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DLDLR

Digital Realty Trust, Inc.

$DLR·$72B·REIT - Specialty·Real Estate
$200.15+1.3%YTD+25.4%1Y+20.4%
Mentions · last 7 days
2026-08-08: 2 posts2026-08-09: 4 posts2026-08-10: 2 posts2026-08-11: 10 posts2026-08-12: 7 posts2026-08-13: 7 posts2026-08-14: 20 posts52+32%
Price updated 1d ago·X counts updated 1d ago
DLDLR
$DLRDigital Realty Trust, Inc.
$200.15+1.30%52 posts+32%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DLR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-15

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

Global data-center REIT running with AI-driven leasing momentum — up 25% YTD and now setting up for the next leasing print.

Digital Realty is the second-largest data-center REIT globally (Equinix is #1), leasing colocation and interconnection space to hyperscalers (AWS, Azure, GCP) and enterprise customers in over 50 metros. It's up 25% year-to-date and 9.9% in the past month on accelerating leasing momentum tied to AI-training capacity demand.

Where it stands:

  • The AI-leasing tailwind is landing in the numbers — Q2 EPS of $1.21 blew past the $0.48 estimate (a 151% beat), Q1 revenue was up 16% year-over-year, and the June 30 close of the Blackstone joint-venture acquisition adds ~$4B of build-to-suit hyperscale campus capacity, so the demand is measurable and the supply is expanding to meet it.
  • Wall Street is turning constructive — Aug 14 top research calls included DLR alongside FOXA and Roku, adding to the momentum, and the coverage headlines on 'leasing momentum accelerates' plus 'growth accelerates but valuation stays rich' capture the two-sided real setup — the operational data supports the bulls, but the multiple is stretched.
  • Valuation remains the pushback — 49x trailing earnings on 16% revenue growth with a 1.7% FCF yield is a full price for a REIT even with the AI backdrop, and the Equinix vs. Digital Realty comparison the tape is making on dividend payout ratio is the incremental angle that could pressure the multiple if a rate-driven cap-rate reset arrives.

Q3 earnings Oct 22 is the next read — leasing signed above the $200M-per-quarter run-rate plus specific AI-training-capacity color extends the multiple defense; a soft leasing print or any new-supply-headwind commentary and the '87% of 52-week range' setup gets vulnerable. Texas PUCT compliance sign-off is the underappreciated near-term regulatory catalyst.

Agrees with X sentimentX is cautious for good reason — the valuation-versus-AI-demand tension is exactly the live setup, and the tape's flag on terminal-value concerns despite real AI-driven demand is fair. The Texas PUCT compliance angle is a genuine incremental positive worth carrying forward that the sample only touches lightly.

What to watch: Q3 earnings Oct 22 — leasing signed above the $200M-per-quarter run-rate plus specific AI-training-capacity color extends the multiple defense; a soft leasing print or new-supply-headwind commentary and the '87% of 52-week range' setup gets vulnerable. Texas PUCT compliance sign-off is the underappreciated catalyst.

On the calendar: 2026-10-22 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment5 posts analyzed · as of 2026-08-13

X users are cautious on Digital Realty and other data-center REITs, flagging historically high valuations and terminal-value concerns despite real AI-driven demand. One notable item is the Texas Governor's office adding DLR and MARA to data-center operators pledging compliance with new rules ahead of a PUCT meeting. Coverage is thin and framed more as sector commentary than a directional call.

Read the AI verdict + X sentiment for $DLR

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

REIT owning global data centers providing colocation, interconnection, and hybrid cloud infrastructure to enterprise and hyperscale cloud customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Specialty sits in its cycle right now — and what that implies for $DLR.

REIT - Specialty · Real Estate

No material change from last week — carriers globally are adding antenna equipment to meet data traffic growth.

What this means for $DLR

Partial — REIT owning global data centers providing colocation, interconnection, and hybrid cloud infrastructure to enterprise and hyperscale cloud customers; partial earnings exposure to reit - industrial demand dynamics through its product portfolio.

