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Alexandria Real Estate Equities Inc. ($ARE) Stock Forecast: Down 5.1% Today

Morpher AI identified a bearish signal. The stock price may continue to fall based on the momentum of the negative news.

What is Alexandria Real Estate Equities Inc.?

Alexandria Real Estate Equities (ARE) is a real estate investment trust (REIT) specializing in life science and technology campuses. The company focuses on leasing properties to tenants in the healthcare and technology industries.

Why is Alexandria Real Estate Equities Inc. going down?

ARE stock is down 5.1% on Jan 28, 2026 19:42

  • The bearish movement in ARE's stock today can be attributed to the significant net loss reported in Q4 2025, primarily due to real estate impairment charges, which impacted investor confidence in the company's financial health.
  • Despite exceeding AFFO and revenue estimates, the market may have reacted negatively to the decline in rental income and operating occupancy, raising concerns about the company's ability to maintain profitability in the near term.
  • The ongoing high vacancy rate in the life sciences building in University City, Philadelphia, despite securing a substantial loan, may have also contributed to the bearish sentiment surrounding ARE, reflecting broader uncertainties in the real estate sector.
  • Overall, the contrasting narratives of strong FFO resilience but significant net losses have likely led to mixed interpretations of ARE's future profitability, prompting the bearish market movement today.

ARE Price Chart

ARE Technical Analysis

ARE News

Piper Sandler Adjusts Bristol-Myers Squibb Price Target to $66 From $62, Maintains Overweight Rating

Piper Sandler has increased its price target for Bristol-Myers Squibb (BMY) to $66 from $62, while reaffirming its Overweight rating on the stock. This adjustment reflects a continued positive outlook from the analyst firm for the pharmaceutical company. The article also lists other recent analyst adjustments and company news related to drug development and collaborations.

https://www.marketscreener.com/news/piper-sandler-adjusts-bristol-myers-squibb-price-target-to-66-from-62-maintains-overweight-rating-ce7e5bd9d08bf02d

0 News Article Image Piper Sandler Adjusts Bristol-Myers Squibb Price Target to $66 From $62, Maintains Overweight Rating

Alexandria Real Estate (ARE) FFO Resilience Tests Bearish Loss Narratives After FY 2025 Results

Alexandria Real Estate (ARE) ended FY 2025 with Q4 revenue of US$754.1 million and a basic EPS loss of US$6.35, yet funds from operations (FFO) remained resilient at US$329.0 million. While accounting profits show significant losses, the consistent FFO above US$1.3 billion over the past year contrasts with a US$1.4 billion net loss, leading to differing bullish and bearish interpretations regarding the company's financial health and future profitability. Despite concerns about weak interest coverage and dividend instability, the stock trades at a lower P/S multiple than its industry, with analysts forecasting strong earnings growth and a return to profitability within three years.

https://simplywall.st/stocks/us/real-estate/nyse-are/alexandria-real-estate-equities/news/alexandria-real-estate-are-ffo-resilience-tests-bearish-loss

1 News Article Image Alexandria Real Estate (ARE) FFO Resilience Tests Bearish Loss Narratives After FY 2025 Results

Alexandria Real Estate Equities Reports 4Q25 Net Loss Per Share of $6.35; FFO Per Share – Adjusted of $2.16

Alexandria Real Estate Equities (NYSE: ARE) reported a significant net loss of $1.08 billion for Q4 2025, primarily due to $1.44 billion in real estate impairment charges. The company's adjusted Funds From Operations (FFO) per share was $2.16 in Q4 2025, down from $2.39 in Q4 2024. Despite a decline in rental income and operating occupancy, Alexandria Estate Equities focused on strategic dispositions, reducing capital spend, and improving its balance sheet, with 2026 FFO guidance set between $6.25 and $6.55 per share.

https://news.alphastreet.com/alexandria-real-estate-equities-reports-4q25-net-loss-per-share-of-6-35-ffo-per-share-adjusted-of-2-16/

2 News Article Image Alexandria Real Estate Equities Reports 4Q25 Net Loss Per Share of $6.35; FFO Per Share – Adjusted of $2.16

Brandywine secures $87M loan for mostly vacant life sciences tower in University City

Brandywine Realty Trust has secured an $87 million loan for its 472,000-square-foot life sciences building located at 3151 Market St. in University City, Philadelphia. The 14-story tower, completed in late 2024, is currently only 4% leased. This financing, despite the high vacancy, supports the ongoing development in Philadelphia's life sciences sector.

