Key Stats for DigitalBridge Stock
- Price Change for DigitalBridge stock: 9.63%
- $DBRG Share Price as of Dec. 29: $15.26
- 52-Week High: $15.55
- $DBRG Stock Price Target: $18.11
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What Happened?
DigitalBridge (DBRG) stock jumped more than 9.6% yesterday after SoftBank announced it would acquire the digital infrastructure investment firm for $4 billion.
The deal values DigitalBridge at $16 per share in cash, representing a 15% premium to where the stock closed on December 26th.
The acquisition comes at a perfect time for both companies. SoftBank CEO Masayoshi Son has been aggressively positioning his firm to become a dominant player in artificial intelligence infrastructure.
Recently, SoftBank sold its entire $5.83 billion stake in Nvidia specifically to make room for AI-focused investments, including a major commitment to OpenAI.
For DigitalBridge, the deal validates CEO Marc Ganzi’s strategy of building what he calls a “power bank” of data center capacity.
During the company’s third-quarter earnings call, Ganzi revealed that DigitalBridge controls over 20 gigawatts of secured power across its portfolio of 11 data center platforms. That’s not projected capacity – it’s actual power the company can access today.
The third-quarter numbers tell the story of why SoftBank wanted to acquire DigitalBridge stock. The company leased a record 2.6 gigawatts of data center capacity in just three months.
That represents roughly one-third of total U.S. hyperscale data center leasing for the entire quarter. Ganzi described this as “market dominance in the most important segment of the data center industry today.”
Two massive deals drove much of that leasing activity. Vantage Data Centers, a DigitalBridge portfolio company, announced the Frontier mega campus in Texas – a $25 billion, 1.4 gigawatt development.
That was followed by the Lighthouse campus in Wisconsin, a $15 billion development supporting the OpenAI and Oracle Stargate project. Combined, these two projects alone represent $40 billion in infrastructure investment.
The financial performance backing up these operational wins was equally impressive. Fee revenues reached $94 million in the third quarter, up 22% year-over-year.
Fee-related earnings grew 43% to $37 million. DigitalBridge also raised $1.6 billion in new capital during the quarter, bringing year-to-date capital formation to $4.1 billion.
DigitalBridge stock benefits from the company’s unique positioning in the AI infrastructure buildout. While many firms talk about having power capacity, DigitalBridge is actually delivering it.
The company has firm purchase orders from its top five hyperscale customers covering all of calendar year 2026, with one customer committed through 2027.
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What the Market Is Telling Us About DBRG Stock
The market’s enthusiastic response to SoftBank’s acquisition offer reflects growing recognition that digital infrastructure has become critical to the AI revolution.
Son made it clear in the announcement that achieving “Artificial Super Intelligence” requires breakthroughs not just in AI models but in the platform infrastructure needed to train and deploy them at a global scale.
Unlike traditional data center REITs that operate as single platforms, DigitalBridge manages 11 different data center platforms spanning North America, Europe, Asia Pacific, and Latin America. This gives the company exposure to all types of AI workloads across all major geographies.
The $16 per share acquisition price also represents a 50% premium to DigitalBridge’s unaffected 52-week average closing price as of early December before acquisition rumors started circulating.
That’s a significant valuation bump that reflects both the company’s strong fundamentals and SoftBank’s urgency to secure AI infrastructure capacity.
During the earnings call, Ganzi emphasized that power has become the defining constraint in the AI era. You cannot build a 1 gigawatt AI campus without 1 gigawatt of power.
DigitalBridge solved this problem years ago by systematically securing power positions across its portfolio companies. That foresight is now translating into decade-long contracts with investment-grade counterparties.
The company’s expansion into adjacent areas also attracted SoftBank’s interest. DigitalBridge recently launched a digital power strategy focused on behind-the-meter power solutions and microgrids.
The firm also partnered with Franklin Templeton to create a private wealth distribution channel, thereby opening access to infrastructure investments that had previously been limited to institutional investors.
CFO Tom Mayrhofer highlighted that fee-earning equity under management reached $40.7 billion in the third quarter, hitting the company’s target one quarter ahead of schedule.
The company is also seeing co-investment fee rates expand to 70 basis points, up from historical levels, which drives margin improvement.
After the deal closes in the second half of 2026, DigitalBridge will continue operating as a separately managed platform under Ganzi’s leadership.
This structure allows the company to maintain its entrepreneurial culture and customer relationships while gaining access to SoftBank’s capital strength and global network.
For investors who already own DigitalBridge stock, the $16 cash offer provides a clear exit with a healthy premium. A special committee of independent directors has unanimously approved the deal, which is subject to customary regulatory approvals.
The acquisition underscores a broader trend where traditional tech giants and investment firms are racing to secure physical infrastructure capacity.
As AI models grow larger and more computationally intensive, the companies that control power, cooling, and connectivity will play an increasingly strategic role in determining which AI applications can scale globally.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
