DailyIQ
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Sector:Real EstateAll sectors
Last updated 1 hour ago

DLR·Digital Realty Trust, Inc.

$.
+. (+.%)
High
$198.00
Open
$194.50
Market Cap
67.48B
52W High
$208.14
Low
$192.23
P. Close
$192.03
P/E
48.97
52W Low
$146.23
Fwd P/E
67.05
Mean Target
-
Technical Score (1D)
55
BUY
News Sentiment
76
BULLISH
Digital Realty's London Innovation Lab is now hosting ORCA Computing's quantum systems, providing a live testing ground for advanced AI and quantum technologies. This collaboration supports ORCA's commercial expansion and highlights DLR's role in offering critical infrastructure for emerging tech, which could signal future demand for specialized data center solutions. In related news, DLR has opened its first data center in Barcelona, BCN1, adding 14 MW of planned capacity. This expansion is strategically positioned to enhance connectivity in a key European innovation district and capitalize on the growing demand for AI infrastructure and digital transformation. The facility's proximity to global routes and its design for robust connectivity are key advantages. This move underscores DLR's ongoing expansion to meet evolving digital infrastructure needs across Europe, particularly in light of potential power constraints in other markets. Investors should watch for further announcements regarding DLR's capacity expansion and its ability to secure power for new facilities.
Earnings Summary
Digital Realty Trust, Inc. is a global provider of data center solutions, specializing in the ownership, acquisition, development, and operation of critical digital infrastructure, serving sectors like cloud services, finance, and manufacturing within the Real Estate sector's Specialty REIT industry. The company operates a substantial global portfolio of 311 data centers, encompassing approximately 42.7 million square feet of operational space. In its most recent reported quarters, Digital Realty demonstrated a positive trend in earnings per share (EPS) performance. For Q1 2026, EPS was $2.04 against an estimate of $0.4797, and for Q4 2025, EPS was $1.86 against an estimate of $0.3131. This follows a period where Q2 2025 saw actual EPS of $0.3917, Q1 2025 was $0.3817 (vs. $0.24 estimate), and Q4 2024 was $0.2945 (vs. $0.26 estimate). Revenue trends have also shown growth, with Q4 2025 at $1.63 billion and Q1 2026 at $1.64 billion, indicating an upward trajectory. The company has shown a consistent pattern of beating analyst estimates for EPS in the most recent quarters where data is available, and revenue has also shown year-over-year growth. Recent news highlights Digital Realty's strong operational performance, with Q1 2026 results surpassing expectations for revenue and order intake. The company's board approved an increased quarterly dividend for common and preferred shares, signaling confidence in future cash flows. Truist Securities reiterated a Buy rating and raised its price target to $208, reflecting sustained investor confidence. Investors should watch for continued revenue growth and the company's ability to maintain its positive EPS beat streak in upcoming quarters, alongside any further commentary on strategic initiatives and capital return policies.

EPS

EstBeatMiss
$-0.04$0.55$1.14$1.72$2.31Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.48 - -
Q1'26$0.48$2.04+325.3%
Q4'25$0.31$1.86+494.1%
Q3'25$0.23$0.34+46.5%
Q2'25 - $0.39 -
Q1'25$0.24$0.38+59.0%

Revenue

EstBeatMiss
$1.4B$1.5B$1.5B$1.6B$1.7BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.7B - -
Q1'26$1.6B$1.6B+2.1%
Q4'25$1.6B$1.6B+2.6%
Q3'25 - $1.6B -
Q2'25 - $1.5B -
Q1'25 - $1.4B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

DLR Stock Snapshot

DLR is currently trading at $192.90, giving Digital Realty Trust, Inc. a market cap of 67.48B and a P/E ratio of 49.0. Today's range spans $192.23–$198.00, with shares opening at $194.50 and moving up $0.87 (0.5%) from the prior close. DailyIQ's technical score sits at 55/100 (HOLD) with a news sentiment reading of 76/100.

Over the past year DLR has traded between $146.23 and $208.14 - the current price is +31.9% off the 52-week low and -7.3% from the high.

DLR trades at $192.90 (in the upper portion of its 52-week range within $146.23–$208.14) - and the HOLD signal (55/100) reflects a market that's fairly priced relative to near-term expectations rather than one that's mispriced in either direction. (P/E: 49.0) At 67.48B in Real Estate market cap, bullish sentiment (76/100) confirms the lack of near-term narrative catalyst. The thesis is intact; the timing is patient.

In neutral phases, large-cap Real Estate names like DLR are often where sector rotation debates play out quietly — at 67.48B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 55/100 (HOLD) and bullish sentiment (76/100) at $192.90 (in the upper portion of its 52-week range) describe a stock that is being considered rather than avoided.

Recent News Coverage

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