Digital Realty Trust Performance degli utili passati
Criteri Il passato verificati 4/6
Digital Realty Trust ha registrato una crescita degli utili a un tasso medio annuo di 5.6%, mentre il settore Specialized REITs ha registrato utili in crescita a un tasso medio annuo di 8.3%. I ricavi sono stati in crescita a un tasso medio annuo di 7.5%. Il ritorno sul capitale proprio di Digital Realty Trust è 5.4% e ha margini netti di 21.2%.
Informazioni chiave
5.61%
Tasso di crescita degli utili
0.57%
Tasso di crescita dell'EPS
| Specialized REITs Crescita del settore | 18.00% |
| Tasso di crescita dei ricavi | 7.50% |
| Rendimento del capitale proprio | 5.44% |
| Margine netto | 21.18% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
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 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Digital Realty Trust guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 6,314 | 1,337 | 673 | 0 |
| 31 Dec 25 | 6,081 | 1,268 | 642 | 0 |
| 30 Sep 25 | 5,841 | 1,359 | 602 | 0 |
| 30 Jun 25 | 5,685 | 1,342 | 578 | 0 |
| 31 Mar 25 | 5,520 | 390 | 563 | 0 |
| 31 Dec 24 | 5,435 | 562 | 554 | 0 |
| 30 Sep 24 | 5,375 | 401 | 547 | 0 |
| 30 Jun 24 | 5,353 | 1,083 | 540 | 0 |
| 31 Mar 24 | 5,409 | 1,121 | 529 | 0 |
| 31 Dec 23 | 5,447 | 908 | 526 | 0 |
| 30 Sep 23 | 5,313 | 884 | 532 | 0 |
| 30 Jun 23 | 5,110 | 387 | 519 | 0 |
| 31 Mar 23 | 4,844 | 332 | 515 | 0 |
| 31 Dec 22 | 4,678 | 337 | 501 | 0 |
| 30 Sep 22 | 4,513 | 1,401 | 490 | 0 |
| 30 Jun 22 | 4,507 | 1,298 | 491 | 0 |
| 31 Mar 22 | 4,547 | 1,372 | 483 | 0 |
| 31 Dec 21 | 4,490 | 1,681 | 484 | 0 |
| 30 Sep 21 | 4,480 | 668 | 474 | 0 |
| 30 Jun 21 | 4,329 | 507 | 467 | 0 |
| 31 Mar 21 | 4,169 | 433 | 464 | 0 |
| 31 Dec 20 | 3,846 | 263 | 427 | 0 |
| 30 Sep 20 | 3,551 | 535 | 379 | 0 |
| 30 Jun 20 | 3,316 | 622 | 338 | 0 |
| 31 Mar 20 | 3,138 | 600 | 296 | 0 |
| 31 Dec 19 | 3,217 | 493 | 286 | 0 |
| 30 Sep 19 | 3,206 | 209 | 206 | 0 |
| 30 Jun 19 | 3,197 | 226 | 260 | 0 |
| 31 Mar 19 | 3,151 | 260 | 254 | 0 |
| 31 Dec 18 | 3,079 | 250 | 237 | 0 |
| 30 Sep 18 | 3,029 | 272 | 235 | 0 |
| 30 Jun 18 | 2,867 | 201 | 178 | 0 |
| 31 Mar 18 | 2,679 | 193 | 172 | 0 |
| 31 Dec 17 | 2,483 | 173 | 212 | 0 |
| 30 Sep 17 | 2,328 | 198 | 167 | 0 |
| 30 Jun 17 | 2,262 | 389 | 169 | 0 |
| 31 Mar 17 | 2,207 | 359 | 166 | 0 |
| 31 Dec 16 | 2,159 | 332 | 162 | 0 |
| 30 Sep 16 | 2,082 | 214 | 162 | 0 |
| 30 Jun 16 | 1,971 | 66 | 138 | 0 |
| 31 Mar 16 | 1,876 | 155 | 129 | 0 |
| 31 Dec 15 | 1,779 | 217 | 114 | 0 |
| 30 Sep 15 | 1,691 | 205 | 100 | 0 |
| 30 Jun 15 | 1,667 | 276 | 98 | 0 |
Guadagni di qualità: DLR ha un grande una tantum guadagno di $767.9M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di DLR (21.2%) DLR sono più alti rispetto allo scorso anno (7.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di DLR sono cresciuti del 5.6% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di DLR nell'ultimo anno ( 242.7% ) supera la media quinquennale ( 5.6% all'anno).
Guadagni vs Settore: La crescita degli utili DLR nell'ultimo anno ( 242.7% ) ha superato la percentuale del settore Specialized REITs 9%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 5.4% ) di DLR è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/10 03:21 |
| Prezzo dell'azione a fine giornata | 2026/06/10 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 |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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; abbiamo anche guide su come utilizzare i nostri report e 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 |