Wall Street Bullish on COPT Defense Properties (CPOT) Following Q1 2026 Results

​COPT Defense Properties (NYSE:CDP) is one of the Best Data Center REITs to Buy According to Analysts.. The company is a self-managed REIT specializing in mission-critical real estate proximate to U.S. government defense installations. It also develops and operates high-security “powered shell” data centers tailored for hyperscale tenants and government missions, leveraging strategic locations near power infrastructure and defense hubs.

Recently, on April 29, COPT Defense Properties (NYSE:CDP) was reiterated with a Buy rating by Cantor Fitzgerald analyst Richard Anderson. The analyst has maintained the price target of $37. The rating follows COPT’s fiscal Q1 2026 earnings, released on April 27.

​During the quarter, the company posted $200.64 million, reflecting 6.8% year-over-year increase and ahead of expectations by $4.4 million. Moreover, the GAAP EPS of $0.34 also topped expectations by $0.01. Notably, the company raised its dividend by $0.06, marking the fourth consecutive year of dividend growth.

​Looking ahead, management has raised Funds from Operations guidance for 2026 to $2.76 at midpoint, same-property cash Net Operating Income growth by 50 basis points to 3%, tenant retention by 250 basis points to 82.5%, and new investment capital commitments by $40 million to $290 million.

While we acknowledge the risk and potential of CDP 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 CDP and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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