J.P. Morgan analyst Anthony Paolone downgrades $Alexandria Real Estate Equities Inc (ARE.US)$ to a hold rating, and adjusts the target price from $133 to $121.
According to TipRanks data, the analyst has a success rate of 50.7% and a total average return of 1.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alexandria Real Estate Equities Inc (ARE.US)$'s main analysts recently are as follows:
Reduced growth projections for Alexandria Real Estate incorporate softer core growth assumptions, reflecting potential downtime while backfilling space due to lease expirations. Furthermore, a reduced contribution from development and an increase in ground rent expenses are anticipated. The leasing demand in the life science segment remains mediocre, and the absorption of excess supply in some key markets is expected to take time.
Heading into the annual investor day on December 4, it is believed that the FY25 consensus estimates are set too high and will likely come in below FY24 results due to persistent headwinds. The projections currently stand 2% below consensus for FY25 and 3% below that of other industry forecasts for FY26.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
摩根大通分析师Anthony Paolone下调$亚历山大房地产 (ARE.US)$至持有评级,并将目标价从133美元下调至121美元。
根据TipRanks数据显示,该分析师近一年总胜率为50.7%,总平均回报率为1.7%。
此外,综合报道,$亚历山大房地产 (ARE.US)$近期主要分析师观点如下:
Alexandria Real Estate的下调增长预测包含了较软的核心增长假设,这反映了潜在的停机时间,同时由于租约到期而回填了空间。此外,预计开发捐款将减少,地租支出将增加。生命科学领域的租赁需求仍然平平,预计一些关键市场吸收过剩供应需要时间。
即将进入12月4日的年度投资者日,据信25财年的共识预期设定得过高,由于持续的不利因素,可能会低于24财年的业绩。目前的预测比25财年的预期低2%,比其他行业对26财年的预测低3%。
提示:
TipRanks为独立第三方,提供金融分析师的分析数据,并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议,仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级,分析师星级代表分析师所有推荐的过往表现,通过分析师的总胜率和平均回报率综合计算得出,星星越多,则该分析师过往表现越优异,最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否,取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合,并根据评级变化对组合进行调整,在近一年中该投资组合所获得的回报率。