Americold (COLD) Q4 2025 Earnings Call Transcript
Americold Realty Trust reported its Q4 2025 earnings, with AFFO per share slightly above expectations. The company provided a 2026 AFFO guidance range of $1.20 to $1.30 per share, focusing on deleveraging the balance sheet, optimizing its global portfolio, and driving organic growth through new sector penetration. Management also highlighted significant cost reductions and a continued shift towards fixed-commitment contracts while acknowledging ongoing market headwinds.
Host Hotels' Q4 AFFO & Revenues Top Estimates, Hotel RevPAR Rises
Host Hotels & Resorts (HST) exceeded Q4 adjusted funds from operations (AFFO) and revenue estimates, driven by a 12.3% year-over-year increase in total revenues and strong comparable hotel RevPAR growth. The company reported a 13.3% rise in Q4 AFFO per share to 51 cents and issued a positive outlook for 2026 AFFO per share, reflecting optimism about luxury and upper-upscale hotel demand. Host Hotels also engaged in significant portfolio activity, including the sale of Four Seasons Resort Orlando and The St. Regis Houston for a combined value over $1.15 billion.
Iron Mountain partners with energy storage firm Calibrant to deploy 23MWh BESS unit at New Jersey data center
Iron Mountain has partnered with Calibrant Energy to deploy a 23MWh battery energy storage system (BESS) at its New Jersey data center. This BESS will integrate with an existing 7.2MW rooftop solar installation and aims to stabilize the regional grid during peak demand while improving the economic and operational efficiency of the local utility grid. The project highlights how the data center industry can contribute to solving emerging grid challenges.
Vanguard Group Inc. Buys 188,213 Shares of Iron Mountain Incorporated $IRM
Vanguard Group Inc. increased its stake in Iron Mountain Incorporated by 0.4% during the third quarter, acquiring an additional 188,213 shares and now owning 47,253,100 shares worth approximately $4.82 billion. Iron Mountain declared a quarterly dividend of $0.864 per share. While institutional investors own 80.13% of the company, and analysts have a "Moderate Buy" rating with a $113 target, insiders have sold a significant number of shares recently.
Iron Mountain (NYSE:IRM) Hits New 1-Year High - Here's Why
Iron Mountain (NYSE:IRM) recently reached a new 52-week high, trading as high as $111.63. Analysts have set price targets between $100.00 and $126.00, with an average "Moderate Buy" rating. The company also announced a quarterly dividend of $0.864 per share and saw insider selling activity, while institutional investors adjusted their stakes.
Equinix Rockets to $10 Billion Revenue Guidance as the "Inference Era" Takes Center Stage
Equinix, Inc. has announced a record $10 billion revenue outlook for 2026, marking a significant milestone for a data center REIT. This growth is attributed to the increasing demand for distributed networks supporting AI inference, driven by enterprises integrating real-time AI. The company's focus on "edge" deployments, advanced liquid cooling, and strategic positioning for interconnection has led to a surge in stock value and positive analyst outlook, highlighting a shift in the AI market from training to inference.
Aberdeen Group plc Raises Stock Holdings in Iron Mountain Incorporated $IRM
Aberdeen Group plc increased its stake in Iron Mountain Incorporated (NYSE:IRM) by 12.7% during the third quarter, bringing its total holdings to 382,634 shares valued at $38.397 million. Other institutional investors also adjusted their positions, and insiders sold significant shares. Iron Mountain also declared a quarterly dividend of $0.864 per share.
Iron Mountain Incorporated (NYSE:IRM) Receives Average Rating of "Moderate Buy" from Brokerages
Iron Mountain (NYSE:IRM) has received a consensus "Moderate Buy" rating from six analysts, with an average one-year price target of $113.00. While the company recently declared a quarterly dividend of $0.864 per share, resulting in a 3.1% yield, its payout ratio of 720.83% raises sustainability concerns. Insider selling by the CEO and an EVP in early January totaled approximately $9.97 million over the past three months, with insiders now owning 1.90% of the stock.
Iron Mountain stock hits 52-week high at $108.18 By Investing.com
Iron Mountain Inc. (IRM) stock reached a new 52-week high of $108.18, reflecting a 14.14% increase over the past year. This achievement follows a strong fourth-quarter 2025 earnings report, where the company saw a 17% year-over-year revenue increase to $1.84 billion and an EPS of $0.61, both slightly surpassing analyst expectations. The positive performance indicates strong investor confidence and successful strategic initiatives.
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.
