Alexandria Real Estate EquitiesNYSE: ARE
Real Estate · Office REITs
$41.54
+2.54%
Vol: 1.7M
Research Digest
Friday, May 1, 2026
Alexandria Real Estate reports Q1 FFO $1.73; occupancy drops to 87.7%; analyst downgrades
Alexandria Real Estate reported Q1 2026 FFO per share (adjusted) of $1.73 and reaffirmed FY2026 FFO midpoint guidance at $6.40. However, portfolio occupancy fell 320bps QoQ to 87.7%; year-end 2026 guidance lowered to 87% from 88.5%. Cantor Fitzgerald downgraded and cut PT to $43 from $60 (Neutral). BMO downgraded to Market Perform. Stock hit 52-week low of $41.42.
Previous Market Intelligence
13 daysApr 30Alexandria Real Estate occupancy falls 320 bps to 87.7%; analyst price targets slashed amid weak Q1Negative▶
Alexandria Real Estate reported Q1 2026 adjusted FFO per share of $1.73 but occupancy fell sharply to 87.7%, down 320 basis points from prior quarter. Same-property NOI declined 11.9% year-over-year on 11.7% cash basis due to lower occupancy and downtime. Company cut year-end 2026 occupancy guidance from 88.5% to 87%. Stock hit 52-week low at $41.42 (down 37% over 12 months). Cantor Fitzgerald cut price target to $43 from $60 while maintaining Neutral. BMO Capital downgraded to Market Perform.
Apr 16Alexandria Real Estate shares surge 4.9% April 15 but Jefferies cuts price targetMixed▶
Alexandria Real Estate Equities (ARE) shares rose 4.9% to $47.61 on April 15 despite Jefferies reducing price target from $57 to $47 on April 15, citing challenging market conditions. The company was named one of Newsweek Most Trustworthy Companies for the fourth consecutive year on April 2. Q1 2026 earnings conference call scheduled for April 28 after market close.
Apr 15Alexandria Real Estate shares surge 3.8% on April 14; governance change to simple majority director removal effective March 31.Neutral▶
Alexandria Real Estate Equities shares rose 3.8% to $45.39 on April 14. Company adopted governance change shifting director removal from two-thirds to simple majority shareholder vote effective March 31. Quarterly dividend of $0.72 paid on April 15. BMO Capital downgraded to Market Perform from Outperform on March 25, while JPMorgan cut price target to $57 from $63 on March 10.
Apr 14Alexandria Real Estate named Most Trustworthy Company by Newsweek for 4th consecutive year; Q1 2026 earnings call set for April 28.Neutral▶
Alexandria Real Estate recognized by Newsweek as Most Trustworthy Company for 4th consecutive year. Q1 2026 results due April 27 after market close. Quarterly dividend of $0.72 per share (cut 45% from $1.32) preserving $410M annual liquidity. Q4 2025 EPS of -$6.35. Management targets $2.9B in non-core asset dispositions for 2026. Stock declined 55% over past 52 weeks.
Apr 13Alexandria Real Estate named Most Trustworthy Company for 4th consecutive year; Q1 results April 28.Neutral▶
Alexandria Real Estate named one of America's Most Trustworthy Companies for 4th consecutive year on April 2. Declared quarterly dividend of $0.72 per share for Q1 2026, payable April 15. Q1 2026 results conference April 28. Some analyst downgrades on lab oversupply concerns.
Apr 10Alexandria Real Estate recognized as one of most trustworthy companies for fourth consecutive year; BMO downgrades.Neutral▶
Alexandria Real Estate named one of the most trustworthy companies in America by Newsweek for the fourth consecutive year, ranking second in real estate category. ARE rose 2.21%. However, BMO Capital downgraded ARE from Outperform to Market Perform on March 25 and upcoming Q1 earnings expected to show significant EPS decline. Company operates life science mega campuses across AAA innovation clusters.
Apr 9Alexandria Real Estate named Most Trustworthy Company for fourth consecutive year by NewsweekPositive▶
Alexandria Real Estate Equities named one of Most Trustworthy Companies in America by Newsweek for fourth consecutive year, ranking second in real estate/housing category on April 2. Company filed Articles Supplementary March 31 to opt out of Maryland two-thirds director removal rule, shifting to simple majority threshold. 466,598 RSF Novartis Biomedical Research Center broke ground February 2026. Stock rose 2.21% celebrating 32 years in life science real estate.
Apr 8Alexandria Real Estate Equities named Newsweek 'Most Trustworthy' for 4th year; downgrades offset trust accoladeMixed▶
Alexandria Real Estate Equities recognized as one of Most Trustworthy Companies in America by Newsweek for fourth consecutive year (April 2, 2026). Despite recognition, stock faced recent downgrades: BMO to Market Perform (March 25) and JPMorgan PT cut to $57 from $63 (March 10). Company celebrating 32 years in life science real estate with strong occupancy.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Alexandria named Most Trustworthy Company by Newsweek; analyst downgrades continue.Neutral▶
Alexandria Real Estate named Most Trustworthy Company by Newsweek for fourth consecutive year. BMO downgraded to Market Perform (Mar 25); JPMorgan cut PT to $57 (Mar 10). Announced 466,598 RSF Novartis Biomedical Research Center groundbreaking. Avg Hold PT $57.22.
Apr 3Alexandria Real Estate hits 52-week low of $44.10 and faces BMO Capital downgrade despite Newsweek trustworthiness recognition.Negative▶
Alexandria Real Estate Equities stock reached a 52-week low at $44.10, down from $93.54 high, representing a 52.1% decline over the past year. BMO Capital downgraded the stock to Market Perform from Outperform with a $52.00 price target. Quarterly dividend of $0.72 per share payable April 15.
Apr 2Alexandria Real Estate removed from FTSE All-World Index on March 21; shares up 2.21% on positive life science REIT sentiment.Neutral▶
Alexandria Real Estate Equities celebrated 32 years of life science REIT leadership with strong tenant retention and occupancy, but faces sector pressure from rising rates and geopolitical tensions. Stock removed from FTSE All-World Index on March 21, 2026. Shares up 2.21% on positive sentiment about market position. However, governance change allowing removal of directors by simple majority vote signals possible internal shifts. Company experienced 19% stock drop in October 2025 after $323.9M impairment charge.
Apr 1Alexandria Real Estate downgraded by BMO and JPMorgan amid dividend cuts and volatility.Negative▶
Alexandria faces downgrades from BMO Capital (Market Perform) and JPMorgan (PT cut to $57). Company cut dividends and raised debt. Celebrated 32 years of life science leadership. Stock at $48.87.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| BXPBXP | $59.30 | +1.44% | +12.6% | 28.0x | 1.05 | $10.4B |
| AREALEXANDRIA | $41.54 | +2.54% | -5.9% | -506.4x | 1.34 | $7.1B |
| WELLWELLTOWER | $217.35 | +0.00% | +8.2% | 66.1x | — | $153.2B |
| PLDPROLOGIS | $141.40 | -0.43% | +7.3% | 41.8x | 1.41 | $132.4B |
| EQIXEQUINIX | $1,082.36 | -0.04% | +6.6% | 49.5x | 1.00 | $106.8B |
| AMTAMERICAN | $181.72 | -0.54% | +3.7% | 26.4x | 0.93 | $85.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.