Digital Realty Trust (DLR) News Today

Digital Realty Trust (DLR) — Shares moved higher after a strong Q3 print, a material upward revision to FY‑2025 EPS guidance and follow‑up analyst upgrades. The market is reacting to better‑than‑expected results, signs of robust AI‑driven leasing demand and higher FFO/revenue outlooks that push near‑term earnings forecasts above prior consensus.

• Positive Sentiment: Q3 results beat consensus on both EPS/FFO and revenue; revenue rose ~10% YoY and margins remained healthy, signaling operating momentum. Digital Realty Trust (NYSE:DLR) Releases Quarterly Earnings Results, Beats Expectations By $0.11 EPS
• Positive Sentiment: Management materially raised FY‑2025 EPS guidance to $7.320–$7.380 (well above prior consensus ~$4.65), a major catalyst that re‑rates the company's earnings outlook. Digital Realty Trust (NYSE:DLR) Updates FY 2025 Earnings Guidance
• Positive Sentiment: Company raised core FFO and revenue forecasts and cited record AI‑driven bookings with an $852M backlog — direct evidence demand from cloud/AI customers is lifting near‑term cash flow. Digital Realty raises 2025 core FFO guidance by 2% amid record AI-driven bookings and $852M backlog
• Positive Sentiment: JPMorgan raised its price target to $210 and upgraded to "overweight," providing institutional validation for the upgraded outlook. Digital Realty Trust (NYSE:DLR) Price Target Raised to $210.00 at JPMorgan Chase & Co.
• Neutral Sentiment: TD Cowen bumped its target to $179 and kept a "hold" rating — a milder analyst response that highlights some valuation or execution watch‑points despite the positive news. Analyst Price Target Change – Benzinga
• Neutral Sentiment: Full earnings call, slide deck and transcript are published for investors to review detail on leasing mix, margin assumptions and FFO bridge — important for validating the sizable guidance lift. Digital Realty Trust, Inc. Q3 2025 Earnings Call Transcript

What this means for investors: the upside move is driven by better-than-expected results, materially higher FY guidance and strong AI-related leasing. Monitor upcoming quarterly FFO realization, margin trends and how management converts the backlog into contracted revenue to judge whether the higher earnings path is sustainable.