ARE Alexandria Real Estate Equities, Inc.

bearish · high conviction track record → $41.05 +0.64 (+1.6%)
Get emailed when ARE changes direction
Mkt Cap $7B 52wk $39.41 - $88.24 2h ago
Insider selling: $6,454,867 sold by 30 insiders (30d)
Factor divergence: DIVERGENCE: insider_activity, narrative_gap bullish vs options_sentiment bearish
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.5)

Factor Model

net +0.5 3.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.5

ARE shares near 17-year low after downgrade

Watch: Monitor Q1 leasing results and occupancy trends for signs of stabilization amid sector headwinds.

ARE shares plunged 11.3% to $40.41 on April 28, reaching a 17-year low after BNP Paribas cut its price target 13.6% to $44 and maintained an 'underperform' rating. Despite a strong Q1 profit of $358.87M versus a prior year loss, occupancy dropped to 87.7% from 91.7%, with full-year occupancy guidance lowered to 86.2%-87.8%. Cantor Fitzgerald remains neutral. Insider selling and downward revenue trends persist.

The downgrade and occupancy decline signal deteriorating fundamentals and intensifying pressure in Alexandria's life science real estate segment, risking further share price erosion despite recent profitability.

Our Trades

Full track record →
+32.4%

Long Call · The Veteran

7d held
2026-04-14
+0.0%

Long Call · Quick Draw

7d held
2026-04-13
-20.3%

Long Call · Trail Blazer

4d held
2026-04-10
+16.0%

Long Call · True Believer

3d held
2026-04-09
+13.4%

Long Call · Wide Runner

7d held
2026-04-08

Evidence

2h ago Alexandria Real Estate (ARE) Nears 17-Year Low as Analyst ‘Bearish’ yahoo-finance
22h ago Cantor Fitzgerald main ARE: Neutral → Neutral
16d ago Insider buy by MARCUS JOEL S (ARE): $1,347,889
16d ago Insider buy by MCGRATH SHEILA K. (ARE): $141,360
41d ago Is Alexandria Real Estate Stock Underperforming the Nasdaq? yahoo-finance
56d ago Socorro Dumps Its Entire Alexandria Real Estate (ARE) Position Worth $5.2 Million yahoo-finance
58d ago Socorro Dumps Its Entire Alexandria Real Estate (ARE) Position Worth $5.2 Million yahoo-finance
Fundamentals & Data ▾
Alexandria Real Estate Equities, Inc. Real Estate · REIT - Office
Mkt Cap
$7B
Div Yield
1010.00%
52w Range
$39.41 - $88.24
Short Interest
7.4M 5.94%
Days to Cover
3.1 +14%
Technicals downtrend
from 52w Hi
-16.2%
1w return
-12.0%
Insiders
selling 1B / 3S
Analysts
mixed
EPS Estimate
$0.12 0up / 0dn
Est. Dispersion
0% 1 analysts
Analyst Target
$56 $43 - $70
Options P/C
0.73
Insider Cluster
buy cluster 2B / 9S
Financials
Revenue
$653M -12% YoY
FCF
$197M
Gross Margin
66%
Op Margin
14%
Momentum: decelerating
Recent Filings & Data
insider trade 127
net selling · $6,454,867 sold · $1,489,249 bought
30 insiders · 127 transactions (30d)
Recent transactions
KUHN HALLIE E. · sell · $25,835
HAKMAN JOSEPH · award
DEAN GARY D. · award
CLEM JACKIE B · award
ALSBROOK MADELEINE THORP · award
LEE ORRAPARN C. · award
FUKUZAKI-CARLSON KRISTINA · award
BOSS MICHAEL E. · award
STEVENS BLAKE L. · award
MITCHELL JOSHUA J · award
