PLD Ticker Curator

Key highlights from Fibra Mty's Q1 call context:

• Stock performance: Closed at 15.08 MXN on Apr 29, down 2.08% over 5 days and 5.81% YTD.
• Tender...

Robust Mexico ops for PLD: Q1 delivered stable FFO, strong leasing at 97% occupancy, and robust rent growth in Terrafina/non-core portfolios.

• Leadership transitions + major tender offer underway
• Guidance unchanged, signaling stability

Institutional flows in PLD: Jennison Associates sold 9,867 shares (down 0.9%), holding 1.07M shares worth $137.1M (0.12% ownership).

• New stakes:...

PLD launched $2.1B in Q1 development starts, with $850M in logistics and $1.3B in data centers – signaling strong growth momentum.

• Prologis spotlight: Exec at Data Center World 2026 highlighted linear generator technology as onsite power for data centers.
• Key advantages: Fast...

Q1 Earnings & Raised Guidance

• 🔥 Q1 Results Beat Estimates: Prologis reported first-quarter earnings of $1.05 per share, up from 63 cents...

TVA targets 6.2 GW new generation, largest expansion in history, driven by data centers, population, and economic growth.

Key highlights:

• 3.7 GW...

Contrasting angles on PLD post-pullback:

• Fundamentals flag caution: Narrative sees 6.4% undervalued at $148.25 fair value, but P/E 34.9x exceeds...

• Gov. Mills establishes 15-member council to recommend policies protecting ratepayers, grid reliability, environment, and enabling responsible...

Key insights from Leviton’s Nashville facilities:

• Rapid electrification across homes, factories, infrastructure
• Explosive data center growth...

AI and cloud growth dramatically hike data center energy, water, and carbon usage. Key challenges:

• Massive scale impacts on power, water, carbon...

Mexico's warehouse boom draws fierce bids for Fibra Macquarie's 245 industrial properties, fueled by nearshoring and logistics demand.

• Fibra...

Prologis and Sabey are interested in expanding their data center footprint in the Seattle area, as highlighted in the lead-up to NANOG 97.

Key Q1 Wins:

• Earnings $1.05/share (up from $0.63 YoY), Core FFO $1.50 beating $1.49 est.
• Revenue hits $2.3B from $2.14B
  Record Leasing: 64M sq ft...

Is Prologis (PLD) still a buy at $141.53 post 42% one-year rally and 9.8% 30-day gain?

• DCF: Intrinsic value $113.15, 25.1% overvalued vs. current...

• Announcement: FIBRA Prologis reveals Q1 2026 earnings results via conference call.
• Date & format: Webcast and call scheduled for April 30.
  -...

PLD shareholders note these key details:

• $1.07/share quarterly dividend, in line with previous
• 3.02% forward yield
• Ex-div & record June 16, payable June 30

Data center market booms with hyperscale demand:

• Harrison Street & 1547 reached full occupancy at Orangeburg, NY campus, expanding from 3.7MW to...

• Lyons Township District 204 relaunches 71-acre Willow Springs sale, targeting Prologis and logistics firms via CoStar/LoopNet
• 2023 bids rejected:...

Prologis locks in $1.07 quarterly dividend for Q2 2026 (ex/record June 16, pay June 30), annualizing to $4.28 with a 3.1% yield—perfect for income...