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PLPLD

Prologis, Inc.

$PLD·$140B·REIT - Industrial·Real Estate
$148.32+0.6%YTD+15.5%1Y+36.8%
Mentions · last 7 days
2026-07-13: 181 posts2026-07-14: 61 posts2026-07-15: 88 posts2026-07-16: 156 posts2026-07-17: 60 posts2026-07-18: 7 posts2026-07-19: 3 posts569-8%
Price updated 9m ago·X counts updated 2d ago
PLPLD
$PLDPrologis, Inc.
$148.32+0.57%569 posts-8%
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 $PLD, 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 2026-07-21

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

Prologis Q2 blew out — Core FFO $1.63 vs $1.53 est, 5.8GW data-center power pipeline, and the FY26 guide got raised.

Prologis is the world's largest industrial REIT — logistics warehouses, distribution centers, and now a scaled-up data-center power development pipeline. Q2 earnings just landed and blew out expectations: Core FFO $1.63 vs $1.53 est, cash SSNOI +8.5%, record 67M sqft leased, 95.5% occupancy, and net effective rents +36.9%.

  • Q2 print was a genuine acceleration: revenue $2.43B beat, and management raised FY26 Core FFO guide to $6.22-$6.30 and cash SSNOI to 6.75-7.25% — this is a REIT firing on all cylinders.
  • Data-center pipeline is real optionality: PLD expanded the power-development pipeline to 5.8GW with a 10GW decade opportunity — this is the sneaky-good AI-power story hidden inside an industrial REIT.
  • SoCal bottoming call is a sector signal: management flagging SoCal industrial market bottoming lifted peers REXR/WPC/BNL — PLD as the sector bellwether is now signaling the cycle has turned.
  • Insider signal is loud: co-founder Hamid Moghadam sold $7.5M on July 16 at $149.91 — a founder-tier sale into the strong-print rally is exactly the pattern that anchors the near-term ceiling.

Path if it works: the raised FY26 guide plus 5.8GW data-center pipeline commentary in future prints keeps PLD compounding through year-end alongside the AI-power basket. A soft SoCal-bottoming commentary or hyperscaler-capex pull-in slows the data-center cadence; Moghadam's $7.5M sale gets validated on a soft H2 print.

Agrees with X sentimentX is bullish and specific — Q2 blowout print, FY26 Core FFO guide raised, 5.8GW data-center power pipeline with 10GW decade opportunity, SoCal bottoming lifting REXR/WPC/BNL, and BNP raising PT to $158. My read agrees on direction — the print is exceptional and the data-center-power optionality is real — while flagging Moghadam's $7.5M July 16 sale as the tell that near-term ceiling matters.

What to watch: Oct 21 Q3 earnings (H2 execution) — continued 8%+ SSNOI plus 5.8GW pipeline commentary and additional named hyperscaler leases keep PLD compounding; a soft SoCal commentary or hyperscaler capex pull-in slows the data-center leasing cadence and Moghadam's July 16 sale gets validated.

On the calendar: 2026-10-21 — Q3 earnings

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-07-20

Prologis Q2'26 print drives the tape: revenue $2.43B beat, Core FFO $1.63 vs $1.53 est, cash SSNOI +8.5%, record 67M sqft leased, occupancy 95.5%, and net effective rents +36.9%. FY26 Core FFO guide lifted to $6.22-6.30 and cash SSNOI to 6.75-7.25%. Data-center power pipeline expanded to 5.8GW with a 10GW decade opportunity. Management flagged SoCal bottoming, lifting industrial peers REXR, WPC, BNL; BNP raised PT to $158.

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  • 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.

Prologis, Inc. is the undisputed global leader in logistics real estate, strategically focusing its operations on high-barrier, high-growth markets. As of December 31, 2020, the company's extensive portfolio spanned approximately 984 million square feet (91 million square meters) of both existing properties and planned development projects, located across 19 countries. This significant footprint is managed through a blend of wholly-owned assets and co-investment ventures. Prologis leases its contemporary logistics facilities to a diverse client base of roughly 5,500 customers, primarily serving business-to-business (B2B) and retail/online fulfillment needs.

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

No material change from last week — Digital Realty's interconnection-dense campuses in Tier 1 cloud markets benefit directly as owned-DC capacity fills faster than new-build timelines allow.

What this means for $PLD

Partial — Prologis, Inc. is the undisputed global leader in logistics real estate, strategically focusing its operations on high-barrier, high-growth markets. As of December 31, 2020, the company's extensive; partial earnings exposure to reit - industrial demand dynamics through its product portfolio.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+12.1%YTD
+7.7%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
Q2 2026Jul 16, 2026$1.13$0.75+51.3%
Q1 2026Apr 16, 2026$1.05$0.81+30.3%
Q4 2025Jan 21, 2026$1.44$0.77+87.0%
Q3 2025Oct 15, 2025$1.49$1.44+3.5%
Next earningsWed, Oct 21·consensus EPS $0.78

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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.7B$8.7B – $8.7B$3.33$3.31 – $3.354
FY27$9.2B$9.2B – $9.2B$3.51$3.37 – $3.594
FY28$9.6B$9.6B – $9.6B$3.77$3.17 – $4.383
FY29$10.3B$10.2B – $10.5B$4.57$4.50 – $4.672
FY30$11.0B$10.8B – $11.2B$5.17$5.09 – $5.281

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.88%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.+2.9%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.+10.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.345-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

SellJul 16Hamid MoghadamDirector50.0K sh$7.5MSellJun 15Timothy D ArndtCFO3.6K sh$540K
+ 33 other (25 awards · 6 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 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
8-KMaterial debt obligationApr 238-K — Item 2.03: Material debt obligation · Item 8.01: Other event
8-KPress release / Reg FDApr 168-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 16 other (4 13Gs · 3 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

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

Are You Looking for a Top Momentum Pick? Why Prologis (PLD) is a Great Choicezacks.com·1d agoAssetmark Inc. Purchases 25,030 Shares of Prologis, Inc. $PLDdefenseworld.net·1d agoPrologis, Inc. $PLD Shares Acquired by Dimensional Fund Advisors LPdefenseworld.net·1d agoAlTi Global Inc. Sells 17,307 Shares of Prologis, Inc. $PLDdefenseworld.net·1d agoPrologis Says Segro Rejects Third $18.2 Billion Offerwsj.com·2d ago

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