Alexandria Real Estate Equities, Inc. (ARE) earnings on August 3, 2026
More Alexandria Real Estate Equities, Inc. earnings
Prior outlook: Pessimistic Outcome: Accurate
The stock opened sharply lower and kept falling throughout the day, closing down almost 8%. This ended a two-week winning streak the stock had been on.
ARE price around the earnings
48.87
Change: -7.8%
2026-08-04, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Accurate
- Thesis published
- Results released
Negative growth projections and highly volatile past earnings create a pessimistic outlook, despite a recent moderate 14-day rally.
Context analyzed before publication
- Trend
- Increasingly pessimistic trajectory with significant sell-off into earnings, despite a recent moderate 14-day rally.
Analysts
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 2.94
- Analysts covering the stock
- 14
- Average price target
- 51
- Lowest price target
- 42
- Highest price target
- 60
- Upside to price target
- -4.2%
- Revenue growth
- -11.5%
- Forward EPS
- -0.88
- Trailing EPS
- -6.27
- Analyst moves in the last 60 days
- 4
- Strong buy: 0
- Buy: 2
- Hold: 12
- Sell: 1
- Strong sell: 1
- Strong buy
- 0
- Buy
- 2
- Hold
- 12
- Sell
- 1
- Strong sell
- 1
- July 6, 2026 · Mizuho: Maintains rating (Outperform → Outperform)
- July 1, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
- June 12, 2026 · BMO Capital: Maintains rating (Market Perform → Market Perform)
- June 11, 2026 · Morgan Stanley: Downgrades rating (Equal-Weight → Underweight)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (1)
- Mizuho Maintains Outperform on Alexandria Real Estate, Lowers Price Target to $60 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 51.48
- Average true range (ATR)
- 3.2%
- Distance to 52-week high
- -35.4%
- 14-day change (14d)
- +2.5%
- 30-day change (30d)
- -2.9%
- 30-day relative strength
- -3.0%
- SPY change (30d)
- +0.1%
- Nearest support
- 51.21
- Distance to nearest support
- 0.5%
- Nearest resistance
- 52
- Distance to nearest resistance
- 1%
- Volume accumulation ratio (14d / 46d)
- 0.75
- Mid: 51.21 (0.5% away, 0.17 ATR, 14 touches)
- Major: 50.87 (1.2% away, 0.37 ATR, 38 touches)
- Mid: 50.55 (1.8% away, 0.57 ATR, 14 touches)
- Mid: 52 (1% away, 0.32 ATR, 21 touches)
- Major: 52.79 (2.5% away, 0.8 ATR, 31 touches)
- Major: 53.12 (3.2% away, 1 ATR, 23 touches)
Trends
Evidence
- Average earnings surprise
- -209.2%
- April 27, 2026: actual EPS 2.1 vs estimate 0.14 (surprise +1360.0%)
- January 26, 2026: actual EPS -6.35 vs estimate 0.3 (surprise -2200.8%)
- October 27, 2025: actual EPS 0.5 vs estimate 0.39 (surprise +28.2%)
- July 21, 2025: actual EPS 0.48 vs estimate 0.63 (surprise -24.0%)
Expected move
- Implied move
- +3.5%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 2.6%
- 75th percentile move
- 4.3%
- 90th percentile move
- 6.4%
- Up / down moves
- 11 / 9
- Average up move
- +2.0%
- Average down move
- -6.0%
Monitoring and close
What Alexandria Real Estate Equities, Inc. reported
- Status
- Finished
| Actual EPS | 1.73 |
|---|---|
| EPS estimate | 1.64 |
| EPS surprise | +5.5% |
| Revenue | $663 million |
| Revenue estimate | $646 million |
| Revenue surprise | +2.5% |
Alexandria Real Estate beat Q2 expectations with FFO of $1.73 per share and revenue of $662.784M. The company narrowed its FY2026 FFO guidance to $6.35-$6.45.
Sources (3)
- Alexandria Real Estate beat Q2 expectations: FFO of $1.73 per share versus $1.64 estimated, and revenue of $662.784M versus $646.337M. — Benzinga
- Alexandria Real Estate Q2 FFO $1.73 Beats $1.64 Estimate, Sales $662.784M Beat $646.337M Estimate (opens in a new tab) — Benzinga
- Alexandria Real Estate Narrows FY2026 FFO Guidance from $6.30-$6.50 to $6.35-$6.45 vs $6.37 Est (opens in a new tab) — Benzinga
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating +0.1% pre-market, a move below the stock's usual reaction (about 3%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -7.8%
- Max favorable move (MFE)
- 8.5%
- Max adverse move (MAE)
- 0.2%