AREAlexandria REAL Estate Equities, Inc.
Alexandria REAL Estate Equities, Inc. (ARE) owns and operates medical office buildings, leasing space to healthcare providers. The next catalyst is Oct 26, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to stabilize FFO and navigate a challenging leasing environment.
- Revenue fell 2.9% YoY to $2.85B, with net income at -$50.89M and diluted EPS of -0.43.
- Net margin (TTM) is -1.8%, and debt/equity is 0.80x.
- Shareholders’ equity stands at $15.47B, but the business is bleeding cash.
The Read
6% on a Fed policy outlook but then dropped about 9.
The schedule
- Mon26Oct
This earnings print will test the company's ability to deliver strong FFO guidance amid a tightening rate environment and rising borrowing costs. The outcome will be critical for assessing the resilience of its core commercial real estate holdings and the impact of the Fed's rate policy on its balance sheet.
- Tue27Oct
This event will test the company's ability to manage investor expectations and provide clarity on its strategic direction, particularly regarding its life science leasing initiatives and capital allocation priorities.
- Fri5Feb
This earnings print will be a key test of the company's ability to sustain its FFO growth and manage its balance sheet amid a challenging macroeconomic backdrop. The outcome will be critical for assessing the long-term viability of its business model.
- Mon26Apr
This earnings print will test the company's ability to deliver consistent FFO growth and maintain its dividend payout ratio in a high-rate environment. The outcome will be critical for assessing its long-term sustainability.
- Mon2Aug
This earnings print will be a key test of the company's ability to sustain its FFO growth and manage its balance sheet amid a challenging macroeconomic backdrop. The outcome will be critical for assessing the long-term viability of its business model.
Past
- Tue15Sep
Actual outcome: Bear · $47.77 at outcome
The stock fell 8.3% following the FOMC Interest Rate Decision as investors reacted to the Fed's decision to maintain rates at 3.63%, which was seen as less accommodative than anticipated. The market interpreted the decision as a signal of continued tightening, dampening growth expectations and leading to a sell-off.
The Federal Reserve is set to announce its decision on interest rates on September 15, 2026, amid a backdrop of low market volatility and ongoing geopolitical tensions. The decision will be closely watched as it could influence economic growth and inflationary pressures. With the Fed Funds Rate currently at 3.63% as of July 2026, the outcome may reflect the central bank's stance on whether to cut rates, maintain them, or raise them further. The market is expected to react based on the Fed's assessment of the broader economic environment and its outlook for inflation and employment.
- Mon3Aug
Actual outcome: Bull · $50.10 at outcome
Alexandria Real Estate Equities (ARE) reported Q2 2026 earnings that matched expectations, with adjusted FFO of $1.73 per share, beating the Zacks Consensus Estimate. The company reaffirmed its full-year guidance at $6.40 per share, signaling stability. Additionally, the stock surged on news of a public offering and positive momentum in leasing, which reinforced investor confidence despite the initial price drop.
- Mon27Apr
Actual outcome: Bear · $41.39 at outcome
Alexandria Real Estate Equities met Q1 FFO and EPS estimates, but the stock fell 9.2% following the report. The sell-off was driven by a 25% year-over-year decline in FFO, deteriorating leasing conditions, and occupancy dropping to 87.7%, which raised investor concerns over high leverage and potential future dividend cuts.
- Wed18Mar
Actual outcome: Bull · $49.52 at outcome
Price reached or exceeded bull target ($52.50) at outcome date.
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