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DBDBRG

DigitalBridge Group, Inc.

$DBRG·$2.9B·Asset Management·Financial Services
$15.89-0.1%YTD+4.0%1Y+35.1%
Price updated 2m ago·X counts updated 4d ago
DBDBRG
$DBRGDigitalBridge Group, Inc.
$15.89-0.13%42 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DBRG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

42X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $DBRG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 97% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DBRG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-18

The move is getting stronger, with heavier trading behind it.

DigitalBridge just closed VodafoneZiggo Towers deal and opened Tokyo office — digital-infra asset manager at 52-week highs.

DigitalBridge Group is a digital-infrastructure asset manager — deploys capital into data centers, cell towers, fiber, and edge-computing platforms. The story is a specific infrastructure-fund-manager benefiting from AI-driven digital-infrastructure demand.

  • The operating side is genuinely accelerating: Q2 revenue grew 355% YoY (on complicated base effects — the Q2 print is a huge outlier), Q1 was up 157%, TTM operating margin is 55%, and last two EPS prints beat consensus wildly (2,775% and 75%) — the base effects reflect fund-level fee-earnings recognition, and analysts model FY26 EPS around $0.30.
  • The strategic pipeline is dated and specific: Sept 8's acquisition of VodafoneZiggo Towers with L&G and TD Asset Management to create an independent European Tower Platform, and the Sept 7 DigitalBridge Tokyo office opening to expand Japan Platform — real strategic-scale-out into European and Asian digital infrastructure.
  • The tape is at 52-week highs: shares are up 4% YTD and 35% over the past year, sit at the 99th percentile of the 52-week range and roughly flat versus the 50-day — no meaningful insider selling flagged; volume is quieter but the tape is elevated.

Oct 29 earnings extends the run if Q3 EPS beats $0.04 consensus with continued fund-level fee-earnings recognition and any specific European Tower Platform or Japan Platform disclosure. What actually invalidates is either a specific fund-performance drag, an AI-infrastructure investment slowdown, or a broader asset-manager multiple compression — the fundamentals support the reversal.

What to watch: Q3 earnings Oct 29 — European Tower Platform integration, Japan Platform commentary, and fund-level fee-earnings; fund-performance drag, AI-infrastructure investment slowdown, or asset-manager multiple compression invalidates.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $DBRG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Digital infrastructure investment firm deploying capital in cell towers, data centers, fiber networks, and small cells globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Asset Management sits in its cycle right now — and what that implies for $DBRG.

Asset Management · Financial Services

Alternative asset managers (private credit, infrastructure, real estate) continue gaining institutional AUM as yield-seeking persists; Innventure faces multiple securities fraud class actions with Oct 27 deadline, dominating this week's industry news. Strive's SATA passed $1B notional outstanding in its Bitcoin-accumulation preferred structure.

What this means for $DBRG

Partial — Digital infrastructure manager (cell towers, data centers, fiber) is thematically aligned with AI buildout; benefits as AUM grows in this asset class but operational model differs from traditional AM.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+1.4%YTD
+3.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
47.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
54.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.15$0.04+2775.0%
Q1 2026Apr 28, 2026$0.07$0.04+75.0%
Q4 2025Feb 25, 2026$0.27$0.08+237.5%
Q3 2025Oct 30, 2025$0.12$0.01+900.0%
Next earningsThu, Oct 29·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$508.7M+354.7%0.0%46.7%$1.15$87.1M
Q1 FY26$117.0M+157.4%90.9%56.3%$0.06$-40.1M
Q4 FY25$133.3M+133.6%90.2%55.8%$0.28$75.5M
Q3 FY25$124.0M+75.3%88.5%85.8%$0.09$56.1M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$429.4M$407.4M – $451.3M$0.35$0.24 – $0.431
FY27$492.7M$478.7M – $513.4M$1.16$1.04 – $1.283
FY28$581.3M$566.6M – $596.0M$0.93$0.44 – $1.423
FY29$635.1M$617.1M – $661.8M$1.13$1.09 – $1.191
FY30$689.5M$669.9M – $718.5M$1.30$1.25 – $1.372

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 161.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 21 other (14 awards · 6 others · 1 conversion) in window

See when $DBRG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KUnregistered equity saleMay 298-K — Item 3.02: Unregistered equity sale · Item 5.07: Shareholder vote
8-KMaterial agreementMay 278-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
8-KMaterial agreementMay 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
8-KShareholder voteApr 238-K — Item 5.07: Shareholder vote · Item 8.01: Other event
+ 16 other (5 13Gs · 2 13Fs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

DigitalBridge, L&G and TD Asset Management Acquire VodafoneZiggo Towers to Create Independent European Tower Platformbusinesswire.com·10d agoDigitalBridge Opens Tokyo Office to Expand Japan Platformgurufocus.com·11d agoDigitalBridge Opens Tokyo Office to Expand Japan Platformbusinesswire.com·11d agoCEO Who Just Sold His Data Center Firm to SoftBank for $4 Billion Is Warning of a Late 1990s Moment247wallst.com·15d agoDigitalBridge Announces Intention to Voluntarily Delist Preferred Stock from the NYSEbusinesswire.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Infrastructure

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Voices on X · last 7 days

No standout posts about $DBRG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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