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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$67.8B
351M shares
52-week range
$146.23 – $208.14
54% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.05B | $3.21B | $3.90B | $4.43B | $4.69B | $5.48B | $5.55B | $6.11B |
| Cost of revenue | $1.10B | $1.19B | $1.51B | $1.78B | $2.02B | $2.60B | $2.52B | $2.73B |
| Gross profit | $1.95B | $2.02B | $2.39B | $2.65B | $2.67B | $2.88B | $3.04B | $3.39B |
| Gross margin | 64.0% | 62.8% | 61.2% | 59.8% | 57.0% | 52.6% | 54.7% | 55.4% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $549.8M | $594.2M | $557.5M | $694.0M | $590.0M | $524.5M | $471.9M | $658.5M |
| EBITDA | $1.85B | $2.13B | $2.10B | $3.60B | $2.29B | $3.16B | $2.87B | $3.59B |
| Net income | $331.2M | $579.8M | $356.4M | $1.71B | $377.7M | $948.8M | $602.5M | $1.31B |
| Net margin | 10.9% | 18.1% | 9.1% | 38.6% | 8.0% | 17.3% | 10.8% | 21.4% |
| EPS (diluted) | 1.21 | 2.35 | 1.00 | 5.94 | 1.11 | 3.00 | 1.61 | 3.58 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $6.7B | $2.06 | $2.04–$2.09 | 11 |
| 2027 | $7.5B | $2.22 | $2.11–$2.32 | 10 |
| 2028 | $8.4B | $2.63 | $1.53–$3.69 | 10 |
| 2029 | $9.4B | $3.45 | $3.28–$3.60 | 4 |
Forward consensus · source: Financial Modeling Prep
Digital Realty is one of the leading providers of cloud- and carrier-neutral data centers, offering colocation and interconnection services to hyperscalers and large businesses. Digital Realty operates 300 properties in 57 metropolitan areas across 31 countries, serving 5,000 customers. Renting physical space accounts for about 90% of Digital Realty's revenue. The firm enables hyperscalers and other clients to store servers, data, and networking equipment. The other 10% of revenue is generated primarily through interconnection services (8%) and other fee income (2%).
www.digitalrealty.comNo one on the platform currently holds DLR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 32,900 | $5.9M |
| Bridgewater Associatesas of 2026-03-31 | 14,652 | $2.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-15 | $1.2200 | 2026-06-30 |
| 2026-03-13 | $1.2200 | 2026-03-31 |
| 2025-12-15 | $1.2200 | 2026-01-16 |
| 2025-09-15 | $1.2200 | 2025-09-30 |
| 2025-06-13 | $1.2200 | 2025-06-30 |
| 2025-03-14 | $1.2200 | 2025-03-31 |
| 2024-12-13 | $1.2200 | 2025-01-17 |
| 2024-09-13 | $1.2200 | 2024-09-30 |
| 2024-06-14 | $1.2200 | 2024-06-28 |
| 2024-03-14 | $1.2200 | 2024-03-28 |
No one on the platform has traded DLR yet.
| $102.8B |
| — |
| ORealty Income Corporation | $61.96 | -1.71% | $57.8B | — |
| PSAPublic Storage | $318.31 | -1.89% | $55.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-12-14 |
| $1.2200 |
| 2024-01-19 |
| 2023-09-14 | $1.2200 | 2023-09-29 |
Trading at 167.4× earnings vs its 46.2× historical median P/E.
Fair value ≈ $49.55 · price $179.58 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$DLR is under pressure, down ~5% premarket after announcing a $3.5B acquisition of stakes in three Virginia data centers from $BX. The move deepens exposure to the largest U.S. data center hub, but the market is clearly focusing on near-term capital allocation and dilution concerns over long-term positioning. Reaction shows sentiment is cautious despite strategic footprint expansion.
View on StockTwits ↗A $27M-Per-Megawatt Data Center Deal Just Gave Bitcoin Miners A Price Tag — And VanEck Says CIFR, HUT Are Way Too Cheap $DLR $HUT $CIFR $BTC.X $WGMI https://stocktwits.com/news/equity/markets/ai-valuations-cifr-hut-undervalued-vaneck/cZ1Qlw4R70e
View on StockTwits ↗PREMARKET MOVERS | June 30 AI / Semis $DLR - -5% | Blackstone secondary offering ($2.35B) $NVDA - +1% | steady bid holding into open Defense / Aerospace $AVAV - +29% | earnings beat + backlog up 65% (strong demand signal) $KTOS -+7% | sympathy strength following AVAV momentum What stands out here is a split tape: AI/infra slightly pressured by supply overhang headlines, while defense/aerospace is seeing aggressive repricing on fundamental strength and order visibility. This kind of divergence usually creates rotation opportunities intraday-capital doesn’t leave the market, it just shifts between narratives.
