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

Alexandria Real Estate Equities (NYSE:ARE) had its price objective increased by stock 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 target price points to a potential upside of 10.95% from the company’s current price.

A number of other research firms also recently commented on ARE. Mizuho cut their target price on shares of Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating for the company in a research report on Friday, January 9th. Morgan Stanley began coverage on Alexandria Real Estate Equities in a research note on Friday, January 9th. They issued an “equal weight” rating and a $55.00 price target on the stock. Zacks Research cut Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a research report on Thursday, November 6th. Evercore ISI raised their target price on Alexandria Real Estate Equities from $64.00 to $67.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, JPMorgan Chase & Co. cut their price target on Alexandria Real Estate Equities from $65.00 to $63.00 and set a “neutral” rating for the company in a research note on Wednesday, January 14th. Five analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $65.14.

Alexandria Real Estate Equities Price Performance

ARE stock opened at $54.08 on Wednesday. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.23 and a quick ratio of 0.24. Alexandria Real Estate Equities has a 1 year low of $44.10 and a 1 year high of $105.14. The firm has a 50-day moving average of $51.53 and a 200 day moving average of $66.82. The company has a market cap of $9.37 billion, a P/E ratio of -6.41, a PEG ratio of 6.60 and a beta of 1.31.

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

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

Insider Buying and Selling

In related news, Director Sheila K. Mcgrath bought 3,100 shares of the stock in a transaction dated Wednesday, December 10th. The shares were purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the completion of the acquisition, the director owned 8,392 shares of the company’s stock, valued at $382,675.20. This represents a 58.58% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 1.08% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Several large investors have recently bought and sold shares of the business. Analyst IMS Investment Management Services Ltd. grew its position in shares of Alexandria Real Estate Equities by 48.3% in the 2nd quarter. Analyst IMS Investment Management Services Ltd. now owns 721,671 shares of the real estate investment trust’s stock worth $52,415,000 after buying an additional 235,093 shares during the last quarter. Bank of Montreal Can boosted its stake in Alexandria Real Estate Equities by 10.7% in the second quarter. Bank of Montreal Can now owns 406,318 shares of the real estate investment trust’s stock valued at $29,511,000 after acquiring an additional 39,117 shares in the last quarter. Washburn Capital Management Inc. acquired a new position in shares of Alexandria Real Estate Equities during the second quarter worth $949,000. Penserra Capital Management LLC lifted its holdings in shares of Alexandria Real Estate Equities by 46.3% during the 2nd quarter. Penserra Capital Management LLC now owns 18,927 shares of the real estate investment trust’s stock valued at $1,374,000 after purchasing an additional 5,994 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its position in shares of Alexandria Real Estate Equities by 114.8% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 757,533 shares of the real estate investment trust’s stock worth $55,020,000 after purchasing an additional 404,938 shares in the last quarter. Institutional investors own 96.54% of the company’s stock.

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.

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.