Digital Realty brings companies and data together by delivering the full spectrum of data center, colocation, and interconnection solutions. PlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents.

Digital Realty Trust, Inc.

Key Points
Data center REIT Digital Realty Trust should be a natural beneficiary of further interest rate cuts.
D.R. Horton could profit if another Fed rate cut helps bring mortgage rates lower.
Verizon might attract attention from bond investors if rate cuts cause bond yields to dip.
There were positives and negatives with the latest inflation report. The September Consumer Price Index (CPI) increased at a lower rate than expected. However, prices jumped at the fastest year-over-year rate since January.
The odds seem to be pretty good that Federal Reserve Chair Jerome Powell and the rest of the Federal Open Markets Committee (FOMC) accentuate the positive when they meet this week. If so, Powell could soon give more good news to investors in the form of further rate cuts.
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Look for the stock market rally to gain some steam in this scenario. And three stocks stand to be especially big winners if Powell delivers another rate cut as many expect.
1. Digital Realty Trust
Real estate investment trusts (REITs) are natural beneficiaries of interest rate cuts. Their business models are built around borrowing money to buy and/or build new properties, which they can then lease out. I think Digital Realty Trust (NYSE: DLR) is one of the better REIT stocks in a lower-interest environment.
Digital Realty Trust focuses on data centers. It currently operates more than 300 data center facilities in over 25 countries. The demand for data centers is skyrocketing, fueled by the surging deployment of artificial intelligence (AI) systems.
CEO Andy Power noted in Digital Realty Trust's recent third-quarterearnings call "Meeting this demand within our markets, however, is becoming increasingly challenging." He cited limited electrical power availability, obstacles in obtaining permits, and infrastructure challenges as key problems.
Another hurdle, though, is that building new data centers is expensive. Digital Realty Trust's debt totaled $18.2 billion as of Sept. 30, 2025. It paid $113.6 million in interest expense in Q3, roughly 7% of its total operating revenue. Lower interest rates translate to lower interest expense on new and refinanced borrowing, which leads to higher profitability for this top AI-focused REIT.
2. D.R. Horton
What's one of the biggest reasons Americans who want to build a new house don't move forward? Cost. Mortgage rates are a key component of the high costs associated with homebuilding. If mortgage rates come down, more new houses will be constructed. That would be a great scenario for D.R. Horton (NYSE: DHI).
Since 2002, D.R. Horton has ranked as the largest homebuilder in the U.S. based on volume. Around one out of every seven new single-family homes in the country is built by the company. D.R. Horton operates in 126 markets in 36 states.
Granted, the Fed has control over federal funds rates (the interest rates that commercial banks lend to each other overnight) rather than mortgage rates. While the Fed's rate cuts can impact mortgage rates, other factors are also important, including Treasury bond yields, inflation, economic growth, and more.
Still, mortgage rates recently fell to their lowest level of the year. An additional rate cut from the Fed could keep this downward trend going. D.R. Horton should directly benefit if it does.
3. Verizon Communications
As we discussed with Digital Realty Trust, lower interest rates reduce borrowing costs. Companies that have high debt loads, therefore, tend to be big winners when the Fed cuts rates. Telecommunications giant Verizon Communications (NYSE: VZ) has a total debt of $146 billion at the end of the second quarter of 2025.
Verizon's business is capital-intensive. The company must invest heavily in infrastructure to compete against major rivals who are also investing heavily. Lower rates make those investments more affordable. However, there's also another reason why I think Verizon could be an especially big beneficiary from additional Fed rate cuts.
Lower interest rates usually cause bond yields to fall. When that happens, stocks with strong dividend yields tend to become more attractive to investors. Their dividend yields can often be higher than bond yields while also providing potential share price appreciation.
I suspect that a lower-rate environment will cause more bond investors to take a hard look at Verizon. The telecom leader's forward dividend yield is 7.1%. Verizon has also increased its dividend for 19 consecutive years. These factors could make Verizon more enticing if interest rates fall.
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Keith Speights has positions in Verizon Communications. The Motley Fool has positions in and recommends D.R. Horton and Digital Realty Trust. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fed Chair Jerome Powell Could Soon Give More Good News to Investors. Here Are 3 Stocks That Should Be Big Winners.

