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10 stories mentioning ARE

Every FINWIRES story that references ARE, newest first.

Research

Morgan Stanley Downgrades Alexandria Real Estate Equities to Underweight From Equalweight, Price Target is $53

Alexandria Real Estate Equities (ARE) has an average rating of hold and mean price target of $51.36, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $52.90, Change: $+0.59, Percent Change: +1.13%

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Insider Trading

Alexandria Real Estate Equities Insider Bought Shares Worth $347,558, According to a Recent SEC Filing

Joel S Marcus, Director, Executive Chairman, on May 06, 2026, executed a purchase for 7,500 shares in Alexandria Real Estate Equities (ARE) for $347,558. Following the Form 4 filing with the SEC, Marcus has control over a total of 587,724 common shares of the company, with 587,724 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1035443/000121695526000017/xslF345X05/wk-form4_1778185919.xml

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Insider Trading

Alexandria Real Estate Equities Insider Bought Shares Worth $320,416, According to a Recent SEC Filing

Joel S Marcus, Director, Executive Chairman, on May 05, 2026, executed a purchase for 7,500 shares in Alexandria Real Estate Equities (ARE) for $320,416. Following the Form 4 filing with the SEC, Marcus has control over a total of 580,224 common shares of the company, with 580,224 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1035443/000121695526000015/xslF345X05/wk-form4_1778100512.xml

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Wire

Alexandria Real Estate Equities Shares Fall After Baird Downgrade

Alexandria Real Estate Equities (ARE) shares fell 1.3% on Monday after Baird downgraded the stock to neutral from outperform and cut its price target to $46 per share from $67.Trading volume stood at over 1 million shares compared with a daily average of more than 2.4 million.Price: $40.83, Change: $-0.56, Percent Change: -1.37%

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Research

Baird Downgrades Alexandria Real Estate Equities to Neutral From Outperform, Adjusts PT to $46 From $67

Alexandria Real Estate Equities (ARE) has an average rating of hold and mean price target of $54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Citigroup Adjusts Alexandria Real Estate Equities Price Target to $42 From $52

Alexandria Real Estate Equities (ARE) has an average rating of Hold and mean price target of $56.21, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $41.22, Change: $+0.71, Percent Change: +1.75%

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Research

Research Alert: CFRA Lowers Rating On Alexandria Real Estate Equities, Inc. To Sell From Hold

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target by $29 to $35, a forward P/FFO of 6.1x our 2027 FFO estimate, a discount to ARE's one-year average (7.6x) due to negative re-leasing rates, planned asset sales, and a slowdown in leasing. We see 2027 revenue 17.8% lower than 2025 based on property sales/declining rents. We lower our 2026 FFO estimate by $0.26 to $6.27 and 2027's by $0.41 to $5.74. We now believe management has no visibility into re-leasing and occupancy trends even for 2H 2026 given the larger-than-expected decline in Q1 (-15.8% vs -5.2% in Q4 2026). While management believes AI will not replace physical labs, it could compress timelines and slow re-leasing in the near term. Management perceives the lifting of the 15% NIH limitation on reimbursement of indirect costs as a big win, but we do not anticipate this creating new demand in the near term. We also note that there is 1.5M sqft of lease expirations in 2027 that management now believes will have downtime negatively impacting 2027 by $97 million.

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Wire

Cantor Fitzgerald Adjusts Price Target on Alexandria Real Estate Equities to $43 From $60, Maintains Neutral Rating

Alexandria Real Estate Equities (ARE) has an average rating of hold and mean price target of $56.21, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $40.75, Change: $+0.34, Percent Change: +0.84%

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International

US Equity Markets End Lower as Chipmakers Slide, Middle East Tensions Lift Oil

US equity indexes closed lower on Tuesday as semiconductor shares fell and Middle East tensions lifted crude oil prices.* Arm Holdings (ARM), Applied Materials (AMAT), Lam Research (LRCX), Arista Networks (ANET), and Advanced Micro Devices (AMD) were among the tech decliners.* Iran's latest proposal to end the war in the Middle East failed to win President Donald Trump's support, Reuters reported, citing a US official.* The Conference Board's measure of consumer confidence rose to 92.8 in April from an upwardly revised 92.2 in March, compared with 89 expected in a Bloomberg survey.* The Richmond Fed's monthly manufacturing index rose to 3 in April from zero in March, above expectations for 1 in a Bloomberg poll.* May West Texas Intermediate crude oil rose $3.51 to settle at $99.88 per barrel, while June Brent crude, the global benchmark, was last seen up $2.90 at $111.13.* Alexandria Real Estate Equities (ARE) shares fell 11%, the biggest drop on the S&P 500, after the company reported lower Q1 results.* Centene (CNC) shares rose 13%, the top gainer on the S&P, after the company reported higher Q1 results and raised its 2026 outlook.

Dow JonesNasdaq CompositeS&P 500$AMAT$AMD$ANET$ARE$ARM$CNC$LRCX
Research

Research Alert: Alexandria Real Estate Equities Q1: Dispositions Accelerate, Renewal Rates Down

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ARE reported Q1 revenue of $671M (-11.5% Y/Y and $25M below consensus) vs. $754M a year ago. Rental income declined 12.1% to $653M, reflecting lower occupancy and significant pricing pressure on lease renewals across the portfolio. Rental rate changes on renewals and re-leasing showed a steep 15.0% decline (-15.8% cash basis), a dramatic reversal from the -5.5% cash renewal rate in Q4 2025. Management updated cash rental rate guidance to -14% to -7%, declining a further 300 bps since February as market conditions deteriorated. We expect continued pressure on re-leasing growth in full-year 2026 as ARE continues to optimize its portfolio of properties amid challenging life science market dynamics. The significant deterioration in renewal spreads from Q4 2025 to Q1 2026 highlights the difficult operating environment facing life science real estate, with both occupancy headwinds and rental rate pressures creating a challenging backdrop for near-term financial performance and cash flow generation.

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