DigitalBridge Group

AI Demand And Global Expansion Will Transform Digital Infrastructure

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Sep 24

Updated

07 Dec 25

Views

193

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

12.4%

7D

-10.7%

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1Y

12.4%

7D

-10.7%

You can edit this narrative until Dec 8 4:10 AM. Then, changes will post as Updates.

Author's Valuation

US$17.2822.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

Fair value Increased 4.71%

DBRG: Korean AI Data Center Expansion Will Drive Stronger Future Prospects

Analysts have raised their price target on DigitalBridge Group by about 5 percent to approximately 17.28 dollars per share, citing meaningfully stronger expected revenue growth and improved profit margins, partially offset by a slightly higher discount rate and a modestly lower future price to earnings multiple. What's in the News DigitalBridge signed a Memorandum of Understanding with KT Corporation to co develop next generation AI data centers in Korea, including potential gigawatt scale, multi billion dollar AI factory type facilities, marking its first collaboration with a major Korean telecom operator (Key Developments).

Shared on 30 Apr 25

Fair value Decreased 0.60%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 5.56%

Shared on 26 Mar 25

Fair value Decreased 1.18%

AnalystConsensusTarget has increased revenue growth from -6.4% to -7.1% and increased future PE multiple from 45.4x to 51.0x.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 7.15%

AnalystConsensusTarget has decreased revenue growth from -16.0% to -6.4%, increased profit margin from 10.8% to 17.7% and decreased future PE multiple from 82.8x to 45.4x.

AnalystConsensusTarget Fair Value

US$17.28

22.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

34.89%

Capital Markets revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.41%

Calculation

US$226.38m

Earnings '28

x

20.35x

PE Ratio '28

=

US$4.61b

Market Cap '28

US$4.61b

Market Cap '28

/

209.71m

No. shares '28

=

US$21.97

Share Price '28

US$21.97 Share Price '28

Discounted to 2025 @ 8.45% p.a.

=

US$17.22

Fair Value '25