Digital Realty Trust Proves AI Growth Remains Robust - Reiterate Buy

Digital Realty Trust demonstrates accelerating profitable growth, with FQ4'25 bringing forth growing bookings at higher rates, expanded cash renewal rates, and record high multi-year backlogs. This is while offering an outsized FY2026 revenue/FFO per share guidance, with it lending credibility to the multi-year AI-related mega spending trends. Readers must not forget that DLR maintains disciplined capital management and a stable share count, with the prior JV strategy also triggering a healthier balance sheet.

Seeking Alpha • Feb 7, 2026

Digital Realty's Q4 Core FFO & Revenues Top Estimates, Rentals Rise

DLR beats Q4 estimates as FFO rises 7.5% year over year, revenues jump 13.8%, and leasing momentum drives higher rental rates across its data centers.

Zacks Investment Research • Feb 6, 2026

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

Seeking Alpha • Feb 6, 2026

Digital Realty Trust, Inc. (DLR) Q4 2025 Earnings Call Transcript

Digital Realty Trust, Inc. (DLR) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 6, 2026

Digital Realty Reports Fourth Quarter 2025 Results

AUSTIN, Texas, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today financial results for the fourth quarter of 2025. All per share results are presented on a fully diluted basis.

GlobeNewsWire • Feb 5, 2026

Could This REIT Be the Best Way to Play the Data Center Surge?

Data centers have taken center stage of the artificial intelligence movement. These companies' business models are distinctly different than those of the names that have led the AI charge thus far.

The Motley Fool • Feb 5, 2026

Forget Tech Stocks: The Real Estate Play That's Cashing In on AI

Many investors chase AI chip and software stocks. But data center REITs offer more stable returns and reliable dividends.

The Motley Fool • Feb 5, 2026

Compared to Estimates, Digital Realty Trust (DLR) Q4 Earnings: A Look at Key Metrics

The headline numbers for Digital Realty Trust (DLR) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 6, 2026

Digital Realty Trust (DLR) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates

Besides Wall Street's top-and-bottom-line estimates for Digital Realty Trust (DLR), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Zacks Investment Research • Feb 3, 2026

My Dividend Growth Income: January 2026 Update

January delivered a robust 2.47% monthly increase in forward dividend income, reaching $6,442.40 and positioning the portfolio ahead of 2026 growth targets. Initiated a new position in Agree Realty for its strong monthly dividend growth, investment-grade property mix, and prudent payout ratio. Brookfield Infrastructure Partners announced a 5.8% dividend increase, adding $47.85 in forward income and reinforcing conviction in its infrastructure-driven growth.

Seeking Alpha • Feb 4, 2026