Digital Realty Trust, Inc.

NYSE:DLR 株式レポート

時価総額：US$75.0b

Digital Realty Trust 将来の成長

Future 基準チェック /16

Digital Realty Trust利益と収益がそれぞれ年間17%と10.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.7% 14.4%なると予測されています。

主要情報

17.0%

収益成長率

14.36%

EPS成長率

Specialized REITs 収益成長10.9%
収益成長率10.9%
将来の株主資本利益率4.66%
アナリストカバレッジ

Good

最終更新日25 Jul 2026

今後の成長に関する最新情報

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 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
Seeking 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 Alpha
Seeking 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

業績と収益の成長予測

NYSE:DLR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,8791,243-331N/A17
12/31/20277,759982-1,089N/A27
12/31/20266,977991-1,194N/A28
6/30/20266,757758N/AN/AN/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

アナリストによる今後の成長予測

収入対貯蓄率: DLRの予測収益成長率 (年間17% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: DLRの収益 ( 17% ) US市場 ( 17.1% ) よりも低い成長が予測されています。

高成長収益: DLRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: DLRの収益 ( 10.9% ) US市場 ( 12.6% ) よりも低い成長が予測されています。

高い収益成長: DLRの収益 ( 10.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DLRの 自己資本利益率 は、3年後には低くなると予測されています ( 4.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 nullArgus Research Company
Jacob KilsteinArgus Research Company
James RatcliffeBarclays