Alexandria Real Estate Equities. Every tracked FinTwit mention of $ARE, newest first. 6 mentions since the first on Oct 22, 2025. See the price chart.
January 2026 · 1 mention
Jan 19
InvestmentGuru — Critical minerals- stocks
$MP – The only major rare earth mining operation in the U.S., supplying critical materials for EV motors, wind turbines, and defense systems.
$UUUU – A…↗
Raging Capital Ventures — I think the $SPG during Covid analogy will prove to be the case for $ARE, but we shall see. Like life sciences today, bears made the same kind of arguments about malls and e-comme…↗
Oct 29
Raging Capital Ventures — Bought a bunch of $ARE today sub $60 after downbeat results on Monday. Investors are tentative ahead of possible 2026 div cut at their December Investor Day.
Life sciences mark…↗
Oct 28
Raging Capital Ventures — $ARE pretty downbeat tonight, sounds like they will cut ‘26 div to help fund remaining capex while writing a bunch of stuff down. Maybe we get a cleanse into their December Inves…↗
— Two out-of-favor stocks that currently intrigue me: $FDS and $ARE
FactSet is trading at valuation levels it last traded at post-GFC with strong cash flows and balance sheet. Shoul…