Prologis: The Stars Have Not Yet Aligned
Prologis' valuation has normalized post-ZIRP. Q2-2025 results showed solid core FFO and guidance improvements. Occupancy remains soft at 95%, and oversupply from recent years still weighs on near-term recovery prospects despite management's optimism.
Prologis Broke The Bank In Q2 2025
Prologis remains a core industrial REIT holding, boasting strong fundamentals despite a 13% stock price decline and sector headwinds. Q2 2025 results exceeded expectations with robust FFO growth, high occupancy, and a resilient rent roll even amid rising vacancies. The pipeline is exceptionally strong, with record build-to-suit activity and large tenants increasing investments, signaling improving demand.
Prologis: Quietly Powering The Next Economy
I assign a cautious Buy rating to Prologis, citing its unique blend of global logistics and real estate, resilient market trends, and prudent risk management. Prologis demonstrates robust fundamentals, strong financial flexibility, and attractive long-term growth potential, despite recent short-term earnings volatility and a premium valuation. Key growth drivers include supply chain onshoring, expansion into data centers and renewables, and the innovative Prologis Essentials platform for tenant services.
Why Prologis May Be the Smartest Backdoor Bet on AI Real Estate
Prologis Inc. NYSE: PLD has taken investors on an unwelcome round trip since it reported earnings on July 16. PLD stock initially jumped 4% after the real estate investment trust (REIT) reported.
Prologis, Inc. (PLD) Q2 2025 Earnings Call Transcript
Prologis, Inc. (NYSE:PLD ) Q2 2025 Earnings Conference Call July 16, 2025 12:00 PM ET Company Participants Abhishek Castilla - Director of Investor Relations Christopher N. Caton - Senior VP & Global Head of Research Daniel Stephen Letter - President & Director Hamid R.
Prologis Ramps Up Plans for New Warehouse Construction
The industrial property developer is seeing growing demand for space built specifically for a particular tenant.
Prologis' Q2 FFO Beat Estimates, Rental Revenues Rise Y/Y
PLD's Q2 FFO beat estimates, benefiting from a rise in rental revenues and healthy leasing activity. However, high interest expenses are a concern.
Prologis (PLD) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Prologis (PLD) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Prologis (PLD) Tops Q2 FFO and Revenue Estimates
Prologis (PLD) came out with quarterly funds from operations (FFO) of $1.46 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to FFO of $1.34 per share a year ago.
Can Prologis Keep the Winning Streak Alive in Q2 Despite Challenges?
PLD is likely to extend its earnings beat streak in Q2, backed by resilient leasing and a premium logistics portfolio.
Gear Up for Prologis (PLD) Q2 Earnings: Wall Street Estimates for Key Metrics
Beyond analysts' top-and-bottom-line estimates for Prologis (PLD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
Prologis (PLD) Exceeds Market Returns: Some Facts to Consider
Prologis (PLD) concluded the recent trading session at $108.41, signifying a +1.9% move from its prior day's close.
