Digital Realty Trust Inc

DLR: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Digital Realty Earnings: Enterprise-Related Activity Steals the Show From AI Data Center Spending

Samuel Siampaus

Feb 14, 2025

Digital Realty’s fourth-quarter results may have taken a step down from last quarter’s ridiculous hyperscale activity, but we were still impressed with the firm’s ability to capture new enterprise-related spending, which along with the firm’s interconnection business, set records for new leasing activity in both the fourth quarter and full year. We continue to expect accelerating data center demand and maintain our $144 fair value estimate.

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Digital Realty Trust Inc

Digital Realty Earnings: Enterprise-Related Activity Steals the Show From AI Data Center Spending

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