Bedrock of the Economy: Martin Marietta’s Q4 Results Signal a Multi-Year Infrastructure Supercycle
Martin Marietta Materials (NYSE: MLM) reported its Q4 2025 earnings, revealing strong performance in its aggregates business despite a cooling residential market. The company is benefiting from a multi-year infrastructure supercycle driven by federal infrastructure projects, AI data center construction, and American manufacturing re-shoring. With strategic shifts towards high-margin aggregates and a pending asset exchange, Martin Marietta is well-positioned for sustained growth, focusing on strategic M&A and capital returns.
Equinix Shares Jump 10% on Robust 2026 Revenue Outlook of $10.12B-$10.22B
Equinix, Inc. (NASDAQ: EQIX) shares surged over 10% after the company released a 2026 revenue outlook of $10.12 billion to $10.22 billion, exceeding analyst expectations and marking the first time its annual top line is projected to cross the double-digit billion-dollar threshold. This robust forecast is driven by the shift from AI "training" to "inference" and increased demand for Equinix's interconnected "edge" architecture, leading to record bookings and a significant dividend increase. The company's focus on Distributed AI™ and Fabric Intelligence positions it as a central player in the evolving AI economy, benefiting from the growing need for low-latency, localized data processing.
AI’s ‘Second Wave’ Propels Equinix to Historic $10 Billion Milestone as Shares Surge 11%
Equinix, a data center giant, saw its shares surge over 11% after announcing a bullish 2026 outlook and projecting to exceed $10 billion in annual revenue. This growth is driven by a shift in AI spending from model training to "AI inference," where models are applied for end-users, solidifying Equinix's role in the "Distributed AI" era. The company's focus on interconnection and proximity to end-users has differentiated it in the market, attracting significant investor confidence and leading to increased price targets from major financial institutions.
AI’s ‘Second Wave’ Propels Equinix to Historic $10 Billion Milestone as Shares Surge 11%
Equinix, Inc. (NASDAQ: EQIX) shares surged over 11% to all-time highs after the company projected crossing $10 billion in annual revenue for 2026, driven by a shift to "AI inference." This milestone signifies the "second wave" of AI, where models are put to work for end-users, requiring Equinix's low-latency, distributed infrastructure. The company also increased its quarterly dividend, reflecting confidence in future growth and its strategic position in the evolving AI landscape.
Digital Realty Trust, Inc. $DLR Holdings Lifted by ING Groep NV
ING Groep NV significantly increased its holdings in Digital Realty Trust, Inc. (NYSE:DLR) by 1,846.2% in the third quarter, bringing its total ownership to 24,444 shares valued at $4.23 million. This comes as other institutional investors, including Vanguard Group Inc., Norges Bank, and State Street Corp, have also adjusted their positions in the real estate investment trust. Analysts currently rate DLR as a "Moderate Buy" with an average price target of $191.70, while the company reported strong Q4 earnings, surpassing analyst estimates.
Equinix (EQIX) Valuation Check After Strong 2025 Results And Confident 2026 Growth Outlook
Equinix (EQIX) recently reported strong Q4 and full-year 2025 results, raised its dividend, and provided confident 2026 revenue guidance, leading to a significant stock re-rating. While a common valuation narrative suggests a 5% undervaluation at $1,008 per share, the high P/E ratio of 69.7x raises questions about potential over-optimism. Investors are encouraged to consider both the growth potential driven by AI data centers and the risks associated with the current high valuation and reliance on concentrated hyperscale customers.
Digital Realty Trust stock hits 52-week high at $182.55 By Investing.com
Digital Realty Trust (NYSE: DLR) stock has reached a new 52-week high of $182.55, reflecting a 10.44% increase over the past year and a 40% climb from its 52-week low. The company, a real estate investment trust specializing in data centers, benefits from growing demand for digital infrastructure, evidenced by its $63.46 billion market cap and 22 consecutive years of dividend payments. Despite a recent earnings per share miss in Q4 2025, revenue surpassed expectations, indicating underlying strength.
Digital Realty Trust stock hits 52-week high at $182.55 By Investing.com
Digital Realty Trust Inc. (DLR) stock reached a new 52-week high of $182.55, reflecting a 10.44% increase over the past year and a 40% climb from its 52-week low. Despite an RSI indicating overbought conditions and current valuation surpassing InvestingPro’s Fair Value, investor confidence remains high due to demand for digital infrastructure, though the company recently reported a Q4 2025 EPS miss while exceeding revenue forecasts.
