Cantor Fitzgerald Forecasts Strong Price Appreciation for Alexandria Real Estate Equities (NYSE:ARE) Stock

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

Other equities analysts also recently issued reports about the company. Mizuho lowered their price objective on Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating on the stock in a research report on Friday, January 9th. BNP Paribas Exane decreased their price objective on Alexandria Real Estate Equities from $72.00 to $50.00 and set an “underperform” rating on the stock in a report on Thursday, December 4th. Royal Bank Of Canada cut their target price on shares of Alexandria Real Estate Equities from $98.00 to $65.00 and set a “sector perform” rating for the company in a report on Monday, November 3rd. BMO Capital Markets upped 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. Finally, Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating for the company in a research report on Friday, December 19th. Five equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, Alexandria Real Estate Equities has a consensus rating of “Hold” and a consensus price target of $65.14.

Alexandria Real Estate Equities Stock Down 0.6%

Shares of NYSE ARE traded down $0.31 during trading on Wednesday, reaching $54.30. The company had a trading volume of 138,449 shares, compared to its average volume of 2,616,926. The business’s 50-day moving average is $51.43 and its 200 day moving average is $66.90. The stock has a market cap of $9.41 billion, a PE ratio of -6.43, a P/E/G ratio of 7.02 and a beta of 1.31. Alexandria Real Estate Equities has a 12-month low of $44.10 and a 12-month high of $105.14. The company has a quick ratio of 0.24, a current ratio of 0.23 and a debt-to-equity ratio of 0.65.

Alexandria Real Estate Equities (NYSE:ARE) last issued its earnings results on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm’s quarterly revenue was down 4.4% on a year-over-year basis. During the same quarter last year, the company posted $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. As a group, equities analysts forecast that Alexandria Real Estate Equities will post 9.32 earnings per share for the current fiscal year.

Alexandria Real Estate Equities declared that its board has initiated a share repurchase plan on Monday, December 8th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the real estate investment trust to repurchase up to 6.4% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In related news, Director Sheila K. Mcgrath bought 3,100 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The shares were purchased at an average cost of $45.60 per share, with a total value of $141,360.00. Following the completion of the acquisition, the director directly owned 8,392 shares in the company, valued at approximately $382,675.20. The trade was a 58.58% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.15% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in ARE. Norges Bank acquired a new position in Alexandria Real Estate Equities during the second quarter worth $1,195,306,000. State Street Corp raised its position in shares of Alexandria Real Estate Equities by 3.7% during the 3rd quarter. State Street Corp now owns 11,273,031 shares of the real estate investment trust’s stock worth $954,117,000 after purchasing an additional 399,286 shares during the last quarter. Geode Capital Management LLC lifted its stake in Alexandria Real Estate Equities by 1.9% in the 2nd quarter. Geode Capital Management LLC now owns 4,318,035 shares of the real estate investment trust’s stock valued at $312,407,000 after buying an additional 82,591 shares in the last quarter. Invesco Ltd. lifted its stake in Alexandria Real Estate Equities by 4.0% in the 3rd quarter. Invesco Ltd. now owns 3,821,880 shares of the real estate investment trust’s stock valued at $318,516,000 after buying an additional 145,562 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Alexandria Real Estate Equities by 4.9% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 2,655,204 shares of the real estate investment trust’s stock worth $192,848,000 after buying an additional 125,020 shares during the last quarter. Hedge funds and other institutional investors own 96.54% of the company’s stock.

Trending Headlines about Alexandria Real Estate Equities

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.