Alexandria Real Estate Equities ARE

$40.63 -0.99 (-2.38%)

Valuation

Market cap
7,252,202,000
Revenue TTM
$3,026,560,000
Net income TTM
$-1,429,570,000
PE ratio
5.40
Forward PE
6.62
Profit margin
-47.23%
Debt to equity
0.67

Trading

Volume
2,959,036
Avg volume
2,025,424
Day's range
$39.95 – $41.47
Shares out
174,248,000
Stochastic %K
10%
Beta
1.16
Analysts
Hold
Price target
$51.40

Price

Company profile

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 in 1994, 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 and advanced technology innovatio...

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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 in 1994, 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 and advanced technology innovation cluster locations, including Greater Boston, San Diego, the San Francisco Bay Area, Seattle, Maryland, Research Triangle, and New York City. Alexandria Real Estate Equities, Inc. was established in 1994 and was incorporated in Maryland.

Industry
REIT - Office
Sector
Real Estate
Phone
626 578 0777
Website
https://www.are.com
Address
26 North Euclid Avenue, Pasadena, United States

Latest news

Stocktwits

StockFactz Oct 19, 8:27 PM
$ARE I would also want to bring up an old part of my thesis where some of their oversupply can be pivoted to advanced technology use cases. The demand for those spaces seems to be quite high in hubs. Let's hypothetically model a scenario where current biotech occupancy stays the same but advanced technology absorbs 6% of the space but at a depressed rent spread, let's say -25%. When we factor in reduced capex and other maintence fees from advanced tech compared to biotech, we can calculate the final rent spread is actually probably closer to -10-15%, let's just take 15%. 15% of 6% of the properties is about a 1% decline overall for occupancy to recover to 93% with no changes in biotech occupancy. This places the valuation of the overall stock at close to $72. We took a lot of assumptions here so if you want to assume that FFO takes a hit due to reduced growth expectations then we can reduce it to ~$65. That's what I would consider a base case for 1 year. Bull case is much higher
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StockFactz Oct 19, 8:21 PM
$ARE Modeling for a catastrophic additional 25% rent decline across all of the properties but at a 93% occupancy rate still means this should be at around $50-55 depending on how you estimate P/FFO. Seems we're at a very low point of a cycle. I'm assuming 93% occupancy rate as that is a sustainable level for a REIT to be at if it is going to survive and grow long term. It's also the level thats close to a full recovery of previous occupancy levels. Question is if you think we will ever reach 93% occupancy again, which I feel the answer to that is very obviously yes even if it take 1-2 years. The next question is if you think in 1-2 years when the occupancy recovers where the rent will be relative to now (not relative to it's peak but at it's current point where it's already declined so much) - With -10% rent spread it would be valued around $64 - 0% change in rent spread would be $72 - +10% change in rent spread would be $80
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StockFactz Oct 19, 7:47 PM
$ARE This reminds me a lot of 2008 even though there are a lot of obvious differences Cheap borrowing / good economic conditions -> Overbuilding / oversupply -> Buying remains high, property overvalued by 2X -> Economic conditions contract -> Leasing/sales crater due to over leverage -> property gets valued at 50% of it's actual value -> Scalp and profit??
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StockFactz Oct 19, 7:36 PM
$ARE I thought this looked cheap at $60, thank god I didn't start buying until below $50, this sh*t is getting cooked!
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StockFactz Oct 19, 7:34 PM
$ARE Wtf?? The market has lost its damn mind
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ThomasTrainTrader Oct 19, 7:27 PM
$ARE it could be worse guys! It’s only down 30% in a month after already falling 80% in the last 5 years, oh wait 🤣
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topstockalerts Oct 19, 7:05 PM
Alexandria Real Estate Equities shares are expected to move approximately 3.4% when the life sciences-focused REIT reports earnings on October 26 after market close, according to Bloomberg options data. The stock has exceeded its options-implied move in four of its last eight earnings announcements, indicating the possibility of significant volatility. Recent results have been mixed. On August 3, shares fell 4.1% versus an implied 3.9% move, while on January 26 they rose just 0.4% against an expected 6.1% swing. The most dramatic reaction occurred on October 27, 2025, when shares plunged 16.1%, far exceeding the 3.2% implied move. In July 2025, shares gained 1.4% versus 3.1% implied, while in April 2025 they fell 6.8% against an expected 7.4% decline. Investors will watch the upcoming results for signs of pressure or improvement in the company’s life sciences real estate portfolio. $ARE
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ThomasTrainTrader Oct 19, 6:09 PM
$ARE I have 1.2 million in margin available on robinhood, I generally never touch it but in seriously considering using around $150,000
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