Digital Realty Trust stock hits 52-week high at $182.55 By Investing.com
Digital Realty Trust Inc. (NYSE: DLR) stock has hit a new 52-week high of $182.55, reflecting a 10.44% increase over the past year and a 12.84% year-to-date return. Despite an RSI indicating overbought territory, the company, a real estate investment trust specializing in data centers, benefits from strong demand for digital infrastructure and has maintained dividend payments for 22 consecutive years. However, its Q4 2025 earnings showed mixed results, with EPS missing analyst expectations but revenue surpassing forecasts.
Digital Realty Trust stock hits 52-week high at $182.55
Digital Realty Trust (DLR) stock reached a new 52-week high of $182.55, reflecting a 10.44% increase over the past year and a 40% climb from its 52-week low. Despite positive momentum and strong investor confidence in its data center specialization, the company reported mixed Q4 2025 earnings with an EPS miss but higher-than-expected revenue. The stock's current valuation, however, exceeds InvestingPro's Fair Value assessment, and its RSI indicates overbought conditions.
Equinix Shares Surge 11% as AI Infrastructure Boom Fuels Record Bookings and Bullish 2026 Outlook
Equinix, Inc. (EQIX) shares jumped over 11% after a strong earnings report highlighted record bookings and a bullish 2026 revenue guidance exceeding $10 billion, driven largely by demand for AI infrastructure. The company's focus on high-density data centers, particularly for "inference" AI workloads, has positioned it as a key player in the evolving AI landscape. Equinix also raised its dividend for the 11th consecutive year, signaling confidence in its long-term financial health and growth trajectory.
Real estate investor puts $1.5M behind Oklahoma AI data campus
Jericho Energy Ventures (TSXV:JEV) and Comstock Holding Companies (Nasdaq:CHCI) have formed a joint venture to develop AI data center campuses in Oklahoma. Comstock will invest $1.5 million in Jericho via a private placement and is expected to contribute an additional $6 million to the JV. This partnership aims to leverage Jericho's energy infrastructure for large-scale AI data centers, with Comstock's CEO anticipated to join Jericho's board.
Cibc World Market Inc. Purchases 21,891 Shares of Digital Realty Trust, Inc. $DLR
CIBC World Market Inc. increased its stake in Digital Realty Trust (DLR) by 16.3%, acquiring an additional 21,891 shares, bringing its total holdings to 156,592 shares valued at $27.07 million. Digital Realty recently beat quarterly earnings and revenue estimates and provided positive FY2026 EPS guidance. The stock currently holds a "Moderate Buy" rating from analysts, with significant institutional ownership.
Equinix Shares Climb 8% on Blockbuster Q4 Earnings and Robust 2026 AI Outlook
Equinix (NASDAQ: EQIX) shares surged over 8% following strong Q4 earnings, driven by record bookings and a significant beat in Adjusted Funds From Operations (AFFO). The company's performance signals robust demand for data center infrastructure, particularly for AI inference workloads, and a strategic pivot to AI-optimized environments. Equinix raised its quarterly dividend and issued aggressive 2026 guidance, projecting revenue to exceed $10 billion, solidifying its position in the hybrid cloud and enterprise AI economy.
A Look At Digital Realty Trust’s Valuation As AI Demand And 2026 Guidance Support Record Bookings
Digital Realty Trust (DLR) has reported strong Q4 and full-year 2025 results, with record bookings and positive guidance for 2026, driven by AI and cloud demand. While some analytics suggest the stock is overvalued at $174.57 (compared to a fair value of $110.45) based on earnings, a discounted cash flow model indicates it might be undervalued at a 29.2% discount to an estimated value of $246.67. This divergence highlights different valuation perspectives and the ongoing debate about how much AI-driven growth is already priced into the stock.
The Bull Case For Digital Realty Trust (DLR) Could Change Following Mixed 2025 Earnings And 2026 Guidance – Learn Why
Digital Realty Trust reported mixed financial results for 2025, with full-year net income doubling due to a one-off gain, while Q4 profit dropped significantly. The company's 2026 guidance suggests lower net income per share, raising concerns about earnings quality and valuation. This performance prompts a re-evaluation of the investment narrative for DLR, despite its strong position in supporting hyperscale and AI tenants.
