Digital Realty Trust Stock: Analyst Estimates & Ratings

Austin, Texas-based Digital Realty Trust, Inc. (DLR) brings companies and data together by delivering the full spectrum of data center, colocation, and interconnection solutions. With a market cap of $57.8 billion, Digital Realty engages in the ownership, acquisition, repositioning, and management of technology-related real estate.
The real estate giant has lagged behind the border market over the past year. Over the past 52 weeks, DLR stock has gained 16.4%, underperforming the S&P 500 Index’s ($SPX) 21.9% surge. On a YTD basis, DLR is down 3.4% compared to the SPX’s 7.8% returns during the same time frame.
Zooming in further, DLR has also lagged behind the iShares U.S. Digital Infrastructure and Real Estate ETF’s (IDGT) 19.1% gains over the past 52 weeks and 4.5% returns on a YTD basis.
Digital Realty Trust’s stock prices dipped 1.2% in the trading session following the release of its mixed Q2 results on Jul. 24. The company reported a solid 10.1% year-over-year growth in total operating revenues to $1.5 billion, surpassing the Street’s expectations by a notable 3.5%. Furthermore, its core funds from operations (CFFO) surged 19.5% year-over-year to $643.3 million, and its CFFO per share of $1.87 beat the consensus estimates by 7.5%. However, the company reported a notable drop in backlogs. At the end of the quarter, its backlogs stood at $826 million, down from $919 million reported in Q1 2025, making investors jittery.
For the full fiscal 2025, ending in December, analysts expect DLR to deliver a CFFO per share of $7.20, up 7.3% year-over-year. The company has a solid CFFO surprise history. It has surpassed the Street’s CFFO estimates in each of the past four quarters.
The stock has a consensus “Moderate Buy” rating overall. Of the 28 analysts covering the DLR stock, opinions include 18 “Strong Buys,” two “Moderate Buys,” seven “Holds,” and one “Strong Sell.”
This configuration is slightly less optimistic than a month ago, when 19 analysts gave “Strong Buy” recommendations.
On Jul. 30, Truist Securities analyst Anthony Hau maintained a “Buy” rating on DLR and raised the price target from $184 to $199.
DLR’s mean price target of $194.46 represents a 13.6% premium. Meanwhile, the street-high target of $220 suggests a 28.5% upside potential.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.