Alexandria Real Estate Equities (ARE)
NYSEReal EstateReit - OfficeSnapshot 2026-07-31
Reading ARE? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →NYSEReal EstateReit - OfficeSnapshot 2026-07-31
Reading ARE? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Office REITs is in supercycle. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 5% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 9%, softest on free-cash-flow margins.
View QualityManagement screens weak on earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskARE's growth depends on its ability to maintain momentum in a challenging market. Recent earnings showed a significant beat, with a 1135.7% surprise in Q1 FY2026. It trades at 38× P/FFO, compared to a 14× peer median, indicating it looks expensive. The market expects more growth than we forecast, which may not be justified. If ARE cuts guidance, our model puts the next-quarter miss near 36%. Peer multiples imply a price about 10% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. ARE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering ARE (as of Jul 2026).
Based on 8 Wall Street analysts offering 12-month price targets for ARE in the last 4 months.
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Office REITs — fair value, gap to price, and forward P/E.
Dividend declaration supports financial guidance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $51.45
The last 12 months of price, then the range of analyst 12-month targets from today’s $51.45.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Undervalued shares attract veteran support.
FFO miss raises concerns about financial guidance.
Public offering supports effective capital allocation.
Securities class action threatens company stability.
Impairment charge leads to significant legal issues.
