Alexandria Real Estate Equities (ARE)
NYSEReal EstateReit - OfficeSnapshot 2026-07-07
$49.41-0.92%
Close 2026-07-07 · 1-day change
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Alexandria Real Estate focuses on life science office buildings. It aims for $6.4 EPS in 2026. The company completed $1.81B funding from asset sales. Dividend payments continue supporting income.
The company faces legal troubles from securities fraud lawsuits. EPS guidance was cut despite recent beats. Revenue is expected to decline about 8.5%.
The price is about 37% below our fair value near $78. Analysts expect about -8.5% revenue decline. Our fair value is well above the Street median, reflecting cautious optimism.
Breaks if: Funding from asset sales falls below $1.5B in 2025
Continue to manage capital allocation through strategic dispositions and sales.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 4 of last 4 quarters. Completed $1.81B of funding in 2025, primarily from sales of non-core assets and land. The company has shown progress in managing capital allocation effectively, aligning with its stated priority.
“We exceeded the midpoint of our 2025 guidance for dispositions and sales of partial interests.”
“We expect to fund a significant portion of our capital requirements through dispositions.”
“We plan to continue funding a significant portion of our capital requirements through dispositions.”
“We plan to continue funding a significant portion of our capital requirements through dispositions.”
Breaks if: EPS falls below $4.0 in 2026
Focus on maintaining strong financial guidance amidst market conditions.
Stated in 4 of last 4 quarters. Revenue was $833.3M in 2025-Q4. Despite recurring emphasis on maintaining strong financial guidance, the company reported a net income of $492.16M in 2025-Q4, indicating mixed results in delivering on this priority.
“Our guidance for 2026 has been updated to reflect our current view of existing market conditions.”
“We exceeded the midpoint of our 2025 guidance for dispositions and sales of partial interests.”
“Our guidance for 2026 that was initially provided on December 3, 2025 has been reiterated.”
“We expect to fund a significant portion of our capital requirements through dispositions.”
Breaks if: Revenue falls below $1.7B in 2026
Focus on maintaining strong financial guidance amidst market conditions.
Stated in 4 of last 4 quarters. Revenue was $833.3M in 2025-Q4. Despite recurring emphasis on maintaining strong financial guidance, the company reported a net income of $492.16M in 2025-Q4, indicating mixed results in delivering on this priority.
“Our guidance for 2026 has been updated to reflect our current view of existing market conditions.”
“We exceeded the midpoint of our 2025 guidance for dispositions and sales of partial interests.”
“Our guidance for 2026 that was initially provided on December 3, 2025 has been reiterated.”
“We expect to fund a significant portion of our capital requirements through dispositions.”