With a market cap of $61.9 billion, Digital Realty Trust, Inc. (DLR) is a global provider of data center, colocation, and interconnection solutions, serving a wide range of industries including cloud services, finance, healthcare, and technology. As of December 31, 2025, the company operates a vast portfolio of over 300 data centers across multiple continents, supporting critical digital infrastructure for enterprises worldwide.
The Dallas, Texas-based company is expected to release its fiscal Q1 2026 results soon. Ahead of this event, analysts project DLR to report core FFO per share of $1.94, a 9.6% rise from $1.77 in the year-ago quarter. It has exceeded Wall Street's bottom-line estimates in the past four quarters.
For fiscal 2026, analysts forecast the REIT to report core FFO per share of $7.94, up 7.4% from $7.39 in fiscal 2025. In addition, core FFO per share is anticipated to grow 8.9% year-over-year to $8.65 in fiscal 2027.
DLR stock has increased 26.8% over the past 52 weeks, outpacing the broader S&P 500 Index's ($SPX) nearly 17% gain and the State Street Real Estate Select Sector SPDR ETF's (XLRE) 1.4% decline over the same time frame.
Shares of Digital Realty Trust rose 4.2% following its Q4 2025 results on Feb. 5, with core FFO per share rising to $1.86 from $1.73. Investor sentiment was further boosted by solid growth and demand indicators, including 14% year-over-year revenue growth to $1.6 billion, $400 million in total bookings, and a sizable $817 million backlog of annualized base rent.
Additionally, the company’s 2026 core FFO per share guidance of $7.90 - $8, along with 6.1% rental rate increases on renewals and continued expansion through acquisitions and development capacity, reinforced confidence.
Analysts' consensus view on DLR stock is cautiously optimistic, with a "Moderate Buy" rating overall. Among 32 analysts covering the stock, 20 suggest a "Strong Buy," two give a "Moderate Buy," and 10 recommend a "Hold." The average analyst price target for Digital Realty Trust is $196.46, indicating a potential upside of 9% from the current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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