Financing OutlookAnalyst believes lower borrowing costs combined with revised interest capitalization practices can improve the company's financing outlook and enable higher long-term growth guidance.
Market Positioning And AI DemandAnalyst highlights the company's leading enterprise colocation footprint, expanding development pipeline and exposure to AI inferencing demand as factors that can broaden the addressable market and drive new leasing activity.
Recurring Revenue And MarginsAnalyst expects an acceleration in recurring revenue and faster AFFOPS expansion in 2026 driven by strong bookings momentum and operational cost savings, which could support valuation multiple expansion.