Alexandria Real Estate Equities (NYSE:ARE) Stock Price Target Cut by Cantor Fitzgerald

Alexandria Real Estate Equities (NYSE:ARE) had its target price cut by equities research analysts at Cantor Fitzgerald from $52.00 to $42.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The brokerage currently has a “neutral” rating on the real estate investment trust’s stock. Cantor Fitzgerald‘s target price suggests a potential upside of 3.06% from the company’s current price.

Several other brokerages have also commented on ARE. Weiss Ratings restated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a report on Thursday, October 15th. Citigroup upped their target price on Alexandria Real Estate Equities from $42.00 to $50.00 and gave the stock a “neutral” rating in a report on Monday, August 10th. The Goldman Sachs Group increased their target price on Alexandria Real Estate Equities from $54.00 to $59.00 and gave the stock a “neutral” rating in a research report on Friday, September 18th. Jefferies Financial Group lowered their target price on Alexandria Real Estate Equities from $47.00 to $46.00 and set a “hold” rating for the company in a research note on Thursday, September 24th. Finally, Royal Bank Of Canada set a $41.00 target price on Alexandria Real Estate Equities in a research note on Monday, October 12th. Two equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, Alexandria Real Estate Equities presently has a consensus rating of “Reduce” and a consensus target price of $49.93.

Alexandria Real Estate Equities Stock Performance

Shares of NYSE ARE opened at $40.75 on Wednesday. Alexandria Real Estate Equities has a 12 month low of $39.41 and a 12 month high of $69.78. The firm has a fifty day simple moving average of $48.68 and a two-hundred day simple moving average of $49.90.

Alexandria Real Estate Equities (NYSE:ARE) last announced its earnings results on Monday, October 26th. The real estate investment trust reported ($3.74) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.03) by ($3.71). The firm had revenue of $671.18 million for the quarter, compared to analysts’ expectations of $646.26 million. The company’s quarterly revenue was down 10.7% on a year-over-year basis. During the same quarter last year, the firm earned $2.22 earnings per share. As a group, analysts predict that Alexandria Real Estate Equities will post 6.39 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Alexandria Real Estate Equities news, Chairman Joel S. Marcus bought 5,000 shares of the firm’s stock in a transaction on Friday, September 11th. The stock was acquired at an average price of $49.68 per share, with a total value of $248,400.00. Following the completion of the purchase, the chairman owned 597,724 shares of the company’s stock, valued at approximately $29,694,928.32. This trade represents a 0.84% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kristina Fukuzaki-Carlson sold 16,810 shares of Alexandria Real Estate Equities stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $50.51, for a total transaction of $849,073.10. Following the transaction, the executive vice president owned 39,152 shares of the company’s stock, valued at $1,977,567.52. The trade was a 30.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.35% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ARE. D.A. Davidson & CO. boosted its holdings in Alexandria Real Estate Equities by 29.7% in the third quarter. D.A. Davidson & CO. now owns 8,132 shares of the real estate investment trust’s stock worth $386,000 after acquiring an additional 1,861 shares in the last quarter. Asset Management One Co. Ltd. increased its holdings in shares of Alexandria Real Estate Equities by 2.4% during the third quarter. Asset Management One Co. Ltd. now owns 229,257 shares of the real estate investment trust’s stock valued at $10,881,000 after acquiring an additional 5,428 shares in the last quarter. Abundance Wealth Counselors increased its holdings in shares of Alexandria Real Estate Equities by 17.1% during the third quarter. Abundance Wealth Counselors now owns 41,662 shares of the real estate investment trust’s stock valued at $1,977,000 after acquiring an additional 6,079 shares in the last quarter. Park Avenue Securities LLC increased its holdings in shares of Alexandria Real Estate Equities by 5.9% during the third quarter. Park Avenue Securities LLC now owns 6,712 shares of the real estate investment trust’s stock valued at $319,000 after acquiring an additional 372 shares in the last quarter. Finally, Paladin Wealth LLC purchased a new position in shares of Alexandria Real Estate Equities in the 3rd quarter worth about $329,000. Institutional investors own 96.54% of the company’s stock.

Key Stories Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Third-quarter adjusted FFO was $1.54 per share, slightly above estimates, while revenue of $671.2 million also exceeded expectations. Strong leasing activity and improved sales provided some evidence that demand and liquidity are stabilizing. Alexandria’s Q3 FFO & Revenues Beat Estimates on Strong Leasing
• Positive Sentiment: Management reaffirmed its $6.40 midpoint for 2026 FFO per share and set a year-end net leverage target of approximately 5.6x to 6.2x. These targets signal continued focus on balance-sheet improvement and could support investor confidence if achieved. Alexandria outlines leverage goal and reaffirms 2026 FFO guidance
• Positive Sentiment: Alexandria is selling stakes in major campuses and pursuing property sales to raise capital during the downturn. The transactions may improve liquidity and reduce leverage, although they could also reduce future ownership of high-quality assets. Alexandria sells stakes in megacampuses
• Neutral Sentiment: The proposed redevelopment of the Tanforan mall site in San Bruno could create a long-term development opportunity, but it is unlikely to materially affect near-term results and requires additional capital and execution. Alexandria advances Tanforan mall redevelopment plans
• Negative Sentiment: ARE reported a $3.74 per-share net loss, compared with a small expected loss, primarily reflecting significant impairments of real estate and land. Revenue declined 10.7% year over year, and adjusted FFO fell from $2.22 per share a year earlier to $1.54. Alexandria third-quarter results
• Negative Sentiment: Declining rental rates and lower occupancy continue to pressure operating performance, highlighting persistent weakness among biotechnology and life-sciences tenants. The stock’s position below its 50-day and 200-day moving averages reflects this ongoing investor concern.

Alexandria Real Estate Equities Company Profile

Alexandria Real Estate Equities, Inc (NYSE:ARE) is a real estate investment trust that owns, operates and develops collaborative life science, agtech and advanced technology campuses. Its properties are designed for companies, research institutions and government agencies engaged in biotechnology, pharmaceuticals, medical devices, agriculture technology and related fields.

The company provides laboratory, office and research space, along with supporting amenities and infrastructure intended to foster collaboration among its tenants.