Digital Realty Trust（DLR）株式概要
Digital Realty Trust, Inc. は、データセンター、コロケーション、相互接続ソリューションの全領域にわたるサービスを提供することで、企業とデータを結びつけています。 詳細
DLR Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$110.45
FV
80.2% 割高 内在価値ディスカウント7.00%
Revenue growth p.a.
173
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Digital Realty Trust, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$199.08 |
| 52週高値 | US$208.14 |
| 52週安値 | US$146.23 |
| ベータ | 1.05 |
| 1ヶ月の変化 | 3.15% |
| 3ヶ月変化 | 1.40% |
| 1年変化 | 11.90% |
| 3年間の変化 | 62.14% |
| 5年間の変化 | 29.14% |
| IPOからの変化 | 1,559.00% |
最新ニュース
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 Alpha分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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新しいナラティブ • 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 Alpha株主還元
| DLR | US Specialized REITs | US 市場 | |
|---|---|---|---|
| 7D | 14.5% | 3.3% | -1.0% |
| 1Y | 11.9% | 1.7% | 14.7% |
業界別リターン: DLR過去 1 年間で1.7 % の収益を上げたUS Specialized REITs業界を上回りました。
リターン対市場: DLRは、過去 1 年間で14.7 % のリターンを上げたUS市場を下回りました。
価格変動
| 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% |
安定した株価: DLR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DLRの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 4,282 | Andy Power | www.digitalrealty.com |
Digital Realty Trust, Inc. は、データセンター、コロケーション、相互接続ソリューションの全領域にわたるサービスを提供することで、企業とデータを結びつけています。 同社のグローバルデータセンタープラットフォームである「Platform Digital」は、顧客に安全なデータの集積場所を提供するとともに、クラウドやデジタルトランスフォーメーションから人工知能（AI）などの新興技術に至るまで、イノベーションを推進し、「データグラビティ」の課題を効率的に管理するための、実績ある「Pervasive Datacenter Architecture」ソリューション手法を提供します。 デジタル・リアルティは、6大陸の30カ国以上、55以上の大都市圏に300以上の施設を展開するグローバルなネットワークを通じて、顧客にとって重要な「つながったデータコミュニティ」へのアクセスを提供しています。デジタル・リアルティ・トラスト社は、2004年3月9日にメリーランド州で設立・登記され、テキサス州オースティンに本社を置いています。
Digital Realty Trust, Inc. 基礎のまとめ
| DLR 基礎統計学 | |
|---|---|
| 時価総額 | US$74.99b |
| 収益（TTM） | US$758.30m |
| 売上高(TTM) | US$6.76b |
97.1x
PER（株価収益率10.9x
P/SレシオDLR は割高か？
公正価値と評価分析を参照収益と収入
| DLR 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.76b |
| 売上原価 | US$2.91b |
| 売上総利益 | US$3.85b |
| その他の費用 | US$3.09b |
| 収益 | US$758.30m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.05 |
| グロス・マージン | 57.00% |
| 純利益率 | 11.22% |
| 有利子負債／自己資本比率 | 64.6% |
DLR の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.5%
現在の配当利回り69%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/26 05:01 |
| 終値 | 2026/07/24 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Digital Realty Trust, Inc. 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。54
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| James Ratcliffe | Barclays |