Alexandria Real Estate Equities, Inc. (ARE): price, analyst ratings, earnings and fundamentals
Updated 16 October 2026, 06:50 ET
Alexandria Real Estate Equities, Inc. (ARE) closed at $42.34 on 15 October 2026, up 2.0%. The stock is down 20.9% over one month and down 43.6% over one year. It trades 46.1% below its 52-week high of $78.54. Analysts recorded 9 actions in the last 90 days; the median price target of $52 is 24.0% above the last close. The company last reported on 3 August 2026 for Q2 2026: EPS of $1.73 against an estimate of $1.64, a beat of 5.5%, on revenue of $662.8 million.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open ARE in FundSpec.
Analyst ratings
Over the last 90 days FundSpec recorded 9 analyst actions on ARE from 7 firms: 8 maintained or reiterated a view and 1 downgrade. Price targets were 5 raised and 2 lowered. The most recent targets from 10 firms range from $48 to $60, with a median of $52, 24.0% above the last close.
| Date | Firm | Action | Price target |
|---|---|---|---|
| 24 Sep 2026 | JP Morgan | Downgrades to Underweight from Neutral | $56.00 |
| 21 Sep 2026 | Evercore ISI Group | Maintains Outperform | $57.00 to $59.00 |
| 24 Aug 2026 | Baird | Maintains Neutral | $46.00 to $52.00 |
| 17 Aug 2026 | Evercore ISI Group | Maintains Outperform | $59.00 to $57.00 |
| 17 Aug 2026 | Citizens | Reiterates Market Perform | |
| 10 Aug 2026 | Citigroup | Maintains Neutral | $42.00 to $50.00 |
| 5 Aug 2026 | BNP Paribas | Maintains Underperform | $45.00 to $48.00 |
| 5 Aug 2026 | Evercore ISI Group | Maintains Outperform | $60.00 to $59.00 |
| 5 Aug 2026 | Cantor Fitzgerald | Maintains Neutral | $43.00 to $52.00 |
| 6 Jul 2026 | Mizuho | Maintains Outperform | $70.00 to $60.00 |
A price target is one firm's twelve-month view, and the median across firms is a steadier reading than any single call. Upgrades and downgrades matter more when they change a rating, not only a target. Read the guide: What analyst ratings and price targets actually tell you.
Every action with the firm's history is in Analyst Ratings.
Earnings
The next report is scheduled for 26 October 2026 after the close for Q3 2026, with EPS expected at $1.52 on revenue of $648.7 million. Alexandria Real Estate Equities, Inc. beat the EPS estimate in 5 of its last 6 reported quarters.
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| Q2 2026 | 3 Aug 2026 | $1.64 | $1.73 | +5.49% | $662.8M |
| Q1 2026 | 27 Apr 2026 | $1.73 | $1.73 | 0.00% | $671.0M |
| Q4 2025 | 26 Jan 2026 | $1.04 | $2.16 | +107.69% | $754.4M |
| Q3 2025 | 27 Oct 2025 | $1.16 | $2.22 | +91.38% | $751.9M |
| Q2 2025 | 21 Jul 2025 | $1.30 | $2.33 | +1.75% | $762.0M |
| Q1 2025 | 28 Apr 2025 | $2.28 | $2.30 | +0.88% | $758.2M |
| Q4 2024 | 27 Jan 2025 | $2.39 | $2.39 | 0.00% | $788.9M |
| Q3 2024 | 21 Oct 2024 | $2.38 | $2.37 | -0.42% | $791.6M |
An earnings surprise is the reported EPS against the consensus estimate on the day. The price reaction depends as much on guidance and on what was already priced in as on the surprise itself. Read the guide: Earnings season: estimates, surprises and price reaction.
Estimates, confirmed dates and alerts for every company are in Earnings.
Fundamentals
For the period ended 30 June 2026, Alexandria Real Estate Equities, Inc. reported revenue of $662.8 million and net income of -$72.8 million. On a trailing twelve month basis the company shows revenue growth of -8.40%, a gross margin of N.A., an operating margin of N.A. and a return on equity of -6.26%.
