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DLR

Digital Realty Trust Inc

OPPORTUNISTIC BUY 2026-10-04 Data 8 days old USD 178.55 Real Estate - REIT - SpecialtyAWAIT ENTRY
ACTIONABLEMethodology gates passed
57

Position levels

Currenttoday
USD 178.55
Buy <=wait / entry
USD 162.67
Trim >=take some off
USD 192.00
Thesis breakA formal reduction in FY 2026 Core FFO guidance, a disclosed delay to the Kansas...
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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

  • Acquisition of 1,440-acre Kansas City site for 2 GW hyperscale development capacity
  • Agreement to increase Teraco ownership stake and acquire Columbia Capital for platform growth
  • Raised 2026 full-year revenue guidance to $6.85 - $6.95B and adjusted EBITDA to $3.75 - $3.85B
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.