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Last updated 1 minute ago

ARE·Alexandria Real Estate Equities, Inc.

$.
+. (+.%)
Pre-Market
High
$48.60
Open
$48.60
Market Cap
8.43B
52W High
$88.24
Low
$48.60
P. Close
$48.45
P/E
-
52W Low
$39.41
Fwd P/E
-54.70
Mean Target
$51.14
Technical Score (1D)
59
BUY
News Sentiment
59
BULLISH
Bank of America significantly lowered its price target for Alexandria Real Estate Equities (ARE) to $50 from $61, reflecting a reassessment of the stock's valuation. This move comes as Wall Street analysts are currently expressing caution towards ARE, which is lagging broader market performance. This underperformance signals potential near-term challenges for the REIT. Investors should monitor ARE's ability to regain market parity and any shifts in analyst commentary.
Earnings Summary
Alexandria Real Estate Equities (ARE) is a prominent real estate investment trust (REIT) specializing in the life science sector, operating within the Real Estate sector and the REIT - Office industry. Established in 1994, ARE focuses on developing and managing specialized real estate environments, often referred to as "Megacampus" ecosystems, strategically located in key life science innovation clusters such as Greater Boston, the San Francisco Bay Area, and San Diego. In its recent earnings reports, ARE has shown a volatile EPS performance against analyst estimates. For Q1 2026, the company reported an actual EPS of $1.73 against an estimate of $0.1347 and revenue of $671 million against an estimate of $695 million. This followed Q4 2025, where actual EPS was $2.16, significantly exceeding the estimate of $0.2845, with revenue at $754 million against an estimate of $680 million. The preceding quarters of 2025 showed a trend of actual EPS missing estimates, with Q3 2025 at $0.50 (vs. $0.39 est.), Q2 2025 at $0.48 (vs. $0.63175 est.), and Q1 2025 at $0.5102 (vs. $0.60394 est.). This pattern indicates a recent history of significant EPS beats in Q4 2025 and Q1 2026, contrasting with misses in the earlier part of 2025, while revenue has generally remained within a range, though sometimes below estimates. Recent news highlights a mixed analyst sentiment, with some price targets being lowered due to a challenging environment for biotech tenants and a substantial dividend reduction. However, there are also signs of institutional confidence and insider buying. Investors will be watching for ARE's ability to navigate the current tenant demand challenges and demonstrate consistent operational performance. Key will be leasing activity, occupancy rates, and management's commentary on the outlook for the life science real estate market.

EPS

EstBeatMiss
$-0.19$0.48$1.14$1.80$2.47Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.12 - -
Q1'26$0.13$1.73+1184.3%
Q4'25$0.28$2.16+659.2%
Q3'25$0.39$0.50+28.2%
Q2'25$0.63$0.48-24.0%
Q1'25$0.60$0.51-15.5%

Revenue

EstBeatMiss
$637M$672M$708M$743M$778MQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$653M - -
Q1'26$696M$671M-3.5%
Q4'25$680M$754M+10.9%
Q3'25 - $752M -
Q2'25 - $762M -
Q1'25 - $758M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

ARE Stock Snapshot

ARE is currently trading at $48.60, giving Alexandria Real Estate Equities, Inc. a market cap of 8.43B. Today's range spans $48.60–$48.60, with shares opening at $48.60 and moving up $0.15 (0.3%) from the prior close. DailyIQ's technical score sits at 59/100 (HOLD) with a news sentiment reading of 59/100.

Over the past year ARE has traded between $39.41 and $88.24 - the current price is +23.3% off the 52-week low and -44.9% from the high. 23 analysts cover the stock with a Hold consensus and a mean 12-month target of $51.14 (range $42.00–$70.00), implying upside of +5.2%.

Alexandria Real Estate Equities, Inc. (ARE) is a small-cap in Real Estate with 8.43B in capitalization. Right now the technical read is 59/100 (HOLD), sentiment is neutral at 59/100, and the stock trades at $48.60 (in the lower half of its 52-week range). In small-cap Real Estate stocks, mean-reversion can happen quickly - but it typically needs a catalyst. The 52-week range of $39.41–$88.24 frames where the stock needs to recover to before the setup improves technically.

The absence of strong institutional sponsorship makes ARE's HOLD signal (59/100) more consequential than the same signal in a larger name — at 8.43B in Real Estate market cap, there are fewer natural buyers to absorb selling pressure, which means the $39.41–$88.24 range's lower bound becomes a sharper test of the thesis. Sentiment at 59/100 (neutral) and price at $48.60 (in the lower half of its 52-week range) don't yet suggest stabilization is imminent.