Core Insights - Alexandria Real Estate Equities Inc. (ARE) is expected to report a decline in revenues and funds from operations (FFO) per share for Q3 2025, with results scheduled for release on October 27 [1][9] Financial Performance - In the last reported quarter, ARE exceeded the Zacks Consensus Estimate for adjusted FFO per share by 1.75%, driven by decent leasing activity and rental rate growth, although lower occupancy and higher interest expenses negatively impacted results [2][3] - The Zacks Consensus Estimate for Q3 2025 revenues is $756.2 million, indicating a 4.48% decrease from the previous year's figure [4][9] - Same-property revenues are projected to decline by 6.2%, with same-store net operating income expected to drop by 19.6% due to occupancy pressures and the burn-off of initial free rent from the previous year [5][9] Market Position and Risks - ARE possesses a premium portfolio of Class A/A+ properties in high-barrier-to-entry markets in the U.S., but faces risks related to a slow re-leasing process and lease-up vacancies, which may affect occupancy levels and revenue growth [3][4] - The consensus estimate for adjusted FFO per share has remained unchanged at $2.31, reflecting a 2.53% decrease from the same quarter last year [6][9] Earnings Prediction - The current Earnings ESP for ARE is -0.36%, and it holds a Zacks Rank of 3 (Hold), indicating that the model does not predict a surprise in FFO per share for this quarter [7]

Core Insights - Alexandria Real Estate Equities, Inc. (ARE) has a market capitalization of $13.5 billion and specializes in developing and operating life science, agtech, and technology campuses in key innovation clusters [1] - The company is expected to report a decrease in AFFO to $2.31 per share for fiscal Q3 2025, down 2.5% from $2.37 per share in the same quarter last year [2] - For fiscal 2025, analysts forecast an AFFO of $9.23 per share, also reflecting a 2.5% decline from $9.47 per share in fiscal 2024 [3] Stock Performance - ARE's stock has decreased by 31.5% over the past 52 weeks, underperforming the S&P 500 Index, which increased by 17.3%, and the Real Estate Select Sector SPDR Fund, which decreased by 4.5% during the same period [4] - Following the release of Q2 2025 results, ARE shares rose by 3.1%, with an AFFO of $2.33 per share, surpassing consensus estimates [5] Analyst Sentiment - The consensus rating for ARE stock is "Moderate Buy," with six analysts recommending "Strong Buy," eight suggesting "Hold," and one advising "Strong Sell," indicating a more bullish outlook compared to three months ago [6]