Key Points
AI deployment requires data center capacity, high-speed networking, optical links, and rack integration beyond the chip layer.
Real estate investment trusts (REITs) provide dividend income, while networking suppliers benefit from non-linear scaling as cluster sizes increase.
These seven stocks cover the AI infrastruture layer beyond pure compute.
Artificial intelligence (AI) doesn't run on chips alone. It runs on the networks that connect them, the real estate that houses them, and the systems that package them. AI deployment requires data center capacity, high-speed networking, optical interconnects, and rack-scale integration. The seven stocks below capture the infrastructure layer beyond chips and graphics processing units (GPUs).
Real estate investment trusts (REITs) generate dividend income while locking in multiyear leases. Networking and component suppliers benefit from bandwidth requirements that multiply with cluster size. Custom silicon designers provide alternatives to standard GPUs while supplying the switching chips that coordinate traffic. And system integrators package components into qualified racks that reduce deployment time.
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Read on to find out more about these seven top AI stocks.
The wholesale-capacity provider
Digital Realty Trust (NYSE: DLR) owns and operates more than 300 data centers across six continents, leasing wholesale colocation space and powered shell facilities to enterprise customers and hyperscalers. The company has posted record AI-driven leasing activity and raised guidance multiple times in 2025, as hyperscalers pre-commit capacity well ahead of power-on.
The REIT structure requires 90% of taxable income to be paid as dividends. At current levels, Digital Realty Trust yields a respectable 2.72% on an annualized basis.
The global interconnection hub
Equinix (NASDAQ: EQIX) operates more than 270 data centers globally, specializing in interconnection services and colocation for enterprises, cloud providers, and network operators. The REIT is ramping up capital expenditures to $4 billion to $5 billion annually through 2029 to add AI-ready capacity, including AI-optimized sites with liquid cooling, such as a Chennai, India facility designed for high-density GPU deployments. Equinix yields a healthy 2.23% at current levels.
The Ethernet fabric specialist
Arista Networks (NYSE: ANET) designs cloud networking switches and software for data centers, specializing in high-performance ethernet. The company's 400G and 800G platforms are being deployed in AI cluster fabrics, with new Etherlink products for in-rack GPU scale-up networks. Arista captures networking spend as clusters scale beyond single cabinets, with switches that prevent network bottlenecks from slowing training runs.
The optical transceiver provider
Coherent Corp. (NYSE: COHR) manufactures lasers, optical components, and networking products, including optical transceivers for data center networks. The company supplies drivers and transceivers for 800G, 1.6T, and 400G data center interconnect links that connect distributed AI infrastructure across buildings and campuses. As training and inference span multiple facilities, Coherent's optical components generate recurring revenue from high-bandwidth connections between sites.
The fiber and cabling manufacturer
Corning (NYSE: GLW) produces specialty glass, ceramics, and optical fiber for communications networks, with optical communications representing roughly one-third of revenue. The company supplies fiber-optic cable and connectivity for AI data center builds, where longer runs, higher fiber counts per rack, and denser architectures increase content per deployment. Analysts project significant 2025 growth in Corning's Optical segment driven by AI interconnect demand.
The custom accelerator designer
Broadcom (NASDAQ: AVGO) designs semiconductors and infrastructure software for data center, networking, and wireless markets. The company designs custom AI accelerators (XPUs) for hyperscalers seeking alternatives to off-the-shelf GPUs and supplies Ethernet switching chips for AI cluster networks. AI-related revenue has surged in recent quarters, as customers build proprietary silicon and need networking chips to connect processors without bottlenecks.
The rack-scale systems integrator
Super Micro Computer (NASDAQ: SMCI) designs and manufactures high-performance server and storage systems. It focuses on application-optimized, liquid-cooled rack-scale deployments. The company is shipping complete AI systems for Nvidia's newest platforms, including GB300 NVL72 rack-scale and HGX B200/B300 systems.
Its packaging, thermal engineering, and factory integration turn parts into ready-to-deploy clusters. Customers pay a premium for these pre-validated racks to compress installation from months to weeks. Super Micro faces accounting scrutiny and delayed filings, which create execution and oversight risk, even as demand for integrated AI racks accelerates.
Should you invest $1,000 in Digital Realty Trust right now?
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George Budwell has positions in Nvidia. The Motley Fool has positions in and recommends Arista Networks, Digital Realty Trust, Equinix, and Nvidia. The Motley Fool recommends Broadcom, Coherent, and Corning. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

