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When Data Becomes The New Commodity
Following the results released on October 23, it is time to review the performance and valuation of Digital Realty (DLR), one of the largest data center operators
Digital Realty: Where AI Meets Real Estate
Summary
- Digital Realty is well-positioned to benefit from surging AI and cloud demand, leveraging its scale, infrastructure, and innovation lab partnerships.
- DLR delivered strong Q3 results: 10% YoY revenue growth, expanding margins, and robust cash flow, supporting its dividend and growth CapEx.
- With a disciplined balance sheet, expanding pipeline, and sector-leading margins, DLR justifies its premium valuation and is projected to reach $200/share in 12 months.
- Risks include project delivery delays and hyperscaler client concentration, but DLR's operational strength supports a Buy rating for long-term investors.
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About DLR Stock
| Symbol | Last Price | % Chg |
|---|---|---|
| 157.18 | -0.26% | |
| Post | 158.00 | 0.52% |
Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2025-10-21 09:30:00 to 2025-11-21 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from 156.17 to 181.9.
End of interactive chart.
Related Stocks
| Symbol | Last Price | % Chg |
|---|---|---|
| 157.18 | -0.26% | |
| Post: | 158.00 | 0.52% |
Chart
Chart with 200 data points.
The chart has 1 X axis displaying Time. Data ranges from 2025-11-17 09:30:00 to 2025-11-21 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from 154.975 to 163.745.
End of interactive chart.