Industry benchmark

5-name peer basket
+4.6%YTD
-3.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
48.9How 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
2.0%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
14.6%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
1.7%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
10.6Same 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
6.0%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
25.1%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
0.8Total 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 2026Jul 23, 2026$1.21$0.48+150.6%
Q1 2026Apr 23, 2026$0.46$0.44+4.2%
Q4 2025Feb 5, 2026$0.24$0.29-16.5%
Q3 2025Oct 23, 2025$1.89$1.78+6.2%
Next earningsThu, Oct 22·consensus EPS $0.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+16.2%-3.8%17.3%$0.49$532.4M
Q4 FY25$1.7B+19.3%-1.4%17.8%$0.26$719.0M
Q3 FY25$1.6B+10.2%55.0%8.8%$0.17$-34.5M
Q2 FY25$1.5B+10.1%55.7%14.2%$3.03$-63.1M

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.0B$6.7B – $7.3B$2.58$2.47 – $2.7116
FY27$7.8B$6.9B – $8.3B$2.50$2.31 – $2.6621
FY28$8.9B$8.1B – $9.7B$3.15$2.28 – $3.8917
FY29$10.3B$9.6B – $10.8B$4.19$3.86 – $4.4714
FY30$11.2B$10.5B – $11.7B$4.62$4.25 – $4.928

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.0.8×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.87%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.+7.6%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.+13.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 347.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.045-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

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.

+ 24 other (20 awards · 4 inkinds) in window

See when $DLR 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
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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-KPress release / Reg FDJul 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

DLR filed an 8-K disclosing financial results for quarter ended June 30, 2026 under Item 2.02. press release announcing our financial results for the quarter ended June 30, 2026. Results were simultaneously disclosed under Regulation FD (Item 7.01), indicating simultaneous public release. This is a routine earnings disclosure; investors should review the accompanying press release (Exhibit 99.1) for revenue, earnings, and guidance details.

8-KOther eventJul 18-K — Item 3.03 · Item 8.01: Other event
AI summary

Digital Realty Trust completed the Blackstone Acquisition on June 30, 2026, filing Articles Supplementary to classify 12,310,249 shares as non-voting common stock ($0.01 par) as acquisition consideration — identical economics to regular shares but without voting rights. Major Blackstone strategic transaction; the non-voting share structure limits Blackstone's governance influence.

8-KUnregistered equity saleJun 298-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Digital Realty Trust disclosed unregistered equity sales and a Reg FD item on June 29, 2026. The available excerpt consists primarily of XBRL structural header metadata. Body unavailable — excerpt is XBRL metadata only with no readable details on the equity sales or the Reg FD disclosure.

8-KUnregistered equity saleJun 228-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Digital Realty Trust disclosed unregistered equity sales, a Reg FD item, and other events on June 22, 2026. The available excerpt consists of XBRL filing metadata for both the REIT and its operating partnership. Body unavailable — excerpt is XBRL metadata only with no readable details on the equity sales or other disclosures.

8-KShareholder voteJun 18-K — Item 5.07: Shareholder vote
AI summary

Digital Realty Trust, Inc. held its Annual Meeting of Stockholders on May 29, 2026; proposals including director elections were voted upon. The available excerpt is truncated before full vote tabulations are disclosed. Body unavailable — vote totals and full proposal outcomes are cut off in the available excerpt.

424B5Prospectus supplement (offering)May 4424B5
AI summary

Digital Realty Trust filed a prospectus supplement establishing a new $7.5 billion at-the-market (ATM) equity offering program on May 4, 2026, replacing a prior ATM program that had $569.9 million of capacity remaining. The program involves 21 agents including major banks (BofA, BNP Paribas, Citigroup, Deutsche Bank, JPMorgan, Morgan Stanley, and others) and permits both spot sales and forward sale agreements, with agent commissions not to exceed 2.0% of gross proceeds. Sales may occur at prevailing market prices or through negotiated transactions. The $7.5 billion program size reflects Digital Realty's capital requirements for its global hyperscale data center development pipeline spanning North America, Europe, and Asia-Pacific.

8-KPress release / Reg FDApr 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
424B5Prospectus supplement (offering)Feb 17424B5
+ 10 other (3 13Gs · 2 10-Qs · 2 routine 8-Ks · 2 proxys) in window

Recent news

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

Equinix Vs. Digital Realty: Why Dividend Payout Ratios Aren't Created Equalbenzinga.com·2d agoHere Are Friday’s Top Wall Street Analyst Research Calls: Cinemark, Digital Realty, Fox Corporation, Krystal Biotech, LTC Properties, Roku, Sandisk, T-Mobile US, Wayfair, and More247wallst.com·2d agoIs DLR Worth Buying as Growth Accelerates but Valuation Stays Rich?zacks.com·3d agoDLR Jumps 9.9% in the Past Month as Leasing Momentum Accelerateszacks.com·3d agoDigital Realty Declares Quarterly Cash Dividends for Common and Preferred Stockglobenewswire.com·4d ago

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