Digital Realty Reports Third Quarter 2026 Results

AUSTIN, Texas, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, announced today its financial results for the third quarter of 2026. All per share results are presented on a fully diluted basis.

GlobeNewsWire • 26 minutes ago

Digital Realty Stock Ahead of Q3 Earnings: Smart Buy or Risky Move?

DLR's Q3 results may benefit from strong leasing, a record backlog and rising AI and cloud demand, with rental revenues and total revenues expected to grow.

Zacks Investment Research • Oct 27, 2026

3 Tech Dividend Stocks That Offer Income and Stock Price Growth Through AI

IBM's technical improvements have helped to foster decades of dividend growth. Digital Realty is capitalizing on the rapidly increasing demand for data center capacity.

The Motley Fool • Oct 27, 2026

Baron Real Estate Income Fund Q3 2026 Portfolio Activity

Baron Real Estate Income Fund decreased 7.58% (Institutional Shares) in the third quarter, underperforming the MSCI US REIT Index, which decreased 6.33%. Welltower is a leading owner and operator of senior housing communities across the U.S., Canada, and the U.K., and is the largest health care REIT by market capitalization. We initiated a position in AAON, Inc., following a disappointing second quarter earnings result.

Seeking Alpha • Oct 26, 2026

4 Data Center REITs With Growing Dividends and an AI Tailwind

AI data centers consume enough power to light entire cities, and the landlords collecting rent on those facilities are quietly growing their dividends.

24/7 Wall Street • Oct 24, 2026

Digital Realty: Signed Leases Offer A Better Case Than AI Hype

Digital Realty Trust offers contracted growth potential at $174.20, with success hinging on lease commencements and effective capital allocation. DLR's transparent growth is underpinned by signed leases, a robust backlog, and rising renewal rents, supporting a 2027 core FFO estimate of $9.10 per share. Valuation is reasonable at ~21.3x forward core FFO, with upside to $209 if execution aligns with expectations and new developments are delivered on schedule.

Seeking Alpha • Oct 20, 2026

What To Watch This REIT Earnings Season

Rate Shock: REITs enter earnings season on their back foot amid a renewed surge in long-term rates, facing a materially different cost-of-capital and financing environment than just three months ago. The rate surge is again stressing highly leveraged borrowers, particularly across private markets. Public REITs are better positioned, but remain exposed through refinancing, tenant credit, and equity valuations. Higher rates have brought an important silver lining: years of expensive capital are finally curbing construction, with shrinking pipelines beginning to support occupancy, rents, and landlord pricing power.

Seeking Alpha • Oct 20, 2026

The AI Data Center Race: 3 Stocks Cashing In Today and 1 Aiming to Next Year

AI is driving a gold rush in data centers and power generation, but not every company collecting on that boom is getting paid on the same schedule. Four stocks are riding the wave at very different stages of the race.

24/7 Wall Street • Oct 19, 2026

AI Reality Check, Inflation Stress Test

U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals, while September inflation ran hot but remained heavily energy-driven, complicating the Fed's path without clearly forcing an October hike. Treasuries rallied sharply despite hotter CPI and PPI, with the 2-Year reversing from 4.95% to 4.71% as dovish Fed signals and risk-off flows pushed October hike odds. Oil reemerged as the key macro pressure point, with WTI surging above $100 as Saudi and Hormuz risks intensified, threatening to reverse recent relief in gasoline and diesel prices.

Seeking Alpha • Oct 18, 2026

The Data Center Doomsday Scenario

I remain bullish on long-term digital infrastructure demand, favoring data center and cell tower REITs over heavily leveraged AI cloud providers. Data center moratoriums are unlikely to trigger a recession, as capital migrates to receptive markets and demand remains robust. Technological obsolescence and orbital computing are risks, but well-located, adaptable infrastructure with prudent financing can retain value through cycles.

Seeking Alpha • Oct 18, 2026