Data Center Sector Draws Debate on Growth Prospects -- Market Talk

Dow Jones2025-04-09

1435 ET - Mizuho says the main questions around data centers are how sustainable demand growth is, and what the appropriate multiples are. As for the data center stocks, the analysts say 50% of the respondents in a recent Mizuho survey said underperformance for Digital Realty Trust is overdone, and the analysts say they agree. For Equinix, with a June investor day approaching, the analysts say survey respondents were evenly split on 5-year predictions for revenue growth guidance. About 50% believe guidance will be 8%-10% and roughly 48% predicting 6%-8%. Overall, the analysts say hyperscale rent growth expectations are for continued growth but at a decelerating pace, with oversupply viewed as the biggest risk. (sabela.ojea@wsj.com; @sabelaojeaguix)

(END) Dow Jones Newswires

April 08, 2025 14:35 ET (18:35 GMT)

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