Cantor Fitzgerald Begins Coverage on Digital Realty Trust (NYSE:DLR)

Key Points

• Cantor Fitzgerald initiated coverage on Digital Realty Trust with an "overweight" rating and a $211 price target, implying roughly a 13.8% upside from current levels.
• Sell‑side sentiment is broadly positive—the consensus is a "Moderate Buy" with a $196.38 average target and multiple recent price‑target raises and upgrades around the ~$195–$211 range.
• Operationally and financially, DLR reported a recent earnings beat with revenue up 13.8% year‑over‑year, set FY2026 guidance of 7.900–8.000 EPS, and is making large strategic APAC moves (nearly S$7 billion in Singapore plus new Japan capacity and an innovation lab) to capture AI/hyperscaler demand.

Equities research analysts at Cantor Fitzgerald initiated coverage on shares of Digital Realty Trust (NYSE:DLR - Get Free Report) in a research report issued to clients and investors on Thursday,Benzinga reports. The firm set an "overweight" rating and a $211.00 price target on the real estate investment trust's stock. Cantor Fitzgerald's target price indicates a potential upside of 13.82% from the stock's current price.

Several other equities analysts have also recently issued reports on DLR. Raymond James Financial restated a "strong-buy" rating and issued a $210.00 price target on shares of Digital Realty Trust in a research report on Thursday, March 12th. Stifel Nicolaus decreased their price objective on shares of Digital Realty Trust from $210.00 to $200.00 and set a "buy" rating for the company in a research report on Friday, February 6th. Moffett Nathanson increased their price objective on shares of Digital Realty Trust from $166.00 to $172.00 and gave the stock a "neutral" rating in a research report on Friday, December 12th. HSBC set a $193.00 price objective on shares of Digital Realty Trust and gave the stock a "buy" rating in a research report on Thursday, January 15th. Finally, Truist Financial initiated coverage on shares of Digital Realty Trust in a research report on Tuesday, March 31st. They set a "buy" rating and a $207.00 price objective for the company. Four investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $196.38.

Digital Realty Trust Trading Up 1.6%

Shares of NYSE DLR opened at $185.38 on Thursday. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.59 and a current ratio of 1.59. Digital Realty Trust has a 52-week low of $130.88 and a 52-week high of $186.45. The firm has a 50 day moving average price of $176.79 and a two-hundred day moving average price of $168.17. The stock has a market cap of $63.70 billion, a P/E ratio of 51.49, a price-to-earnings-growth ratio of 4.02 and a beta of 1.07.

Digital Realty Trust (NYSE:DLR - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.83 by $0.03. Digital Realty Trust had a net margin of 21.41% and a return on equity of 5.88%. The firm had revenue of $1.63 billion during the quarter, compared to analysts' expectations of $1.58 billion. During the same period in the prior year, the company posted $1.73 EPS. The company's revenue was up 13.8% on a year-over-year basis. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. As a group, equities analysts forecast that Digital Realty Trust will post 7.07 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. New York State Common Retirement Fund increased its stake in shares of Digital Realty Trust by 7.1% in the third quarter. New York State Common Retirement Fund now owns 233,569 shares of the real estate investment trust's stock worth $40,379,000 after purchasing an additional 15,569 shares in the last quarter. Jones Financial Companies Lllp increased its stake in shares of Digital Realty Trust by 13.5% in the third quarter. Jones Financial Companies Lllp now owns 148,970 shares of the real estate investment trust's stock worth $25,545,000 after purchasing an additional 17,729 shares in the last quarter. OFI Invest Asset Management increased its stake in shares of Digital Realty Trust by 37,575.7% in the third quarter. OFI Invest Asset Management now owns 271,265 shares of the real estate investment trust's stock worth $46,896,000 after purchasing an additional 270,545 shares in the last quarter. Centersquare Investment Management LLC increased its stake in shares of Digital Realty Trust by 5.0% in the third quarter. Centersquare Investment Management LLC now owns 3,118,869 shares of the real estate investment trust's stock worth $539,190,000 after purchasing an additional 149,770 shares in the last quarter. Finally, Gallacher Capital Management LLC purchased a new position in shares of Digital Realty Trust in the third quarter worth about $762,000. 99.71% of the stock is owned by institutional investors.

Key Headlines Impacting Digital Realty Trust

Here are the key news stories impacting Digital Realty Trust this week:

• Positive Sentiment: Digital Realty announced a targeted nearly S$7 billion investment in Singapore (over S$4.3B for new data center development) to position Singapore as an Asia‑Pacific AI infrastructure hub — a large, regionally significant capital deployment that directly supports future revenue growth from AI workloads and hyperscale customers. Digital Realty Targets Nearly S$7 Billion Investment to Strengthen Singapore as Asia Pacific AI Hub
• Positive Sentiment: Opened the first Asia‑Pacific Digital Realty Innovation Lab (DRIL) in Tokyo and launched the NRT14 data center (third facility at NRT campus) — these moves expand product capabilities (high‑power, liquid/air cooling for next‑gen GPUs) and accelerate production‑scale AI and hybrid‑cloud deployments for regional customers. Digital Realty Opens First Asia Pacific Innovation Lab in Japan to Help Accelerate AI and Hybrid Cloud Deployment
• Positive Sentiment: Additional capacity in Japan with NRT14 opening supports higher‑density AI/HPC demand and helps win enterprise/hyperscaler workloads in a strategic APAC market. Digital Realty Opens NRT14 Data Center, Third Facility at NRT Campus in Japan
• Positive Sentiment: Multiple analyst upgrades/price‑target raises (Wolfe Research to $211, Scotiabank to $195; AmericanBankingNews also notes a $211 target) highlight improving sell‑side sentiment and provide potential buy‑side support. Wolfe adjusts price target on Digital Realty Trust to 211 from 194; maintains outperform Scotiabank adjusts price target on Digital Realty Trust to 195 from 189; maintains sector outperform Digital Realty Trust NYSE: DLR Price Target Raised to $211.00
• Neutral Sentiment: Market commentary notes the stock has rallied but raises valuation questions for new buyers; coverage pieces discuss whether DLR’s recent gains are already priced in. Is It Too Late To Consider Digital Realty Trust (DLR) After Its Strong 1 Year Rally?
• Neutral Sentiment: Quick market write‑ups note the stock’s intraday advance and that, despite gains, it may still lag broader indices — useful short‑term context but not a directional driver by itself. Digital Realty Trust Inc. stock rises Wednesday, still underperforms market
• Neutral Sentiment: Coverage noting DLR’s improved standing after Wolfe Research commentary / S&P‑related attention — supportive signal but overlaps with the analyst PT news above. Digital Realty Trust NYSE: DLR Stands Out Following Wolfe Research S&P 500 Upgrade

Digital Realty Trust Company Profile

Digital Realty Trust, Inc NYSE: DLR is a real estate investment trust that owns, acquires and operates carrier-neutral data centers and provides related colocation and interconnection solutions. The company focuses on large-scale, mission-critical facilities that support the physical infrastructure needs of cloud providers, enterprises, network operators and content companies. Digital Realty's offerings are designed to enable secure, reliable and highly available IT infrastructure with an emphasis on power density, cooling, and physical security.

Digital Realty's product set spans wholesale data center space, turnkey build-to-suit facilities, and retail colocation suites, complemented by interconnection services that allow customers to establish private and public connections to networks, cloud on-ramps and other ecosystem partners.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.