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SUSUI

Sun Communities, Inc.

$SUI·$14B·REIT - Residential·Real Estate
$118.08+1.9%YTD-9.5%1Y-7.0%
Price updated 1m ago·X counts updated 5d ago
SUSUI
$SUISun Communities, Inc.
$118.08+1.87%4.7k posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SUI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

4,729X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $SUI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 90% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data30 posts analyzed · as of 2026-10-02

The crowd is bullish — $SUI is up 73% in a month and holders are cheering CME's new Micro SUI futures, Bitwise's 10%+ RWA yield strategy on-chain, and confidential-transfer rollout. Daily actives of ~134.5k are being framed as 4x Aptos. The energy is pure altseason: calls for $2, $10 and even $20 before Base Camp are flying, with almost no bearish presence against them.

Read what X is saying about $SUI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SUI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Stuck sidewaysSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Sun Communities just made new 52-week lows while the X thread is talking about a totally different asset.

Sun Communities owns manufactured-housing and RV communities across the US — a defensive REIT that got hammered by sticky rates and divested its marina business last year. The stock just made new 52-week lows.

  • The underlying operations are stable but not exciting: Q1 revenue +7.4% YoY, operating margin 11%, PE 10.8 — a decent cash-flowing REIT trading like one.
  • Position in the 52-week range is near zero (0.008) — the stock is at the floor, down 14% over 12 months and 9.5% YTD, with no visible rotation into the name.
  • The entire $SUI thread on X is about Sui blockchain, not Sun Communities — a cashtag collision — so there is effectively zero retail attention on the actual REIT right now, in either direction.

Watch Nov 4 for same-site NOI growth and the use of marina-sale proceeds. A credible capital-return announcement — buyback or special dividend — is what pulls this off the floor; otherwise it keeps drifting and a break below prior support extends the breakdown.

What to watch: Nov 4 Q3 earnings — same-community NOI growth, 2027 guide, and any capital-return update on the marina-sale proceeds. A break of the current 52-week low extends the breakdown.

On the calendar: 2026-11-04 — Q3 earnings

cashtag collision

Read the AI verdict on $SUI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

REIT owning manufactured housing communities, RV resorts, and UK holiday parks; affordable housing and leisure segments with inflation-linked rents.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Residential sits in its cycle right now — and what that implies for $SUI.

REIT - Residential · Real Estate

Housing supply deficit — estimated 3–5M units shortfall in US — sustains above-trend rent growth for apartment REITs as existing-home sales remain suppressed by sub-3% pandemic mortgage lock-in. Sun Belt markets face new supply headwinds from 2022–2023 construction starts delivering in 2025–2026; coastal high-barrier markets see compressed vacancy with rent recovery outpacing inflation.

What this means for $SUI

Partial — REIT owning manufactured housing communities, RV resorts, and UK holiday parks; affordable housing and leisure segments with inflation-linked rents.

Top industry ETF

$REZiShares Residential and Multisector Real Estate ETF
+7.0%YTD
+7.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$8.06$0.66+1117.5%
Q1 2026Apr 27, 2026$-0.07$0.27-126.4%
Q4 2025Feb 24, 2026$0.99$0.39+153.0%
Q3 2025Oct 29, 2025$0.07$2.18-96.8%
Next earningsWed, Oct 28·consensus EPS $1.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$500.5M+7.4%51.4%11.0%$-0.07$269.3M
Q4 FY25$515.2M-30.4%69.3%34.0%$0.99$157.5M
Q3 FY25$697.2M-25.4%37.8%29.9%$0.07$197.9M
Q2 FY25$607.0M-29.3%51.1%20.0%$10.02$259.4M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0B$1.9B – $2.0B-$6.08-$6.16 – -$6.017
FY27$2.0B$1.9B – $2.1B$3.35$3.32 – $3.387
FY28$2.1B$2.0B – $2.3B$3.74$3.13 – $4.355
FY29$2.4B$2.2B – $2.6B$4.21$3.88 – $4.682
FY30$2.5B$2.3B – $2.7B$4.93$4.54 – $5.472

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 120.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.765-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 24Gary A ShiffmanDirector25.0K sh$3.0MSellMay 26Fernando Castro-caratiniCFO23.8K sh$3.0M
+ 8 other (5 inkinds · 2 awards · 1 gift) in window

See when $SUI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementOct 28-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
8-KAcquisition completedSep 238-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

Sun Communities completed the sale of Park Holidays (its entire UK manufactured housing and holiday park business) to Panther Bidco Limited (an Aermont Capital affiliate) on September 22, 2026, for approximately £772.3 million (~$1.05 billion) in cash, generating net proceeds of approximately $1.03 billion after costs. The transaction had been announced and its agreement disclosed May 21, 2026. This is a major asset disposal that exits Sun Communities from the UK market and provides significant liquidity for redeployment in North American core real estate.

8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
AI summary

Sun Communities made an investor presentation available beginning September 9, 2026, covering the company's strategy, portfolio, and financial profile, posted to its investor relations website. This is a routine Reg FD investor communications disclosure for the manufactured housing, RV parks, and marina REIT.

3New insider — initial holdingsSep 93
AI summary

Form 3 initial beneficial ownership filing for Robert A. Garechana, new officer at Sun Communities, Inc. (SUI). No securities are listed as beneficially owned at the time of filing, establishing his Section 16 reporting baseline.

8-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
AI summary

Sun Communities, Inc. and CIO/EVP Aaron Weiss executed an Amended and Restated Employment Agreement on August 21, 2026, effective October 19, 2026, for a 5-year term with automatic annual renewals. Weiss' annual base salary is $600,000 with a target annual bonus of 100% of base salary; severance on termination without cause equals 1.5x (salary + target bonus), with full acceleration of time-vesting equity. Routine executive retention agreement extending the CIO's tenure with standard severance provisions.

8-KOfficer or director changeAug 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Sun Communities appointed Robert A. Garechana, 47, as CFO, Executive Vice President, and Treasurer, effective September 8, 2026, under an employment agreement dated August 24, 2026. Garechana most recently served as Executive VP since 2025 (prior employer not named in excerpt). Standard CFO appointment at a major manufactured housing and RV resort REIT; Garechana's start date gives a two-week transition window.

3New insider — initial holdingsJul 13
AI summary

Ileana McAlary, EVP, General Counsel, and Secretary of Sun Communities Inc. (SUI), filed a Form 3 on June 29, 2026 reporting no directly or indirectly owned securities at the time of filing. This is a routine initial officer ownership disclosure required upon appointment and carries no financial or operational significance.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

Sun Communities (SUI) released an investor presentation on June 1, 2026, available on the company's IR website. Routine investor relations disclosure.

+ 15 other (6 13Gs · 4 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bitcoin Fell 2% This Week. These 5 Altcoins Fell Up to 13.5%.247wallst.com·1d agoMortgage Rates Squeeze FHA Buyers: 3 Housing Stocks to Watchmarketbeat.com·2d agoWedmont Private Capital Makes New $514,000 Investment in Sun Communities, Inc. $SUIdefenseworld.net·4d agoSui Soars 48% in Just One Month: Could It Be the Next Solana?247wallst.com·5d agoEight Altcoins Have Surged Three Times More Than Bitcoin in 30 Days. Is Altcoin Season Here, or Is This Just a Momentary Uptick?247wallst.com·6d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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