Buy Alert: Goldman Sachs Sees Digital Realty Trust Thriving on AI Surge and Tight Market Conditions
Buy Alert: Goldman Sachs Sees Digital Realty Trust Thriving on AI Surge and Tight Market Conditions
Goldman Sachs analyst James Schneider initiated coverage on Digital Realty Trust, Inc. (NYSE:DLR) with a Buy rating and a price target of $175.
高盛分析師詹姆斯·施耐德對數字房地產信託公司（NYSE:DLR）進行了覆蓋，給予買入評級和175美元的價值目標。
The analyst says he observes robust secular demand trends, propelled by AI and hyperscaler demand, alongside favorable cyclical supply conditions driven by utility and construction capacity constraints.
分析師表示，由於人工智能和超級計算的需求增長，以及公用事業和建築能力的供應短缺，他觀察到強勁的長期需求趨勢，以及有利的週期性供應條件。
Although the company was heavily leveraged for much of 2023, the analyst believes its improved capital position following the Blackstone Inc. (NYSE:BX) joint venture has positioned it well for the next two years.
儘管該公司在2023年的大部分時間都負債累累，但分析師認爲在黑石集團公司（NYSE:BX）合資企業之後，其資本狀況得到了改善，爲未來兩年的發展打下了良好基礎。
Schneider anticipates Digital Realty surpassing key Street estimates across multiple metrics, such as new lease signings and pricing on lease renewals in the coming quarters.
施耐德預計數字房地產將在未來幾個季度超越街頭關鍵預測，例如新租賃簽約和租賃續約等多項指標。
The analyst writes that the outsourced datacenter market has tightened significantly in the past year, due to strong secular demand from hyperscalers and a surge in AI-driven compute needs. He expects pricing dynamics to remain elevated despite some moderation.
分析師指出，過去一年中外包數據中心市場已經顯著收緊，原因是來自超級計算機的強勁長期需求和人工智能驅動的計算需求激增，他預計儘管會有所緩和，但價格動態仍將保持提高。
Last week, JP Morgan upgraded the stock to Overweight (from Neutral) and raised the price target to $175 from $150.
上週，摩根大通將該股評級由中性升級爲超配，並將價格目標由150美元上調至175美元。
Also, BMO Capital boosted the rating to Outperform (from Market Perform) and increased the price target to $170 (from $144).
此外，BMO資本將該股評級由市場表現轉爲表現優異，並將價格目標從144美元上調至170美元。
DLR stock has gained over 32% in the past one year. Investors can gain exposure to the stock via Pacer Data & Infrastructure Real Estate ETF (NYSE:SRVR) and IShares U.S. Digital Infrastructure And Real Estate ETF (NYSE:IDGT).
DLR股票在過去一年中上漲了超過32%。投資者可以通過Pacer Data&Infrastructure Real Estate ETF（NYSE:SRVR）和iShares U.S. Digital Infrastructure And Real Estate ETF（NYSE:IDGT）獲得該股的投資機會。
Price Action: DLR shares are up 0.03% at $152.09 at the last check Monday.
價格動態：最後一次檢查時，DLR股價上漲0.03%，報152.09美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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譯文內容由第三人軟體翻譯。