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DigitalBridge Group
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DigitalBridge Group Community
NYSE:DBRG Community
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DigitalBridge Group
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DigitalBridge Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Demand And Global Expansion Will Transform Digital Infrastructure
Key Takeaways Surging demand for data centers and power, especially from AI and cloud trends, underpins strong, recurring revenue growth and long-term expansion opportunities. Strategic asset diversification, global expansion, and a pure-play focus in digital infrastructure strengthen margins, earnings predictability, and value creation for shareholders.
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US$16.5
FV
26.3% undervalued
intrinsic discount
41.69%
Revenue growth p.a.
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13
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9 days ago
author updated this narrative
DigitalBridge Group
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Global Data Trends And 5G Rollout Will Fuel Digital Infrastructure
Key Takeaways Accelerating demand for AI, cloud, and data infrastructure is driving robust growth and expanding DigitalBridge’s margins through higher utilization and strengthened pricing power. Strategic capital deployment and portfolio expansion are enhancing returns, diversifying revenue streams, and solidifying the company’s leadership in global digital infrastructure.
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US$20
FV
39.2% undervalued
intrinsic discount
-1.93%
Revenue growth p.a.
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about 1 month ago
author updated this narrative