Cantor Fitzgerald Issues Positive Forecast for Alexandria Real Estate Equities (NYSE:ARE) Stock Price

Alexandria Real Estate Equities (NYSE:ARE) had its price target increased by stock analysts at Cantor Fitzgerald from $46.00 to $60.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm currently has a “neutral” rating on the real estate investment trust’s stock. Cantor Fitzgerald’s price target suggests a potential upside of 10.49% from the stock’s current price.

A number of other equities research analysts have also commented on the company. Robert W. Baird reduced their price target on Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft cut their price target on Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating on the stock in a report on Friday, December 19th. BNP Paribas Exane cut their target price on shares of Alexandria Real Estate Equities from $72.00 to $50.00 and set an “underperform” rating on the stock in a research note on Thursday, December 4th. Citigroup reduced their target price on Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating for the company in a research note on Thursday, December 4th. Finally, BMO Capital Markets boosted their price target on shares of Alexandria Real Estate Equities from $60.00 to $65.00 and gave the company an “outperform” rating in a research note on Monday. Five research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $65.14.

Alexandria Real Estate Equities Trading Down 0.6%

ARE traded down $0.31 during mid-day trading on Wednesday, reaching $54.30. The stock had a trading volume of 138,449 shares, compared to its average volume of 2,616,926. Alexandria Real Estate Equities has a 52 week low of $44.10 and a 52 week high of $105.14. The stock has a market capitalization of $9.41 billion, a P/E ratio of -6.43, a P/E/G ratio of 7.02 and a beta of 1.31. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.24 and a current ratio of 0.23. The firm’s fifty day simple moving average is $51.43 and its two-hundred day simple moving average is $66.90.

Alexandria Real Estate Equities (NYSE:ARE) last announced its quarterly earnings results on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share for the quarter, topping analysts’ consensus estimates of $2.15 by $0.01. The company had revenue of $754.41 million for the quarter, compared to analysts’ expectations of $742.64 million. Alexandria Real Estate Equities had a negative net margin of 47.23% and a negative return on equity of 6.82%. The business’s quarterly revenue was down 4.4% compared to the same quarter last year. During the same period last year, the firm posted $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, equities analysts predict that Alexandria Real Estate Equities will post 9.32 EPS for the current year.

Alexandria Real Estate Equities declared that its board has authorized a stock buyback program on Monday, December 8th that allows the company to repurchase $500.00 million in outstanding shares. This repurchase authorization allows the real estate investment trust to buy up to 6.4% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

Insider Activity at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath acquired 3,100 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The stock was acquired at an average price of $45.60 per share, for a total transaction of $141,360.00. Following the completion of the acquisition, the director owned 8,392 shares of the company’s stock, valued at approximately $382,675.20. This represents a 58.58% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. 1.15% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in ARE. Sound Income Strategies LLC purchased a new stake in Alexandria Real Estate Equities during the second quarter valued at about $25,000. Loomis Sayles & Co. L P purchased a new stake in shares of Alexandria Real Estate Equities during the 2nd quarter valued at approximately $27,000. Avalon Trust Co bought a new position in Alexandria Real Estate Equities in the 3rd quarter worth approximately $29,000. Cornerstone Planning Group LLC grew its stake in Alexandria Real Estate Equities by 5,916.7% in the 3rd quarter. Cornerstone Planning Group LLC now owns 361 shares of the real estate investment trust’s stock valued at $30,000 after buying an additional 355 shares in the last quarter. Finally, CYBER HORNET ETFs LLC purchased a new stake in shares of Alexandria Real Estate Equities during the second quarter worth $30,000. Hedge funds and other institutional investors own 96.54% of the company’s stock.

Alexandria Real Estate Equities News Roundup

Here are the key news stories impacting Alexandria Real Estate Equities this week:

• Positive Sentiment: Q4 earnings and operating metrics marginally beat expectations (EPS and revenues/AFFO beats; leasing activity described as steady), providing near‑term earnings support. Alexandria Real Estate Equities Inc (ARE) Q4 2025 Earnings Call Highlights: Strong Leasing …
• Positive Sentiment: Company launched cash tender offers to repurchase up to $800M of long‑dated notes, signaling active liability management that can reduce interest and improve leverage metrics. Alexandria Real Estate Equities, Inc. Announces Cash Tender Offers
• Positive Sentiment: Management is resetting the balance sheet and dividend policy, and shares have rebounded on the announced restructuring — a constructive step for long‑term financial stability. Alexandria Real Estate Equities Resets Balance Sheet And Dividend As Shares Rebound
• Neutral Sentiment: Brokerage consensus sits around a “Hold,” reflecting mixed analyst views despite some bullish notes; this suggests limited near‑term analyst catalysts. Alexandria Real Estate Equities, Inc. (NYSE:ARE) Receives Average Recommendation of “Hold” from Brokerages
• Negative Sentiment: Company recorded a roughly $1B loss tied to valuation declines and warned of continued challenges for lab leasing as a supply glut persists — a material near‑term headwind for NAV and earnings. Alexandria Posts $1B Loss, Forecasts More Challenges For Lab Leasing
• Negative Sentiment: Management outlined large disposition targets ($2.9B for 2026 and near‑term planned sales such as ~$581M), and expects occupancy to dip in Q1 — signals of operational stress and potential earnings pressure during the sales/transition period. Alexandria outlines $2.9B 2026 dispositions target and expects occupancy dip in Q1 2026 as portfolio strategy intensifies
• Negative Sentiment: Asset‑level setbacks and strategy shifts: Alexandria is selling Bay Area sites for housing and scrapped a Fenway lab conversion plan — underscoring repositioning but also execution challenges and lower near‑term lab demand. From life sciences to living quarters: Alexandria Real Estate Equities to sell Bay Area sites for housing Alexandria Scraps Fenway Lab Conversion Plans
• Negative Sentiment: Market and sentiment pressure: coverage notes dividend‑cut concerns and relative underperformance versus peers, which can amplify short‑term selling. Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns Alexandria Real Estate Equities Inc. stock underperforms Wednesday when compared to competitors

Alexandria Real Estate Equities Company Profile

Alexandria Real Estate Equities, Inc (NYSE: ARE) is a real estate investment trust specializing in the ownership, development and management of collaborative life science and technology campuses. The company’s properties are designed to support research and innovation by providing specialized laboratory, office and manufacturing space tailored to biotechnology, pharmaceutical, academic and related industries.

Since its founding in 1994, Alexandria has cultivated a diversified portfolio of campuses across leading innovation clusters in North America and Europe.