Digital Realty (DLR)
NYSEReal EstateReit - SpecialtySnapshot 2026-10-29
$180.70-1.21%
Close 2026-10-30 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-10-29
Research Workspace
Put DLR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 17% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 24%, softest on free-cash-flow margins.
View QualityManagement screens strong on earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskDigital Realty’s expanding hyperscale data center capacity must sustain growth in Core FFO per share. Revenue growth slowed to 21% year over year in third-quarter 2026, following 29% in second-quarter 2026. The latest recorded earnings beat was Q1 FY2026; no later beat or miss is recorded. DLR trades at 24× P/FFO versus an 12× peer median, though expectations look modest versus our view. Our model puts the next-quarter miss probability near 24%. A guidance cut after recently raising guidance could damage confidence; the premium over peers must be earned. Peer multiples imply a price roughly in line with where it trades (about fair); our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. DLR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 35 analysts currently covering DLR (as of Oct 2026).
Based on 12 Wall Street analysts offering 12-month price targets for DLR in the last 4 months.
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Compare DLR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DLR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across our valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Above average on quality vs scored peers
A price-focused, side-by-side fair-value read versus Real Estate (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put DLR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Core FFO per share
2026 Core FFO guidance and backlog visibility support per-share growth and confidence into 2027.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $180.70
The last 12 months of price, then the range of analyst 12-month targets from today’s $180.70.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase Core FFO per share
Record bookings and double-digit growth support operating momentum and Core FFO growth.
Advances: Expand hyperscale data center capacity and strategic partnerships
New cable landing station expands hyperscale data center capacity.
Advances: Increase Core FFO per share outlook
AI demand positively impacts Core FFO outlook.
Advances: Expand hyperscale data center capacity and strategic partnerships
Expansion aligns with hyperscale data center capacity growth objective.
Advances: Expand hyperscale data center capacity and strategic partnerships
Expanding capacity aligns with growth objectives.
Advances: Expand hyperscale data center capacity and strategic partnerships
Winning a data center slot expands hyperscale capacity.
Advances: Increase Core FFO per share outlook
Upgrade indicates confidence in growth potential.
