Analysis: Digital Realty Trust, Inc.

US:DLR

Why is Digital Realty Trust, Inc. stock rising?

  • Two hyperscale leases signed after Q2 2026 quarter-end add $410 million of annualized rent at 100% share.
  • Kansas City entry adds initial utility power that starts ramping in 2028, with a long-term runway toward 2 gigawatts.
  • The 200-megawatt Charlotte AI inference lease will be delivered in phases starting in 2027 and continuing into 2028.
  • Three fully leased Northern Virginia hyperscale facilities are scheduled to stabilize in phases during 2027 and 2028.
  • Contracted commencements are scheduled to accelerate in the second half of 2026, with additional leases starting in 2027 and 2028.

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