Equinix Balances AI Data Center Expansion With Ongoing Dividend Growth
Equinix is expanding its global data center capacity in emerging markets like Chennai and Jakarta to support rising AI-related demand, while also increasing its dividend for the 11th consecutive year. This strategy balances significant capital spending on new AI-ready infrastructure with a commitment to returning cash to shareholders. Investors should monitor the sustainability of this balance amidst potential risks like rising interest costs and debt levels.
Equinix Balances AI Data Center Expansion With Ongoing Dividend Growth
Equinix (NasdaqGS:EQIX) is expanding its data center capacity in emerging markets like Chennai and Jakarta to meet rising AI-related demand, while also increasing its dividend for the 11th consecutive year. The company's strategy involves balancing significant capital expenditure for AI-focused infrastructure with consistent returns to shareholders. This approach is supported by recent net income growth, allowing Equinix to fund new builds and maintain its dividend growth trajectory.
The Bull Case For Digital Realty Trust (DLR) Could Change Following Mixed 2025 Earnings And 2026 Guidance – Learn Why
Digital Realty Trust (DLR) reported mixed results for 2025, with full-year net income doubling due to a one-off gain, while Q4 net income significantly fell. The 2026 guidance suggests a lack of repeating the one-off boost, raising concerns about earnings quality and valuation, despite strong demand from hyperscale, cloud, and AI tenants. Investors are advised to consider various perspectives and our comprehensive research report before forming an opinion on DLR's investment potential.
Digital Realty Trust Inc. stock outperforms competitors on strong trading day
Digital Realty Trust Inc. (DLR) saw its stock rise by 1.18% to $174.57 on Wednesday, marking its fourth consecutive day of gains. This performance occurred during a mixed trading session where the S&P 500 remained largely unchanged and the Dow Jones Industrial Average experienced a slight decrease. The article highlights DLR's strong individual performance relative to its competitors.
Raymond James Financial Issues Pessimistic Forecast for Digital Realty Trust (NYSE:DLR) Stock Price
Raymond James Financial has lowered its price target for Digital Realty Trust (NYSE:DLR) from $205.00 to $195.00, while maintaining a "strong-buy" rating. This adjustment comes amidst a backdrop of mixed analyst ratings and recent insider stock sales. Despite the revised target, the firm still sees a potential upside of 13.32% for DLR.
The Bull Case For Digital Realty Trust (DLR) Could Change Following Mixed 2025 Earnings And 2026 Guidance – Learn Why
Digital Realty Trust reported mixed financial results in early February 2026, with strong full-year 2025 revenue but a significant drop in Q4 net income, alongside full-year net income heavily influenced by a one-off gain. The company's 2026 revenue guidance is positive, but forecasted lower net income per share raises concerns about earnings quality and the sustainability of past growth, potentially altering its investment narrative. Investors are advised to consider various perspectives and detailed analysis beyond the recent mixed performance.
Profund Advisors LLC Trims Stock Holdings in Halozyme Therapeutics, Inc. $HALO
Profund Advisors LLC reduced its stake in Halozyme Therapeutics (NASDAQ:HALO) by 35.9% in the third quarter, while other institutional investors significantly increased their holdings. Analyst ratings for HALO are mixed, with a consensus "Hold" rating and an average target price of $78.80. Insider selling has also been noted, with CEO Helen Torley selling 10,000 shares recently.
Legislation to insulate consumers from data center electricity costs passes House committee
Georgia lawmakers are advancing legislation, House Bill 1063, to protect electricity ratepayers from increased costs due to high demand from data centers. The bill aims to ensure that new power infrastructure expenses, driven by data centers, are borne exclusively by those centers and not by general consumers. This initiative comes as affordability concerns rise and Georgia Power plans to expand its power production significantly to meet data center demands.
Digital Realty Trust (DLR): Strong Growth Outlook, Strategic Expansion, and Positive Analyst Sentiment Fuel REIT Potential
Digital Realty Trust (DLR) is highlighted as a top REIT stock pick by Goldman Sachs, with KeyBanc reiterating a Sector Weight rating due to expected strong revenue growth and core FFO per share growth in 2026. JPMorgan also maintains an Overweight rating, anticipating impressive stock performance driven by pricing strength and new lease signings, with a $210 price target. The company is actively expanding its footprint in Southeast Asia through the acquisition of CSF Advisers in Malaysia to meet growing infrastructure needs.