View on StockTwits ↗$DLR once the b/a tightens, this gets focus. Thanks Blackstone.
View on StockTwits ↗$DLR Relax Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers https://www.digitalrealty.com/about/newsroom/press-releases/30426/digital-realty-announces-purchase-of-blackstone-interest-in-three-northern-virginia-data-centers
View on StockTwits ↗$CNXC $UNCY $PATK $DLR PRE-MARKET MOVERS: Currently Higher After Earnings: - AeroVironment (AVAV) up 29.2% Currently Also Higher: - Abivax (ABVX) up 35.8% after announcing topline results from ABTECT Maintenance Part 2, the supplemental portion of its Phase 3 UC maintenance program evaluating obefazimod - Aevex (AVEX) up 9.8% after securing a $50M contract from the United States Air Force to continue expanding unmanned mission-support capabilities for current operations - LCI Industries (LCII) up 1.2% after Patrick Industries (PATK) and the company agreed to combine in an all-stock merger - Block (XYZ) up 0.8% after Piper Sandler upgraded the stock to Overweight from Underweight with a price target of $100, up from $58 Currently Lower After Earnings: - Concentrix (CNXC) down 24.0% Currently Also Lower: - Unicycive Therapeutics (UNCY) down 47.7% after receiving a complete response letter from the FDA regarding the resubmitted new drug application for oxylanthanum carbonate - Patrick Industries (PATK) down 6.8% after the company and LCI Industries announced an agreement to combine in an all-stock merger - Digital Realty (DLR) down 4.5% after agreeing to purchase from Blackstone-affiliated funds a stake in three fully leased data centers containing 288 megawatts of total IT capacity in Northern Virginia at a gross value of $7.8B.
View on StockTwits ↗$DLR down 5.8% premarket on the Blackstone secondary offering, big holder unloading stock. these supply-driven dips can fill back or keep leaking once RTH liquidity shows up. anyone stepping in down at 182 or letting it settle first? on my morning watchlist: https://tapeboard.com/go/st/scanner?utm_source=stocktwits&utm_medium=post&utm_campaign=olivia&utm_content=dlr-pm-dn-watch&utm_term=scanner&s=DLR
View on StockTwits ↗$DLR Digital Realty 12.3M share Spot Secondary priced at $185.00-188.00 The deal range was $185.00-$188.00. Morgan Stanley acted as sole book running manager for the offering.
View on StockTwits ↗$DLR If DLR can hold 180 it can push more to the upside. Issue is nearly every H/S formation that has printed in the AI Infra has run its course or is looking like it is somewhere between a right shoulder and and base of the H/S formation. Only time can tell whether this parallel channel will become newly found support.
View on StockTwits ↗$DLR Data centers use huge amounts of electricity, and generate A LOT of heat. Heat removal is of the utmost importance so that the chips don't fry. It costs A LOT of money. A brand new product that helps with heat removal has just become available, by Graphene Manufacturing Group, GMGMF. They have several products, and I HIGHLY recommend taking a few minutes to check them out: https://youtu.be/ADGJGqjDGDs
View on StockTwits ↗$DLR from the listed european data centers, whcih one would you recommend?
View on StockTwits ↗Top Shelf targets for this morning $EQIX $IRM $DLR Lower risk way to participate in the AI/DC boom & collect dividends albeit small %
View on StockTwits ↗Important note - framing this through a long-duration compounding lens rather than short-term speculation. If you fast-forward to 2040, the biggest wealth creation likely won’t come from trading cycles, but from simply holding exposure to dominant infrastructure and AI-driven asset bases. 6 CORE “GOLDEN ETF / THEMATIC” EXPOSURES: $AIPO - captures AI IPO pipeline exposure; essentially a basket bet on future AI public listings and early-stage platform monetization $AMT - wireless infrastructure backbone enabling global connectivity growth $VRT - critical cooling + power infrastructure for high-density AI data centers $SBAC -tower infrastructure tied to long-duration mobile + data demand growth $DLR - data center REIT exposure leveraged to global cloud + AI compute expansion The investors who win this cycle are not the ones reacting to headlines - but those aligned early with structural bottlenecks and staying positioned through volatility.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.