Digital Realty Trust, Inc. (DLR)
Is Digital Realty Trust Stock Worth Retaining in Your Portfolio?
DLR benefits from AI-driven demand and expansion, but competition, debt and execution risks remain.
Digital Realty Strengthens Portfolio With $7.8B Data Center Deal
DLR is set to acquire Blackstone's stake in three Northern Virginia data centers, strengthening its hyperscale portfolio and supporting future Core FFO growth.
Digital Realty stock drops 4%, but here's why market may be wrong
Digital Realty stock (NYSE: DLR) fell about 5% in premarket trading on Tuesday after the data-centre landlord announced a $3.5 billion deal to buy out Blackstone's interests in three Northern Virginia assets. At first glance, the reaction looks expected as the transaction is large, part-funded with stock, and comes after several other capital moves.
Nebius vs. Digital Realty: Which AI Infrastructure Stock is the Better Buy?
Nebius Group N.V. NBIS and Digital Realty Trust, Inc. DLR are benefiting from the rapid expansion of AI infrastructure as enterprises and hyperscalers accelerate investments in high-performance computing, AI cloud platforms and next-generation data centers.
Digital Realty Bets on AI Growth With Major Expansion Moves
Digital Realty's latest Kansas City, Teraco and Columbia Capital deals aim to expand its AI-ready data center platform and support future growth.
Digital Realty Trust, Inc. (DLR) Presents at Nareit REITweek: 2026 Investor Conference Transcript
Digital Realty Trust, Inc. (DLR) Presents at Nareit REITweek: 2026 Investor Conference Transcript
DLR Stock Rallies 19% in 6 Months: Will the Momentum Last?
Digital Realty's cloud and AI-fueled demand, record bookings and $1.8B backlog boost growth prospects as it expands capacity worldwide.
DLR Opens First Data Center in Barcelona, Expands Mediterranean Reach
Digital Realty opens its first Barcelona data center, BCN1, boosting Mediterranean connectivity and supporting AI and cloud infrastructure growth.
Digital Realty Preferreds: Strong Demand Prospects And Discount To Par
Digital Realty Trust (DLR) preferred shares, particularly Series J (DLR.PR.J) and Series L (DLR.PR.L), are rated a buy for relatively higher current income seeking investors. DLR preferreds offer a ~6.46% yield, significantly higher than the common stock's ~2.5%, with a meaningful discount to par and potential for capital appreciation if rates decline. The company's robust $1.8 billion backlog, strong demand for digital infrastructure, and stable debt maturity profile suggests the safety of preferred distributions, along with consistent payout history.
Digital Realty Trust Sees 6GW Of Capacity Expansion In The Future
Digital Realty Trust, Inc. is positioned for AI-driven data center growth, with 1.2GW under construction and a $1.8B backlog supporting visibility through 2028. DLR's expansion targets large-scale hyperscaler and AI inferencing customers, but shares may already reflect much of the anticipated growth, limiting near-term upside. I am downgrading DLR to Hold with a $215 price target (21.85x eFY28 EV/aEBITDA), citing premium valuation and a stagnant $4.88/share distribution since 2022.
DLR Q1 Earnings Beat on Leasing Momentum and AI Demand, View Raised
DLR beats Q1 estimates as leasing strength, record backlog and strong demand drive growth, prompting a higher 2026 outlook.
Digital Realty Trust: Structural AI Demand Meets Excellent Execution - Potential Momentum Reversal
DLR's beneficiary status has been observed in the growing backlog by +95.8% YoY and the higher rental rates, with it underscoring their likely to be robust, multi-year, profitable growth trends. Thanks to the ongoing capacity expansions and accretive M&A activities, it is unsurprising that the management has raised their FY2026 guidance and the stock well buoyed since December 2025 bottom. The rally has consequently triggered DLR's somewhat premium Price/FFO of 25.27x and a moderating forward dividend yield, along with the notably overbought technical indicators.