Digital Realty Trust (DLR): Strong Growth Outlook, Strategic Expansion, and Positive Analyst Sentiment Fuel REIT Potential
Digital Realty Trust (DLR) is highlighted as a top REIT stock pick by Goldman Sachs, with KeyBanc reiterating a Sector Weight rating and projecting 10%+ revenue growth for 2026. JPMorgan also maintained an Overweight rating and a $210 price target, citing pricing strength and new lease signings. The company is strategically expanding its global footprint by acquiring CSF Advisers in Malaysia, aiming to meet growing infrastructure needs in Southeast Asia.
Goldman Sachs REIT Stocks: Top 12 Stock Picks
The US real estate sector entered 2026 with renewed momentum and optimism, with Goldman Sachs heavily invested in REITs due to their competitive returns from dividend income and long-term capital appreciation. This article identifies Goldman Sachs' top 12 REIT stock picks based on their Q3 2025 13F SEC filings and hedge fund sentiment, highlighting companies like Prologis, American Tower Corporation, and Equinix Inc. The real estate market is stabilizing, with improving fundamentals and capital flow driven by a lower interest rate environment and growing demand in sectors like multifamily, office, and industrial properties.
Morgan Stanley initiates coverage on Cipher Mining stock with Overweight rating
Morgan Stanley has initiated coverage on Cipher Mining (NASDAQ:CIFR) with an Overweight rating and a $38.00 price target, significantly higher than its current $14.73 stock price. The investment bank views Bitcoin mining companies through an infrastructure asset lens, comparing Cipher Mining's business model to data center REITs due to its focus on long-term, stable cash flows. This comes as Cipher Mining continues to advance its Black Pearl Facility construction and strategic leadership appointments, despite a broader cryptocurrency market sell-off.
Digital Realty Debuts NVIDIA Certification for Liquid Cooled Data Center in Japan
Digital Realty's NRT14 data center in Greater Tokyo has achieved NVIDIA DGX-Ready Data Center certification, making it one of the first liquid-cooled facilities in Japan to support high-density AI workloads. This certification allows NRT14 to host NVIDIA DGX GB200 infrastructure, offering greater speed and efficiency for next-generation AI, and expands Digital Realty's collaboration with NVIDIA in the Asia Pacific region. The facility, a joint venture with Mitsubishi Corporation, can support 100 kW or more per rack, leveraging liquid cooling for enhanced energy efficiency.
Digital Realty Debuts NVIDIA Certification for Liquid Cooled Data Center in Japan
Digital Realty's upcoming NRT14 data center in Japan has achieved NVIDIA DGX-Ready Data Center certification, making it one of the first facilities in the country to support high-density, liquid-cooled AI workloads. This certification strengthens Digital Realty's position as a key AI infrastructure partner in Asia Pacific, allowing customers to run next-generation NVIDIA GB200 NVL72-based systems. The move expands Digital Realty's collaboration with NVIDIA and highlights its commitment to providing scalable, energy-efficient infrastructure for AI.
Digital Realty Debuts NVIDIA Certification for Liquid Cooled Data Center in Japan
Digital Realty's NRT14 data center in Greater Tokyo has achieved NVIDIA DGX-Ready Data Center certification, making it one of Japan's first liquid-cooled facilities to host NVIDIA DGX GB200 infrastructure. This certification, achieved through a joint venture with Mitsubishi Corporation, reinforces Digital Realty's commitment to providing high-density, energy-efficient AI infrastructure. The facility supports demanding AI workloads with 100 kW+ per rack, leveraging liquid cooling for enhanced performance and sustainability.
The Bull Case For Equinix (EQIX) Could Change Following AI-Fueled Data Center REIT Momentum - Learn Why
Equinix (EQIX) is gaining investor attention due to AI-related compute demand in data center REITs, ahead of its earnings report. The company plays a significant role in key REIT ETFs, influencing sector sentiment, but also faces risks like high debt, premium valuation, and refinancing concerns. While the present focus reinforces existing themes, investors should be mindful of potential shifts in sentiment magnified by ETF concentration.
Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead
Data center stocks like Digital Realty, Equinix, and Vertiv ended Friday with significant gains, driven by renewed investor focus on AI-linked infrastructure following substantial capital expenditure plans from tech giants. The market is increasingly scrutinizing these investments for clear returns, with upcoming earnings from Equinix and Iron Mountain expected to provide further insights into demand, capacity, and pricing challenges facing the sector.
