Zacks Investment Research·14h ago
Digital Realty Expands Subsea Connectivity With New LA Cable StationDLR plans a new Los Angeles cable landing station to connect subsea and terrestrial networks, expanding its connectivity ecosystem.
Digital Realty is experiencing robust revenue growth, with a 28.9% YoY increase in 2026Q2 to $1.9B, driven by AI and cloud demand. However, this growth is accompanied by significant volatility in NOI margins, which swung from 55.7% in 2025Q2 to -3.8% in 2026Q1...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 28.9% YoY in 2026Q2, reaching $1.9B, but NOI margin volatility, swinging from 55.7% to -3.8%, indicates potential non-cash adjustments distorting profitability.
Digital Realty’s data center capacity is being driven by surging demand for AI workloads and hyperscale cloud customers. The company’s PlatformDIGITAL infrastructure positions it to capture this growth as enterprises migrate to private AI and cloud services.
DLR’s extensive global presence and PlatformDIGITAL capabilities enable scalable, secure data center solutions across regions. This geographic reach supports enterprise clients seeking multi‑region deployments and redundancy.
Collaborations with Dell Technologies, DXC Technology, and Nvidia strengthen DLR’s market position and accelerate private AI adoption. These partnerships provide access to cutting‑edge technology and joint customer pipelines.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $1.21+150.6% vs $0.48 | $1.9B+16.1% vs $1.7B |
Q2 2026 Apr 23, 2026 | $0.46+4.2% vs $0.44 | $1.6B+2.1% vs $1.6B |
Q1 2026 Feb 5, 2026 | $0.24-16.5% vs $0.29 | $1.6B+3.7% vs $1.6B |
Q4 2025 Oct 23, 2025 | $0.17-44.9% vs $0.31 | $1.6B+3.2% vs $1.5B |
DLR plans a new Los Angeles cable landing station to connect subsea and terrestrial networks, expanding its connectivity ecosystem.
Expands Subsea Infrastructure Capabilities to Strengthen Connectivity Between Asia Pacific and North America Expands Subsea Infrastructure Capabilities to Strengthen Connectivity Between Asia Pacific and North America
Singapore focuses on infrastructure readiness, Australia advances on AI returns, Japan prioritizes compliance, and South Korea highlights interconnection as markets take different paths to value Singapore focuses on infrastructure readiness, Australia advances on AI returns, Japan prioritizes compliance, and South Korea highlights interconnection as markets take different paths to value
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Benchmark DLR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Digital Realty Trust, Inc. (DLR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $181.45 | $67.13B | 50.68 | 10.04% | 21.41% | 5.45% | 2.71% | |
| $1037.66 | $102.39B | 75.41 | 5.85% | 15.6% | 10.75% | — | |
| $115.09 | $34.24B | 234.88 | 12.22% | 5.54% | — | — | |
| $170.78 | $79.58B | 31.68 | 5.11% | 30.88% | 32.39% | — | |
| $70.23 | $30.69B | 68.85 | -35.06% | 25.83% | — | — | |
| $170.53 | $18.09B | 17.40 | 5.06% | 34.51% | — | — |
Digital Realty Trust, Inc. (DLR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Digital Realty Trust, Inc. (DLR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 19, 2026·SEC
Jul 23, 2026·SEC
Jul 1, 2026·SEC
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Digital Realty Trust, Inc. (DLR) stock FAQ — growth, dividends, profitability & financials explained
Digital Realty Trust, Inc. (DLR) reported $6.85B in revenue for fiscal year 2025. This represents a 10756% increase from $63.1M in 2003.
Digital Realty Trust, Inc. (DLR) grew revenue by 10.0% over the past year. This is steady growth.
Yes, Digital Realty Trust, Inc. (DLR) is profitable, generating $799.0M in net income for fiscal year 2025 (21.4% net margin).
Yes, Digital Realty Trust, Inc. (DLR) pays a dividend with a yield of 2.71%. This makes it attractive for income-focused investors.
Digital Realty Trust, Inc. (DLR) has a return on equity (ROE) of 5.5%. This is below average, suggesting room for improvement.
Digital Realty Trust, Inc. (DLR) generated Funds From Operations (FFO) of $2.80B in the trailing twelve months. FFO is the primary profitability metric for REITs.