7 AI Infrastructure Stocks Beyond the Chips

Fintel reports that on October 24, 2025, TD Cowen maintained coverage of Digital Realty Trust (NYSE:DLR) with a Hold recommendation.
Analyst Price Forecast Suggests 11.12% Upside
As of September 30, 2025, the average one-year price target for Digital Realty Trust is $199.27/share. The forecasts range from a low of $142.41 to a high of $231.00. The average price target represents an increase of 11.12% from its latest reported closing price of $179.32 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Digital Realty Trust is 5,655MM, a decrease of 2.39%. The projected annual non-GAAP EPS is 1.67.
What is the Fund Sentiment?
There are 2,093 funds or institutions reporting positions in Digital Realty Trust. This is an increase of 17 owner(s) or 0.82% in the last quarter. Average portfolio weight of all funds dedicated to DLR is 0.60%, an increase of 11.80%. Total shares owned by institutions increased in the last three months by 5.44% to 379,400K shares. The put/call ratio of DLR is 2.07, indicating a bearish outlook.
What are Other Shareholders Doing?
Cohen & Steers holds 23,869K shares representing 7.00% ownership of the company. In its prior filing, the firm reported owning 22,284K shares , representing an increase of 6.64%. The firm increased its portfolio allocation in DLR by 29.28% over the last quarter.
Norges Bank holds 21,845K shares representing 6.41% ownership of the company. In its prior filing, the firm reported owning 0K shares , representing an increase of 100.00%.
VGSIX - Vanguard Real Estate Index Fund Investor Shares holds 12,517K shares representing 3.67% ownership of the company. In its prior filing, the firm reported owning 12,445K shares , representing an increase of 0.58%. The firm increased its portfolio allocation in DLR by 9.52% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 10,825K shares representing 3.17% ownership of the company. In its prior filing, the firm reported owning 10,633K shares , representing an increase of 1.78%. The firm increased its portfolio allocation in DLR by 10.51% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 8,986K shares representing 2.63% ownership of the company. In its prior filing, the firm reported owning 8,792K shares , representing an increase of 2.16%. The firm increased its portfolio allocation in DLR by 10.47% over the last quarter.
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
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This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TD Cowen Maintains Digital Realty Trust (DLR) Hold Recommendation

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Digital Realty (DLR) Q3 2025 Earnings Transcript

Digital Realty Trust (DLR) reported $1.58 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 10.2%. EPS of $1.89 for the same period compares to $0.09 a year ago.
The reported revenue represents a surprise of +3.65% over the Zacks Consensus Estimate of $1.52 billion. With the consensus EPS estimate being $1.78, the EPS surprise was +6.18%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Digital Realty Trust performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Earnings per Share (Diluted): $0.15 compared to the $0.35 average estimate based on six analysts.
Revenues- Rental revenues: $1.05 billion versus the six-analyst average estimate of $1.03 billion. The reported number represents a year-over-year change of +9.3%.
Revenues- Tenant reimbursements- Utilities: $332.68 million versus the six-analyst average estimate of $306.81 million. The reported number represents a year-over-year change of +9%.
Revenues- Interconnection and other: $120.4 million versus $122.15 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +6.9% change.
Revenues- Fee Income: $36.4 million versus $21.71 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +182% change.
Revenues- Other: $4.75 million versus $0.92 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.6% change.
Revenues- Tenant reimbursements (Utilities + Other): $369.98 million compared to the $347.12 million average estimate based on five analysts. The reported number represents a change of +7.3% year over year.
Revenues- Tenant reimbursements- Other: $37.3 million versus $40.25 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -5.9% change.
Shares of Digital Realty Trust have returned +0.2% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Digital Realty Trust (DLR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Digital Realty Trust (DLR) came out with quarterly funds from operations (FFO) of $1.89 per share, beating the Zacks Consensus Estimate of $1.78 per share. This compares to FFO of $1.67 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an FFO surprise of +6.18%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.74 per share when it actually produced FFO of $1.87, delivering a surprise of +7.47%.
Over the last four quarters, the company has surpassed consensus FFO estimates four times.
Digital Realty Trust, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $1.58 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.65%. This compares to year-ago revenues of $1.43 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.
Digital Realty Trust shares have lost about 2.8% since the beginning of the year versus the S&P 500's gain of 13.9%.
What's Next for Digital Realty Trust?
While Digital Realty Trust has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Digital Realty Trust was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $1.79 on $1.54 billion in revenues for the coming quarter and $7.21 on $5.97 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Clipper Realty Inc. (CLPR), another stock in the same industry, has yet to report results for the quarter ended September 2025.
This company is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents a year-over-year change of -44.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Clipper Realty Inc.'s revenues are expected to be $37.9 million, up 0.7% from the year-ago quarter.
Should You Invest in Digital Realty Trust, Inc. (DLR)?
Before you invest in Digital Realty Trust, Inc. (DLR), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Digital Realty Trust (DLR) Surpasses Q3 FFO and Revenue Estimates