KUHN HALLIE E. · award
FOGER JENNA R. · award
GOSSETT BRET E. · award
NELSON JESSE J · award
GAVINET ANDRES · award
GOSSETT BRET E. · award
GOSSETT BRET E. · sell · $251,792
MARCUS JOEL S · buy · $1,347,889
WORONOFF MICHAEL A · award
MCGRATH SHEILA K. · award
ALDRIDGE CLAIRE PH.D. · award
HASH STEVE · award
CAIN JAMES P · award
KLEIN RICHARD HUNTER · award
FREIRE MARIA C · award
MARCUS JOEL S · award
MOGLIA PETER M · award
DIAMOND LAWRENCE J. · award
BINDA MARC E. · award
HAKMAN JOSEPH · award
DEAN GARY D. · award
CLEM JACKIE B · award
KASS HUNTER · award
ALSBROOK MADELEINE THORP · award
LEE ORRAPARN C. · award
FUKUZAKI-CARLSON KRISTINA · award
COLE JOHN HART · award
MARCUS JOEL S · award
GAVINET ANDRES · award
MOGLIA PETER M · award
WORONOFF MICHAEL A · award
HASH STEVE · award
ALSBROOK MADELEINE THORP · sell · $160,879
MCGRATH SHEILA K. · buy · $141,360
MCGRATH SHEILA K. · award
HASH STEVE · award
CAIN JAMES P · award
WORONOFF MICHAEL A · award
KLEIN RICHARD HUNTER · award
HASH STEVE · award
WORONOFF MICHAEL A · award
MCGRATH SHEILA K. · award
HASH STEVE · award
CAIN JAMES P · award
WORONOFF MICHAEL A · award
KLEIN RICHARD HUNTER · award
HASH STEVE · award
WORONOFF MICHAEL A · award
WORONOFF MICHAEL A · award
MCGRATH SHEILA K. · award
HASH STEVE · award
CAIN JAMES P · award
KLEIN RICHARD HUNTER · award
HAKMAN JOSEPH · award
DEAN GARY D. · award
CLEM JACKIE B · award
ALSBROOK MADELEINE THORP · award
LEE ORRAPARN C. · award
FUKUZAKI-CARLSON KRISTINA · award
COLE JOHN HART · award
WORONOFF MICHAEL A · award
ALDRIDGE CLAIRE PH.D. · award
MCGRATH SHEILA K. · award
HASH STEVE · award
CAIN JAMES P · award
WORONOFF MICHAEL A · award
KLEIN RICHARD HUNTER · award
FREIRE MARIA C · award
FELDMANN CYNTHIA L · award
MARCUS JOEL S · award
MOGLIA PETER M · award
DIAMOND LAWRENCE J. · award
BINDA MARC E. · award
HAKMAN JOSEPH · award
DEAN GARY D. · award
CLEM JACKIE B · award
KASS HUNTER · award
ALSBROOK MADELEINE THORP · award
LEE ORRAPARN C. · award
FUKUZAKI-CARLSON KRISTINA · award
COLE JOHN HART · award
RYAN DANIEL J · award
MARCUS JOEL S · award
GAVINET ANDRES · award
MOGLIA PETER M · award
HASH STEVE · award
WORONOFF MICHAEL A · award
ALSBROOK MADELEINE THORP · sell · $446,202
MOGLIA PETER M · sell · $1,022,600
RYAN DANIEL J · sell · $1,033,100
GAVINET ANDRES · sell · $2,085,597
KASS HUNTER · sell · $530,650
MCGRATH SHEILA K. · award
HASH STEVE · award
CAIN JAMES P · award
WORONOFF MICHAEL A · award
KLEIN RICHARD HUNTER · award
HASH STEVE · award
WORONOFF MICHAEL A · award
CAIN JAMES P · sell · $42,456
CIRUZZI VINCENT R. JR · sell · $855,756
MCGRATH SHEILA K. · award
HASH STEVE · award
CAIN JAMES P · award
WORONOFF MICHAEL A · award
KLEIN RICHARD HUNTER · award
HASH STEVE · award
WORONOFF MICHAEL A · award
HASH STEVE · award
CAIN JAMES P · award
WORONOFF MICHAEL A · award
WORONOFF MICHAEL A · award
MCGRATH SHEILA K. · award
KLEIN RICHARD HUNTER · award
HASH STEVE · award
CAIN JAMES P · award
WORONOFF MICHAEL A · award
ae trade 7
2 more
7 signals · latest 2h ago

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