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Alexandria Real Estate shows long-term value despite near-term challenges and 80% share drop.

Analyst Insights
28 Oct 2026, 17:06 WIB
Seeking Alpha
View Source
Bullish
Alexandria Real Estate shows long-term value despite near-term challenges and 80% share drop.

Alexandria Real Estate (ARE) shares have dropped 80% over five years, reflecting current market challenges like major lease expirations and occupancy pressures until 2028. However, analyst Luuk Wierenga sees significant long-term upside, expecting occupancy and cash flow recovery by 2028, with intrinsic value potentially reaching $73.60 per share and a 6.64% dividend yield. He is dollar-cost averaging into ARE, emphasizing patience and a long-term horizon due to the sector's cyclical nature and current undervaluation.

Alexandria Real Estate Equities Inc (ARE) trades at USD 40.87 on Pluang as of Oct 28, 2026 21:21 WIB, near its 52-week low of USD 40.41. The stock shows a slight 1-day gain of 0.02% and a dividend yield of 7.05%. Despite recent market challenges, Pluang data shows a high enterprise value of $19.86B and a market cap of $7.12B, with all recent orders being sells.

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