Jan. 6 at 12:59 PM
🏢
$DLR &
$EQIX | Deutsche Bank Coverage Initiation
Full analysis here! It's free👉 @StockAnalyst_SA
(No noise !!)
📈 Ratings & PT
$DLR: Buy, PT
$180, Top Pick ✅
$EQIX: Buy, PT
$915, Strong Value Play 💎
💡 Key Rationale
1️⃣ Continued expansion of digital economy → supports data center demand
2️⃣ AI emergence → potential driver of higher digital infrastructure demand
🚀
$DLR | Top Pick
Strong AI thematic tailwinds
Lease renewals + robust capacity pipeline → sustainable double-digit returns (AFFO/share + dividend yield)
🏢
$EQIX | Value Play
Solid fundamentals in core business
Attractive valuation + favorable risk/reward
Well-positioned into 2026
🌎 Industry Outlook
Multi-year growth outlook positive for data centers
AI inference stage (~2027+) → boosts retail colocation demand
Power supply scarcity → near-to-medium term tailwind
$WRB $EME $SOFI