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.
高盛分析师詹姆斯·施耐德对数字房地产信托公司（NYSE:DLR）进行了覆盖，给予买入评级和175美元的价值目标。
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.
分析师表示，由于人工智能和超级计算的需求增长，以及公用事业和建筑能力的供应短缺，他观察到强劲的长期需求趋势，以及有利的周期性供应条件。
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.
尽管该公司在2023年的大部分时间都负债累累，但分析师认为在黑石集团公司（NYSE:BX）合资企业之后，其资本状况得到了改善，为未来两年的发展打下了良好基础。
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.
施耐德预计数字房地产将在未来几个季度超越街头关键预测，例如新租赁签约和租赁续约等多项指标。
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.
分析师指出，过去一年中外包数据中心市场已经显著收紧，原因是来自超级计算机的强劲长期需求和人工智能驱动的计算需求激增，他预计尽管会有所缓和，但价格动态仍将保持提高。
Last week, JP Morgan upgraded the stock to Overweight (from Neutral) and raised the price target to $175 from $150.
上周，摩根大通将该股评级由中性升级为超配，并将价格目标由150美元上调至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资本将该股评级由市场表现转为表现优异，并将价格目标从144美元上调至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股票在过去一年中上涨了超过32%。投资者可以通过Pacer Data&Infrastructure Real Estate ETF（NYSE:SRVR）和iShares U.S. Digital Infrastructure And Real Estate ETF（NYSE:IDGT）获得该股的投资机会。
Price Action: DLR shares are up 0.03% at $152.09 at the last check Monday.
价格动态：最后一次检查时，DLR股价上涨0.03%，报152.09美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本文部分内容使用了Benzinga Neuro的帮助。此内容是通过AI工具部分制作的，并由Benzinga编辑进行了审查和发布。