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Broadstone Net Lease, Inc.

BNL · Industry · NYSE · As of 26 Oct 2026

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55AIR SCORE
  • FundamentalsWhat is this?Too few of the required measures on file

    How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.

    Source: SEC XBRL financial statements.

  • ValueWhat is this?Too few of the required measures on file

    How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.

    Source: SEC XBRL financial statements and end-of-day prices.

  • News flowWhat is this?Balanced

    What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.

    Source: SEC EDGAR 8-K filings and FDA approvals.

  • MomentumWhat is this?Watch

    The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.

    Source: End-of-day prices.

  • SafetyWhat is this?Strong

    The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.

    Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.

How AIR scores →

Fundamental score not available. This company's filings don't yet contain enough of the measures AIR requires. AIR still assesses it on News flow, Momentum and Safety, at reduced overall confidence.

Discovery Gap: Medium (17/100) · Gap confidence 48/100

Medium17
DISCOVERY GAP

Some evidence isn't yet fully priced in.

Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.

What is this?

How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.

Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.

How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.

  • Gap confidenceWhat is this?Moderate 48/100How fully AIR could measure this Gap.

    How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.

  • Evidence strengthWhat is this?Moderate 34/100Support behind the full AIR read, not only the Gap.

    How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.

This month at a glance

AIR Score™ change: -3Slipped -3 on softer inputs.
Window29 Sep 2026 → 26 Oct 2026
Momentum-3Weighed on the score this month.

Evidence timeline

  1. Expected
  2. Thu 29 Oct · expected 10-Q

    Last year filed 29 Oct 2025.

  3. Fri 19 Feb · expected 10-K

    Last year filed 19 Feb 2026.

  4. Filed
  5. Mon 5 Oct · 8-K

    8-K filed 2026-10-05

  6. Tue 25 Aug · 8-K

    8-K filed 2026-08-25

  7. Mon 10 Aug · 8-K

    8-K · Item 8.01 — Other events

  8. Wed 29 Jul · 8-K

    8-K · Item 2.02 — Results of operations

  9. Wed 29 Jul · 10-Q

    Quarterly report (10-Q), period ending 30 Jun 2026

  10. Wed 29 Jul · 8-K

    8-K · Item 2.03 — New financial obligation

  11. Wed 8 Jul · 8-K

    8-K filed 2026-07-08

  12. Thu 2 Jul · 8-K

    8-K filed 2026-07-02

  13. Thu 11 Jun · 8-K

    8-K filed 2026-06-11

  14. Fri 1 May · 8-K

    8-K filed 2026-05-01

  15. Thu 30 Apr · 10-Q

    Quarterly report (10-Q), period ending 24 Apr 2026

  16. Wed 29 Apr · 8-K

    8-K · Item 2.02 — Results of operations

  17. Wed 1 Apr · 8-K

    8-K filed 2026-04-01

  18. Wed 25 Feb · 8-K

    8-K filed 2026-02-25

  19. Thu 19 Feb · 10-K

    Annual report (10-K), FY2026

  20. Wed 18 Feb · 8-K

    8-K · Item 2.02 — Results of operations

  21. Mon 12 Jan · 8-K

    8-K filed 2026-01-12

  22. Mon 1 Dec · 8-K

    8-K filed 2025-12-01

  23. Mon 1 Dec · 8-K

    8-K filed 2025-12-01

  24. Tue 4 Nov · 8-K

    8-K filed 2025-11-04

  25. Wed 29 Oct · 8-K

    8-K · Item 2.02 — Results of operations

  26. Wed 29 Oct · 10-Q

    Quarterly report (10-Q), period ending 27 Oct 2025

Earlier →

Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.

Ask AIR

What would change our view

A weaker balance sheet in the next filing cycle, a material regulatory setback, or a new evidence cluster that re-opens a distance between filings and attention would move the score, and the page would show which one did.

Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.