Digital Realty Trust (DLR) Resumen de Acciones
Digital Realty Trust, Inc. posee, adquiere, desarrolla y explota centros de datos a través de su filial Digital Realty Trust, L.P., una sociedad operativa. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 2/6 |
| Dividendos | 5/6 |
Recompensas
Análisis de riesgos
DLR Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$110.45
FV
73.9% sobrevalorado descuento intrínseco7.00%
Revenue growth p.a.
150
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Competidores de Digital Realty Trust, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$192.03 |
| Máximo en las últimas 52 semanas | US$208.14 |
| Mínimo de 52 semanas | US$146.23 |
| Beta | 1.08 |
| Cambio en 1 mes | -4.40% |
| Variación en 3 meses | 9.31% |
| Cambio de 1 año | 14.22% |
| Variación en 3 años | 94.19% |
| Variación en 5 años | 26.70% |
| Variación desde la OPV | 1,500.25% |
Noticias y actualizaciones recientes
Recent updates
Seeking Alpha • May 06
Digital Realty Trust: Preferred Equity Presents A More Attractive Risk-Adjusted Opportunity
Summary Digital Realty Trust offers a robust platform in data center REITs, but its preferred stocks present a superior risk-adjusted yield for conservative investors. DLR's preferred shares (DLR.PR.J, DLR.PR.K, DLR.PR.L) yield 6.4–6.5%, trade below par, and carry investment-grade ratings, outpacing both common stock and OTC bonds. Key credit metrics include a net debt/EBITDA of 5.5x, EBITDA coverage of 6x, and a low leverage ratio of 31.62%, supporting financial stability. With no material deterioration in Q1 2026, DLR's preferreds offer income-focused investors priority, yield, and credit quality over common shares. Read the full article on Seeking Alpha
Actualización de narrativa • May 01
DLR: AI Demand And Global Expansion Will Support A Balanced Outlook
Analysts lifted the fair value estimate for Digital Realty Trust by about $17 to $218 per share, citing higher assumptions for revenue growth and profit margins, supported by a broad wave of recent price target increases across major firms, despite at least one downgrade. Analyst Commentary Recent Street research around Digital Realty Trust has been active, with multiple firms adjusting price targets and a mix of upbeat and cautious views emerging.Actualización de narrativa • Apr 17
DLR: AI Demand And European Expansion Will Support A Measured Outlook
Narrative Update on Digital Realty Trust The analyst price target for Digital Realty Trust has been raised by about $2 to $201, with analysts pointing to slightly higher modeled revenue growth, a modestly lower discount rate, and a small uptick in future P/E assumptions as key drivers behind the change. Analyst Commentary Recent research on Digital Realty Trust has been active, with several firms adjusting price targets and initiating coverage at different levels.Actualización de narrativa • Apr 03
DLR: AI Demand And European Expansion Will Support A Balanced Outlook
Analysts have nudged the price target for Digital Realty Trust slightly higher to $198.55 from $198.38, reflecting updated assumptions around revenue growth, profit margins and future P/E that are being supported by recent positive coverage initiations and target revisions across several research firms. Analyst Commentary Recent research updates on Digital Realty Trust present a mixed picture, with some firms highlighting growth opportunities in AI and interconnection, while others flag potential constraints around development pace, leasing and macro risks.Actualización de narrativa • Mar 19
DLR: Iberian Expansion And AI Data Center Labs Will Support Balanced Outlook
Analysts nudged Digital Realty Trust's fair value estimate slightly higher to about $198 per share, reflecting updated assumptions around discount rates, more moderate revenue growth and profit margins, and a higher future P/E multiple in light of recent mixed but generally constructive price target revisions across the Street. Analyst Commentary Street research on Digital Realty Trust has been active, with several firms updating ratings and price targets in recent months.Actualización de narrativa • Dec 21
DLR: Record AI Demand Pipeline Will Drive Future Upside Despite Power Constraints
