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DigitalBridge Group Community
NYSE:DBRG Community- 2 Narratives written by author
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- 16 Fair Values set on narratives written by author
Community Investing Ideas
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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AN
US$16.5
28.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
41.69% p.a.
Profit Margin
39.96%
Future PE
23.04x
Share price in 2028
US$21.84
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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AN
US$20
40.9% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
-1.93% p.a.
Profit Margin
20.73%
Future PE
45.21x
Share price in 2028
US$27.26