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PLPLD

Prologis, Inc.

$PLD·$120B·REIT - Industrial·Real Estate
$125.75-0.9%YTD+4.5%1Y+3.8%
Price updated 3d ago·X counts updated 8d ago
PLPLD
$PLDPrologis, Inc.
$125.75-0.94%158 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $PLD 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.

158X posts · last 7 days
Oct 1Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $PLD'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 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-03

Prologis filed a special-use permit for a 99 MW, 514,000 sqft three-story AI data center in North San Jose (replacing 5 older buildings); separately a Solana 'PumpLayerDos' PLD memecoin ($PUMP as gas) is being hyped as a low-MC L2 aping opportunity. Both PLD tapes lean bullish.

Read what X is saying about $PLD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Prologis just filed for a 99 MW AI data center in San Jose — the warehouse REIT is becoming an AI-infra REIT.

Prologis is the largest industrial REIT globally, with specific scale in logistics-and-warehousing plus a growing data-center development pipeline. The 2026 pivot has become specific: a 99 MW, 514,000 sqft three-story AI data-center filed in North San Jose replacing 5 older buildings.

  • The P&L has been quietly beating: Q2 revenue grew 11% YoY to $2.4B at a 40% operating margin and $1.14 EPS, with trailing EPS beats of 51% and 30% — these are the kinds of surprises that compound a REIT's multiple as asset-value growth outruns funds-from-operations modeling.
  • The data-center-conversion opportunity is specific: Prologis has disclosed a sizable data-center build pipeline, and the North San Jose filing is the biggest named project — this changes the Prologis narrative from 'warehouse landlord' to 'AI-infra REIT with a warehouse base.'

At 42% of its 52-week range going into Oct 15 earnings, the setup is quietly coiled. A clean same-store NOI number plus specific data-center-conversion-revenue commentary is the trigger; a soft industrial-leasing environment or any data-center-permit delay is the invalidation.

Agrees with X sentimentThe bullish AI-data-center-filing framing is a specific operational catalyst, and the dividend-REIT framing from the sector article is grounded. The PumpLayerDos crypto side-thread is noise; the real signal is the operating data.

What to watch: Oct 15 Q3 earnings — same-store NOI growth, data-center pipeline commentary, FFO direction, and FY27 guide. 10%+ same-store growth plus data-center details is the trigger; industrial-leasing weakness is the invalidation.

On the calendar: 2026-10-15 — Q3 earnings

event ahead 30dai infra pivot

Read the AI verdict on $PLD

  • 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.

World's largest logistics REIT owning ~1B sq ft of warehouses near ports and urban centers across 19 countries.

Industry overviewAI analysisGenerated by AI from underlying data

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

REIT - Industrial · Real Estate

E-commerce fulfillment demand and reshoring of manufacturing supply chains are sustaining industrial REIT demand at record occupancy levels, with last-mile logistics near major metros commanding 15–20% rent premiums over prior leases. Data center conversion opportunities from obsolete industrial assets are adding a value creation narrative alongside core logistics rent growth.

What this means for $PLD

Partial — World's largest logistics REIT owning ~1B sq ft of warehouses near ports and urban centers across 19 countries.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+3.7%YTD
+0.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
37.7How 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
3.4%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
38.9%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
3.6%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
15.6Same 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
7.9%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
43.4%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
0.6Total 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
Q3 2026Oct 15, 2026$1.60$0.78+105.9%
Q2 2026Jul 16, 2026$1.13$0.75+51.3%
Q1 2026Apr 16, 2026$1.05$0.81+30.3%
Q4 2025Jan 21, 2026$1.49$0.74+102.2%
Next earningsWed, Jan 20·consensus EPS $0.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.4B+11.1%17.3%39.6%$1.14—
Q1 FY26$2.3B+7.4%10.1%36.0%$1.05$1.1B
Q4 FY25$2.3B+2.4%44.6%37.8%$1.49$1.2B
Q3 FY25$2.2B+8.7%45.7%40.3%$0.82$1.4B

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.6B$8.5B – $8.7B$3.68$3.65 – $3.693
FY27$9.5B$9.4B – $9.6B$3.49$3.42 – $3.532
FY28$10.3B$10.0B – $10.5B$3.95$3.26 – $4.642
FY29$10.4B$10.3B – $10.5B$4.74$4.68 – $4.801
FY30$11.1B$11.0B – $11.2B$5.31$5.24 – $5.381

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.1.5×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.17%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.-7.3%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.-8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 947.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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

SellJul 16Hamid MoghadamDirector50.0K sh$7.5MSellJun 15Timothy D ArndtCFO3.6K sh$540K
+ 43 other (33 awards · 8 exempts · 1 conversion · 1 inkind) in window

See when $PLD 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 FDOct 158-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

PLD filed an 8-K (Item 1.01) disclosing entry into a material definitive agreement. The filing describes: entered into a Co-operation Agreement (the “Co-operation Agreement”). Key financial terms include $0.01 . Material definitive agreements are significant corporate commitments and may be transformative depending on scope.

8-KPress release / Reg FDJul 168-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Prologis reported second quarter 2026 financial results for the global industrial REIT, covering core FFO per share, average occupancy, rent change on new and renewal leases, and development activity. As the world's largest logistics real estate owner across North America, Europe, and Asia Pacific, Q2 results reflect global e-commerce and supply chain demand trends.

3New insider — initial holdingsJul 73
AI summary

Prologis Director Alfred F. Kelly Jr. (former CEO of Visa) filed a Form 3 initial ownership statement, disclosing beneficial ownership of 278 directly-held shares and 286 shares held by his spouse, totaling 564 shares. Standard initial Section 16(a) disclosure for the newly appointed independent director of the world's largest industrial REIT.

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change
AI summary

Prologis appointed Alfred F. Kelly Jr., former CEO of Visa, as an independent director to its board. Kelly brings extensive board experience from major public companies and CEO-level expertise from the payments and financial services industry, strengthening Prologis's board governance as the global industrial REIT executes on its development pipeline and capital strategy.

8-KMaterial debt obligationJun 118-K — Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Prologis priced and is closing a ¥45 billion Japanese yen senior unsecured notes offering via Prologis Yen Finance LLC: ¥32.6B of 2.527% Notes due 2030, ¥3.5B of 3.389% Notes due 2035, and ¥8.9B of additional notes, closing June 11, 2026. The yen-denominated financing provides a natural currency hedge against Prologis's JPY-denominated asset exposures in its Japanese logistics portfolio.

8-KShareholder voteApr 308-K — Item 5.07: Shareholder vote
8-KMaterial debt obligationApr 278-K — Item 2.03: Material debt obligation · Item 8.01: Other event
+ 10 other (3 routine 8-Ks · 3 13Gs · 2 10-Qs · 1 11-K) in window

Recent news

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

Prologis Q3 Earnings Call Highlightsdefenseworld.net·2d agoPrologis: 3 Key Takeaways for Long-Term Investorsfool.com·3d agoPLD Q3 Earnings Call Highlights Rent Recovery and Rate Riskszacks.com·3d ago5 Dividend Stocks That Turn Boring Warehouses Into Retirement Income247wallst.com·3d agoAt 67 the Portfolio Has to Produce $2,400 a Month and Not a Dollar Less. These 3 ETFs Cover That Fixed Number247wallst.com·4d ago

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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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