Analysts have modestly trimmed their price target on Digital Realty Trust to about $198 from roughly $199, reflecting a slightly higher discount rate and marginally lower growth and margin assumptions, even as they point to attractive valuation, stable data center demand, and a record demand pipeline supporting long-term, predictable growth. Analyst Commentary Recent Street research reflects a generally constructive stance on Digital Realty Trust, with bullish analysts highlighting improving fundamentals and an increasingly supportive demand backdrop for data centers, while more cautious views focus on execution risk and the sustainability of growth at current valuation levels.Actualización de narrativa • Dec 07
DLR: Record AI Demand Pipeline Will Drive Upside Despite Power Constraints
Analysts nudged their fair value estimate for Digital Realty Trust slightly higher to approximately $199.22 from about $199.19, citing recent price target increases and upgrades that highlight the stock's attractive valuation, stable growth profile, and strengthening demand pipeline. Analyst Commentary Recent Street research reflects a generally constructive stance on Digital Realty Trust, with price targets moving higher and ratings shifting into more positive territory as analysts reassess the company’s growth durability and demand backdrop.Actualización de narrativa • Nov 22
DLR: Record Demand Pipeline Will Support Upside Momentum Despite Leasing Delays
Analysts have raised their price target for Digital Realty, increasing it in line with improved guidance and a robust demand outlook. They cited recent record pipelines and the stock’s renewed valuation appeal.Actualización de narrativa • Nov 08
DLR: Continued Demand for Data Centers Will Drive Expansion Momentum
Analysts have raised their price target for Digital Realty Trust by approximately $1.48. This reflects renewed optimism after recent guidance boosts and continued strong demand in data center markets.Actualización de narrativa • Oct 24
Record Leasing And Demand Trends Will Fuel Future Data Center Expansion
The analyst price target for Digital Realty Trust increased from $195.44 to $197.70. This change is attributed to analysts' views of stronger revenue growth and improved profit margins based on recent guidance and robust data center demand.Seeking Alpha • Apr 10
Digital Realty: Great Growth And Income All In One
Summary Digital Realty Trust is a leading REIT in the data center space, benefiting from AI, cloud adoption, and digital transformation trends. DLR has shown strong returns and robust leasing activity, with significant growth in revenue and improved balance sheet metrics. The stock offers a well-covered 3.3% dividend yield and forward-looking innovations like high-density cooling and AI integration. DLR's strong catalysts and growth potential make it an appealing investment for income and growth investors. Read the full article on Seeking AlphaNueva narrativa • Mar 18
Digital Realty Trust Will Ride the AI Wave with 7% Revenue Growth
AI & Cloud Demand: Data center demand is booming due to AI, cloud computing, and digital transformation trends. Companies like Microsoft, Google, and Amazon are expanding their hyperscale cloud operatSeeking Alpha • Feb 24
The Reasons Digital Realty Is Not Worth The Current Price
Summary Digital Realty's updated fair value range is $102 to $174, based on a 6.9% required return and 1.8%-3.9% dividend growth rates in perpetuity. Despite strong data center demand and reduced leverage, DLR's revenue guidance missed analyst expectations, and shareholder dilution remains a concern. DLR's valuation is unattractive compared to the broader REIT sector and its historical averages, making current price levels risky for investment. We rate DLR as hold, acknowledging our previous sell rating may have been too pessimistic. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Digital Realty Trust: Textbook Short Squeeze (Playing With House Money Now)
Summary Digital Realty has shown strong performance but is now overvalued, trading at nearly 29x P/AFFO, which is unsustainable given its low growth projections. Despite record leasing and backlog activity, Digital Realty's occupancy rates remain concerning, and its AFFO growth is not matching expectations. I’m shifting my rating to "Hold" and trimming shares, redeploying capital into American Tower and Prologis, which offer better valuation and growth prospects. Realty Income, through its JV with Digital Realty, also presents a compelling investment opportunity with the potential for over 30% annualized returns. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Digital Realty: Consistent FFO Results, But Common Shares Appear Overvalued
