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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Elias | TD Cowen | 6 | 0% |
| Aryeh Klein | BMO Capital Markets | 6 | 0% |
| Mike Rollins | Citigroup | 6 | 0% |
| Eric Luebchow | Wells Fargo | 6 | 0% |
| Irvin Liu | Evercore ISI | 6 | 0% |
| Frank Louthan | Raymond James | 5 | 0% |
| Vikram Malhotra | Mizuho Securities | 5 | 0% |
| Rick Choe | JPMorgan | 5 | 0% |
| Nick Deo | MoffettNathanson | 4 | 0% |
| Dave Guarino | Green Street | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| BMO Capital Markets | 1 | 6 | 0% |
| TD Cowen | 1 | 6 | 0% |
| Wells Fargo | 1 | 6 | 0% |
| Evercore ISI | 1 |
| 6 |
| 0% |
| Citigroup | 1 | 6 | 0% |
| Raymond James | 1 | 5 | 0% |
| JPMorgan | 1 | 5 | 0% |
| Mizuho Securities | 1 | 5 | 0% |
Record core FFO of $2.04 per share delivered 15% year-over-year growth as Digital Realty signed its largest lease in company history at 200MW for AI inference and posted a fourth consecutive record 0-1MW quarter at $98 million. The development pipeline scaled 60% to a $16.5 billion record while 2026 FFO guidance was raised to $8.00-8.10 per share. Same-capital cash NOI grew 7.9% as AI agent workloads emerged as a demand multiplier for infrastructure.
Demand | Capex Investment | Cloud & AI | Revenue Growth | Competitive Dynamics | Pricing | Capital Allocation | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 2 | 3 | 4 | 4 | 3 | 3 | 1 |
| 2025Q1 | 7 | 3 | 2 | 1 | 1 | 2 | 1 | 2 |
| 2025Q2 | 7 | 5 | 2 | 5 | 2 | 1 | 3 | |
| 2025Q3 | 5 | 6 | 3 | 3 | 2 | 2 | 1 | 2 |
| 2025Q4 | 5 | 5 | 3 | 1 | 4 | 2 | 2 | 2 |
| 2026Q1 | 4 | 4 | 2 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 7 | 7 | 5 | 5 | 4 |
| Capex Investment | 2 | 3 | 5 | 6 | 5 | 4 |
| Cloud & AI | 3 | 2 | 2 | 3 | 3 | 2 |
| Revenue Growth | 4 | 1 | 5 | 3 | 1 | |
| Competitive Dynamics | 4 | 1 | 2 | 2 | 4 | |
| Pricing | 3 | 2 | 1 | 2 | 2 | 3 |
| Capital Allocation | 3 | 1 | 3 | 1 | 2 | |
| Supply Chain | 1 | 2 | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DLR Digital Realty | 8 | +12.0% | |
| ARE Alexandria Real Estate Equities | 2 | -9.7% | |
| BXP BXP, Inc. | 6 | +0.8% |