A Quick Look at Today's Ratings for Digital Realty Trust Inc(DLR.US), With a Forecast Between $200 to $210
On February 7, major Wall Street analysts updated their ratings for Digital Realty Trust Inc (DLR.US), with price targets ranging from $200 to $210. Analysts from J.P. Morgan, Evercore, Stifel, and Truist Financial all maintained buy ratings, though Stifel adjusted its target price from $210 to $200. The article emphasizes that this information is for informational purposes only and not investment advice.
Digital Realty Trust Proves AI Growth Remains Robust - Reiterate Buy (NYSE:DLR)
Digital Realty Trust (DLR) shows strong profitable growth with increasing bookings, expanded cash renewal rates, and a record backlog, supporting AI-related spending trends. The REIT offers an attractive FY2026 guidance and maintains disciplined capital management. With a current valuation of 22.69x FWD price/FFO and potential for a dividend hike, DLR is considered a strong buy with a significant long-term upside of 31.5%.
Analysts Are Bullish on These Real Estate Stocks: Digital Realty (DLR), Camden Property (CPT)
Three analysts have issued bullish sentiments on real estate stocks Digital Realty (DLR), Camden Property (CPT), and Regency Centers (REG). Truist Financial analysts maintained Buy ratings for all three companies, noting average returns and success rates for each analyst. Digital Realty has a Moderate Buy consensus with a 13.1% upside, Camden Property has a Moderate Buy consensus with a 6.4% upside, and Regency Centers also has a Moderate Buy consensus with a 6.8% upside.
Analysts Are Bullish on These Real Estate Stocks: Digital Realty (DLR), Camden Property (CPT)
Analysts from Truist Financial and Stifel Nicolaus have issued bullish ratings on Digital Realty (DLR), Camden Property (CPT), and Regency Centers (REG) in the Real Estate sector. Digital Realty received a "Moderate Buy" consensus with a 13.1% upside potential, while Camden Property and Regency Centers also hold "Moderate Buy" ratings with projected upsides of 6.4% and 6.8% respectively. These reports highlight continued optimism and growth expectations for these real estate companies.
Digital Realty Trust (DLR) FFO Stability Reinforces Bullish Narratives Despite One Off Earnings Boost
Digital Realty Trust (DLR) closed FY 2025 with strong revenue and FFO, but a significant one-off gain boosted its net margin, raising questions about the sustainability of its profitability. Despite a high P/E ratio, the stock trades below its DCF fair value, and consistent FFO per share provides a stable cash generation narrative for bullish investors, contrasting with earnings volatility. The company's financial overview highlights both its core stability in cash flow and the impact of exceptional items on reported earnings.
Digital Realty Trust (DLR) FFO Stability Reinforces Bullish Narratives Despite One Off Earnings Boost
Digital Realty Trust (DLR) closed FY 2025 with Q4 revenue of US$1.6 billion and FFO of US$657.9 million, indicating stable core real estate cash generation despite fluctuating basic EPS. The company's net margin increased to 20.9% due to a significant one-off gain, raising questions about the sustainability of its recent profitability. While its P/E ratio is high compared to industry averages, the stock trades below its DCF fair value, presenting a mixed picture for investors.
Digital Realty Trust (DLR) FFO Stability Reinforces Bullish Narratives Despite One Off Earnings Boost
Digital Realty Trust (DLR) reported Q4 2025 results with US$1.6 billion in revenue and US$657.9 million in funds from operations (FFO). While a significant one-off gain boosted net margins to 20.9%, the article highlights that FFO per share remained stable throughout FY 2025, supporting the argument for the REIT's consistent core cash generation despite fluctuating basic EPS. Investors are urged to consider the long-term trends and the impact of the one-off gain on overall profitability and valuation metrics.
Stifel Maintains Digital Realty Trust Inc(DLR.US) With Buy Rating, Cuts Target Price to $200
Stifel analyst Erik Rasmussen has reiterated a "Buy" rating on Digital Realty Trust Inc (DLR.US) but has reduced the target price from $210 to $200. This analyst has a strong track record, with a 68.4% success rate and an average return of 39.7% over the past year, according to TipRanks data. The information is provided for informational purposes and does not constitute investment advice.
A Quick Look at Today's Ratings for Digital Realty Trust Inc(DLR.US), With a Forecast Between $185 to $200
On February 6th, major Wall Street analysts updated their ratings for Digital Realty Trust Inc (DLR.US), with price targets ranging from $185 to $200. Morgan Stanley and BMO Capital maintained buy ratings with targets around $195, while Citi, TD Cowen, and Stifel also issued ratings with adjusted price targets. The article also includes details about how TipRanks calculates analyst success rates and average returns.