Iron Mountain Incorporated (NYSE:IRM) Q4 2025 Earnings Call Transcript
Iron Mountain (NYSE:IRM) reported record Q4 and full-year 2025 results, with revenue and adjusted EBITDA growing 17% year-over-year in Q4. The company highlighted strong performance in its data center, asset lifecycle management (ALM), and digital solutions businesses, which collectively grew over 30% and contributed significantly to overall growth. Iron Mountain provided a positive outlook for 2026, projecting continued double-digit growth driven by strong market demand, strategic investments, and successful cross-selling efforts.
Down 19.0% in 4 Weeks, Here's Why Cousins Properties (CUZ) Looks Ripe for a Turnaround
Cousins Properties (CUZ) has experienced a 19% decline in stock value over the past four weeks, but indicators suggest a potential turnaround. The stock's Relative Strength Index (RSI) of 22.72 indicates it is oversold, while a consensus among Wall Street analysts points to better-than-expected earnings. Additionally, CUZ holds a Zacks Rank #2 (Buy), further suggesting a rebound in the near term.
Iron Mountain Incorporated $IRM Shares Sold by Rhumbline Advisers
Rhumbline Advisers recently reduced its stake in Iron Mountain Incorporated (IRM) by 3.8% during the third quarter, while major institutional investors generally increased their positions. This comes as Iron Mountain reported strong Q4 earnings, revenue, and significantly raised FY2026 and Q1 guidance, driven by booming data-center demand. Despite some underlying profitability concerns, the company also declared a quarterly dividend.
Iron Mountain stock hits 52-week high at $108.18 By Investing.com
Iron Mountain Inc. stock reached a 52-week high of $108.18, marking a 14.14% increase over the past year. This performance is supported by strong Q4 2025 earnings, with revenue of $1.84 billion and EPS of $0.61, both exceeding forecasts. The consistent growth and strategic initiatives highlight investor confidence in the company.
Iron Mountain (NYSE:IRM) Posts Quarterly Earnings Results, Beats Expectations By $0.05 EPS
Iron Mountain (NYSE:IRM) reported strong quarterly earnings, surpassing analyst expectations by $0.05 EPS with revenues of $1.84 billion, a 16.6% year-over-year increase. The company's data center business and Asset Lifecycle Management (ALM) were key growth drivers, with data center revenue up 30% in 2025 and ALM revenue increasing by 63%. Iron Mountain also raised its fiscal year 2026 guidance, reflecting confidence in continued growth, particularly in its data center operations driven by AI workloads.
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.
Iron Mountain's Shares Rise on Q4 AFFO Beat, Revenues Rise Y/Y
Iron Mountain (IRM) reported strong fourth-quarter and full-year 2025 results, with adjusted funds from operations (AFFO) per share and revenues beating Zacks Consensus Estimates. The company's shares rose by approximately 9% following the news, driven by solid performance across its storage, service, global RIM, and data center segments. IRM also announced a cash dividend for Q1 2026 and provided optimistic guidance for the first quarter and full year 2026.
Iron Mountain (NYSE:IRM) Hits New 12-Month High Following Better-Than-Expected Earnings
Iron Mountain (NYSE:IRM) reached a new 52-week high after reporting better-than-expected Q4 earnings with $1.44 EPS and a 16.6% revenue increase year-over-year. The company provided strong forward guidance for Q1 and FY2026, driven by high demand for data center land leases due to AI and data growth. Despite this strong performance, concerns remain regarding profitability with a low net margin and negative ROE, as well as an elevated valuation and recent insider selling.
Iron Mountain Shatters Record, Data Center Boom Powers Fifth Straight Year Of All-Time Highs
Iron Mountain Inc. reported fourth-quarter results that exceeded Wall Street expectations, marking its fifth consecutive year of record-high revenue, adjusted EBITDA, and AFFO. The company's growth was fueled by strong storage rental and service revenues, with significant contributions from its Global Data Center segment. Iron Mountain anticipates continued double-digit revenue and profit growth in 2026, supported by strong data center leasing and upcoming capacity.
Iron Mountain stock hits 52-week high at $108.18
Iron Mountain (IRM) stock recently reached a 52-week high of $108.18, representing a 14.14% increase over the past year. This achievement highlights strong investor confidence and the company's strategic growth initiatives. The company also reported a significant 17% year-over-year revenue increase in Q4 2025, reaching $1.84 billion, and an EPS of $0.61, surpassing analyst expectations.
