Digital Realty Acquisition: $3.5B Deal, $7 Drop Shock
Will Digital Realty’s massive Virginia bet unlock the next AI infrastructure boom, or is Wall Street right to punish the stock? Maik Kemper Editor in Chief This transaction…
Digital Realty Trust, Inc. owns, acquires, develops, and operates data centers through its operating partnership subsidiary, Digital Realty Trust, L.P. The company is focused on providing data center, colocation, and interconnection solutions for domestic and international customers across a variety of industry verticals ranging from cloud and information technology services, communications and social networking to financial services, manufacturing, energy, healthcare, and consumer products. As of March 31, 2026, the company's 309 data centers, including 89 data centers held as investments in unconsolidated entities, contain applications and operations critical to the…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $1.64B | +16.2% | $179.3M | $0.46 | +70.4% | 57.3% | 17.3% |
| Q4 2025 Dec 2025 | $1.63B | — | $98.6M | $0.24 | — | 54.1% | 13.9% |
| Q3 2025 Sep 2025 | $1.58B | — | $67.8M | $0.15 | — | 55.0% | 14.3% |
| Q2 2025 Jun 2025 | $1.49B | — | $1.03B | $2.94 | — | 55.7% | 15.7% |
| Q1 2025 Mar 2025 | $1.41B | — | $110.0M | $0.27 | — | 57.0% | 16.7% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Will Digital Realty’s massive Virginia bet unlock the next AI infrastructure boom, or is Wall Street right to punish the stock? Maik Kemper Editor in Chief This transaction…