Alexandria Real Estate Equities Inc. has seen its stock price decline by 5.04%, hitting a 5-day low amid mixed market conditions, with the Nasdaq-100 up 0.29% and the S&P 500 down 0.11%.
The company announced cash tender offers to purchase up to $800 million of its senior notes, aimed at optimizing its capital structure and reducing financing costs. This initiative includes an early tender premium to incentivize participation, but the success of the offers is contingent upon securing at least $500 million from other capital market financing, reflecting the company's sensitivity to market conditions.
This move is part of Alexandria's strategy to enhance liquidity and investor confidence, especially following recent financial challenges, including a significant net income loss reported in Q4 2025. The tender offers could potentially improve the company's credit rating and overall financial stability.
Wall Street analysts forecast ARE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARE is 51.53 USD with a low forecast of 15.84 USD and a high forecast of 67.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast ARE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARE is 51.53 USD with a low forecast of 15.84 USD and a high forecast of 67.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
11 Hold
0 Sell
Moderate Buy
Current: 54.610
Low
15.84
Averages
51.53
High
67.00
Current: 54.610
Low
15.84
Averages
51.53
High
67.00
Morgan Stanley
Equal Weight
initiated
$55
2026-01-09
Reason
Morgan Stanley
Price Target
$55
AI Analysis
2026-01-09
initiated
Equal Weight
Reason
Morgan Stanley initiated coverage of Alexandria Real Estate with an Equal Weight rating and $55 price target. The company's portfolio has notably outperformed the market average but has not been immune to occupancy declines, the analyst tells investors in a research note. The firm sees limited earnings visibility for Alexandria.
Cantor Fitzgerald
Neutral
downgrade
$48 -> $46
2026-01-05
Reason
Cantor Fitzgerald
Price Target
$48 -> $46
2026-01-05
downgrade
Neutral
Reason
Cantor Fitzgerald lowered the firm's price target on Alexandria Real Estate to $46 from $48 and keeps a Neutral rating on the shares. U.S. equity REITs returned 2.9% in 2025, lagging the S&P 500, but 2026 may offer optimism with a potentially more supportive macro environment and an accelerating M&A theme, the analyst tells investors in a research note. Stable supply and demand fundamentals, balance sheet strength, and a well-covered, growing 4% dividend yield make the sector attractive despite past underperformance, Cantor adds.
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Deutsche Bank
Omotayo Okusanya
Hold
downgrade
$83 -> $45
2025-12-19
Reason
Deutsche Bank
Omotayo Okusanya
Price Target
$83 -> $45
2025-12-19
downgrade
Hold
Reason
Deutsche Bank analyst Omotayo Okusanya lowered the firm's price target on Alexandria Real Estate to $45 from $83 and keeps a Hold rating on the shares. The firm reduced estimates following the company's investor day. Alexandria's outlook "has materially worsened" as the full impact of the weak biotech real-estate demand/supply fundamentals makes its way through the company's earnings outlook, the analyst tells investors in a research note.
Jefferies
Hold
downgrade
$62 -> $47
2025-12-15
Reason
Jefferies
Price Target
$62 -> $47
2025-12-15
downgrade
Hold
Reason
Jefferies lowered the firm's price target on Alexandria Real Estate to $47 from $62 and keeps a Hold rating on the shares as part of a broader research note previewing 2026 for Healthcare REITs. The firm expects another challenging year for lab landlords as elevated market vacancy and a 9.6% decline in trailing-12-month biotech funding will drive below-average retention in 2026, the analyst tells investors in a research note. Landlords have limited negotiating leverage, and the firm's market forecast suggests this will persist for several years, Jefferies added.
About ARE
Alexandria Real Estate Equities, Inc. is a life science real estate investment trust. The Company is an owner, operator and developer of collaborative life science, agricultural technology (agtech), and advanced technology mega campuses in AAA innovation cluster locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. The Company, through its venture capital platform, provides strategic capital to life science, agrifoodtech, climate innovation, and technology companies. Its tenants include multinational pharmaceutical companies; public and private biotechnology companies; life science product, service and medical device companies; digital health, technology, and agtech companies; academic and medical research institutions; United States government research agencies; non-profit organizations, and venture capital firms. It has a Labspace asset base predominantly concentrated in markets with barriers to entry.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
