Evercore ISI Issues Positive Forecast for Alexandria Real Estate Equities (NYSE:ARE) Stock Price

Posted by Anthony Miller on Jan 29th, 2026

Alexandria Real Estate Equities (NYSE:ARE – Get Free Report) had its target price boosted by equities research analysts at Evercore ISI from $64.00 to $67.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The brokerage currently has an “outperform” rating on the real estate investment trust’s stock. Evercore ISI’s target price would suggest a potential upside of 23.38% from the company’s previous close.

A number of other equities research analysts have also recently weighed in on the company. JPMorgan Chase & Co. dropped their price objective 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. Citizens Jmp downgraded Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Citigroup cut their price target on shares of Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating on the stock in a research note on Thursday, December 4th. BMO Capital Markets raised their price objective on shares of Alexandria Real Estate Equities from $60.00 to $65.00 and gave the company an “outperform” rating in a research note on Monday. Finally, Mizuho dropped their price objective on shares of Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating for the company in a report on Friday, January 9th. Five analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Alexandria Real Estate Equities presently has an average rating of “Hold” and a consensus price target of $65.14.

Read Our Latest Research Report on ARE

Alexandria Real Estate Equities Trading Down 0.6%

ARE stock traded down $0.31 during midday trading on Wednesday, hitting $54.30. 138,449 shares of the company’s stock were exchanged, compared to its average volume of 2,616,926. Alexandria Real Estate Equities has a 1-year low of $44.10 and a 1-year high of $105.14. The stock has a market capitalization of $9.41 billion, a PE ratio of -6.43, a P/E/G ratio of 7.02 and a beta of 1.31. The business has a 50-day simple moving average of $51.43 and a two-hundred day simple moving average of $66.90. The company has a current ratio of 0.23, a quick ratio of 0.24 and a debt-to-equity ratio of 0.65.

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

Alexandria Real Estate Equities announced that its board has authorized a share buyback 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 repurchase up to 6.4% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity

In other news, Director Sheila K. Mcgrath bought 3,100 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The stock was purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the purchase, the director owned 8,392 shares of the company’s stock, valued at $382,675.20. This trade represents a 58.58% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 1.15% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of Alexandria Real Estate Equities during the second quarter worth $1,195,306,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Alexandria Real Estate Equities by 1,022.1% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,813,955 shares of the real estate investment trust’s stock valued at $151,175,000 after purchasing an additional 1,652,298 shares in the last quarter. DAVENPORT & Co LLC increased its position in shares of Alexandria Real Estate Equities by 1,796.2% in the 2nd quarter. DAVENPORT & Co LLC now owns 835,789 shares of the real estate investment trust’s stock worth $60,814,000 after purchasing an additional 791,712 shares during the last quarter. Menora Mivtachim Holdings LTD. acquired a new position in shares of Alexandria Real Estate Equities in the 3rd quarter worth approximately $61,255,000. Finally, Lasalle Investment Management Securities LLC raised its stake in Alexandria Real Estate Equities by 89.2% during the second quarter. Lasalle Investment Management Securities LLC now owns 1,175,406 shares of the real estate investment trust’s stock worth $85,370,000 after acquiring an additional 554,236 shares during the period. 96.54% of the stock is currently owned by institutional investors and hedge funds.

Alexandria Real Estate Equities News Summary

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

Positive Sentiment: Q4 earnings and operating metrics marginally beat expectations (EPS and revenues/AFFO beats; leasing activity described as steady), providing near‑term earnings support. Alexandria Real Estate Equities Inc (ARE) Q4 2025 Earnings Call Highlights: Strong Leasing …
Positive Sentiment: Company launched cash tender offers to repurchase up to $800M of long‑dated notes, signaling active liability management that can reduce interest and improve leverage metrics. Alexandria Real Estate Equities, Inc. Announces Cash Tender Offers
Positive Sentiment: Management is resetting the balance sheet and dividend policy, and shares have rebounded on the announced restructuring — a constructive step for long‑term financial stability. Alexandria Real Estate Equities Resets Balance Sheet And Dividend As Shares Rebound
Neutral Sentiment: Brokerage consensus sits around a “Hold,” reflecting mixed analyst views despite some bullish notes; this suggests limited near‑term analyst catalysts. Alexandria Real Estate Equities, Inc. (NYSE:ARE) Receives Average Recommendation of “Hold” from Brokerages
Negative Sentiment: Company recorded a roughly $1B loss tied to valuation declines and warned of continued challenges for lab leasing as a supply glut persists — a material near‑term headwind for NAV and earnings. Alexandria Posts $1B Loss, Forecasts More Challenges For Lab Leasing
Negative Sentiment: Management outlined large disposition targets ($2.9B for 2026 and near‑term planned sales such as ~$581M), and expects occupancy to dip in Q1 — signals of operational stress and potential earnings pressure during the sales/transition period. Alexandria outlines $2.9B 2026 dispositions target and expects occupancy dip in Q1 2026 as portfolio strategy intensifies
Negative Sentiment: Asset‑level setbacks and strategy shifts: Alexandria is selling Bay Area sites for housing and scrapped a Fenway lab conversion plan — underscoring repositioning but also execution challenges and lower near‑term lab demand. From life sciences to living quarters: Alexandria Real Estate Equities to sell Bay Area sites for housing Alexandria Scraps Fenway Lab Conversion Plans
Negative Sentiment: Market and sentiment pressure: coverage notes dividend‑cut concerns and relative underperformance versus peers, which can amplify short‑term selling. Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns Alexandria Real Estate Equities Inc. stock underperforms Wednesday when compared to competitors

About Alexandria Real Estate Equities

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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.