Summary Artificial Intelligence is a significant market driver in 2024, boosting demand for data centers like Digital Realty Trust. DLR has shown consistent FFO results despite challenges, but lags behind peers in Net Income growth, EPS growth, and Return on Equity. DLR's credit rating is stable, with tight credit spreads indicating solid credit quality, but its common stock appears overvalued. Investors might consider better alternatives as DLR's FFO yield is lower than risk-free rates, and future price appreciation could further decrease this yield. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
Digital Realty Has Huge Repricing Potential In 2025
Summary Digital Realty Trust, Inc. is positioned to realize strong tailwinds in the back half of FY25 with a large amount of leased capacity up for renewal. Scarcity of baseload capacity may create a constraint for new data center builds, potentially pushing up rates for leased space. DLR's global presence and enhanced features like direct liquid cooling position it well to capitalize on the AI-driven demand, leading to potentially higher lease renewal rates for large customers. Read the full article on Seeking AlphaSeeking Alpha • Aug 22
Digital Realty Trust: Frozen Dividends Are Unlikely To Last - A Hike Is Coming
Summary DLR continues to report higher pricing and robust renewal spreads in H1'24, resulting in the robust AFFO per share and Cash Net Operating Income growth. Combined with the much healthier balance sheet and lower AFFO payout ratios, we believe that a dividend hike is likely by 2025, if not H2'24. Therefore, while the management may prudently reiterate their FY2024 core FFO guidance range, we believe that a moderate beat and raise performance in the FQ3'24 earnings call is likely. The patient may be rewarded indeed. Read the full article on Seeking Alpha
Nueva narrativa • Aug 20
Sustainability And Innovation Drive Growth In Data Center Space
Expanding into new markets and developing data centers for AI workloads positions the company for additional growth opportunities and competitive advantage.Seeking Alpha • Aug 16
Digital Realty Seems To Be Overvalued Following Q2 Earnings
Summary Digital Realty Trust, Inc. has shown positive operating performance, but its valuation is questionable due to AI hype. The company has a strong business profile with growth tailwinds, but its income appeal may not be enough for investors. Despite recent financial performance improvements, Digital Realty's high valuation and low dividend yield may not make it an attractive investment. Read the full article on Seeking AlphaSeeking Alpha • Jul 21
Digital Realty Trust: AI Factory Opportunities (Rating Upgrade And Q2 Preview)
Summary Digital Realty Trust positioned to become an AI factory for hosting accelerated computing for smart applications, driving revenue growth. With increasing demand for data centers, hosting prices have also increased, leading the way for better profitability and FFO. Capital-light approach through joint ventures and asset sales reducing leverage, and improving financial capability for future investments. There is also the competition and risks related to the supply chain, which may impact execution. Thus, it is important to obtain a management update on the risks during the second quarter's earnings call next week and watch out whether the capital-light approach remains on track. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
Digital Realty: Still Too Expensive To Buy
Summary Digital Realty's recent earnings release showed record leasing activity and favorable pricing trends. Despite the strong quarter, the shares are still priced to perfection, leaving limited upside potential and a poor margin of safety. The company's premium valuation and the need for flawless execution of growth initiatives make it difficult to justify a Buy rating. Read the full article on Seeking AlphaSeeking Alpha • May 27
Digital Realty Trust: Record Leasing At Impressive Rates, Dividend Hike Expected Soon
