Assessing Prologis (PLD) Valuation After Strong 2025 Revenue But Softer Earnings And 2026 Guidance

Simply Wall St.01-28

Prologis (PLD) shares came into focus after the company reported solid 2025 revenue figures but lower net income and earnings per share, and issued 2026 earnings guidance below the prior period. See ...

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See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-pld/prologis/news/assessing-prologis-pld-valuation-after-strong-2025-revenue-b\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Prologis (PLD) Valuation After Strong 2025 Revenue But Softer Earnings And 2026 Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Prologis (PLD) Valuation After Strong 2025 Revenue But Softer Earnings And 2026 Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nyse-pld/prologis/news/assessing-prologis-pld-valuation-after-strong-2025-revenue-b><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Prologis (PLD) shares came into focus after the company reported solid 2025 revenue figures but lower net income and earnings per share, and issued 2026 earnings guidance below the prior period. See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-pld/prologis/news/assessing-prologis-pld-valuation-after-strong-2025-revenue-b\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PLD","symbol_name":"安博","start_time":0,"source_url":"https://simplywall.st/stocks/us/real-estate/nyse-pld/prologis/news/assessing-prologis-pld-valuation-after-strong-2025-revenue-b","article_id":"2606763587","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/330123-main-header/1756255571695"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/real-estate/nyse-pld/prologis/news/assessing-prologis-pld-valuation-after-strong-2025-revenue-b","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606763587","pubTimestamp":1769557195,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Prologis (PLD) shares came into focus after the company reported solid 2025 revenue figures but lower net income and earnings per share, and issued 2026 earnings guidance below the prior period.\nSee our latest analysis for Prologis.\nThe recent guidance and earnings update came after a choppy few weeks, with Prologis’ 1 day share price return of 1.80% partly offsetting a 7 day share price return decline of 1.61%, while a 1 year total shareholder return of 10.88% points to momentum that has...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"PLD":"安博"},"translate_title":"在2025年收入强劲但盈利疲软和2026年指引后评估Prologis(PLD)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLD":1.5},"content_text":"Prologis (PLD) shares came into focus after the company reported solid 2025 revenue figures but lower net income and earnings per share, and issued 2026 earnings guidance below the prior period. See our latest analysis for Prologis. The recent guidance and earnings update came after a choppy few weeks, with Prologis’ 1 day share price return of 1.80% partly offsetting a 7 day share price return decline of 1.61%, while a 1 year total shareholder return of 10.88% points to momentum that has been positive over a longer stretch. If the logistics real estate story has caught your attention, it could be a good moment to widen the lens and look at aerospace and defense stocks as another pocket of the market to research. With Prologis posting 2025 revenue of US$8.79b alongside lower net income of US$3.33b and diluted EPS of US$3.56, plus softer 2026 guidance, you have to ask: is there a mispricing here, or is the market already baking in the future growth story? AdvertisementMost Popular Narrative: 6.9% Undervalued Prologis' most followed valuation narrative pegs fair value at $138.25, a premium to the last close of $128.70, which immediately raises questions about what is driving that gap.  Limited new supply and a significant spread between market and replacement cost rents (over 20%) combined with a depleting development pipeline position Prologis for future periods of robust rent growth and improved net operating income as market vacancy normalizes and pricing power returns.  Read the complete narrative. Want to see what sits behind that optimism on rents, margins, and earnings power over time? The narrative leans on specific growth, profitability, and valuation assumptions that are anything but casual. Result: Fair Value of $138.25 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you also need to weigh slower leasing and higher vacancy, as well as elevated bad debt, which could challenge the rent growth and premium P/E story. Find out about the key risks to this Prologis narrative. Another Way To Look At Value That 6.9% undervalued fair value of $138.25 sits awkwardly next to Prologis’ current P/E of 36x, which is richer than the peer average of 31.8x and above its own fair ratio of 32.6x. In plain terms, you are paying up today. Is the story strong enough to justify that premium? See what the numbers say about this price — find out in our valuation breakdown. NYSE:PLD P/E Ratio as at Jan 2026 Build Your Own Prologis Narrative If you look at this and think the assumptions miss something, or simply prefer to test the numbers yourself, you can build a tailored thesis in minutes using Do it your way. A great starting point for your Prologis research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Prologis has you thinking more broadly about opportunities, do not stop here. The next step is lining up a few fresh ideas that fit your style.  Target higher income potential by checking out these 13 dividend stocks with yields > 3% that might suit a yield focused approach. Spot potential growth stories in cutting edge technology by scanning these 24 AI penny stocks before others catch on. Hunt for possible mispriced opportunities using these 880 undervalued stocks based on cash flows that could merit a closer look.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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