PLD Ticker Curator

A stark split in signals for Prologis:

• DCF model pegs intrinsic value at $70.86 against $143.36 price, implying -102.3% margin of safety and clear...

Austin council members are pursuing a full ban on large-scale data centers over utility strain, public health and resource use, while the mayor prioritizes enforceable regulations and a freeze on new applications.

San Jose's municipal code caps commercial noise at 55 dBA at residential property lines, while data centers typically generate 60-80 dBA continuously....

Prologis shares opened at $143.37 on August 25 while the average 12-month analyst target reached $154.57, implying roughly 7.8 percent upside and a...

PLD leads O with a 63 AI Score versus 52, driven by stronger alternative-data signals and +33.1% 12-month price gains against O's +10%. The model...

• Local resistance over power, water, noise, and heat is spreading nationwide across party lines.
• Virginia courts voided major rezoning; Texas AG...

• Trade disruptions and route changes require logistics networks to rapidly adapt operations across ports, transport, and distribution centers.
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• Prologis grew its data center power pipeline to 5.8 gigawatts and launched $1.6 billion in logistics and data center projects.
• Texas now mandates...

Prologis UK is advancing a 310,000 square foot speculative distribution centre in Dunstable, constructing in anticipation of tenants rather than with pre-leased space. This reflects ongoing confidence in industrial demand.

Activists on a statewide tour are urging Gov. Kathy Hochul to sign the Responsible Data Center Development Act, citing environmental and community...

The standalone 68.4% payout ratio is secondary to the larger equity base created by the August stock offering and SEGRO share issuance. Dividend...

Local resistance to data centers is accelerating across states, targeting hyperscale AI projects amid power and community concerns.

• Michigan: U.S....

• Prologis draws fresh institutional stakes and holds a Moderate Buy consensus with $154.57 target, as the Segro takeover signals capital deployment...

• Focus shifts from agreement to regulatory reviews and completion steps for the Prologis takeover
• Combination creates enlarged European logistics...

Texas Gov. Greg Abbott's sudden push for data center regulations marks a sharp reversal from his prior support, citing rapid unchecked growth that...

Danelfin's AI analysis points to limited near-term gains for PLD compared to WELL.

• PLD target: $143.54 (+1.21% upside) with range $119.22–$156.66
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New Jersey industrial leasing is on pace for its strongest year since 2021 despite economic uncertainty, with vacancy steady at 5.9% and strong demand...

• Pause enacted: New data centers halted until they meet state guidelines.
• Resource rules: Must avoid straining community water and Texas power grid...

Commerce Bank's new $25M stake in 185,233 Prologis shares highlights institutional confidence in the REIT's logistics growth story. This fresh position joins other major holders like BlackRock and Vanguard in backing PLD's expansion.

TVA's board approved a new data center rate class, charging about 10% more for power and removing them from manufacturing rates.

New facilities must...