Fiserv earnings missed by $0.61, revenue fell short of estimates
Investing.com - Freedom Capital Markets raised its price target on Digital Realty Trust (NYSE:DLR) to $205 from $198 while maintaining a Buy rating following the company’s third-quarter 2025 results. The stock, currently trading at $177.87, has analyst targets ranging from $141 to $220, with InvestingPro data showing a strong "Buy" consensus recommendation of 1.76.
The data center real estate investment trust exceeded consensus estimates in its Q3 2025 performance and raised its full-year guidance for the third consecutive quarter, according to Freedom Capital Markets. With a market capitalization of $62.15 billion and an "GOOD" Financial Health score from InvestingPro, Digital Realty maintains its position as a prominent player in the Specialized REITs industry.
Digital Realty achieved a record 19.9% cash re-leasing spread in the greater than 1 megawatt segment, highlighting tight supply-demand dynamics in key markets where the company operates.
The company’s near-record backlog of $852 million provides strong visibility into 2026 revenue potential, Freedom Capital noted in its analysis.
Freedom Capital attributed its more optimistic outlook to Digital Realty’s stronger-than-expected pricing power and sustained demand for AI-related infrastructure, amid a market environment characterized by AI-driven demand and constrained power availability.
In other recent news, Digital Realty Trust reported its third-quarter 2025 earnings, revealing a notable shortfall in earnings per share (EPS) compared to forecasts. The company’s EPS was $0.15, falling short of the anticipated $0.31, which represents a 51.61% negative surprise. However, revenue reached $1.6 billion, surpassing the forecasted $1.53 billion, marking a 4.58% positive surprise. Following these results, several analyst firms adjusted their price targets for the company. JPMorgan raised its price target to $210, maintaining an Overweight rating, while TD Cowen increased its target to $179, keeping a Hold rating. Citizens reiterated its Market Outperform rating with a price target of $220, citing strong performance despite market challenges. Stifel also raised its price target to $210, noting strong performance in specific categories despite subdued leasing activity. These developments highlight the company’s mixed performance in the recent quarter, with strong revenue but a miss in earnings expectations.
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