Lawsuit Notification: Kirby McInerney LLP reminds investors of Alexandria Real Estate that January 26, 2026, is the deadline to seek lead plaintiff status in a class action concerning securities purchased between January 27, 2025, and October 27, 2025.
Financial Missteps: Alexandria's Q3 2025 earnings report revealed revenues that fell short of analyst expectations, with a 7% decline in adjusted funds from operations attributed to lower occupancy rates and slower leasing activity, resulting in a $323.9 million real estate impairment charge.
Stock Price Plunge: Following the earnings release, Alexandria's share price dropped from $77.87 to $62.94, a decline of approximately 19.17%, indicating market concerns regarding the company's future growth potential.
False Information Allegations: The lawsuit alleges that the company failed to provide reliable information regarding leasing spreads and anticipated occupancy growth, leading to misleading optimistic reports about its life-science properties, which adversely affected investor decisions.
ARE
$47.56+Infinity%1D
Analyst Views on ARE
Wall Street analysts forecast ARE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARE is 64.78 USD with a low forecast of 30.00 USD and a high forecast of 104.00 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.
12 Analyst Rating
Wall Street analysts forecast ARE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARE is 64.78 USD with a low forecast of 30.00 USD and a high forecast of 104.00 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.
2 Buy
9 Hold
1 Sell
Hold
Current: 46.970
Low
30.00
Averages
64.78
High
104.00
Current: 46.970
Low
30.00
Averages
64.78
High
104.00
Jefferies
Hold
downgrade
$62 -> $47
2025-12-15
New
Reason
Jefferies
Price Target
$62 -> $47
2025-12-15
New
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.
Cantor Fitzgerald
Neutral
downgrade
$52 -> $48
2025-12-05
Reason
Cantor Fitzgerald
Price Target
$52 -> $48
2025-12-05
downgrade
Neutral
Reason
Cantor Fitzgerald lowered the firm's price target on Alexandria Real Estate to $48 from $52 and keeps a Neutral rating on the shares. The firm says the company's investor day was titled a "reset" for a company slugging through dam-breaking fundamental headwinds created by extreme levels of oversupply and still tepid demand for lab space. Cantor thinks the company came to the event with appropriate humility and an open book of what lies ahead, which for now isn't pretty.
BofA
Joshua Dennerlein
Neutral
downgrade
$57 -> $50
2025-12-05
Reason
BofA
Joshua Dennerlein
Price Target
$57 -> $50
2025-12-05
downgrade
Neutral
Reason
BofA analyst Joshua Dennerlein lowered the firm's price target on Alexandria Real Estate to $50 from $57 and keeps a Neutral rating on the shares after the company hosted its investor day this week. Management now expects the overall life science market to take 4-5 years to reach equilibrium, versus prior forecasts of 2-3 years, and Alexandria reduced the high end of its FY26 guidance that was initially provided with Q3 earnings, the analyst noted.
Baird
Wesley Golladay
Outperform
to
NULL
downgrade
$73 -> $67
2025-12-04
Reason
Baird
Wesley Golladay
Price Target
$73 -> $67
2025-12-04
downgrade
Outperform
to
NULL
Reason
Baird analyst Wesley Golladay lowered the firm's price target on Alexandria Real Estate to $67 from $73 and keeps an Outperform rating on the shares. The firm updated its model following its Investor Day.
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.