https://www.bizjournals.com/philadelphia/news/2026/01/27/brandywine-cpace-financing-3151-market.html

3 Missing News Article Image Brandywine secures $87M loan for mostly vacant life sciences tower in University City

Alexandria Real Estate Equities Inc (NYSE:ARE) Beats AFFO Expectations

Alexandria Real Estate Equities Inc (NYSE:ARE) exceeded Q4 2025 AFFO and revenue estimates, with its stock rising 2.27%. The company maintained solid leasing volume, improved occupancy, and achieved significant liquidity by year-end 2025. ARE also declared a quarterly dividend of $0.72 per share and reiterated its full-year 2026 adjusted FFO per share guidance.

https://fxdailyreport.com/alexandria-real-estate-equities-inc-nyseare-beats-affo-expectations/

4 News Article Image Alexandria Real Estate Equities Inc (NYSE:ARE) Beats AFFO Expectations

Alexandria Real Estate Equities Inc. Price History

07.00.2026 - ARE Stock was up 7.1%

  • Despite challenges like securities class action lawsuits, a real estate impairment charge, and unmet financial expectations in Q3 2025, ARE's stock displayed a bullish movement.
  • The unveiling of a significant biosciences campus plan in Redwood City likely had a positive impact on investor sentiment towards ARE, hinting at growth prospects in the life sciences field.
  • Market sentiment varies, evident in diverse analyst price targets and ongoing legal scrutiny, reflecting investor deliberation on balancing the company's current undervaluation against future uncertainties.
  • The stock's recent increase may be attributed to investors factoring in the reminder of the securities class action lawsuit and the repercussions of disappointing financial results, which might already be factored into the stock price.

28.09.2025 - ARE Stock was down 16.2%

  • ARE stock saw a decline in value today, possibly due to the company falling short of Q3 FFO and revenue expectations.
  • The decrease in revenues and FFO in Q3 could be linked to occupancy challenges impacting the company's performance.
  • Negative market sentiment surrounding ARE stock may have been influenced by Wall Street forecasts for key metrics.
  • Concerns among investors regarding the company's future performance are likely driven by disappointing Q3 results and projections.

03.11.2025 - ARE Stock was down 8.2%

  • ARE stock experienced a strong bearish movement due to a combination of factors:
  • Significant decrease in its quarterly cash dividend for the fourth quarter of 2025 to strengthen its balance sheet and financial flexibility, possibly disappointing income-seeking investors.
  • Securities fraud class action lawsuit alleging failure to disclose material information and misrepresentation of leasing volume and development pipeline likely contributing to negative sentiment.
  • Market trends were mixed, with companies like American Eagle Outfitters and Microchip Technology experiencing stock rises due to better-than-expected earnings, whereas others like Netflix and ARE faced declines due to weak guidance and legal issues.

03.11.2025 - ARE Stock was down 5.2%

  • A 45% decrease in the quarterly cash dividend for the fourth quarter of 2025 has raised concerns among investors about the company's financial stability or the necessity to strengthen its balance sheet.
  • Securities fraud class action lawsuits that accuse the company of misrepresenting leasing volume and development pipeline, along with a real estate impairment charge, have led to a loss of investor trust and a pessimistic outlook on ARE stock.
  • Allegations of deceptive statements concerning property values and occupancy rates have undermined investor confidence in the company's transparency and governance standards, contributing to the downward trend in the market.
  • The convergence of a dividend reduction, financial difficulties, and legal disputes has prompted widespread selling of ARE shares, resulting in the significant bearish movement witnessed recently.

28.00.2026 - ARE Stock was down 5.1%

  • The bearish movement in ARE's stock today can be attributed to the significant net loss reported in Q4 2025, primarily due to real estate impairment charges, which impacted investor confidence in the company's financial health.
  • Despite exceeding AFFO and revenue estimates, the market may have reacted negatively to the decline in rental income and operating occupancy, raising concerns about the company's ability to maintain profitability in the near term.
  • The ongoing high vacancy rate in the life sciences building in University City, Philadelphia, despite securing a substantial loan, may have also contributed to the bearish sentiment surrounding ARE, reflecting broader uncertainties in the real estate sector.
  • Overall, the contrasting narratives of strong FFO resilience but significant net losses have likely led to mixed interpretations of ARE's future profitability, prompting the bearish market movement today.

