Digital Realty (DLR)
NYSEReal EstateReit - SpecialtySnapshot 2026-09-04
$188.39+0.32%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · DLR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 3.6% |
| Our one-year growth estimate | diamond | 12.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 8.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 13 industry peers
DLR — debt issuance
Dated 2026-08-19
Other Events. In connection with Digital Realty Trust, Inc.’s (the “Company”) acquisition of Columbia Capital, the Company is registering the resale of certain shares of common stock that were issued as consideration in the transaction pursuant to a prospectus supplement being filed with the Securities and Exchange Commission on the date hereof. A copy of the legal opinion of Venable LLP regarding certain Maryland law issues concerning the shares of common stock that may be offered and sold p…
Why it matters: More leasing activity shows strong demand and success. This helps revenue grow.
Supportive ifLeasing activity is more than $707 million in yearly GAAP rental revenue.
Worry ifLeasing activity is less than $707 million.
Why it matters: Debt details will show how Digital Realty pays for growth and handles debt.
Watch forDebt details show good terms and low interest rates.
Also watch forDebt details show high interest rates or bad terms.
Why it matters: More debt could mean big growth plans. It might change financial stability and how investors see it.
Worry ifDebt issuance exceeds $3.5 billion.
Less concerning ifDebt issuance remains below $3.5 billion.
Why it matters: Updates on the buyback program show management's confidence. This can affect share value.
Supportive ifLook for news about completed share buybacks. This includes details on how much was repurchased.
Worry ifNo updates or details on the share buyback program.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$121 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $247 loss on $10,000 · 2.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,683 loss on $10,000 · 16.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: New partnerships can help Digital Realty grow and improve its market position.
Supportive ifThere is news about new partnerships. These will boost data center capacity.
Worry ifNo new partnerships announced in the upcoming quarter.
Why it matters: Speeding up would show a positive change in the sector. It would help future growth.
Supportive ifRevenue growth reported above 7% year over year in the next earnings report.
Worry ifRevenue growth remains below 7% year over year.
Why it matters: Gains in Core FFO per share from the acquisition show good capital use and growth.
Supportive ifCore FFO per share increases post-acquisition in 2027 and 2028.
Worry ifCore FFO per share does not increase as expected.
Why it matters: If sector revenue growth speeds up, it could help Digital Realty's future.
Supportive ifSector revenue growth is starting to speed up again toward past highs.
Worry ifSector revenue growth is slowing down or staying the same.
Why it matters: This acquisition adds significant capacity in a key market. It could enhance future growth.
Supportive ifThe acquisition is successful. It adds 288 megawatts of IT capacity.
Worry ifThe acquisition faces delays or fails to complete.
Why it matters: Guidance for Core FFO per share shows growth potential. A raise indicates strong performance.
Supportive ifCore FFO per share guidance raised above $8.20 for Q3 2026.
Worry ifCore FFO per share guidance remains below $8.15 for Q3 2026.
Why it matters: This acquisition increases Digital Realty's capacity in a top market. It could enhance growth.
Supportive ifCompletion of the acquisition on June 30, 2026, as planned.
Worry ifDelays or issues arise that prevent the acquisition from closing.
Why it matters: Growth in signed bookings signals demand for data center capacity. It reflects business health.
Supportive ifSigned bookings grow above $707 million in Q2 2026.
Worry ifSigned bookings fall below $600 million in Q2 2026.
Why it matters: Details on debt issuance can impact financial health and growth strategy. They are critical for investors.
Watch forNews about debt issuance for the Columbia Capital deal is now available.
Also watch forNo news is available on debt issuance for the Columbia Capital deal.