Digital Realty Trust (DLR) Aperçu de l'action
Digital Realty Trust, Inc. met en relation les entreprises et les données en proposant une gamme complète de solutions de centres de données, de colocation et d'interconnexion. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 1/6 |
| Performances passées | 2/6 |
| Santé financière | 2/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
DLR Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$110.45
FV
80.2% surévalué décote intrinsèque7.00%
Revenue growth p.a.
173
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Digital Realty Trust, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$199.08 |
| Plus haut sur 52 semaines | US$208.14 |
| Plus bas sur 52 semaines | US$146.23 |
| Bêta | 1.05 |
| Variation sur 1 mois | 3.15% |
| Variation sur 3 mois | 1.40% |
| Variation sur 1 an | 11.90% |
| Variation sur 3 ans | 62.14% |
| Variation sur 5 ans | 29.14% |
| Évolution depuis l'introduction en bourse | 1,559.00% |
Nouvelles et mises à jour récentes
Recent updates
Seeking Alpha • Jul 10
Digital Realty: A 6.5% Cap Rate As A Compass Ahead Of The July 23 Earnings
Summary Digital Realty (DLR) is rated Buy, with recent price weakness seen as an overreaction rather than a fundamental warning. DLR’s $3.5B acquisition from Blackstone secures 100% leased hyperscale data centers at a 6.5% cap rate, above its own implied 5%. Operating leverage is evident: EBITDA margins have expanded to 56.3% and core FFO/share has outpaced share dilution. Key risks include rising Treasury yields, refinancing needs, and heavy tenant concentration tied to hyperscaler capex cycles. Read the full article on Seeking AlphaArticle d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaNouveau récit • 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 AlphaRendement pour les actionnaires
| DLR | US Specialized REITs | US Marché | |
|---|---|---|---|
| 7D | 14.5% | 3.3% | -1.0% |
| 1Y | 11.9% | 1.7% | 14.7% |
Rendement vs Industrie: DLR a dépassé le secteur US Specialized REITs qui a rapporté 1.7 % au cours de l'année écoulée.
Rendement vs marché: DLR a sous-performé le marché US qui a rapporté 14.7 % au cours de l'année écoulée.
Volatilité des prix
| DLR volatility | |
|---|---|
| DLR Average Weekly Movement | 4.9% |
| Specialized REITs Industry Average Movement | 3.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: DLR n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de DLR ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2004 | 4,282 | Andy Power | www.digitalrealty.com |
Digital Realty Trust, Inc. rassemble les entreprises et les données en proposant une gamme complète de solutions de centres de données, de colocation et d’interconnexion. Platform Digital, la plateforme mondiale de centres de données de l’entreprise, offre à ses clients un lieu de rencontre sécurisé pour leurs données ainsi qu’une méthodologie éprouvée de solution « Pervasive Datacenter Architecture » destinée à stimuler l’innovation, du cloud et de la transformation numérique aux technologies émergentes telles que l’intelligence artificielle (IA), tout en gérant efficacement les défis liés à la « gravité des données ». Digital Realty permet à ses clients d’accéder aux communautés de données connectées qui comptent pour eux grâce à un réseau mondial de plus de 300 sites répartis dans plus de 55 agglomérations, dans plus de 30 pays sur six continents. Digital Realty Trust, Inc. a été fondée et constituée le 9 mars 2004 dans le Maryland et son siège social est situé à Austin, au Texas.
Digital Realty Trust, Inc. Résumé des fondamentaux
| DLR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$74.99b |
| Bénéfices(TTM) | US$758.30m |
| Recettes(TTM) | US$6.76b |
97.1x
Ratio P/E10.9x
Ratio P/SLe site DLR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| DLR compte de résultat (TTM) | |
|---|---|
| Recettes | US$6.76b |
| Coût des recettes | US$2.91b |
| Marge brute | US$3.85b |
| Autres dépenses | US$3.09b |
| Les revenus | US$758.30m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.05 |
| Marge brute | 57.00% |
| Marge bénéficiaire nette | 11.22% |
| Ratio dettes/capitaux propres | 64.6% |
Quelles ont été les performances à long terme de DLR?
Voir les performances historiques et les comparaisonsDividendes
2.5%
Rendement actuel des dividendes69%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/26 22:22 |
| Cours de l'action en fin de journée | 2026/07/24 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Digital Realty Trust, Inc. est couverte par 54 analystes. 28 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| James Ratcliffe | Barclays |