Latest news with #DigitalBridgeGroup
Yahoo
an hour ago
- Business
- Yahoo
2 AI Infrastructure Stocks Nobody is Talking About (AEIS, DBRG)
Nvidia (NVDA) has rightfully earned its spot as the undisputed leader in AI infrastructure, with its GPUs powering everything from training large language models to real-time inference. But while Nvidia dominates the headlines, a few lesser-known players are quietly finding their own niche roles in the sector, though they are going mostly unnoticed. Two such stocks, Advanced Energy Industries (AEIS) and DigitalBridge Group (DBRG), are starting to break out. Both names are showing strong recent momentum, supported by compelling valuations and robust growth forecasts. As demand for compute power, energy efficiency, and next-gen data centers explodes, these under-the-radar AI infrastructure plays could offer significant upside for investors willing to look beyond the obvious. Image Source: Zacks Investment Research Advanced Energy Industries: Stock Pushing Record Highs Advanced Energy Industries plays an important yet often overlooked role in the AI infrastructure ecosystem. The company specializes in precision power conversion systems, technology that is essential for powering advanced semiconductors, data centers, and high-performance computing environments that support AI workloads. AEIS currently holds a Zacks Rank #2 (Buy), supported by a steady stream of upward earnings revisions. Analysts project 27% annual earnings growth over the next three to five years, reflecting strong demand across its end markets, including semiconductor equipment, data center infrastructure, and industrial applications. From a valuation standpoint, the stock trades at 25.7x forward earnings. That isn't quite cheap in absolute terms, but attractive when adjusted for growth. With a PEG ratio below 1, AEIS can be considered undervalued relative to its earnings trajectory. Technically, the stock is showing strong momentum, having just hit new all-time highs this week. With fundamentals, price action and secular technology trends aligning, Advanced Energy Industries looks like a compelling pick for investors seeking exposure to the less crowded corners of the AI buildout. Image Source: Zacks Investment Research DigitalBridge Group: Shares Trade at a Discount to Growth DigitalBridge Group is a leading digital infrastructure investment firm, strategically positioned at the intersection of AI and connectivity. The company partners with and funds the development of hyperscale data centers, working alongside major operators like Vantage Data Centers and Yondr Group to build out AI-ready infrastructure. In addition to data centers, DigitalBridge's portfolio spans fiber networks, cell towers, and edge infrastructure—critical for transporting and processing the massive data loads generated by artificial intelligence applications. As AI adoption accelerates, DigitalBridge is becoming a key enabler of the ecosystem behind the scenes. DBRG currently holds a Zacks Rank #2 (Buy), driven by rising earnings estimates. The company's earnings are projected to grow at a 26% annual rate over the next three to five years, driven by expanding demand for digital infrastructure and strategic capital deployment into high-growth assets. Despite its strong growth outlook, the stock trades at just 19.2x forward earnings, with a PEG ratio below 1, indicating an attractive valuation relative to its earnings potential. While DBRG shares have trended lower over the past three years, the stock appears to have found a durable bottom. Recent price action shows a sharp shift in momentum to the upside, suggesting that investors are beginning to recognize its long-term value. Image Source: TradingView Should Investors Buy Shares in DBRG and AEIS? Nvidia will likely remain the face of AI infrastructure for the foreseeable future. Its dominance in the GPU and data center market is well-earned, and its role in training and deploying AI models puts it at the center of every major advancement in the field. But as the AI boom continues, a much broader ecosystem is required to support the scale and complexity of these technologies. That's where names like Advanced Energy Industries and DigitalBridge Groupcome in. These companies may not have Nvidia's visibility, but they provide important infrastructure that make AI deployment possible. Both stocks are showing improving fundamentals, strong earnings growth outlooks, and technical momentum, while still trading at reasonable valuations. For investors looking to diversify their exposure to the AI megatrend beyond the obvious plays, AEIS and DBRG offer compelling alternatives. And as Nvidia's success continues to shine a spotlight on the infrastructure behind AI, these under-the-radar stocks could be next in line to benefit. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Advanced Energy Industries, Inc. (AEIS) : Free Stock Analysis Report DigitalBridge Group, Inc. (DBRG) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
7 days ago
- Business
- Yahoo
Truist Lifts PT on DigitalBridge Group (DBRG) to $15 From $13
DigitalBridge Group, Inc. (NYSE:DBRG) is one of the 13 Small Cap Stocks Analysts Are Bullish On. On June 3, Truist raised the firm's price target on DigitalBridge Group, Inc. (NYSE:DBRG) to $15 from $13, keeping a Buy rating on the shares. The rating update came as a part of a broader research note on REITs. Aerial view of a city skyline, with many buildings owned by the real estate arm of the company. The firm told investors in the research note that it is updating its model, primarily due to fiscal Q1 results, expense assumptions, and adjusted revenue growth. DigitalBridge Group, Inc. (NYSE:DBRG) released fiscal Q1 2025 results consistent with its 2025 objectives, with total revenues of $45 million. It reported free revenue of $90 million, up 24% year-over-year, supported by fundraising for DBP Flagship. Fee-Related Earnings (FRE) for fiscal Q1 2025 reached $35 million, reflecting a 79% year-over-year growth. The company also experienced strategic growth across its portfolio through the $4.5 billion acquisition of Crown Castle Fiber business by DigitalBridge Group, Inc. (NYSE:DBRG) portfolio company Zayo. The acquisition is expected to support Zayo in serving the rising AI-led connectivity demand, particularly in key metro markets. DigitalBridge Group, Inc. (NYSE:DBRG) is a global alternative asset manager that invests in digital infrastructure. The company focuses on business operations across the digital ecosystem, including data centers, cell towers, small cells, fiber, and edge infrastructure. Its operations are divided into the following segments: Investment Management, Operating, and Corporate and Other. While we acknowledge the potential of DBRG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
