AREAlexandria Real Estate Equities
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $1.54Beat
- vs $1.52 expected on Oct 26
- Stock move on it
- −5.85%
- one session
- Typical move
- ±3.3%
- average over 2 reports
- Price
- $44.29
- −1.74% today · $8.73B cap
Past and upcoming reports
2
| Oct 26, 2026 | Sep 30, 2026 | Time not given | $1.52 | Beat$1.54 | −5.85% |
| Jul 20, 2026 | Jun 30, 2026 | Time not given | $0.12 | not recorded | +0.78%2d |
After the report
Jul 20, 2026 report
This covers the Jul 20, 2026 report. The Oct 26, 2026 numbers are in the table above.
ARE: Life Science Delivery Offsets Weak Growth, Stock Rises 1.1%
Alexandria Real Estate Equities reported Q2 2026 earnings on July 20. actual EPS data is not available. The stock rose 1.1% on July 21 to $50.61, with management emphasizing life science delivery strength. The company faces severe headwinds from negative EPS growth (TTM -923%, next year estimated -119%), but operational highlights in its core life science segment provided some relief. The consensus analyst target is $51.36, and the stock trades slightly below that. The next earnings catalyst is Aug 03 AMC.
Reported against expected
Actual EPS not available. stock rose 1.1% post-report, suggesting a neutral-to-positive reaction to management's emphasis on life science delivery offsetting weak growth trends.
Guidance
Negative: management guided for continued headwinds with expected EPS decline of 119% next year and TTM EPS down 923%, per consensus estimates and intel growth metrics.
How the stock reacted
Up 1.12% on July 21 to $50.61, with volume of 903k (below recent average). The stock recovered from a daily low of $49.60, indicating buying interest near the $50 level.
What changed
Q2 reported with no EPS data. stock up 1.1% on life science delivery narrative.
What the price now assumes
Relief that operational strength tempers macro headwinds. stock near consensus target $51.36.
What it means for the business
Upgrade bias only if Q3 revenue stabilizes. watch Aug 03 earnings for confirmation.
The next one to three months, as we saw it then
Better case20%
Life science segment accelerates, reversing revenue decline and restoring positive EPS growth trajectory.
Base case50%
Mixed results, stock trades in $48-$52 range, supported by life science delivery but capped by weak growth metrics.
Worse case30%
EPS decline deepens, stock breaks below $48 support as negative growth trends accelerate.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.