Schaeffers Research·1d ago
Wall Street Rebounds as Chip Stocks Regain Their FootingWall Street is looking to finish the week lower, despite sporting modest gains today as AI data center buildout concerns slow
Digital Realty's total assets grew roughly 30% from $43.6B in 2024Q2 to $56.5B in 2026Q3, a build-out largely financed by debt rising to $20.7B, while return on equity stayed near 0.2% to 1.7% in most recent quarters and reached only 0.7% in 2026Q3.
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 of 20.6% in 2026Q3 is encouraging, but NOI margins swung from roughly 55% in 2025 to -3.8% in 2026Q1 and 8.4% in 2026Q2, a volatility that warrants further investigation into reporting consistency.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.48-8.4% vs $0.52 | $1.9B+8.5% vs $1.8B |
Q3 2026 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 |
Wall Street is looking to finish the week lower, despite sporting modest gains today as AI data center buildout concerns slow
Digital Realty Trust demonstrates robust financial stability, with a BBB/Baa2/BBB+ credit rating and a low net debt-to-EBITDA of 4.7x. DLR's preferred stocks (DLR.PR.L, DLR.PR.J, DLR.PR.K) yield above 7.4%, trade below par, and offer wider spreads than both DLR's OTC bonds and sector peers. OTC bonds yield up to 5.75% with narrower spreads, making DLR's preferred stocks a more attractive fixed income alternative for income-focused investors.
Texas' governor-elect could completely freeze the state's booming data center market.
Two days after a guidance cut sent NEXTDC reeling, a trust co-owned by Digital Realty came knocking with an offer the target calls a raid. The buyers say they have no takeover plans, but they kept the door open.
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 |
|---|---|---|---|---|---|---|---|
| $174.20 | $64.45B | 71.41 | 10.04% | 12.92% | 3.37% | 2.82% | |
| $1012.71 | $99.93B | 61.01 | 5.85% | 16.35% | 11.48% | 1.87% | |
| $106.52 | $31.69B | 69.69 | 12.22% | 5.88% | — | 2.9% | |
| $188.79 | $87.97B | 26.72 | 5.11% | 29.89% | 32.48% | 3.56% | |
| $88.60 | $38.72B | 36.47 | -35.06% | 25.34% | — | 5.37% | |
| $189.42 | $20.09B | 20.32 | 5.06% | 34.54% | — | 2.35% |
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)
Oct 30, 2026·SEC
Oct 29, 2026·SEC
Oct 9, 2026·SEC
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Digital Realty Trust, Inc. (DLR) stock FAQ — growth, dividends, profitability & financials explained
Digital Realty Trust, Inc. (DLR) reported $7.17B in revenue over the trailing twelve months. Revenue was $6.11B in fiscal year 2025. That is 9589% more than the $63.1M of fiscal year 2003.
Digital Realty Trust, Inc. (DLR) grew revenue by 21.3% over the trailing twelve months, compared with the twelve months before.
Yes. Digital Realty Trust, Inc. (DLR) earned $926.6M in net income over the trailing twelve months (a 12.9% net margin).
Yes. Digital Realty Trust, Inc. (DLR) pays a dividend that yields 2.82% at the current price, a moderate yield.
Digital Realty Trust, Inc. (DLR) had a return on equity (ROE) of 3.4% over the trailing twelve months. That is below the market's typical 10-15%.
Digital Realty Trust, Inc. (DLR) generated Funds From Operations (FFO) of $2.97B in the trailing twelve months. FFO is the primary profitability metric for REITs.