Iron Mountain (NYSE:IRM) Releases Q1 2026 Earnings Guidance
Iron Mountain (NYSE:IRM) has released its Q1 2026 earnings guidance, projecting EPS between $1.390 and $1.390 and revenue between $1.9 billion and $1.9 billion, both exceeding consensus estimates. The company also raised its full-year 2026 EPS guidance to $5.690-$5.790. Despite recent insider selling activities by executives, analysts maintain a "Moderate Buy" rating for the stock with an average price target of $113.00, and institutional ownership remains high.
Iron Mountain Q4 earnings beat, with growth businesses setting stage for strong 2026 (IRM:NYSE)
Iron Mountain (IRM) reported strong Q4 results, surpassing analyst expectations for revenue, adjusted FFO per share, and adjusted EBITDA. The company projects continued double-digit growth through 2026, driven significantly by its data center, digital, and asset lifecycle management businesses, which saw over 40% year-over-year growth. This performance positions Iron Mountain for a strong financial future, complementing its solid traditional storage business.
Iron Mountain forecasts annual revenue above estimates on strong data center demand
Iron Mountain (IRM) has projected its annual revenue to exceed analysts' estimates, driven by robust demand for its data center services. This positive outlook highlights the company's strong performance in a growing market. The forecast indicates confidence in future growth within the data management and data center industry.
Iron Mountain Reports Fourth Quarter and Full Year 2025 Results
Iron Mountain (NYSE: IRM) has announced record financial results for the fourth quarter and full year 2025, with revenues of $1.8 billion and $6.9 billion, respectively. The company saw significant growth across all key metrics, including a 16.6% increase in Q4 revenue year-over-year and a 12.2% increase for the full year. Iron Mountain also issued strong guidance for 2026, anticipating continued double-digit revenue and Adjusted EBITDA growth, driven by its expanding growth businesses in data center, digital, and asset lifecycle management.
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.
Iron Mountain (IRM) Q4 Earnings and Revenues Top Estimates
Iron Mountain (IRM) reported Q4 earnings of $1.44 per share, surpassing the Zacks Consensus Estimate of $1.39, and revenues of $1.84 billion, exceeding estimates by 2.18%. Despite outperforming the market year-to-date, the stock currently holds a Zacks Rank #3 (Hold) based on mixed estimate revisions. Investors are looking to management's commentary for future price movement, with the company’s business information services industry currently in the bottom 34% of Zacks-ranked industries.
Iron Mountain: Q4 Earnings Snapshot
Iron Mountain Inc. (IRM) reported strong fourth-quarter results, with earnings of $89.3 million, or $1.44 per share adjusted for non-recurring costs, surpassing Wall Street expectations. The company also exceeded revenue forecasts, posting $1.84 billion for the period. For the full year, Iron Mountain achieved a profit of $144.6 million on $6.9 billion in revenue and provided an optimistic outlook for the upcoming year.
Welltower reports 28% jump in quarterly FFO on robust seniors housing demand
Welltower, Inc. reported a significant 28.3% increase in normalized FFO per diluted share for the fourth quarter, driven by robust occupancy gains and strong pricing power in its seniors housing portfolio. The company's Seniors Housing Operating (SHO) portfolio propelled growth with a 20.4% SSNOI surge, marking its 13th consecutive quarter of over 20% NOI growth. Welltower also strengthened its balance sheet and declared a 10.4% dividend increase, projecting continued strong performance for 2026.
Iron Mountain (IRM) Set to Announce Q4 Earnings Amid Mixed Analyst Views
Iron Mountain (IRM) is preparing to release its Q4 financial results, with expectations of $0.99 FFO and $1.8 billion in revenue, representing a 14.04% year-over-year increase. Despite past successes in exceeding FFO and EBITDA forecasts, concerns exist regarding rising debt and cash flow issues, reflected in a low Altman Z-Score and high dividend payout ratio. Analyst ratings are mixed, ranging from hold to strong sell and buy, with Barclays recently raising its price target to $126.
Should Iron Mountain Stock Be in Your Portfolio Ahead of Q4 Earnings?
Iron Mountain (IRM) is set to release its fourth-quarter 2025 results on February 12, with expectations of year-over-year revenue and adjusted funds from operations (AFFO) per share growth. The company's performance is likely bolstered by recurring revenues from storage and records management, expansion in data centers, and an aggressive acquisition strategy. However, increased costs and interest expenses are potential headwinds, and the Zacks quantitative model does not conclusively predict an AFFO surprise for IRM this quarter.
Should Iron Mountain Stock Be in Your Portfolio Ahead of Q4 Earnings?
