Walker & Dunlop (WD) Positioned to Benefit from Commercial Real Estate Outlook

Walker & Dunlop (NYSE:WD) is one of the best financial pure plays under $100 according to hedge funds.

On December 14, Keefe Bruyette analyst Jade Rahmani reaffirmed his bullish rating for Walker & Dunlop (NYSE:WD). Rahmani issued a Buy rating on the stock and lowered his price target from $92 to $82. Despite the drop, his forecasts still indicate around 35% upside at the current level.

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Rahmani’s revision comes on the back of some adjustments to the real estate sector’s 2026 outlook. He categorically spoke about the commercial real estate market, which is expected to exhibit moderate yet healthy growth in the coming year. Rahmani believes that such favorable prospects will benefit commercial real estate players. That includes mortgage financiers such as Walker & Dunlop (NYSE:WD).

At the close of play on December 30, the consensus ratings also project a bullish market view for Walker & Dunlop (NYSE:WD). The stock has been covered by 3 analysts, all of whom have assigned Buy ratings. According to analyst estimates, the median 1-year price target for the stock is $84, implying potential upside of more than 38% from the current level.

Walker & Dunlop (NYSE:WD) operates within the commercial real estate space and is recognized as one of the largest firms in the industry. Their service offerings include financing, advisory, servicing, valuations, and investment management. Their coverage extends across various sub-sectors such as retail, hospitality, industrial, self-storage, and more.

While we acknowledge the risk and potential of WD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than WD and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.