BXDCBlackstone Digital Infrastructure Trust Inc.
The schedule
- Wed14Oct
Anchoring from the $20.50 bear scenario, this intra-quarter update on digital infrastructure development will test market appetite for heavy CapEx, projecting a target of $21.80 on strong pre-leasing or a fallback of $19.00 on execution friction.
- Wed4Nov
Resuming at $21.80, Q3 earnings will heavily weigh dividend coverage against massive development costs. Expanding net operating income points to a target of $23.10, while a strained payout ratio risks a fallback to $20.40.
- Wed17Feb
Starting at $20.40, the year-end earnings and 2027 guidance reset represent a critical valuation checkpoint. Robust 2027 guidance supports a target of $22.20, whereas softer utilization triggers a drop to a fallback of $18.90.
- Wed5May
From $22.20, Q1 results will shed light on the spring leasing season. Accretive growth aligned with the street could rally shares to the consensus target of $24.11, while macro sensitivities could force a fallback to $20.50.
Past
- Wed5Aug
With BXDC trading at $21.49, the market has priced in significant AI power and infrastructure demand. A successful print and raise could push the stock to a target of $22.50, but a reaffirmation or yield pressure might trigger a fallback to $20.50.