Iron Mountain (IRM) is set to release its Q4 2025 results on February 12th, with revenues and AFFO per share expected to show year-over-year growth, driven by strong storage, service, global RIM, and data center segment performances. While the company's aggressive expansion and recurring revenues are positives, increased costs and interest expenses are potential headwinds. Despite consistent past performance, Zacks' quantitative model does not predict an AFFO per share surprise for IRM this quarter due to a 0.00% Earnings ESP and a Zacks Rank #3.
Quant snapshot: Manulife, KBC, Ambev lead strong buys as Ultragenyx, Atomera lag
Financials, information technology, and consumer discretionary are expected to lead this week's earnings reports, with 372 companies scheduled to report. The quant rankings show a strong divide, with Financials, led by Manulife Financial, KBC Group, and Ambev S.A., dominating the top-rated stocks. Conversely, health care and information technology have the lowest-rated stocks.
State Street Corporation $STT Shares Sold by Twin Capital Management Inc.
Twin Capital Management Inc. significantly reduced its stake in State Street Corporation (NYSE:STT) by selling 10,791 shares, bringing its total holdings to 14,014 shares valued at $1.626 million. Despite this, State Street reported strong Q3 results, beating EPS and revenue expectations. Analysts maintain a "Moderate Buy" rating for STT with an average target price of $135.83, and the company offers a quarterly dividend of $0.84.
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.
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%.
Tucows Announces Timing for Q4 2025 Financial Results News Release and Management Commentary
Tucows Inc. (NASDAQ: TCX) (TSX: TC) will release its Q4 2025 financial results on Thursday, February 12, 2026, at 5:05 p.m. ET. Management's pre-recorded audio commentary and transcript will be available on their investor website concurrently. Shareholders, analysts, and prospective investors can submit questions via email until February 19, 2026, with management's responses posted on February 25, 2026.
Iron Mountain Inc. stock outperforms competitors on strong trading day
Iron Mountain Inc. (IRM) stock rallied 7.68% to $95.78, outperforming the broader market on a strong trading day where the S&P 500 Index and Dow Jones Industrial Average also saw significant gains. The stock closed 11.44% below its 52-week high.
J.W. Cole Advisors Inc. Has $3.43 Million Stock Holdings in Iron Mountain Incorporated $IRM
J.W. Cole Advisors Inc. significantly increased its stake in Iron Mountain (NYSE:IRM) by 54.8% in Q3, now holding 33,596 shares valued at $3.43 million. Despite this, company insiders have been net sellers, with CEO William Meaney selling a substantial number of shares. Analysts currently rate Iron Mountain as a "Moderate Buy" with an average target price of $113.
Iron Mountain Inc (IRM) Stock Price Up 5.45% on Feb 6
Shares of Iron Mountain Inc (IRM) saw a significant increase of 5.45% in mid-day trading on February 6, settling at $93.80. This places the stock well above its 52-week low and within reach of its 52-week high. Wall Street analysts maintain an "Outperform" status for IRM, forecasting an average price target of $115.78, while GuruFocus estimates a one-year fair value of $108.17.
Atlantic Union Bankshares Corp Boosts Position in State Street Corporation $STT
Atlantic Union Bankshares Corp significantly increased its stake in State Street Corporation (NYSE:STT) by 1,748.3% in the third quarter, acquiring an additional 25,000 shares to hold a total of 26,430 shares valued at approximately $3.07 million. State Street recently surpassed earnings expectations with an EPS of $2.97 and revenues of $3.67 billion, a 7.5% year-over-year increase. Analysts have a "Moderate Buy" consensus rating for State Street, with an average price target of $135.83.
State Street Corporation $STT Stock Position Lifted by Jones Financial Companies Lllp
Jones Financial Companies Lllp has increased its stake in State Street Corporation (NYSE:STT) by 11.7%, now owning 208,600 shares valued at approximately $24.14 million. This comes as State Street reported strong quarterly earnings, beating analyst estimates with an EPS of $2.97 and revenue of $3.67 billion, which was up 7.5% year-over-year. The company also declared a quarterly dividend of $0.84, contributing to an annualized yield of 2.6%.
Analysts Remain Bullish on Iron Mountain (IRM) Amid Storage, Rentals, and ALM Business Growth
Analysts are maintaining a bullish outlook on Iron Mountain (IRM) due to anticipated growth in its storage, rentals, and Asset Lifecycle Management (ALM) businesses. Barclays raised its price target to $126, while Trust Securities reiterated its Buy rating amid expectations for reaccelerated data center leasing and the roll-off of Project Matterhorn's restructuring expenses. The ALM segment, in particular, is seen as a significant growth driver, projected to account for 17% of total revenue by 2030.