28.00.2026 - ARE Stock was down 5.0%

  • Alexandria Real Estate Equities (ARE) reported a significant net loss for Q4 2025, mainly due to real estate impairment charges, leading to bearish sentiments among investors.
  • Despite exceeding AFFO and revenue estimates, the company faced challenges such as a decline in occupancy and negative rental rates, contributing to the bearish market movement.
  • Analysts' concerns about weak interest coverage and dividend instability may have further fueled the bearish narrative surrounding ARE's financial health and future profitability.
  • The ongoing development in Philadelphia's life sciences sector, as seen with Brandywine securing a loan for a mostly vacant building, highlights potential competition and market dynamics affecting ARE's performance.

22.07.2025 - ARE Stock was up 5.1%

  • ARE stock experienced a notable upward trend today, possibly influenced by optimistic market sentiment and investor confidence in the company's future growth prospects.
  • Despite a 3% decrease following the recent earnings release, investors seem hopeful about ARE's potential recovery, fuelled by forthcoming earnings projections and the company's focused approach towards high-demand real estate sectors.
  • The positive stock movement may also be linked to general market patterns or industry-specific factors that are bolstering real estate investments, thereby boosting ARE's stock value.

27.00.2026 - ARE Stock was down 2.6%

  • Concerns over a potential dividend cut and a slowdown in biopharma research spending negatively impacted leasing demand, leading to the bearish movement in ARE stock.
  • The exit of ClearBridge Investments from its position in ARE due to ongoing uncertainty and the dividend cut added to the negative sentiment surrounding the stock.
  • Despite reporting strong Q4 financial results with FFO per share exceeding estimates, the market reaction was muted, indicating investor caution towards the challenging revenue environment projected for 2026.
  • The combination of missed earnings expectations, concerns over future revenue growth, and overall market sentiment contributed to the bearish movement in Alexandria Real Estate Equities (ARE) stock today.

04.11.2025 - ARE Stock was down 7.1%

  • ARE stock saw a substantial decrease of 10.05% in its value today.
  • The decline in ARE's stock price is linked to alleged misleading statements concerning its Long Island City property, unsatisfactory Q3 financial results, failure to meet analyst projections, decreases in revenue, adjusted funds from operation, and occupancy rates.
  • Legal actions initiated by Faruqi & Faruqi, LLP and Pomerantz LLP through a class action lawsuit heightened investor apprehensions and potentially added to the selling pressure on ARE shares.
  • Despite a positive performance in the broader stock market on the same day, ARE lagged behind its competitors and major indices, suggesting internal company challenges that led to negative market sentiment.

29.03.2025 - ARE Stock was down 5.1%

  • ARE stock saw a significant downward movement today despite exceeding Q1 FFO and revenue expectations, highlighting a divergence between strong financial results and market response.
  • The market's adverse reaction may stem from concerns regarding future growth prospects or broader economic factors affecting the real estate industry.
  • Investors could be paying more attention to forward-looking guidance or potential obstacles the company may encounter, contributing to the bearish trajectory following the positive earnings outcome.
  • The difference between Wall Street's projections and actual performance in key metrics might have impacted investor sentiment, prompting the bearish shift in ARE stock.

04.11.2025 - ARE Stock was down 10.3%

  • ARE stock underperformed, falling by 10.05%, hitting a 52-week low at $48.42, and trading 55.26% below its yearly high.
  • The class action lawsuit against ARE for alleged securities fraud and below-expectation financial results in Q3 2025 likely contributed to the stock's decline.
  • Weak guidance, dividend cuts, and declining bids for Warner Bros. Discovery among other factors led to the negative market sentiment towards ARE.
  • Despite maintaining a strong dividend yield and analyst Outperform ratings, the company's recent financial performance and legal challenges have impacted investor confidence, resulting in the bearish movement.

06.00.2026 - ARE Stock was up 2.6%

  • Today, ARE experienced a strong bullish movement in the market, despite facing legal challenges and allegations of securities fraud. The market movement can be attributed to several factors:
  • The positive market sentiment towards real estate investment trusts (REITs) in the current economic landscape.
  • Potential investor optimism regarding ARE's ability to navigate through the legal issues and maintain its position in the market.
  • The company's strategic initiatives and strong fundamentals overshadowing the short-term legal uncertainties.
  • The overall bullish trend in the real estate sector contributing to the positive movement in ARE's stock price.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.