Digital Realty Trust, Inc. (DLR)

Digital Realty's stock experienced movements in the past six months. In November 2025, the stock price saw a slight dip, closing around $159.30 per share, representing a decline of approximately 14.75% over the preceding 12 months. BofA Securities downgraded Digital Realty Trust from "Buy" to "Neutral" on January 9, 2026, with a price target of $170, citing slower capture of AI-related demand. Conversely, Wolfe Research upgraded DLR's rating from "Peerperform" to "Outperform" on October 20, 2025, setting a price target of $194.00. Digital Realty reported a robust Q3 2025, exceeding expectations and raised its full-year Core FFO guidance for 2025 to a range of $7.32 to $7.38 per share.

Demand for Digital Realty's products and services is driven by the growth of the digital economy, cloud services, and digital transformation, with AI workloads being a significant driver. While overall demand is robust, the industry exhibits some seasonality and fluctuating workloads. Data Center as a Service (DCaaS) models are gaining traction, offering flexibility for businesses to adapt to these fluctuating demands. Data center operators utilize machine learning models for capacity planning, analyzing utilization trends, customer growth patterns, and seasonal variations.

Digital Realty Trust, Inc. (DLR) is a global provider of data center solutions, operating as a REIT that owns, acquires, develops, and operates data centers worldwide. The company focuses on providing essential digital infrastructure, including data center, colocation, and interconnection services through its PlatformDIGITAL®. Digital Realty generates revenue primarily through long-term leases and serves diverse industries, including AI, networks, cloud, digital media, and financial services.

Digital Realty has a global presence with over 300 data centers across more than 50 metropolitan areas in over 25 countries on six continents. Key locations include major U.S. markets such as Austin, Dallas, and San Francisco, as well as international regions like London, Dublin, and Singapore. As of September 30, 2025, the company operated 311 data centers, including those held as investments in unconsolidated entities.

Digital Realty Trust maintains a strong brand reputation. In 2025, Forbes recognized the company as #44 in "Most Trusted Companies in America" and #85 in "America's Best Companies." The company also holds a positive news sentiment score of 0.95. Digital Realty has demonstrated a commitment to sustainability, aiming for a climate-neutral industry by 2030. In October 2025, Digital Realty announced a strategic collaboration with Dell Technologies and DXC Technology to enhance enterprise AI infrastructure.

Digital Realty Trust, Inc. is predominantly owned by institutional investors, holding approximately 93.5% of the shares. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Individual insider ownership is very low, accounting for approximately 0.01% to 0.0123% of the shares.