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Alexandria Real Estate Equities, Inc. Stock Price

NYSE:ARE Community·US$9.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 150 Fair Values set on narratives written by author

ARE Share Price Performance

US$53.17
-18.94 (-26.27%)
US$88.00
Fair Value
US$53.17
-18.94 (-26.27%)
39.6% undervalued intrinsic discount
US$88.00
Fair Value
Price US$53.17
Ivoed US$88.00
AnalystHighTarget US$65.00
AnalystConsensusTarget US$55.50

ARE Community Narratives

Fair Value
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Fair Value US$88 39.6% undervalued intrinsic discount

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

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10users have followed this narrative
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Fair Value US$65 18.2% undervalued intrinsic discount

Premier Innovation Hubs Will Fuel Long-Term Lab Demand

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Fair Value US$55.5 4.2% undervalued intrinsic discount

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

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83users have followed this narrative
US$55.5
4.2% undervalued intrinsic discount
Profit Margin
16.88%
Future PE
27.26x
Price in 2029
US$73.68
US$50
6.3% overvalued intrinsic discount
Profit Margin
18.49%
Future PE
22.05x
Price in 2029
US$65.1

Trending Discussion

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 39.6% undervalued intrinsic discount
10 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: Balance Sheet Repositioning And Governance Shift Will Support Future Upside

Fair Value: US$65 18.2% undervalued intrinsic discount
3 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: Simple Majority Governance Change Will Support Future Upside Potential

Fair Value: US$55.5 4.2% undervalued intrinsic discount
83 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued established dividend payer.

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

Narrative Update Jun 05

ARE: Balance Sheet Repositioning And Governance Shift Will Support Future Upside

Analysts have trimmed their price target for Alexandria Real Estate Equities to $64.99 from $67.89. This reflects updated assumptions for a slightly lower discount rate, modestly slower revenue growth, a small improvement in profit margin, and a reduced future P/E estimate.
Seeking Alpha Jun 04

Alexandria Real Estate: Thesis Has Evolved, Same Hold, Different Goalposts

Summary Alexandria Real Estate Equities remains rated Hold as improved policy clarity and a recovering disposition market are offset by new operational headwinds. NIH indirect cost cap removal and better asset sale prospects reduce tail risks, but occupancy and NOI guidance have been revised downward amid weak leasing trends. A significant 2027 lease expiration wall (~$97m annual rent) now threatens to extend FFO pressures beyond Q4 2026, clouding recovery visibility. Despite low valuation (~7.6x FFO, ~6% yield), absent immediate catalysts and extended risks warrant ongoing caution until leasing and expiration trends improve. Read the full article on Seeking Alpha

Recent updates

No updates