Digital Realty Trust (DLR) Resumen de Acciones
Digital Realty Trust, Inc. es una empresa de inversión inmobiliaria especializada en estrategias «Core». Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 1/6 |
| 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
72.6% sobrevalorado descuento intrínseco7.00%
Revenue growth p.a.
181
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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$190.62 |
| Máximo en las últimas 52 semanas | US$208.14 |
| Mínimo de 52 semanas | US$146.23 |
| Beta | 1.04 |
| Cambio en 1 mes | -4.25% |
| Variación en 3 meses | -0.73% |
| Cambio de 1 año | 14.10% |
| Variación en 3 años | 51.35% |
| Variación en 5 años | 19.06% |
| Variación desde la OPV | 1,488.50% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 19
DLR: Hyperscale AI Demand And Power Access Will Drive Future Upside
Analysts have lifted the fair value estimate for Digital Realty Trust to $223.32 from $218.72, reflecting higher assumptions for revenue growth, profit margins, and future earnings multiples, supported by a broad wave of price target increases across the Street up to $240. Analyst Commentary Recent research updates on Digital Realty Trust show a clear tilt toward more positive views on execution, earnings power, and valuation support, even as some analysts flag trade offs versus peers and the need for continued delivery on growth plans.Seeking Alpha • Jul 28
Digital Realty: Scarce Power, Rising Demand, And A Long Growth Runway
Summary Digital Realty Trust is rated Buy, leveraging scarce powered-campus assets and a global, interconnected platform to capture AI-driven data center demand. DLR’s record $1.6B contracted rent backlog, robust preleasing, and diversified product mix support 11% core FFO-per-share growth guidance for 2026. DLR’s development pipeline, power procurement, and private capital partnerships underpin forward growth, with fair value estimated at $205 per share. Key risks include project execution delays, cost inflation, and slower-than-expected core FFO growth, but the current backlog and renewal spreads provide visibility through 2027. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Aug 19
DLR: Hyperscale AI Demand And Power Access Will Drive Future Upside
Analysts have lifted the fair value estimate for Digital Realty Trust to $223.32 from $218.72, reflecting higher assumptions for revenue growth, profit margins, and future earnings multiples, supported by a broad wave of price target increases across the Street up to $240. Analyst Commentary Recent research updates on Digital Realty Trust show a clear tilt toward more positive views on execution, earnings power, and valuation support, even as some analysts flag trade offs versus peers and the need for continued delivery on growth plans.Seeking Alpha • Jul 28
Digital Realty: Scarce Power, Rising Demand, And A Long Growth Runway
Summary Digital Realty Trust is rated Buy, leveraging scarce powered-campus assets and a global, interconnected platform to capture AI-driven data center demand. DLR’s record $1.6B contracted rent backlog, robust preleasing, and diversified product mix support 11% core FFO-per-share growth guidance for 2026. DLR’s development pipeline, power procurement, and private capital partnerships underpin forward growth, with fair value estimated at $205 per share. Key risks include project execution delays, cost inflation, and slower-than-expected core FFO growth, but the current backlog and renewal spreads provide visibility through 2027. Read the full article on Seeking AlphaArtículo de análisis • Jun 20
Digital Realty Trust (DLR) Stock Could Be 14% Undervalued After AI Launch And Earnings
Digital Realty Trust (DLR) is back in focus after the company launched its ServiceFabric Model Context Protocol for Private AI deployments, alongside reporting quarterly revenue of US$1.64b and net profit of US$1.64b. See our latest analysis for Digital Realty Trust. The recent 3.0% daily share price move alongside the ServiceFabric MCP announcement comes after a 21.36% year-to-date share price return, while the 3-year total shareholder return of 98.30% points to strong longer term gains. If...Actualización de narrativa • Jun 18
DLR: AI Data Center Demand And Power Constraints Will Support Upside
Analysts have raised their price targets on Digital Realty Trust, with Truist moving its target to $208. Truist cited the company’s position at the crossroads of AI, cloud and broader digital transformation demand, along with tight vacancy and power constraints in key data center markets.Actualización de narrativa • Jun 04
DLR: AI Data Center Demand And Tight Power Capacity Will Drive Upside
Analysts have nudged the fair value estimate for Digital Realty Trust slightly higher to about $218.72. This reflects updated views on revenue growth, profit margins, and future P/E in light of a wave of recent price target increases across the Street, including Truist's move to $208 and multiple upward revisions from other firms citing AI, Cloud, and digital transformation demand alongside tight data center supply.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 AlphaRentabilidad de los accionistas
| DLR | US Specialized REITs | Mercado US | |
|---|---|---|---|
| 7D | -4.8% | -1.9% | -1.5% |
| 1Y | 14.1% | 3.9% | 17.8% |
Rentabilidad vs. Industria: DLR superó a la industria US Specialized REITs, que obtuvo un rendimiento del 3.9% el año pasado.
Rentabilidad vs. Mercado: DLR obtuvo unos resultados inferiores a los del mercado US, que fueron del 17.8% el año pasado.
Volatilidad de los precios
| DLR volatility | |
|---|---|
| DLR Average Weekly Movement | 5.0% |
| Specialized REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 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 (5%) 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. es una empresa de inversión inmobiliaria especializada en estrategias «Core». Se centra principalmente en inversiones en inmuebles destinados a centros de datos, incluyendo instalaciones de coubicación, edificios con infraestructura eléctrica y espacios para centros de datos. La empresa centra sus inversiones inmobiliarias a nivel mundial en seis continentes, centrándose en mercados de América, Europa, Oriente Medio, África y la región de Asia-Pacífico.
Resumen de fundamentos de Digital Realty Trust, Inc.
| Estadísticas fundamentales de DLR | |
|---|---|
| Capitalización bursátil | US$71.99b |
| Beneficios(TTM) | US$758.30m |
| Ingresos (TTM) | US$6.76b |
93.3x
Ratio precio-beneficio (PE)10.5x
Ratio precio-ventas (PS)¿Está DLR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de DLR | |
|---|---|
| Ingresos | US$6.76b |
| Coste de los ingresos | US$2.91b |
| Beneficio bruto | US$3.85b |
| Otros gastos | US$3.09b |
| Beneficios | US$758.30m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.04 |
| Margen bruto | 56.99% |
| Margen de beneficio neto | 11.22% |
| Ratio deuda/patrimonio | 63.9% |
¿Cómo se ha desempeñado DLR a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.6%
Rentabilidad actual por dividendo61%
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 | Sep 15 2026 |
| Fecha de pago de dividendos | Sep 30 2026 |
| Días hasta ex dividendo | 23 days |
| Días hasta la fecha de pago de dividendos | 38 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 | 2026/08/23 10:11 |
| Precio de las acciones al final del día | 2026/08/21 00:00 |
| Beneficios | 2026/06/30 |
| 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 55 analistas. 28 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 |