Wall Street expects Simon Property Group to report Q2 2026 revenue of $1.52 billion and EPS (FFO) of $3.18, with the current stock price of $168.45 trading roughly 8% below the average analyst price target of $182.30. The primary focus for investors remains the company’s portfolio occupancy rate, which serves as a critical barometer for the health of premier retail real estate. Analysts are looking for continued strength in base minimum rent increases and robust leasing momentum following a period of resilient consumer spending at high-end malls. Management’s commentary on the redevelopment pipeline and any updates to full-year 2026 FFO guidance will also be pivotal for the stock's near-term performance.