Alexandria Real Estate Equities Inc vs Arm Holdings plc — how do they compare? Alexandria Real Estate Equities Inc trades at $48.83 (market cap $8.32B), while Arm Holdings plc trades at $269 (market cap $286.06B). The key difference: Arm Holdings plc is far larger — about 34.4× Alexandria Real Estate Equities Inc's market cap, and Alexandria Real Estate Equities Inc pays a 5.96% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARE | ARM | |
|---|---|---|
Market Cap | $8.32B | $286.06B |
Sector | Real Estate | Technology |
52-Week High | $87.45 | $439.46 |
52-Week Low | $40.41 | $104.55 |
Enterprise Value | $21.02B | $282.64B |
Dividend Yield | 5.96% | — |
Signals from Pluang's Aura AI — not financial advice
Alexandria Real Estate Equities (ARE) trades at $49.74, up 2.6% on the day, yet technical indicators signal a bearish trend with support near $47. The stock shows mixed fundamentals: a high P/E of 102.99 and negative net income margin of -37.12% contrast with strong FFO beats and a dividend payout. Recent Q2 2026 earnings missed on EPS but beat on FFO, with leasing momentum improving. Analyst consensus is a 'Hold' with a $53.71 price target, indicating modest upside potential amid operational challenges.
Outlook remains cautious due to persistent net losses and high debt, though leasing recovery and institutional interest offer hope. Risks include occupancy pressures and macroeconomic headwinds, but the current discount to book value (P/B 0.55) may attract value investors if operational trends stabilize.
ARM stock trades at $282.57, down 1.43% over 24 hours, with a bullish technical outlook supported by moving averages and key support at $272. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.45 beating the $0.40 estimate. Revenue grew to $4.01B in 2025, with a net income margin of 20.25%, though valuation multiples remain elevated with a P/E of 273.32.
The outlook is positive due to AI-driven growth in licensing and royalties, with management targeting $25B revenue by FY31. However, risks include stretched valuation, smartphone market headwinds, and execution challenges. Analyst consensus is bullish with a $329.80 price target, suggesting 17% upside from current levels.
Trailing returns across standard periods
Latest headlines on both assets
Alexandria Real Estate Equities Inc is an urban office real estate investment trust (REIT). It is engaged in the business of providing space for lease to life science, agtech, and technology tenants. The company has established a significant market presence in key locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. Alexandria has a longstanding and proven track record of developing Class A properties clustered in urban life science, agtech, and technology campuses that provide tenants with highly dynamic and collaborative environments. Alexandria also provides strategic capital to transformative life science, agtech, and technology companies through venture capital platform.
Read more on ARE →Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →