Prologis shares staying strong
Analysts note Prologis has outperformed peers—shares rallied ~13.6% over six months and 2026 FFO estimates are inching up to $6.14 per share, underscoring investor confidence in diversified logistics exposure. The narrative reinforces Prologis's defensive positioning amid regional market noise. (tradingview.com)
Prologis reported core FFO per diluted share of $1.44 for Q4 and $5.81 for full-year 2025, with net earnings per diluted share of $1.49 for the quarter and $3.56 for the year. (ir.prologis.com) Owned & managed average occupancy stood at 95.3% in 4Q25 (95.8% at period end), and the company recorded a record 228 million square feet of leases signed in 2025, including 43.8 million square feet in the fourth quarter. (prologis.com) Operational metrics showed cash same‑store NOI up 5.7% in 4Q25, a net effective rent change of 43.8%, and cash rent change of 27.3% for the period reported. (prologis.com) Prologis expanded its data‑center power pipeline to 5.7 gigawatts of capacity secured or in advanced procurement and said it surpassed its 1.0 GW target for installed solar and battery storage. (prologis.com) Management raised company‑share development starts guidance into a $2.25–$2.75 billion range and stated build‑to‑suit projects made up more than 60% of development starts, reinforcing long‑term leased exposure. (fool.com) Following these operational results, Jefferies lifted its price target to $157 and Prologis traded at a new 52‑week high after the upgrade, with analyst price targets overall ranging roughly from $121 to $157. (marketbeat.com)