A Glimpse Into The Expert Outlook On Digital Realty Trust Through 7 Analysts
Seven analysts have provided ratings for Digital Realty Trust (NYSE: DLR) in the last quarter, with an average price target of $183.71, down 6.61% from the previous average. The analysis details individual analyst actions, including rating changes and price target adjustments, and highlights Digital Realty's financial performance, such as its 10.2% revenue growth and cautious debt management, alongside lower-than-average net margin, ROE, and ROA. The article also provides a basic explanation of how analyst ratings are determined.
Digital Realty Trust Inc (NYSE:DLR) Beats FFO Expectations
Digital Realty Trust Inc (NYSE:DLR) announced stronger-than-expected financial results for the fourth quarter of fiscal year 2025, with its stock rising 2.30%. The company surpassed analyst estimates for both adjusted core funds from operations (FFO) per share at $1.86 and revenue of $1.63 billion. Key achievements included significant bookings, increased rental rates on renewed leases, a rise in adjusted EBITDA, and strategic acquisitions and disposals of data center properties.
Rockwell Automation Inc (NYSE:ROK) Margin Expands
Rockwell Automation Inc (NYSE:ROK) saw its stock rise after reporting strong first-quarter profit and sales, driven by industrial demand and cost-saving measures that boosted margins. The company's total segment operating earnings increased 36%, and diluted EPS grew significantly due to a higher pre-tax margin and a lower effective tax rate. Although the company narrowed its full-year profit forecast, the midpoint was slightly below Wall Street estimates, but it maintained its sales guidance.
Digital Realty's Q4 Core FFO & Revenues Top Estimates, Rentals Rise
Digital Realty (DLR) reported strong fourth-quarter and full-year 2025 results, with core FFO and revenues surpassing Zacks Consensus Estimates. The company experienced steady leasing momentum and increased rental rates, driven by rising demand in the data center market. DLR also provided positive guidance for 2026, anticipating continued growth in core FFO and revenues, alongside portfolio expansion through strategic acquisitions and joint ventures.
Digital Realty Trust (NYSE:DLR) Price Target Cut to $200.00 by Analysts at Stifel Nicolaus
Stifel Nicolaus has reduced its price target for Digital Realty Trust (NYSE:DLR) to $200.00 from $210.00, while maintaining a "buy" rating. This adjustment comes despite the company beating Q4 2025 earnings expectations and raising its FY 2026 EPS guidance, reflecting potential profit-taking and concerns over its high valuation. Analysts collectively have a "Moderate Buy" consensus rating for DLR with an average price target of $192.13.
The Goldman Sachs Group Forecasts Strong Price Appreciation for Digital Realty Trust (NYSE:DLR) Stock
The Goldman Sachs Group recently increased its price target for Digital Realty Trust (NYSE:DLR) to $190, maintaining a "buy" rating and indicating a potential upside of over 11%. This comes after Digital Realty Trust reported strong Q4 2025 earnings, beating analyst estimates, and raised its FY 2026 EPS guidance, driven by accelerating hyperscale and AI-driven demand. The company maintains a "Moderate Buy" consensus rating from analysts, despite recent short-term stock fluctuations.
Digital Realty's Q4 Core FFO & Revenues Top Estimates, Rentals Rise
Digital Realty Trust (DLR) reported strong fourth-quarter 2025 results, with core FFO per share of $1.86 and operating revenues of $1.63 billion, both exceeding Zacks Consensus Estimates. The company demonstrated steady leasing momentum with increased rental rates and significant portfolio activity, including strategic acquisitions and a joint venture in Israel. DLR also provided positive 2026 guidance, projecting core FFO per share between $7.90-$8.00 and total revenues of $6.60-$6.70 billion.
Digital Realty Trust, Inc. (NYSE:DLR) Q4 2025 Earnings Call Transcript
Digital Realty Trust, Inc. (DLR) reported its Q4 2025 earnings, falling short of EPS expectations at $0.2806 versus an anticipated $1.83. Despite the earnings miss, the company highlighted record financial performance for 2025, exceeding revenue, EBITDA, and core FFO targets, with 10% FFO growth over 2024. The call focused on robust demand for data center capacity, particularly driven by AI adoption and cloud scaling, leading to record bookings and an expanded funding strategy through private markets.
