Prologis Q1 Earnings Announcement Scheduled
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy PLD?
Source: seekingalpha
- Earnings Release Date: Prologis (PLD) is set to announce its Q1 earnings on April 16 before market open, with consensus EPS estimate at $0.72 and revenue at $2.12 billion, indicating strong investor interest in the company's performance.
- Performance Consistency: Over the past year, PLD has beaten both EPS and revenue estimates 100% of the time, demonstrating the company's consistent profitability and market performance, which enhances investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates experienced two upward revisions and four downward revisions, reflecting mixed market sentiment regarding the company's future performance, which could impact stock price volatility.
- Market Environment Analysis: Following a significant rally, analysts suggest that the “easy money” opportunities for Prologis may be diminishing, prompting investors to carefully assess future investment risks and returns.
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Analyst Views on PLD
Wall Street analysts forecast PLD stock price to fall
14 Analyst Rating
9 Buy
5 Hold
0 Sell
Moderate Buy
Current: 142.170
Low
118.00
Averages
134.77
High
155.00
Current: 142.170
Low
118.00
Averages
134.77
High
155.00
About PLD
Prologis, Inc. is a fully integrated real estate company. The Company operates through two segments: Real Estate (Rental Operations and Development) and Strategic Capital. Its Real Estate Segment represents the ownership and development of operating properties. The Real Estate Segment also includes development activities that lead to rental operations, including land held for development and properties under development, and other real estate investments, including renewable energy assets. Strategic Capital Segment represents the management of unconsolidated co-investment ventures. The Company is the general partner of Prologis, L.P. (the Operating Partnership or OP). Through the OP, it is engaged in the ownership, acquisition, development and management of logistics facilities with a focus on key markets in approximately 20 countries on four continents. It operates, manages and measures the operating performance of its properties on an owned and managed (O&M) basis.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Transportation and Industrials Rally: Lower oil prices lifted transportation and industrial stocks, with Boeing shares rising over 3% and both Honeywell and GE Vernova increasing by 2%, indicating a resurgence of confidence in these sectors.
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- Surge in iPhone Shipments: According to CounterPoint Research, iPhone shipments in China increased by 20% in Q1, despite an overall decline in the smartphone market due to soaring memory costs, providing a positive outlook for Apple's primary revenue source.
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- Analyst Upgrades: Following the impressive earnings report, analysts raised their price targets for Prologis stock, reflecting increased confidence in the company's future growth prospects.
- Stock Performance: Prologis shares are currently trading at $142.45, suggesting a positive outlook from investors, which may drive further interest in the stock.
- Increased Market Confidence: The combination of strong earnings and favorable analyst ratings has bolstered market confidence in Prologis, potentially attracting more institutional investors to its stock.
See More
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- Record Leasing Performance: Prologis achieved 64 million square feet of leasing signings in Q1 2026, surpassing the 57 million square feet in Q4 2025, indicating robust market demand and client confidence, which further solidifies its leadership position in the logistics real estate sector.
- Strong Financial Results: The first quarter Core FFO was $1.50 per share, exceeding expectations, while the Core FFO excluding Net Promote Expense was $1.52 per share, demonstrating effective strategies in cost control and revenue enhancement, which are expected to drive shareholder returns.
- Optimistic Development Outlook: The company raised its 2026 development starts forecast to $4.5 billion to $5.5 billion, with approximately 40% allocated to data center build-to-suits, reflecting strong confidence in data center demand and laying the groundwork for future revenue growth.
- Market Risk Awareness: While management remains optimistic about customer demand, the economic uncertainty stemming from the Middle East conflict could impact customer decision-making, and management emphasized the need to closely monitor market dynamics to maintain competitiveness in uncertain environments.
See More
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- Earnings Beat: Prologis reported Q1 core FFO of $1.50, exceeding the S&P Capital IQ consensus estimate by $0.01, demonstrating strong execution and capital strength amid geopolitical uncertainties.
- Significant Revenue Growth: The company achieved $2.3 billion in revenue for Q1, reflecting a 7.5% year-over-year increase and beating expectations by $180 million, indicating robust demand in the logistics sector.
- Record Lease Signings: CEO Daniel Letter noted that the logistics business recorded lease signings of 64 million square feet this quarter, showcasing resilient customer demand and the strength of the company's platform.
- Raised 2026 Guidance: Prologis revised its 2026 core FFO guidance to a range of $6.07 to $6.23, up from the previous $6.00 to $6.20, with the midpoint exceeding consensus estimates by $0.02, reflecting confidence in future growth.
See More
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- Data Center Platform Expansion: The company initiated $1.3 billion in build-to-suit development projects in the data center sector, enhancing its digital infrastructure capabilities and laying the groundwork for future growth, showcasing its strategic positioning in a rapidly evolving market.
- New Capital Partnerships: Through new partnerships with GIC and La Caisse, Prologis's Strategic Capital platform will expand its capital access, enhancing investment flexibility amid an uncertain geopolitical landscape while ensuring balance sheet strength.
- Core FFO Outlook Improvement: The company raised its Core FFO outlook, projecting a range of $6.07 to $6.23 per share for 2026, reflecting strong execution and capital strength, which further solidifies market confidence in its future performance.
See More
