Earnings Preview: What To Expect From Alexandria Real Estate's Report

Maryland-based Alexandria Real Estate Equities, Inc. (ARE) is an urban office real estate investment trust (REIT) with a particular focus on collaborative life science, agtech, and technology campuses. The company has a market cap of $8 billion and is the preeminent, longest-tenured owner, operator, and developer of collaborative Megacampus ecosystems in AAA life science and advanced technology innovation cluster locations, including Greater Boston, San Diego, and the San Francisco Bay Area. 

Alexandria Real Estate is expected to release its Q3 2026 earnings on Monday, October 26, 2026, after the market closes. Ahead of the event, analysts expect the company’s EPS to be $1.52 on a diluted basis, down 31.5% from $2.22 in the year-ago quarter. The company has met or exceeded Wall Street’s EPS estimates in three of its last four quarters, while missing on one other occasion.

For fiscal 2026, analysts project the company’s EPS to be $6.39, down 29.1% from $9.01 in fiscal 2025. Moreover, its EPS is expected to fall by roughly 16.9% year over year (YoY) to $5.31 in fiscal 2027. 

ARE stock has fallen 45.3% over the past 52 weeks, lagging behind the S&P 500 Index’s ($SPX) 15.8% rise and the State Street Real Estate Select Sector SPDR ETF’s (XLRE) 3.4% decline during the same time frame. 

On Aug. 4, ARE stock declined 7.8% following the release of its Q2 2026 earnings. The company’s revenue for the quarter amounted to $662.8 million, topping the Street’s forecasts. Moreover, its adjusted FFO for the period came in at $1.73, also coming in on top of Wall Street’s forecasts. However, investors were not happy with the company’s full-year FFO guidance of $6.35 to $6.45, which resulted in a fall in the stock price intraday. 

Analysts are unsure about ARE, with the stock having a “Hold” rating overall. Among the 17 analysts covering the stock, two are recommending a “Strong Buy,” 12 recommend a “Hold,” and three suggest a “Strong Sell” for the stock. ARE’s average analyst price target is $53.40, indicating an upside of 16.4% from the current price point. 

On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.