Americold Realty Trust (NYSE:COLD) has taken a significant step in its international strategy with the launch of its largest Middle East facility in Dubai. The site, developed with RSA Cold Chain and DP World, strengthens the company’s role in the region’s growing cold storage sector.

This expansion comes as Americold’s share price has struggled to build positive momentum this year, with a steadily declining total shareholder return of -0.52% over the past 12 months. While the company made headlines for launching its Dubai hub and boosting its quarterly dividend, these moves have yet to spark a sustained reversal in price trends or signal a shift in market perception. Long-term fundamentals remain a talking point for investors.

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With shares now trading at a historic discount to analyst targets, the question for investors is whether Americold represents an undervalued opportunity in a pivotal global sector or if the market has already accounted for future recovery and growth.

Most Popular Narrative: 35.6% Undervalued

With Americold Realty Trust’s most widely followed narrative projecting a fair value meaningfully above its recent close, the stage is set for bullish debate on whether analysts have spotted untapped value. As the gap between consensus fair value and the current share price widens, all eyes turn to the underlying growth story driving this optimistic outlook.

Ongoing global growth in food consumption and rising population, combined with Americold's expanding international footprint and new facility openings in high-demand regions (such as Allentown, Dubai, and Asia Pacific), positions the company to benefit from increasing demand for temperature-controlled storage. This supports higher occupancy and long-term revenue growth as macro headwinds abate.

Curious about the calculation that sets the bar so high for fair value? The key to the narrative is a set of ambitious growth projections and improving profitability targets that could redefine expectations. What aggressive assumptions have analysts built in? Are they betting on a margin surge, customer wins, or a global demand bump? See what's fueling their optimism before the crowd catches on.

Result: Fair Value of $19.27 (UNDERVALUED)

However, persistent weak demand and rising competition could threaten Americold’s growth projections. These factors may provide catalysts that challenge the optimistic fair value narrative.

Build Your Own Americold Realty Trust Narrative

If you see things differently or want to check the numbers yourself, you can create your own analysis from scratch in just a few minutes. Do it your way.

A great starting point for your Americold Realty Trust research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.