Digital Realty Trust, Inc.

Informe acción NYSE:DLR

Capitalización de mercado: US$71.6b

Digital Realty Trust Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Digital Realty Trust de 17% y 11.2% por año respectivamente. Se prevé que el BPA crezca en un 15% al año. Se espera que la rentabilidad financiera sea de 4.6% en 3 años.

Información clave

17.0%

Tasa de crecimiento de los beneficios

14.96%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Specialized REITs10.3%
Tasa de crecimiento de los ingresos11.2%
Rentabilidad financiera futura4.64%
Cobertura de analistas

Good

Última actualización28 Aug 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent 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 Alpha
Artículo 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 Alpha
Nueva 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 operat
Seeking 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 Alpha
Seeking 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 Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:DLR - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20289,0141,263-2203,80517
12/31/20277,8871,016-9593,31728
12/31/20267,1171,033-1,0663,39227
6/30/20266,7577582,9672,967N/A
3/31/20266,3141,3372,5452,545N/A
12/31/20256,0811,2682,4122,412N/A
9/30/20255,8411,3592,4632,463N/A
6/30/20255,6851,3422,3762,376N/A
3/31/20255,5203902,3082,308N/A
12/31/20245,4355622,2612,261N/A
9/30/20245,3754011,9541,954N/A
6/30/20245,3531,0831,7461,746N/A
3/31/20245,4091,1211,6371,637N/A
12/31/20235,4479081,6351,635N/A
9/30/20235,3138841,6291,629N/A
6/30/20235,1103871,6901,690N/A
3/31/20234,8443321,7311,731N/A
12/31/20224,6783371,6591,659N/A
9/30/20224,5131,4011,6551,655N/A
6/30/20224,5071,2981,6351,635N/A
3/31/20224,5471,3721,6801,652N/A
12/31/20214,4901,6811,7021,702N/A
9/30/20214,4806681,7761,776N/A
6/30/20214,3295071,8451,845N/A
3/31/20214,1694331,7801,808N/A
12/31/20203,8462631,7071,707N/A
9/30/20203,5515351,5831,583N/A
6/30/20203,3166221,3991,399N/A
3/31/20203,138600N/A1,390N/A
12/31/20193,217493N/A1,514N/A
9/30/20193,206209N/A1,463N/A
6/30/20193,197226N/A1,540N/A
3/31/20193,151260N/A1,499N/A
12/31/20183,079250N/A1,385N/A
9/30/20183,029272N/A1,376N/A
6/30/20182,867201N/A1,177N/A
3/31/20182,679193N/A1,041N/A
12/31/20172,483173N/A1,023N/A
9/30/20172,328198N/A966N/A
6/30/20172,262389N/A1,034N/A
3/31/20172,207359N/A950N/A
12/31/20162,159332N/A911N/A
9/30/20162,082214N/A887N/A
6/30/20161,97166N/A841N/A
3/31/20161,876155N/A841N/A
12/31/20151,779217N/A797N/A
9/30/20151,691205N/A723N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (17% al año) de DLR es superior a la tasa de ahorro (3.7%).

Beneficios vs. Mercado: Se prevé que los beneficios (17% al año) de DLR crezcan menos que el mercado US (17.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de DLR crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (11.2% al año) de DLR crezcan más despacio que el mercado de US (13.5% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 11.2% al año) de DLR crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de DLR sea baja dentro de 3 años (4.6%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/09 04:27
Precio de las acciones al final del día2026/09/09 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 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 54 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.

AnalistaInstitución
Jacob KilsteinArgus Research Company
null nullArgus Research Company
Brendan LynchBarclays