Digital Realty Trust Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Andy Power
Amministratore delegato
US$21.1m
Compenso totale
| Percentuale dello stipendio del CEO | 4.65% |
| Mandato del CEO | 4.6yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 4.4yrs |
| Durata media del Consiglio di amministrazione | 7.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Seeking Alpha • May 29
Digital Realty Trust: The Better Deal Isn't In The Common Stock
Summary Digital Realty Trust is a global leader in neutral data centers, directly benefiting from AI adoption and reporting record Q1 2026 results. DLR's common stock trades at a 10% premium to fair value, with a forward P/AFFO over 28x and a dividend yield of only ~2.57%. The company's preferred shares yield over 6.3%, trade below par, and offer seniority and investment-grade security. DLR's robust balance sheet features $48.86B in assets, 2.5x debt coverage, and a well-structured, low-cost debt profile. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaNuova narrazione • 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
Nuova narrazione • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$21m | US$979k | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$390m |
| Dec 31 2024 | US$16m | US$879k | US$562m |
| Sep 30 2024 | n/a | n/a | US$401m |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$12m | US$802k | US$908m |
| Sep 30 2023 | n/a | n/a | US$884m |
| Jun 30 2023 | n/a | n/a | US$387m |
| Mar 31 2023 | n/a | n/a | US$332m |
| Dec 31 2022 | US$7m | US$645k | US$337m |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$7m | US$625k | US$2b |
| Sep 30 2021 | n/a | n/a | US$668m |
| Jun 30 2021 | n/a | n/a | US$507m |
| Mar 31 2021 | n/a | n/a | US$433m |
| Dec 31 2020 | US$8m | US$620k | US$263m |
| Sep 30 2020 | n/a | n/a | US$535m |
| Jun 30 2020 | n/a | n/a | US$622m |
| Mar 31 2020 | n/a | n/a | US$600m |
| Dec 31 2019 | US$6m | US$600k | US$493m |
Compensazione vs Mercato: La retribuzione totale di Andy ($USD 21.07M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Andy è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Andy Power (46 yo)
4.6yrs
Mandato
US$21,071,497
Compensazione
Mr. Andrew Power, also known as Andy, serves as the President & Chief Executive Officer at Digital Realty Trust, Inc. He is member of the Board of Directors of Digital Realty. He also serves as the General...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 4.6yrs | US$21.07m | Nessun dato | |
| Chief Financial Officer | 3.4yrs | US$5.94m | 0% $ 0 | |
| Executive VP | 4.4yrs | US$3.76m | 0.0031% $ 2.1m | |
| MD & Head of Asia Pacific | 3.4yrs | Nessun dato | Nessun dato | |
| Managing Director of Americas | 3.2yrs | Nessun dato | Nessun dato | |
| Chief Operating Officer | 2.4yrs | Nessun dato | Nessun dato | |
| Chief Investment Officer | 7.4yrs | US$6.24m | Nessun dato | |
| Chief Accounting Officer | no data | Nessun dato | 0.0012% $ 834.5k | |
| Chief Technology Officer | 10.8yrs | US$3.33m | Nessun dato | |
| Senior VP of Public & Private Investor Relations | 4.2yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 10.4yrs | US$2.80m | Nessun dato | |
| Head of Sales Asia Pacific | 12.4yrs | Nessun dato | Nessun dato |
4.4yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di DLR è considerato esperto (durata media dell'incarico 4.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 3.5yrs | US$21.07m | Nessun dato | |
| Independent Director | 9.8yrs | US$364.89k | 0% $ 0 | |
| Independent Director | 13.3yrs | US$359.89k | 0% $ 0 | |
| Independent Director | 13.3yrs | US$359.52k | 0.0031% $ 2.1m | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 6.3yrs | US$334.89k | 0.0031% $ 2.1m | |
| Independent Director | 2.2yrs | US$331.69k | 0% $ 0 | |
| Independent Director | 9.9yrs | US$344.89k | 0.0019% $ 1.3m | |
| Independent Chairman | 9.1yrs | US$479.98k | Nessun dato | |
| Independent Director | 6.4yrs | US$329.56k | 0% $ 0 |
7.8yrs
Durata media
65.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DLR sono considerati esperti (durata media dell'incarico 7.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/21 20:29 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Digital Realty Trust, Inc. è coperta da 53 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| James Ratcliffe | Barclays |