Alexandria Real Estate Equities (NYSE:ARE) Stock Price Expected to Rise, Evercore ISI Analyst Says

Alexandria Real Estate Equities (NYSE:ARE) had its target price hoisted by Evercore ISI from $64.00 to $67.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm presently has an “outperform” rating on the real estate investment trust’s stock. Evercore ISI’s price objective points to a potential upside of 23.90% from the company’s previous close.

Other research analysts have also recently issued research reports about the stock. Zacks Research cut shares of Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a report on Thursday, November 6th. Weiss Ratings restated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft cut their price objective on Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating on the stock in a research report on Friday, December 19th. Cantor Fitzgerald set a $46.00 target price on Alexandria Real Estate Equities in a report on Monday, January 5th. Finally, Citigroup lowered 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. Five analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Alexandria Real Estate Equities currently has an average rating of “Hold” and a consensus price target of $65.14.

Alexandria Real Estate Equities Trading Down 1.0%

ARE opened at $54.08 on Wednesday. Alexandria Real Estate Equities has a 52 week low of $44.10 and a 52 week 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. The business has a fifty day simple moving average of $51.53 and a 200-day simple moving average of $66.82. The firm has a market cap of $9.37 billion, a P/E ratio of -6.41, a P/E/G ratio of 6.60 and a beta of 1.31.

Alexandria Real Estate Equities (NYSE:ARE) last posted 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. Alexandria Real Estate Equities had a negative return on equity of 6.82% and a negative net margin of 47.23%.The firm had revenue of $754.41 million for the quarter, compared to analyst estimates of $742.64 million. During the same quarter in the prior year, the company earned $2.39 EPS. Alexandria Real Estate Equities’s revenue was down 4.4% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, equities analysts expect that Alexandria Real Estate Equities will post 9.32 earnings per share for the current year.

Alexandria Real Estate Equities declared that its board has approved a stock repurchase plan 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 plans are typically a sign that the company’s board of directors believes its stock is undervalued.

Insider Transactions at Alexandria Real Estate Equities

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath acquired 3,100 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were acquired at an average price of $45.60 per share, for a total transaction of $141,360.00. Following the acquisition, the director owned 8,392 shares in the company, valued at $382,675.20. The trade was a 58.58% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 1.08% of the stock is owned by company insiders.

Hedge Funds Weigh In On Alexandria Real Estate Equities

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sound Income Strategies LLC purchased a new stake in Alexandria Real Estate Equities in the 2nd quarter valued at $25,000. Avalon Trust Co acquired a new position in Alexandria Real Estate Equities in the third quarter valued at $29,000. Cornerstone Planning Group LLC raised its holdings in shares of Alexandria Real Estate Equities by 5,916.7% in the third 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 during the last quarter. BOKF NA boosted its stake in shares of Alexandria Real Estate Equities by 6,033.3% during the third quarter. BOKF NA now owns 368 shares of the real estate investment trust’s stock worth $31,000 after buying an additional 362 shares during the period. Finally, Loomis Sayles & Co. L P purchased a new position in shares of Alexandria Real Estate Equities during the second quarter worth about $27,000. 96.54% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Evercore ISI raised its price target to $67 and kept an “outperform” rating, signaling institutional confidence that shares have upside from current levels. Read More.
• Positive Sentiment: Cantor Fitzgerald raised its target to $60 (neutral), increasing near-term analyst valuation and reducing downside risk vs. prior view. Read More.
• Positive Sentiment: Q4 earnings call highlighted pockets of strong leasing activity and management emphasized actions to reset the balance sheet and adjust the dividend — moves that could stabilize cash flow and credit metrics over time. Read More.
• Neutral Sentiment: Brokerage consensus remains around “hold” (average recommendation), suggesting analysts are divided and awaiting clearer evidence of leasing recovery or successful dispositions. Read More.
• Neutral Sentiment: BMO and other brokers have flagged upside potential while also noting operational risks — implying mixed analyst views rather than a unified trade direction. Read More.
• Neutral Sentiment: Management laid out planned dispositions totaling ~ $581M (and broader 2026 disposition targets), a deliberate liquidity/deleveraging effort that should improve the balance sheet but may pressure near-term earnings and occupancy. Read More.
• Negative Sentiment: Alexandria reported a roughly $1B loss and warned of continued challenges in lab leasing — this large headline loss and a softer leasing outlook are primary drivers of investor concern and downward pressure on the stock. Read More.
• Negative Sentiment: Management expects an occupancy dip in Q1 2026 and outlined up to $2.9B in dispositions for 2026 — signals the company is selling assets to repair metrics but also that underlying demand for lab space remains weak. Read More.
• Negative Sentiment: Operational setbacks include scrapping a planned Fenway lab conversion and selling Bay Area sites for housing — moves that reflect a shift away from some lab investments and highlight the depth of the sector slowdown. Read More. and Read More.
• Negative Sentiment: Coverage noting the stock underperformed peers underscores sector-specific weakness versus alternatives in real estate and life-sciences landlords. Read More.

About Alexandria Real Estate Equities

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.