DLRDigital Realty
$190.77+1.26%Real quote · delayedData center REIT🏛️ Company factsSEC filings + FINRA official data
Annual revenue $6.1B · latest quarter up 16.2% YoY · profitable (FY net income $1.3B) · short activity above its recent average — bears adding.
FY revenue
$6.1B
2025-12
Latest Q YoY
+16.2%
FY net income
$1.3B
Diluted EPS
$3.73
Short volume
56.8%
20d avg 48.6% · shorts building
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-08-12passive (13G)NORGES BANK
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-04-29passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
- 2026-03-26passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Medium · 64/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$2.13 vs $1.98+7.58%
- Mar 2026$2.04 vs $1.94+5.15%
- Dec 2025$1.86 vs $1.83+1.64%
- Sep 2025$1.89 vs $1.78+6.18%
The takeaway
This company habitually beats by +5.1% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
2 direct · 7 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Digital Realty's data-center leasing business (FY revenue $6.1B, +16.2% YoY) is positioned to capture incremental capacity demand from sovereign AI projects
Also named: NVDA · AVGO · ANET · TSM · EQIX · VRT
- #2▼0.73%2nd-orderWall Street Warns AI Stocks Are Starting to Trade Like Interest-Rate-Sensitive Credit7d ago
Data-center REITs are inherently rate-sensitive, and the AI-infrastructure credit narrative reinforces expectations of higher financing costs
Also named: NVDA · AMD · AVGO · TSM · ORCL · CRWV
Expectations of a slowing cloud capex cycle would weaken market confidence in continued growth of data center leasing demand
Also named: ORCL · SAP · MSFT · NVDA · AVGO · CRWV
Growing cloud and AI infrastructure demand indirectly benefits data center REIT leasing and expansion outlook
Also named: ORCL · MSFT · NVDA
Community opposition to new site approvals and expansions could slow lease-up and delivery timelines.
Also named: VST · CEG · TLN · NRG · IFRA · EQIX
- #6▼0.44%2nd-orderOracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius Slips7d ago
Data center REITs are highly rate-sensitive, and the bond selloff raises expected cost of capital while compressing valuation multiples
Also named: ORCL · NBIS · CRWV · OWL · BX · NVDA
Validation of AI compute demand improves overall data-center leasing sentiment, indirectly supporting leading REIT valuations.
Also named: SFTBY · P-OPEA · NVDA · VRT
- #8▲0.24%2nd-orderAustralia data centre firm NextDC reports rising water, energy use with profit beat12d ago
As another beneficiary of AI-driven data-centre demand, NextDC's results corroborate the capacity-expansion narrative for Digital Realty.
Also named: NXDCF · EQIX · GMG.AX · AGL.AX · ORG.AX
Data center REIT peers move with NEXTDC's demand trend, benefiting from spillover AI compute demand sentiment
Also named: NXDCF · EQIX · MAQ.AX · GMG.AX
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📜 Call history (newest first
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