Income statement
| Line | Amount |
|---|---|
| Revenue | $662,784,000 |
| Selling, General & Administrative Expenses | $36,861,000 |
| Depreciation & Amortization | $304,384,000 |
| Interest Expense | $64,342,000 |
| Net Income | -$72,783,000 |
Cash flow
| Line | Amount |
|---|---|
| Cash from Operating Activities | $336,968,000 |
| Stock-based Compensation | $10,146,000 |
| Cash from Investing Activities | -$409,736,000 |
| Cash from Financing Activities | $124,962,000 |
| Dividends Paid | $123,842,000 |
Assets
| Line | Amount |
|---|---|
| Cash & Cash Equivalents | $470,449,000 |
| Restricted Cash | $4,690,000 |
| Plant, Property & Equipment, Net | $76,474,000 |
| Operating Lease Right-of-Use Assets | $689,153,000 |
| Total Assets | $34,632,226,000 |
Liabilities and equity
| Line | Amount |
|---|---|
| Long-term Debt | $12,812,874,000 |
| Operating Lease Liabilities, Long-term | $354,905,000 |
| Minority Interest | $3,612,263,000 |
| Total Liabilities | $15,456,868,000 |
| Common Stock | $1,707,000 |
| Additional Paid In Capital | $15,585,296,000 |
| Other Accumulated Comprehensive Income | -$33,027,000 |
| Total Stockholders Equity | $15,553,976,000 |
| Total Liability & Stockholders Equity | $34,632,226,000 |
Figures as filed with the SEC for the period ended 30 June 2026, in US dollars.
FundSpec fundamental metrics
Each metric is computed from the company's filings and ranked against every company FundSpec covers; the percentile is the share of covered companies with a lower value.
Leverage
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Debt/Assets | 0.37 | 78th | Calculated as the ratio of Short-Term Debt + Long-Term Debt / Total Assets. The higher the ratio, the higher the degree of leverage, and consequently, financial risk |
| Debt/Equity | 0.82 | 72nd | Calculated as the ratio of Total Liabilities / Shareholders' Equity. The ratio indicates how much debt a company is using to finance its assets relative to the amount of value represented in shareholders’ equity |
| Long Term Debt/Long Term Capital | 0.45 | 56th | Calculated as Long-Term Debt / (Long-Term Debt + Shareholders' Equity). The ratio is an indicator of the company's leverage |
Earnings Growth (Net Income)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Net Income Pct Growth | 400.0% | 97th | The Net Income growth rate over the trailing twelve months (TTM) |
Cashflow
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Operating Cashflow Pct Growth | -9.9% | 34th | The Operating Cashflow growth rate over the trailing twelve months (TTM) |
| Operating Cashflow Pct Growth 3 year CAGR (FY) | -6.2% | 33rd | The Operating Cashflow compound annual growth rate (CAGR) over the past 3 years |
| Operating Cashflow Pct Growth 5 year CAGR (FY) | 6.3% | 58th | The Operating Cashflow compound annual growth rate (CAGR) over the past 5 years |
Profitability
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Return on Assets Pct | -2.8% | 42nd | Calculated as the ratio of Net Income / Total Assets. It is an indicator of how efficient the company is at using its assets to generate earnings. |
| Return on Equity Pct | -6.3% | 38th | Calculated as the ratio of Net Income / Shareholders' equity. It is a measure of how much profit a company generates with the money shareholders have invested. |
Top Line Growth
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Revenue Pct Growth | -8.4% | 20th | The Revenue (Sales) growth rate over the trailing twelve months (TTM) |
| Revenue Pct Growth 3 year CAGR | 1.1% | 38th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 3 years |
| Revenue Pct Growth 5 year CAGR | 7.3% | 50th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 5 years |
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open ARE in FundSpec.
