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Stock impact report

Digital Realty Trust Proves AI Growth Remains Robust - Reiterate Buy [Seeking Alpha]

Digital Realty Trust, Inc. (DLR) 
Last digital realty trust, inc. earnings: 2/13 04:50 pm Check Earnings Report
US:NYSE Investor Relations: investor.digitalrealty.com
Company Research Source: Seeking Alpha
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. Given the ongoing consolidation since September 2024, the REIT's valuation remains attractive at an FWD price/FFO of 22.69x while offering a significant long-term upside potential of +31.5%. Combined with the tailwinds from a potential, long overdue dividend hike and the well-covered FFO payout ratio, DLR remains a great buy despite the recent recovery from the December 2025 bottom. Paper Boat Creative/DigitalVision via Getty Images I previously covered Digital Realty Trust, Inc. DLR ) in October 2025, discussing the data center REIT's outperformance in the FQ3'25 earnings c Show less Read more
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