shares with a $71 price target.
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Lineage price target lowered to $89 from $104 at Goldman Sachs
Goldman Sachs analyst Caitlin Burrows lowered the firm's price target on Lineage to $89 from $104 but keeps a Buy rating on the shares after its Q3 results. The company's Q3 net operating income was in-line despite soft demand, and while the near-term same-store operating income revenue growth may be "limited", the ability by Lineage to maintain occupancy, increase pricing at least in-line with inflation, and improve efficiency/control expenses allows for outsized normalized growth in 2025 and 2026, the analyst tells investors in a research note.
Lineage, Inc. (LINE) Q3 2024 Earnings Call Transcript
Lineage, Inc. (NASDAQ:LINE ) Q3 2024 Earnings Conference Call November 6, 2024 8:00 AM ET Company Participants Evan Barbosa - Vice President, Investor Relations Greg Lehmkuhl - President and Chief Executive Officer Rob Crisci - Chief Financial Officer Conference Call Participants Ronald Kamdem - Morgan Stanley Caitlin Burrows - Goldman Sachs Alexander Goldfarb - Piper Sandler Michael Carroll - RBC Michael Mueller - J.P. Morgan Joshua Dennerlein - Bank of America Samir Khanal - Evercore ISI Ami Probandt - UBS Greg McGinniss - Scotia Blaine Heck - Wells Fargo Omotayo Okusanya - Deutsche Bank Daniel Guglielmo - Capital One Securities Nick Thillman - Baird Vince Tibone - Clean Street Todd Thomas - KeyBanc Capital Markets Operator My name is Pam, and I will be your conference operator today.
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How Hot Is Cold Storage? A First Look At Lineage
Lineage Inc., the world's largest cold storage REIT, has a mission-critical role in the supply chain with significant industry advantages and impressive growth. Despite its compelling business model, Lineage's current valuation is high, leaving limited room for upside, making it wise to wait for a better entry price. The company boasts a diversified customer base, automation investments, and potential future dividends, enhancing its attractiveness for long-term investors.
Lineage: Interesting High-Tech REIT At A Nosebleed Valuation
Lineage, Inc., a high-tech cold-storage REIT, had a successful IPO with strong investor demand, but its current valuation appears overly expensive. The company leverages advanced data science and AI to optimize operations, positioning itself as a leader in a resilient and growing industry. Despite its innovative approach and growth potential, Lineage's high valuation and significant debt burden raise concerns about its future performance.
Lineage Set For Strong Growth Post-2024 With Tech Investments And Strategic Acquisitions: Analyst
Lineage, Inc. LINE shares are trading higher today after multiple firms initiated coverage on the stock with bullish ratings.
Lineage's stock climbs as analysts initiate coverage
Shares of Lineage Inc. rose 3.5% in premarket trades Monday as analysts initiated coverage of the newly public chilled-warehouse company.
