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DLDLR

Digital Realty Trust, Inc.

$DLR·$68B·REIT - Industrial·Real Estate
$193.00+0.3%YTD+24.8%1Y+13.8%
Mentions · last 7 days
2026-06-20: 2 posts2026-06-21: 1 posts2026-06-22: 18 posts2026-06-23: 14 posts2026-06-24: 10 posts2026-06-25: 6 posts2026-06-26: 3 posts54
Price updated 15h ago·X counts updated 15h ago
DLDLR
$DLRDigital Realty Trust, Inc.
$193.00+0.29%54 posts
AI analysisFundamentalsVoices on X
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What it does

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

Digital Realty Trust, Inc. owns, acquires, develops, and operates data centers through its operating partnership subsidiary, Digital Realty Trust, L.P. The company is focused on providing data center, colocation, and interconnection solutions for domestic and international customers across a variety of industry verticals ranging from cloud and information technology services, communications and social networking to financial services, manufacturing, energy, healthcare, and consumer products. As of March 31, 2026, the company's 309 data centers, including 89 data centers held as investments in unconsolidated entities, contain applications and operations critical to the day-to-day operations of technology industry and corporate enterprise data center customers. Digital Realty's portfolio is comprised of approximately 3.0 gigawatts of IT capacity, as well as approximately 6.3 gigawatts of buildable IT capacity under active development and held for future development, located throughout North America, Europe, South America, Asia, Australia, and Africa. Digital Realty Trust, Inc. was established and incorporated on March 09, 2004 in Maryland and is based in Austin, Texas.

Industry overviewAI analysisGenerated by AI from underlying data

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

REIT - Industrial · Real Estate

Top industry ETF

$XLREReal Estate Select Sector SPDR
+12.1%YTD
+10.4%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
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%
Q2 2025Jul 24, 2025$1.87$1.74+7.5%
Next earningsThu, Jul 23·consensus EPS $0.47

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 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.7B$6.7B – $6.8B$2.06$2.04 – $2.0919
FY27$7.5B$7.0B – $7.8B$2.22$2.11 – $2.3219
FY28$8.4B$8.4B – $8.4B$2.63$1.53 – $3.6916
FY29$9.4B$9.1B – $9.7B$3.45$3.28 – $3.6015
FY30$9.9B$9.5B – $10.2B$3.12$2.97 – $3.2515

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.1.2×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.76%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.+10.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 350.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.

+ 33 other (29 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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Recent news

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

Nebius vs. Digital Realty: Which AI Infrastructure Stock is the Better Buy?zacks.com·1d agoDLR DCF Analysis: Intrinsic Value $18 vs Price $195gurufocus.com·3d agoDigital Realty Bets on AI Growth With Major Expansion Moveszacks.com·4d agoWhy Investors Need to Take Advantage of These 2 Finance Stocks Nowzacks.com·4d agoDigital Realty Announces Transactions to Drive Continued Platform Growthglobenewswire.com·5d ago

In themes

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

AI Infrastructure
Voices on X · last 7 days

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

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