Insider activity
In the last 90 days insiders filed 16 transactions: 1 acquisition covering 896 shares. Acquisitions include awards and option exercises as well as open market purchases. The largest by value was a disposal of 16,810 shares by Kristina Fukuzaki-Carlson, EVP - Business Operations on 11 September 2026, worth about $849,073 at the transaction price.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 30 Sep 2026 | Peter M Moglia | Chief Executive Officer | F | 1,068 | $47.46 | $51K |
| 30 Sep 2026 | Michael A Woronoff | Director | Acquisition | 896 | ||
| 15 Sep 2026 | Jesse J. Nelson | EVP - RMD | F | 3,611 | $52.93 | $191K |
| 15 Sep 2026 | John Hart Cole | Co-President, & Co-RMD | F | 2,208 | $52.93 | $117K |
| 15 Sep 2026 | Michael E. Boss | Co-Regional Market Director | F | 1,462 | $52.93 | $77K |
| 15 Sep 2026 | Gregory Calvin Thomas | EVP - CTO | F | 1,096 | $52.93 | $58K |
| 15 Sep 2026 | Jenna R. Foger | EVP - Co-Lead - Life Science | F | 1,086 | $52.93 | $57K |
| 15 Sep 2026 | Hallie E. Kuhn | EVP - Cap Market & Co-Lead -LS | F | 914 | $52.93 | $48K |
| 15 Sep 2026 | Bret E. Gossett | EVP - Co-RMD | F | 584 | $52.93 | $31K |
| 15 Sep 2026 | Blake L. Stevens | Regional Market Director | F | 471 | $52.93 | $25K |
| 11 Sep 2026 | Kristina Fukuzaki-Carlson | EVP - Business Operations | S | 16,810 | $50.51 | $849K |
| 11 Sep 2026 | Joel S Marcus | Director, Executive Chairman | P | 5,000 | $49.68 | $248K |
| 31 Aug 2026 | Andres Gavinet | Chief Accounting Officer | S | 10,000 | $50.93 | $509K |
| 31 Aug 2026 | Peter M Moglia | Chief Executive Officer | F | 1,068 | $51.29 | $55K |
| 17 Aug 2026 | Joel S Marcus | Director, Executive Chairman | P | 5,000 | $46.28 | $231K |
Insider filings record what officers and directors did with their own shares. Disposals are often planned sales or tax related, so a pattern across several insiders says more than one filing.
SEC filings
The latest filing is a 10-Q from 3 August 2026.
| Filed | Form | Document |
|---|---|---|
| 3 Aug 2026 | 10-Q | View on sec.gov |
| 27 Apr 2026 | 10-Q | View on sec.gov |
| 26 Jan 2026 | 10-K | View on sec.gov |
| 27 Oct 2025 | 10-Q | View on sec.gov |
| 21 Jul 2025 | 10-Q | View on sec.gov |
| 28 Apr 2025 | 10-Q | View on sec.gov |
| 27 Jan 2025 | 10-K | View on sec.gov |
| 21 Oct 2024 | 10-Q | View on sec.gov |
| 22 Jul 2024 | 10-Q | View on sec.gov |
| 22 Apr 2024 | 10-Q | View on sec.gov |
Company profile
- Exchange
- NYSE
- Sector
- REITs and Investment Holdings
- Industry
- Trading
- Headquarters
- Pasadena, California
- Chief executive
- Peter M. Moglia
- Employees
- 590
- Website
- are.com
- SEC CIK
- 0001035443
Alexandria Real Estate Equities, Inc. (NYSE:ARE) is the first, longest-tenured, and pioneering owner, operator, and developer focused on collaborative life science, technology, and agtech campuses in AAA innovation cluster locations. Alexandria has a total market capitalization of $31.9 billion as of December 31, 2020, and an asset base in North America of 49.7 million square feet.
Sector and peers
Alexandria Real Estate Equities, Inc. is part of the REITs and Investment Holdings sector, which FundSpec tracks across 179 companies.
Companies in the same industry by market capitalization:
WELL Welltower Inc.PLD Prologis, Inc.EQIX Equinix Inc.AMT American Tower Corp.SPG Simon Property Group Inc.DLR Digital Realty Trust, Inc.PSA Public StorageO Realty Income Corp.
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for ARE are available to subscribers, with the same screen in the iOS and Android apps.
Open ARE in FundSpec