Digital Realty Trust Inc (DLR) recorded impressive performance with a record core FFO and robust AI in Q3 2025 Earnings call, leading to several analysts, including TD Cowen and JP Morgan, maintaining their recommendations and even raising price targets. The company's recent strategic AI partnership with Dell and DXC received positive attention, linking to a possible surge in data centre demand. Despite questions relating to the quality of recent earnings due to a one-off gain, the company's financial results for Q3 2025 showed strong performance. Aggressive growth in A.I adoption and demand is dramatically changing the company's investment narrative. Some analysts see DLR as a potential top dividend play in the AI Era despite the stock occasionally underperforming compared to S&P 500. However, there are concerns on the valuation after the recent analyst upgrade and data center boom's sustainability.
Digital Realty Trust DLR News Analytics from Thu, 30 Jan 2025 08:00:00 GMT to Sat, 25 Oct 2025 13:00:01 GMT -
Rating 7
- Innovation 2
- Information 8
- Rumor -1
