StreetInsider.com News Articles

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

The analyst commented: "We see the 2Q26 Comm. Infra. setup as straight-forward: DLR/EQIX likely need to continue to beat/raise guide, while the bar is low for AMT, CCI, SBAC where in-line/maintain is likely good enough. The AI narrative (Hyperscale build out, Enterprise inference inflection) is intact, favoring Data Centers, though with Tower leasing near trough, consolidation churn is behind us, upper C-band auction ~one year away, and optionality in a potential new customer with SPCX, the Tower setup appears to be improving. CCI and DLR are

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

Guggenheim Upgrades Digital Realty Trust (DLR) to Buy

Wed, 15 Jul 2026 06:10:30 -0400

(Updated - July 15, 2026 6:10 AM EDT)

Guggenheim analyst Joseph Osha upgraded Digital Realty Trust (NYSE: DLR) from Neutral to Buy with a price target of $200.00.

The analyst comments "We are upgrading DLR from Neutral to Buy and introducing a $200 price target following our pre-quiet period conversation with management, along with our view that owning a data center REIT with an existing footprint in an increasingly hard- to-build environment is advantageous. The setup for 2Q26 appears constructive, with improving renewal spread dynamics and continued momentum in the 0-1 MW segment, although we remain appropriately tempered given the inherent lumpiness

Guggenheim Upgrades Digital Realty Trust (DLR) to Buy

Wed, 15 Jul 2026 06:10:30 -0400

(Updated - July 15, 2026 6:10 AM EDT)

Guggenheim analyst Joseph Osha upgraded Digital Realty Trust (NYSE: DLR) from Neutral to Buy with a price target of $200.00.

Guggenheim Upgrades Digital Realty Trust (DLR) to Buy

Wed, 15 Jul 2026 06:10:30 -0400

(Updated - July 15, 2026 6:10 AM EDT)

Guggenheim analyst Joseph Osha upgraded Digital Realty Trust (NYSE: DLR) from Neutral to Buy with a price target of $200.00.

Guggenheim Upgrades Digital Realty Trust (DLR) to Buy

Wed, 15 Jul 2026 06:10:30 -0400

(Updated - July 15, 2026 6:10 AM EDT)

Guggenheim analyst Joseph Osha upgraded Digital Realty Trust (NYSE: DLR) from Neutral to Buy with a price target of $200.00.

BTIG starts DLR, EQIX at Buy, calls data center demand a multi-decade supercycle

Fri, 10 Jul 2026 12:52:45 -0400

Investing.com -- BTIG initiated coverage of Digital Realty Trust and Equinix with Buy ratings in a note on Friday, arguing that AI-driven demand has created the conditions for a data center supercycle that could last decades rather than years.

Analyst Thomas Catherwood said the most important analytical distinction for real estate investors is whether demand is cyclical or secular in nature, placing data centers firmly in the latter camp.

"Data centers are in the midst of a similar paradigm shift" to the one industrial real estate experienced during the e-commerce boom of the mid-2010s, he said, with AI investment driving higher

BTIG starts DLR, EQIX at Buy, calls data center demand a multi-decade supercycle

Fri, 10 Jul 2026 12:52:45 -0400

Analyst Thomas Catherwood said the most important analytical distinction for real estate investors is whether demand is cyclical or secular in nature, placing data centers firmly in the latter camp.

"Data centers are in the midst of a similar paradigm shift" to the one industrial real estate experienced during the e-commerce boom of the mid-2010s, he said, with AI investment driving higher

BTIG Starts Equinix (EQIX) at Buy

Fri, 10 Jul 2026 06:11:35 -0400