New York State Common Retirement Fund Cuts Holdings in Iron Mountain Incorporated $IRM
The New York State Common Retirement Fund reduced its stake in Iron Mountain Incorporated ($IRM) by 12.6% in the third quarter, selling 26,200 shares. This move leaves them with 182,074 shares valued at approximately $18.56 million. Despite insider selling by CEO William L. Meaney and EVP Mark Kidd, Iron Mountain exceeded Q3 EPS estimates, reported a 12.7% revenue increase, and raised its quarterly dividend, indicating strong financial performance.
North America REIT Market Valuation Expected to Hit USD 344.2
The North America REIT Market is projected to grow from USD 282.5 billion in 2024 to USD 344.2 billion by 2032, expanding at a CAGR of 2.50%. This growth is driven by strong institutional investor demand and urban development, despite challenges from interest rate fluctuations and regulatory complexities. Artificial intelligence and machine learning are significantly influencing the market by enhancing property valuation, portfolio optimization, and sustainability reporting, leading to smarter, technology-enabled real estate investment models.
Principal Financial Group Inc. Trims Stake in Iron Mountain Incorporated $IRM
Principal Financial Group Inc. reduced its stake in Iron Mountain Incorporated (NYSE:IRM) by 2.2% during the third quarter, selling 57,698 shares and now owning 2,527,158 shares valued at $257.6 million. Despite insider selling by CEO William L. Meaney and EVP Mark Kidd, other institutional investors have acquired new stakes or increased their positions in the company. Analysts hold a "Moderate Buy" consensus rating for Iron Mountain, with a target price of $115.40, and the company recently increased its quarterly dividend.
Federated Hermes Inc. Has $14.96 Million Holdings in Iron Mountain Incorporated $IRM
Federated Hermes Inc. reduced its stake in Iron Mountain Incorporated by 9.9% in the third quarter, now holding shares valued at $14.96 million, while institutional investors collectively own approximately 80.13% of the stock. Recent insider selling by CEO William L. Meaney and EVP Mark Kidd amounted to over $3.2 million, and the company recently raised its quarterly dividend to $0.864 per share. Iron Mountain reported strong Q3 earnings of $1.32 EPS, beating estimates, and analysts maintain a "Moderate Buy" rating with an average target price of $115.40.
New York State Common Retirement Fund Sells 15,605 Shares of State Street Corporation $STT
The New York State Common Retirement Fund reduced its stake in State Street Corporation by 7.6%, selling 15,605 shares and now holding 189,197 shares valued at $21.95 million. State Street recently exceeded Q3 earnings and revenue estimates, reporting $2.97 EPS and $3.67 billion in revenue, and declared an $0.84 quarterly dividend. Institutional investors hold a significant portion of the company's stock, and analysts maintain a "Moderate Buy" rating with an average target price of $135.83.
March 13th Options Now Available For Iron Mountain (IRM)
New options for Iron Mountain (IRM) with a March 13th expiration date have become available. The article details a put contract at a $91.00 strike price offering a potential 17.27% annualized return, and a covered call contract at a $94.00 strike price, which could yield a 4.53% return if the stock is called away. These options present strategies for investors interested in IRM, with analysis on implied volatility and historical performance.
Federated Hermes Inc. Has $83.56 Million Holdings in NetApp, Inc. $NTAP
Federated Hermes Inc. significantly reduced its holdings in NetApp, Inc. by 21.1% in the third quarter, now owning 705,356 shares valued at $83.56 million. Despite insider selling, NetApp exceeded Q3 earnings estimates with $2.05 EPS and $1.71 billion in revenue, and declared a quarterly dividend of $0.52. Analysts currently hold a "Moderate Buy" consensus rating for the company with an average price target of $124.33.
Federated Hermes Inc. Acquires 84,814 Shares of State Street Corporation $STT
Federated Hermes Inc. increased its stake in State Street Corporation by 8.1%, purchasing an additional 84,814 shares to now own 1,127,608 shares valued at approximately $130.8 million. State Street recently exceeded quarterly EPS and revenue expectations, reporting $2.97 EPS and $3.67 billion in revenue, and distributes a quarterly dividend of $0.84. The stock currently trades around $127.54 with a market cap of $35.6 billion, and analysts maintain a "Moderate Buy" rating with an average target price of $135.83.