02-06-2025
- Business
- Yahoo
DigitalBridge to Participate in Upcoming Investor and Industry Conferences in June 2025
BOCA RATON, Fla., June 02, 2025--(BUSINESS WIRE)--DigitalBridge Group, Inc. ("DigitalBridge" or the "Company") (NYSE: DBRG), a leading global alternative asset manager dedicated to investing in digital infrastructure, today announced senior executives from DigitalBridge will participate in the following upcoming investor and industry events: June 2-5: 2025 Alaska Sustainable Energy Conference – Anchorage, Alaska Severin White, Managing Director at DigitalBridge, will be present "The Intersection of Data and Demand" on Wednesday, June 4, 2025, at 9:25 am AKDT. June 3-5: Datacloud Global Congress – Cannes, France Manjari Govada, Managing Director at DigitalBridge, will participate in the panel "Risk Across the Data Centre Lifecycle" on Wednesday, June 4, 2025 at 10:50 am CEST. Senior management from the firm will be conducting 1x1 meetings at the conference. June 10-11: Morgan Stanley US Financials Conference – New York Marc Ganzi, Chief Executive Officer at DigitalBridge, will deliver a fireside chat on Wednesday, June 11, 2025, at 3:15 pm EDT. Senior management from the firm will be conducting 1x1 meetings with investors at the conference. About DigitalBridge DigitalBridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. With a heritage of 30 years investing in and operating businesses across the digital ecosystem, including cell towers, data centers, fiber, small cells, and edge infrastructure, the DigitalBridge team manages approximately $100 billion of infrastructure assets on behalf of its limited partners and shareholders. For more information, visit: View source version on Contacts Investors:Severin WhiteManaging Director(212) Media:Joele Frank, Wilkinson Brimmer KatcherJon Keehner / Sarah Salky(212) 355-4449dbrg-jf@
Business Wire
02-06-2025
- Business
- Business Wire
DigitalBridge to Participate in Upcoming Investor and Industry Conferences in June 2025
BOCA RATON, Fla.--(BUSINESS WIRE)-- DigitalBridge Group, Inc. ('DigitalBridge' or the 'Company') (NYSE: DBRG), a leading global alternative asset manager dedicated to investing in digital infrastructure, today announced senior executives from DigitalBridge will participate in the following upcoming investor and industry events: June 2-5: 2025 Alaska Sustainable Energy Conference – Anchorage, Alaska Severin White, Managing Director at DigitalBridge, will be present ' The Intersection of Data and Demand ' on Wednesday, June 4, 2025, at 9:25 am AKDT. June 3-5: Datacloud Global Congress – Cannes, France Manjari Govada, Managing Director at DigitalBridge, will participate in the panel ' Risk Across the Data Centre Lifecycle ' on Wednesday, June 4, 2025 at 10:50 am CEST. Senior management from the firm will be conducting 1x1 meetings at the conference. June 10-11: Morgan Stanley US Financials Conference – New York Marc Ganzi, Chief Executive Officer at DigitalBridge, will deliver a fireside chat on Wednesday, June 11, 2025, at 3:15 pm EDT. Senior management from the firm will be conducting 1x1 meetings with investors at the conference. About DigitalBridge DigitalBridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. With a heritage of 30 years investing in and operating businesses across the digital ecosystem, including cell towers, data centers, fiber, small cells, and edge infrastructure, the DigitalBridge team manages approximately $100 billion of infrastructure assets on behalf of its limited partners and shareholders. For more information, visit:
Yahoo
02-04-2025
- Business
- Yahoo
DigitalBridge Announces First Quarter 2025 Earnings Release and Conference Call Date
BOCA RATON, Fla., April 02, 2025--(BUSINESS WIRE)--DigitalBridge Group, Inc. (NYSE: DBRG) today announced it will release First Quarter 2025 financial results before the market opens on Thursday, May 1, 2025. The Company will conduct an earnings presentation and conference call to discuss the results the same day at 8:00 a.m. ET. The earnings presentation will be broadcast live over the internet and a webcast link can be accessed on the Shareholders section of the Company's website at To participate in the event by telephone, please dial (877) 407-4018 ten minutes prior to the start time (to allow time for registration). International callers should dial (201) 689-8471. For those unable to participate during the live call, a replay will be available starting May 1, 2025, at 12:00 p.m. ET. To access the replay, dial (844) 512-2921 (U.S.), and use conference ID 13752960. International callers should dial (412) 317-6671 and enter the same conference ID number. About DigitalBridge DigitalBridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. With a heritage of over 25 years investing in and operating businesses across the digital ecosystem, including cell towers, data centers, fiber, small cells, and edge infrastructure, the DigitalBridge team manages over $96 billion of infrastructure assets on behalf of its limited partners and shareholders. For more information, visit: View source version on Contacts Investors:Severin WhiteManaging Director(212) Media:Joele Frank, Wilkinson Brimmer KatcherJon Keehner / Sarah Salky(212) 355-4449dbrg-jf@ Sign in to access your portfolio
