ARE

Alexandria Real Estate Equities, Inc. ·NYSE·Real Estate
48.08 live · 2026-08-12 15:59

Some scores are at the bottom of their range

This score sits at the bottom of the 0–100 range. The underlying calculation was negative, so the displayed value is a floor, not a measurement of zero.

  • Tactical Score: displayed 0, underlying value -25.1
12.5%
Brown Bear Score
25.2%
Business Conviction Score
21.7%
Position Health Score
4.7%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · -34.8% · range 40.41–87.45

The Businesswhat the company reports

Business & cash flow

OCF / assets 4.1%
FCF / revenue 48.0%
Gross margin 68.2%
ROIC -3.1%
Forward P/E -59.3

This company does not report capital expenditure in the standard filing tag, so free cash flow cannot be derived and FCF/assets is not shown — common for asset managers, REITs, insurers and utilities. OCF/assets is shown instead, and it is the other measure Brown Bear's testing found to survive. Assets are from the latest annual filing (FY2025).

Price vs Earnings growth

Trailing EPS is negative (-6.05) and forward EPS is not positive, so a growth percentage does not exist

Confidence 35.0/100

Takeaway Low data confidence (limited analyst coverage) — treat this section as informational only.

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Flat — little net change
Diluted shares 170.9M as at 2026-03-31
Change over 1 year -0.6%
Change over 3 years +40.3%
Public float $12.40bn as at 2025-06-30 (10-K)

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyCurrent Price Reasonable
Reference band 47.34 — 48.54
Protective stop 43.21 (Atr, 9.9% risk)
Support 47.63 (5 touches, 0.9% away)
Resistance 49.02 (2.0% away)

Takeaway The shares are nearer the floor than the ceiling: about 0.9% above 47.63, a price buyers have stepped in at before, and 2.0% below 49.02, where sellers have turned up before. That floor has held 5 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 9.9% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice BELOW the cloud | periods 6/16/32 (61% of classic 9/26/52)
LinesTenkan/Kijun BEAR (fresh down cross, 4d ago) | cloud twist BEAR
Cloud eventFresh down breakout 6d ago
Cloud thickness41% percentile
Chikou spanNot clear of price from 26 periods ago
Weekly cloudPrice BELOW the weekly cloud (context only, not scored)

Takeaway The stock is trading below its cloud — a shaded band drawn from several of its own moving averages, currently 50.54 to 51.47. Being below it means the medium-term picture is pointing downwards, and that band is the first hurdle it would have to climb back through. Its shorter-term averages agree with that.

Trailing returns

21 days +1.2%
63 days +3.4%
126 days -15.5%
252 days -33.1%
Below 252d high45.0%

Trend context

PositionBelow trend
ExtensionNormal
Trend slopeFalling
Direction of travelDiverging from trend

Takeaway The share price is below the level its own longer-run trend suggests is fair, and that fair level is drifting down. The gap between the two has been widening. Neither is stretched far enough to stand out.

Volatility

State No recent compression
Current band width14.1% of price
Recent tightest13.8% (1 sessions ago, narrower than 78.0% of its history)
Expansion since1.02×
Band 46.92 — 54.04

Takeaway Lately this share price has been swinging around inside a range roughly 14% wide. That is normal for this stock, so there is nothing unusual to read into it either way.

Historical trends

0255075100Share price 48.12–54.002026-07-242026-08-12
Position Health Business Conviction Share price

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityInsider selling
Buy filings0
Sell filings1
Shares sold2,000
Value sold$108.0k
Latest sell2026-06-09
FiledInsiderSharesValue
2026-06-09 Sold Binda Marc ECFO & Treasurer 2,000 $108,000

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Below its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway The heaviest trading has been happening on days when the price falls: when large numbers of shares change hands, the price has tended to go down rather than up. That tells you where the weight of trading has been. It does not tell you what happens next, and it is not a signal to sell.

Options Positioning

No binary-event flag

ARE: no binary-event flag. Near IV 37%, far IV 41% (ratio 0.91), implied move 4.7%.

Implied volatility 37% near (9d) · 41% far (65d)
Term structure 0.91× near/far
Historical volatility 46%
Implied vs historical 0.82×
Implied move ±4.7% by 2026-08-21
Implied move vs ATR 0.40×
Skew Flat (1.07×)
Call wall 120.00 (+149.7% away)
Put wall 22.50 (-53.2% away)
Gamma pin 120.00

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 4.7% in either direction by 2026-08-21.

Chain as at 2026-08-12. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Stock Rotation Headwind

Rotation health 11.3/100; Severe Rotation Headwind.

Rotation health 11.3
Rotation strength 85.4
LegQuadrantRS-RatioRS-Mom
Stock vs sector Lagging 94.8 90.0
Stock vs SPY Lagging 85.0 86.0
Sector vs SPY Lagging 80.6 83.3

Direction of travel: South-West / deteriorating rotation

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Piotroski F-score 4/9 (+5.0)
  • Insider conviction score (+3.0)
  • Gross margin quality: 68.2% (+17.7)
  • FCF margin quality: 48.0% (+20.0)
  • FCF margin improving by -1.3 pts (+-3.0)
  • High earnings quality (accrual ratio -0.083) (+5.0)
  • Accrual ratio improving (-0.03 -> -0.08) (+5.0)
  • Track 1: 20-day momentum acceleration 0.06 (+3.0)
  • Track 1: EMA50 support proximity 4.0% (+1.6)
  • Track 1: Bollinger position 0.16 (+6.7)

Negative signals

  • Track 1: weak volume confirmation (0.62x average)
  • Track 1: bearish DI spread (-7.3)
  • Weak relative momentum rank (0.05)
  • Track 1: price below EMA20 by 3.9%
  • Track 1: EMA20 slope deteriorating -1.9%
  • Track 1: MACD histogram deteriorating (-0.33)
  • Track 1: weak MACD line/signal structure (-5.0)
  • Track 1: MACD slope deteriorating (-3.0)
  • Track 1: RSI deterioration/extension 44.3, 5-day change -5.6
  • Track 1: weak VPT confirmation (-0.02)
  • Track 1: price below EMA50 by 4.0%
  • Track 1: EMA50 slope deteriorating -0.4%
  • Below-average Altman Z-score (1.04)
  • Gross margin improving by -2.0 pts (+-3.0)
  • ROIC improving by -5.1 pts (+-5.0)

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.