(RTTNews) - Digital Realty Trust Inc. (DLR) released earnings for its third quarter that Increased, from the same period last year
The company's earnings came in at $67.81 million, or $0.15 per share. This compares with $51.19 million, or $0.09 per share, last year.
The company's revenue for the period rose 10.2% to $1.577 billion from $1.431 billion last year.
Digital Realty Trust Inc. earnings at a glance (GAAP) :
-Earnings: $67.81 Mln. vs. $51.19 Mln. last year. -EPS: $0.15 vs. $0.09 last year. -Revenue: $1.577 Bln vs. $1.431 Bln last year.
-Guidance: Full year EPS guidance: $3.57 - $3.62 Full year revenue guidance: $6.025 - $6.075 Bln
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Digital Realty Trust Inc. Q3 Profit Climbs

(RTTNews) - Digital Realty Trust Inc. (DLR) will host a conference call at 5:00 PM ET on October 23, 2025, to discuss Q3 25 earnings results.
To access the live webcast, log on to https://investor.digitalrealty.com/events-presentations/events/default.aspx
To listen to the call, dial +1 (888) 317-6003 (US) or +1 (412) 317-6061 (International), conference ID #1402737.
For a replay call, dial +1 (877) 344-7529 (US) or +1 (412) 317-0088 (International), conference ID #3414347.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Digital Realty Trust Q3 25 Earnings Conference Call At 5:00 PM ET