Summary Digital Realty Trust's intensified Joint Ventures already deliver sustainable growth profile along with healthier balance sheet and higher AFFO per share growth. Much of the tailwinds are attributed to the record leasing at higher prices, positive same capital growth, and increase in renewal spreads. These developments have triggered a moderate raise in DLR's FY2024 guidance, with higher rental rates on renewal basis at +6% YoY and Same-Capital cash NOI growth at +3% YoY. As a result, we believe that a payout hike is likely by 2025 as its AFFO payout ratio moderates below its 2019 levels and the sector median, lending strength to its dividend investment thesis. This is why we believe that DLR's sideway trading pattern has been a gift indeed, allowing interested investors a chance to dollar cost average. Read the full article on Seeking AlphaSeeking Alpha • May 14
It's Not Worth Investing In Digital Realty Trust For The Dividends (Downgrade)
Summary Digital Realty's stock is overvalued based on both a dividend discount model and price multiples. The potential need to refinance a significant amount of debt in the near future creates uncertainty due to elevated interest rates. The recent earnings release combined with the proposed equity raise, while keeping the dividend flat, is also not really appealing for us. As a result, the recommendation for Digital Realty's stock is downgraded from hold to sell. Read the full article on Seeking AlphaRentabilidad de los accionistas
| DLR | US Specialized REITs | Mercado US | |
|---|---|---|---|
| 7D | 1.9% | 3.7% | 1.0% |
| 1Y | 14.2% | 4.6% | 28.7% |
Rentabilidad vs. Industria: DLR superó a la industria US Specialized REITs, que obtuvo un rendimiento del 4.6% el año pasado.
Rentabilidad vs. Mercado: DLR obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.
Volatilidad de los precios
| DLR volatility | |
|---|---|
| DLR Average Weekly Movement | 3.1% |
| Specialized REITs Industry Average Movement | 3.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: DLR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de DLR (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2004 | 4,282 | Andy Power | www.digitalrealty.com |
Digital Realty Trust, Inc. posee, adquiere, desarrolla y explota centros de datos a través de su filial Digital Realty Trust, L.P. La empresa se centra en ofrecer soluciones de centros de datos, colocación e interconexión a clientes nacionales e internacionales de diversos sectores verticales, desde servicios de tecnología de la información y en la nube, comunicaciones y redes sociales hasta servicios financieros, fabricación, energía, sanidad y productos de consumo. A 31 de marzo de 2026, los 309 centros de datos de la empresa, incluidos 89 centros de datos mantenidos como inversiones en entidades no consolidadas, contienen aplicaciones y operaciones críticas para las operaciones diarias de la industria tecnológica y los clientes de centros de datos de empresas corporativas.
Resumen de fundamentos de Digital Realty Trust, Inc.
| Estadísticas fundamentales de DLR | |
|---|---|
| Capitalización bursátil | US$69.49b |
| Beneficios(TTM) | US$1.34b |
| Ingresos (TTM) | US$6.31b |
50.5x
Ratio precio-beneficio (PE)10.7x
Ratio precio-ventas (PS)¿Está DLR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de DLR | |
|---|---|
| Ingresos | US$6.31b |
| Coste de los ingresos | US$2.82b |
| Beneficio bruto | US$3.49b |
| Otros gastos | US$2.16b |
| Beneficios | US$1.34b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 3.81 |
| Margen bruto | 55.34% |
| Margen de beneficio neto | 21.18% |
| Ratio deuda/patrimonio | 71.8% |
¿Cómo se ha desempeñado DLR a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.5%
Rentabilidad actual por dividendo69%
Ratio de pagos¿Paga DLR dividendos fiables?
Ver historial de dividendos e índices de referencia de DLR| fechas de dividendos de Digital Realty Trust | |
|---|---|
| Fecha ex dividendo | Jun 15 2026 |
| Fecha de pago de dividendos | Jun 30 2026 |
| Días hasta ex dividendo | 22 days |
| Días hasta la fecha de pago de dividendos | 37 days |
¿Paga DLR dividendos fiables?
Ver historial de dividendos e índices de referencia de DLRAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 15:33 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Digital Realty Trust, Inc. está cubierta por 57 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| James Ratcliffe | Barclays |