Digital Realty (DLR) Expands Global Footprint, Faces EPS Miss

Digital Realty Trust, Inc. (NYSE:DLR) is one of the best infrastructure stocks to buy right now. On February 6, 2026, TD Cowen raised its price target on Digital Realty (NYSE:DLR) to $185 from $179 while keeping a Hold rating. The firm cited strong Q4 results and the potential for better renewal spreads through 2026, which could lift Core‑FFO/share growth.

On the same day, February 6, 2026, Citi lowered its price target on Digital Realty to $190 from $212 but maintained a Buy rating. Citi said Q4 results showed progress with bookings and funding, but adjusted the target to reflect lower valuation multiples.

Digital Realty reported its Q4 and full‑year 2025 results on February 5, 2026. EPS came in at $0.24, missing analyst estimates of $0.29 by about 17%, while revenue beat expectations at $1.63 billion versus the forecast of $1.58 billion.

The company booked $400 million in Q4, bringing full‑year bookings to $1.2 billion. Same‑capital cash NOI grew 4.5% year‑over‑year, and liquidity stood at $7 billion at year‑end. Digital Realty now operates over 300 data centers across 55+ metro areas, with 3 gigawatts of IT capacity in place and 769 megawatts under construction.

CEO Andy Power highlighted AI adoption as a major driver, noting power availability as a key constraint. In 2025, Digital Realty expanded into Indonesia and Malaysia, launched its Private AI Exchange (AIPx), and raised $3.2 billion in its first private capital fund. The company also reported over $15 billion of capital available for hyperscale development, with more than 5 gigawatts of future capacity planned.

Digital Realty Trust, Inc. (NYSE:DLR) is an Austin, Texas-based real estate investment trust that owns, operates, and invests in carrier-neutral data centers worldwide. The company provides colocation, interconnection, and cloud infrastructure services to more than 5,000 customers across industries.

While we acknowledge the potential of DLR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.