Earnings And AFFOPS GrowthBookings momentum and management guidance point to accelerated recurring revenue and stronger AFFOPS growth in 2026, which could support valuation multiple expansion.
Financing And Capital StructureLower borrowing costs and revised interest capitalization are expected to improve the company’s financing outlook and free up cash for development and margin initiatives.
Market Positioning And AI DemandA leading enterprise colocation footprint combined with exposure to AI inferencing demand positions the company to capture market share and increase utilization of new capacity.