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DLR

Digital Realty Trust Inc

OPPORTUNISTIC BUY 2026-08-11 Data 12 days old USD 191.30 AWAIT ENTRY
ACTIONABLEMethodology gates passed
57

Position levels

Currenttoday
USD 191.30
Buy <=wait / entry
USD 168.33
Trim >=take some off
USD 205.00
Thesis breakMaterial adverse change to the investment-grade long-term leases underpinning th...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case23%100 / 10023.0
Base case51%62 / 10031.6
Bear case26%10 / 1002.6
Weighted conviction57 / 100 - OPPORTUNISTIC BUY

Top risks

  • M&A activity: acquisition of majority stake in Blackstone data centers for $3.5B transaction value including $1.2B cash and $2.3B stock
  • Earnings growth: Q1 FY26 earnings of $1.27B representing 125.69% increase
  • Revenue growth: 29% year-over-year revenue increase in 2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.