NYSE:PLD

Prologis (PLD)

137.34
-1.01 (0.73%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
73 watching
0
Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Prologis (PLD-N) has received positive reviews from various experts, indicating a generally favorable outlook for the stock. The consensus is that it is not currently overbought, and a potential buying opportunity is present near the $130 trendline. Experts note that Prologis lacks REITs in its portfolio, which they perceive as beneficial, suggesting a focus on growth areas such as storage facilities and logistics, particularly data centers. Furthermore, the emphasis on e-commerce and distribution centers indicates a reasonable valuation and a solid income stream with lower debt levels compared to Canadian REITs. This positions Prologis as a strong contender in the growing logistics and infrastructure market.

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Consensus
Positive
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Valuation
Fair Value
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PAST TOP PICK

(A Top Pick March 19/14. Up 10.53%.) Largest global owner of industrial real estate. It is the best run industrial REIT in the world. Trading below its NAV of around $44 per share. He thinks one of the biggest beneficiaries of the US economic recovery is going to be industrial real estate. One of the biggest beneficiaries of the large e-commerce push is going to be industrial real estate as well. Their global footprint is very important. This still screens as very attractive.

TOP PICK

The largest global industrial REIT. Majority of assets in North America, but they have exposure to Europe and Asia. They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet. Thinks the market is not recognizing the quality of business and the upside to free cash flow growth. This is a unique opportunity to buy this one.

TOP PICK

World’s largest owner, operator and developer of industrial assets. Majority of assets continue to be in the US, which is growing at a clip much higher than any other developed country. Benefiting that, there has been very little in the way of new supply of industrial real estate in the US. As well, they operate in some of the core coastal markets as well as the core markets where there are transportation hubs and delivery hubs. They are seeing occupancy and rental increases. The most important thing going forward is that they have right sized the business from a balance sheet and payout ratio as well. Dividend yield of 3.24%.

COMMENT
International distribution business. Got way overstretched and had to retract in a huge way. Looks like they have formed a base and will be survivors. Chart looks very good. If the economy doesn't come back and the softness is protracted, they are very vulnerable.
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