ARE

Alexandria Real Estate Equities reported Q3 2026 revenue of $671.18 million, down 10.7% year-over-year but beating consensus estimates by 4.18%. EPS of $1.54 exceeded expectations of $1.52.

However, occupancy rates fell to 85.4% versus the estimated 86.1%, and rental revenues declined 11.2% year-over-year. The stock has underperformed the broader market, down 13.8% over the past month.

Alexandria Real Estate Equities reported Q3 FFO of $1.54 per share, beating consensus estimates of $1.52, and revenues of $671.18 million, surpassing estimates by 4.18%. However, both metrics declined year-over-year.

The stock has underperformed the S&P 500 by 23.5% since the beginning of 2026. ARE received a Zacks Rank #2 (Buy) rating based on favorable estimate revision trends.

Alexandria Real Estate Equities (ARE) received an upgrade to Zacks Rank #2 (Buy) based on upward trends in earnings estimates. The life science real estate company is positioned in the top 20% of Zacks-covered stocks for estimate revisions, suggesting potential near-term stock price appreciation driven by improving business fundamentals and institutional investor interest.

Wall Street analysts forecast Alexandria Real Estate Equities (ARE) will report Q3 earnings of $1.52 per share, representing a 31.5% year-over-year decline, with revenues expected at $644.23 million, down 14.3% from the prior year quarter. The consensus EPS estimate has been revised downward by 1.7% over the past 30 days, and the stock has declined 20.8% in the past month.

First Industrial Realty Trust (FR) reported quarterly FFO of $0.81 per share, missing the consensus estimate of $0.82, though revenues slightly exceeded expectations at $197.12 million. The stock has underperformed the S&P 500 year-to-date, gaining 3.4% versus the market's 12.7%. The company received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market.