The following companies are expected to report earnings after hours on 10/23/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
Intel Corporation (INTC)is reporting for the quarter ending September 30, 2025. The semiconductor company's consensus earnings per share forecast from the 12 analysts that follow the stock is $-0.11. This value represents a 82.54% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for INTC is -87.90 vs. an industry ratio of -6.50.
Newmont Corporation (NEM)is reporting for the quarter ending September 30, 2025. The gold mining company's consensus earnings per share forecast from the 5 analysts that follow the stock is $1.29. This value represents a 59.26% increase compared to the same quarter last year. NEM missed the consensus earnings per share in the 3rd calendar quarter of 2024 by -2.41%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for NEM is 15.40 vs. an industry ratio of 2.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Norfolk Southern Corporation (NSC)is reporting for the quarter ending September 30, 2025. The transportation (rail) company's consensus earnings per share forecast from the 6 analysts that follow the stock is $3.18. This value represents a 2.15% decrease compared to the same quarter last year. NSC missed the consensus earnings per share in the 1st calendar quarter of 2025 by -1.1%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for NSC is 23.18 vs. an industry ratio of 17.80, implying that they will have a higher earnings growth than their competitors in the same industry.
Digital Realty Trust, Inc. (DLR)is reporting for the quarter ending September 30, 2025. The reit company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.78. This value represents a 6.59% increase compared to the same quarter last year. In the past year DLR has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2025 Price to Earnings ratio for DLR is 23.91 vs. an industry ratio of 12.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Ford Motor Company (F)is reporting for the quarter ending September 30, 2025. The auto (domestic) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.38. This value represents a 22.45% decrease compared to the same quarter last year. In the past year F has met analyst expectations once and beat the expectations the other two quarters. Zacks Investment Research reports that the 2025 Price to Earnings ratio for F is 10.90 vs. an industry ratio of 94.40.
Baker Hughes Company (BKR)is reporting for the quarter ending September 30, 2025. The oil (field services) company's consensus earnings per share forecast from the 10 analysts that follow the stock is $0.61. This value represents a 8.96% decrease compared to the same quarter last year. In the past year BKR has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 14.55%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BKR is 19.71 vs. an industry ratio of -8.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Comfort Systems USA, Inc. (FIX)is reporting for the quarter ending September 30, 2025. The building company's consensus earnings per share forecast from the 3 analysts that follow the stock is $6.20. This value represents a 51.59% increase compared to the same quarter last year. In the past year FIX has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 39.53%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for FIX is 34.17 vs. an industry ratio of 21.30, implying that they will have a higher earnings growth than their competitors in the same industry.
SS&C Technologies Holdings, Inc. (SSNC)is reporting for the quarter ending September 30, 2025. The computer software company's consensus earnings per share forecast from the 4 analysts that follow the stock is $1.33. This value represents a 17.70% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for SSNC is 15.45 vs. an industry ratio of 23.30.
Deckers Outdoor Corporation (DECK)is reporting for the quarter ending September 30, 2025. The retail (shoe) company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.58. This value represents a 0.63% decrease compared to the same quarter last year. In the past year DECK has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 36.76%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for DECK is 15.99 vs. an industry ratio of 21.50.
Nextracker Inc. (NXT)is reporting for the quarter ending September 30, 2025. The solar company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.82. This value represents a 1.23% increase compared to the same quarter last year. In the past year NXT has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 16.67%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for NXT is 25.01 vs. an industry ratio of 9.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Healthpeak Properties, Inc. (DOC)is reporting for the quarter ending September 30, 2025. The reit company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.45. This value represents a no change for the same quarter last year. In the past year DOC has met analyst expectations twice and beat the expectations the other two quarters. Zacks Investment Research reports that the 2025 Price to Earnings ratio for DOC is 10.17 vs. an industry ratio of 12.90.
Kinsale Capital Group, Inc. (KNSL)is reporting for the quarter ending September 30, 2025. The insurance (property & casualty) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $4.79. This value represents a 14.05% increase compared to the same quarter last year. In the past year KNSL has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 8.39%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for KNSL is 24.54 vs. an industry ratio of 12.80, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for October 23, 2025 : INTC, NEM, NSC, DLR, F, BKR, FIX, SSNC, DECK, NXT, DOC, KNSL

Investors in Digital Realty Trust Inc (Symbol: DLR) saw new options become available today, for the December 5th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the DLR options chain for the new December 5th contracts and identified one put and one call contract of particular interest.
The put contract at the $170.00 strike price has a current bid of $4.00. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $170.00, but will also collect the premium, putting the cost basis of the shares at $166.00 (before broker commissions). To an investor already interested in purchasing shares of DLR, that could represent an attractive alternative to paying $173.11/share today.
Because the $170.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 60%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 2.35% return on the cash commitment, or 19.95% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Digital Realty Trust Inc, and highlighting in green where the $170.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $175.00 strike price has a current bid of $5.00. If an investor was to purchase shares of DLR stock at the current price level of $173.11/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $175.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 3.98% if the stock gets called away at the December 5th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if DLR shares really soar, which is why looking at the trailing twelve month trading history for Digital Realty Trust Inc, as well as studying the business fundamentals becomes important. Below is a chart showing DLR's trailing twelve month trading history, with the $175.00 strike highlighted in red:
Considering the fact that the $175.00 strike represents an approximate 1% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 51%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 2.89% boost of extra return to the investor, or 24.49% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 32%, while the implied volatility in the call contract example is 31%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $173.11) to be 29%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
Top Ten Hedge Funds Holding ALSN
DVD Insider Buying
Top Ten Hedge Funds Holding CURE
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Digital Realty Trust, Inc.

Price history and volume

Shares 360

Investment risk — medium

Investment potential — high

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