A Look At DigitalBridge Group (DBRG) Valuation After Its Strong Recent Share Price Momentum

Simply Wall St

Thu, February 19, 2026 at 3:12 PM GMT+9 3 min read

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DBRG-PH

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Event context and recent share performance

DigitalBridge Group (DBRG) has drawn investor attention recently, with the stock roughly flat over the past week and month, but showing a strong total return over the past 3 months and year.

See our latest analysis for DigitalBridge Group.

With the share price at US$15.41, DigitalBridge Group has seen a strong 90 day share price return of 67.5%, while the 1 year total shareholder return of 43.9% points to momentum that contrasts with weaker 5 year total shareholder returns of a 36.3% decline.

If DigitalBridge’s recent run has you thinking about what else is moving in infrastructure, it could be a good time to scan our list of 34 AI infrastructure stocks as a fresh set of ideas.

So, after such a sharp 90-day move, with shares now close to analyst targets and recent revenue and net income growth on the table, is DigitalBridge still mispriced, or is the market already baking in the next leg of growth?

Most Popular Narrative: 3.7% Undervalued

DigitalBridge Group’s most followed narrative pegs fair value at $16.00, slightly above the last close at $15.41, which puts more focus on the assumptions behind that gap.

The explosion in AI workloads and hyperscale/cloud CapEx is driving unprecedented demand for data centers and power, fueling a substantial multi-year leasing and development pipeline for DigitalBridge; this supports long-term revenue, FEEUM, and EBITDA growth as the company monetizes these trends through new asset deployment and leasing.

Read the complete narrative.

Curious how this AI data center pipeline, aggressive revenue growth forecasts, and a compressed future earnings multiple all combine to support that $16.00 fair value? The full narrative lays out the expected ramp in earnings, margins, and scale that needs to fall into place for this price to make sense.

Result: Fair Value of $16.00 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, you still need to weigh risks such as tougher competition, shifting regulations, and funding costs that could challenge the current setup for growth, margins, and valuation.

Find out about the key risks to this DigitalBridge Group narrative.

Another way to look at value

That 3.7% “undervalued” fair value sits uneasily next to how the market is actually pricing DigitalBridge today. The current P/E is about 138x, versus roughly 23.1x for the US Capital Markets industry and 12.2x for peers, while the fair ratio is 27.3x. That gap suggests investors are paying a heavy premium, which could amplify any disappointment if expectations shift, or reward them if the growth story plays out more cleanly than feared. So which signal do you give more weight to: the narrative fair value, or the much richer earnings multiple?

Story Continues  

See what the numbers say about this price — find out in our valuation breakdown.

NYSE:DBRG P/E Ratio as at Feb 2026

Next Steps

With sentiment clearly split between premium valuation and growth optimism, now is the time to look through the numbers yourself and decide where you stand, starting with the 1 key reward and 2 important warning signs.

Looking for more investment ideas?

If DigitalBridge has sharpened your focus, do not stop here. Broaden your watchlist now so you are not late to the next opportunity.

Target income first by scanning our hand picked 13 dividend fortresses that pair higher yields with businesses focused on sustaining payouts.

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_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include DBRG.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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