Digital infrastructure investor DigitalBridge Group (NYSE: DBRG) will be reporting earnings this Wednesday after market hours. Here’s what to look for.
DigitalBridge missed analysts’ revenue expectations last quarter, reporting revenues of $3.82 million, down 95% year on year. It was a disappointing quarter for the company, with a significant miss of analysts’ revenue estimates.
Is DigitalBridge a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting DigitalBridge’s revenue to grow 61.5% year on year, a reversal from the 81.1% decrease it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. DigitalBridge has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at DigitalBridge’s peers in the specialty finance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. HA Sustainable Infrastructure Capital delivered year-on-year revenue growth of 12.2%, beating analysts’ expectations by 33.3%, and Capital Southwest reported revenues up 18.2%, topping estimates by 5.3%. HA Sustainable Infrastructure Capital traded up 10.8% following the results while Capital Southwest’s stock price was unchanged.
Read our full analysis of HA Sustainable Infrastructure Capital’s results here and Capital Southwest’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the specialty finance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 10% on average over the last month. DigitalBridge’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $16 (compared to the current share price of $15.35).
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