The Motley Fool
31 Oct 2026, 18:07 UTC · 2h ago
Digital Realty: 3 Key Takeaways for Long-Term Investors
Impact · against what's priced in
Digital Realty's record bookings and raised guidance provide concrete evidence for the sustained double-digit growth the market has previously discounted. While the backlog was already noted, the current trajectory validates the bull-case revenue CAGR and suggests the market is underestimating the speed of AI-driven conversion.
- DLR+0.50
Challenges what's priced in
- The price assumes
The sustained double-digit earnings growth beyond 2026 that eight bull models require
The company's record $855 million in quarterly leasing bookings and visibility into 2028 support the double-digit earnings growth the market has previously declined to price in.
What DLR's price assumes · Sep 1
