Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge rates SMA Bullish with a Setup Score of 34, net conviction 19, actionability 62. How the Setup Score works →
| Total Setup Score | 34 |
|---|---|
| Directional Bias | Bullish |
| Net Conviction | 19 |
| Actionability | 62 (in range) |
SmartStop Self Storage REIT, Inc. is a self-managed REIT with a fully integrated operations team of more than 1,000 self-storage professionals focused on growing the SmartStop Self Storage brand. SmartStop, through its indirect subsidiary SmartStop REIT Advisors, LLC also sponsors other self-storage programs, and through its Managed Platform offers third party management services in the U.S. Read full Trend Edge analysis →
| Current Price | $34.04 |
|---|---|
| Market Cap | $1.91B |
| Float | 55.1M |
| Shares Outstanding | 55.4M |
| P/E (TTM) | 57.40 |
| Price/Sales (TTM) | 6.73 |
| vs. Analyst Target | +8.4% to analyst PT |
| Profit Margin | 10.17% |
| Operating Margin (TTM) | 23.88% |
| Revenue (TTM) | $283M |
| Dividend Rate | 1.6% |
| Analyst Target Price | $36.89 (11 analysts) |
| Year | Revenue | Net Income | Gross Profit | EBITDA |
|---|---|---|---|---|
| 2020 | $124M | -$44.3M | $77.1M | $21.1M |
| 2021 | $169M | -$16.9M | $115M | $65.4M |
| 2022 | $206M | $18.8M | $149M | $127M |
| 2023 | $233M | $9.8M | $159M | $131M |
| 2024 | $237M | -$5.6M | $158M | $124M |
| 2025 | $281M | -$1.5M | $26.1M | $133M |
| Quarter | Revenue | Net Income |
|---|---|---|
| Sep 2025 | $1.5M | $5.2M |
| Dec 2025 | $1.4M | $2.8M |
| Mar 2026 | $78.3M | $9.6M |
| Jun 2026 | $79.3M | $11.2M |
| Insider Ownership | 0.4% |
|---|---|
| Institutional Ownership | 100.2% |
| Short Float | 7.8% |
| % of All Funds Holding | 2.96% |
| Number of Funds Holding | 260 |
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
| Timeframe | SMA | Value | Trend Context |
|---|---|---|---|
| Weekly | 10-Week SMA | $33.94 | Near-term / short-term trend |
| Weekly | 40-Week SMA | $32.44 | Medium-term trend |
| Weekly | 80-Week SMA | $0.00 | Cyclical trend (business cycle) |
| Weekly | 200-Week SMA | $0.00 | Secular trend (multi-year) |
| Monthly | 10-Month SMA | $32.15 | Near-term monthly trend |
| Monthly | 20-Month SMA | $0.00 | Medium-term monthly trend |
| Monthly | 40-Month SMA | $0.00 | Secular monthly trend |
Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Volume shelf data not available.
| Timeframe | Avg Return | Median | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| Gap | 0.79% | 0.56% | 66.67% | 4.14% | -1.01% |
| 1 Day | 1.33% | 1.00% | 66.67% | 4.33% | -1.04% |
| 1 Week | -0.74% | -0.87% | 33.33% | 5.56% | -5.25% |
| 2 Weeks | -1.60% | -1.03% | 50.00% | 5.18% | -10.93% |
| 1 Month | 0.35% | 1.75% | 60.00% | 7.85% | -9.57% |
Next earnings: October 24, 2026 (58 days away)
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
Institutional holder breakdown coming soon.
Total institutional ownership: 100.2%
Total insider ownership: 0.4%
Founder-led management: H. Michael Schwartz (Founder, President, CEO & Chairman of the Board)
| Total Filings | 10 |
|---|---|
| Net Value | +$168,053.2 |
| Net Shares Change | 2,817 |
| % of Float | 0.0% |
| C-Suite Filings | 4 |
| Clusters Detected | 1 |
| Name | Title | Net Value | Filings | Activity |
|---|---|---|---|---|
| Schwartz H. Michael | Chief Executive Officer | +$198,187.5 | 1 | 1 buy |
| Mueller David J | -$82,356.5 | 6 | N/A | |
| Look Nicholas | General Counsel and Secretary | -$50,264.3 | 2 | 2 sell |
| Barry James R. | CFO and Treasurer | +$20,130 | 1 | 1 buy |
| Period | Filings | Insiders | Net Value | Seniority |
|---|---|---|---|---|
| 2025-11-12 – 2025-11-18 | 3 | 3 | +$203,272.2 | 3 C-suite |
| Date | Insider | Title | Net Value | Price After |
|---|---|---|---|---|
| 2026-08-18 | Look Nicholas | General Counsel and Secretary | -$35,219 | Transaction at $34.36, now -0.9% |
| 2025-11-18 | Schwartz H. Michael | Chief Executive Officer | +$198,187.5 | Transaction at $31.71, now +7.3% |
| 2025-11-12 | Barry James R. | CFO and Treasurer | +$20,130 | Transaction at $33.55, now +1.5% |
| 2025-11-14 | Look Nicholas | General Counsel and Secretary | -$15,045.3 | Transaction at $32.85, now +3.6% |
| 2026-08-18 | Mueller David J | -$14,322.5 | Transaction at $33.70, now +1.0% | |
| 2026-07-16 | Mueller David J | -$14,186.5 | Transaction at $33.38, now +2.0% |
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for SmartStop Self Storage REIT, Inc. (SMA) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.
Get the full AI Consult analysis for SMA on Trend Edge →