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Alexandria Real Estate Equities, Inc. Stock Price

NYSE:ARE Community·US$8.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 158 Fair Values set on narratives written by author

ARE Share Price Performance

US$50.94
-28.18 (-35.62%)
US$88.00
Fair Value
US$50.94
-28.18 (-35.62%)
42.1% undervalued intrinsic discount
US$88.00
Fair Value
Price US$50.94
Ivoed US$88.00
AnalystLowTarget US$42.00
AnalystConsensusTarget US$51.00

ARE Community Narratives

Fair Value
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Fair Value US$88 42.1% undervalued intrinsic discount

Alexandria Real Estate Equities Is Going to Transform With a 27.2% Future Pe Ratio

1users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
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Fair Value US$42 21.3% overvalued intrinsic discount

Rising Financing Costs And Hybrid Trends Will Squeeze Returns

2users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
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Fair Value US$51 0.1% undervalued intrinsic discount

Share Repurchase and Expansion Will Support Long-Term Prospects Amid Earnings Update

0users have liked this narrative
0users have commented on this narrative
82users have followed this narrative
US$42
21.3% overvalued intrinsic discount
Profit Margin
17.6%
Future PE
21.31x
Price in 2029
US$54.64

Trending Discussion

No trending discussion available.

Updated Narratives

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Alexandria Real Estate Equities Is Going to Transform With a 27.2% Future Pe Ratio

Fair Value: US$88 42.1% undervalued intrinsic discount
13 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ARE: Credit Facility Plans And Megacampus Leasing Will Shape Future Upside Potential

Fair Value: US$51 0.1% undervalued intrinsic discount
82 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ARE: Softer Margins And Widening Revenue Contraction Will Pressure Overvalued Shares

Fair Value: US$42 21.3% overvalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Established dividend payer and good value.

2 Risks
3 Rewards

Alexandria Real Estate Equities, Inc. Key Details

US$2.9b

Revenue

US$920.4m

Cost of Revenue

US$2.0b

Gross Profit

US$3.1b

Other Expenses

-US$1.1b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 03, 2026
-6.13
68.59%
-36.43%
64.7%
View Full Analysis

About ARE

Founded
1994
Employees
514
CEO
Peter Moglia
WebsiteView website
www.are.com

Alexandria Real Estate Equities, Inc., an S&P 500 company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. With our founding, Alexandria pioneered the life science real estate niche. Alexandria is the preeminent and longest-tenured owner, operator and developer of collaborative Megacampus ecosystems in AAA life science innovation cluster locations, including Greater Boston, the San Francisco Bay Area, San Diego, Seattle, Maryland, Research Triangle and New York City. Alexandria Real Estate Equities, Inc. is based in Pasadena, California and is established in January 05, 1994, and incorporated in Maryland.

Recent ARE News & Updates

Seeking Alpha Jul 24

Alexandria Real Estate: The Uncertainty Is Real, But The Discount Has Gone Too Far

Summary Alexandria Real Estate Equities, Inc. faces severe leasing headwinds, especially from public biotech tenants, driving market pessimism and a >30% stock decline since mid-2025. ARE trades at a steep discount—P/FFO ~7x and P/B 0.5x—reflecting deep uncertainty, but its high-quality, irreplicable assets and strong tenant relationships remain valuable. Balance sheet strength is evident: $28.8B in real estate, $400M cash, and $12.5B debt. Also, the 2026 FFO guidance is $6.30–$6.50 per share. Despite ongoing sector challenges and low visibility, I rate ARE stock a Buy, as even a 'less bad' quarter could trigger sentiment recovery given the low expectations. Read the full article on Seeking Alpha
Narrative Update Jul 22

ARE: Credit Facility Plans And Megacampus Leasing Will Shape Future Upside Potential

Analysts have reduced their price target for Alexandria Real Estate Equities to $51.0 from $55.5, citing updated assumptions that include a lower discount rate, a decline in revenue growth expectations, a modest improvement in profit margin, and a revised future P/E estimate. What's in the News Alexandria Real Estate Equities delivered a 427,000 rentable square feet research and development hub for Bristol Myers Squibb at its Campus Point by Alexandria Megacampus in San Diego, with the campus reported at 95.4% occupancy.

Recent updates

No updates