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The median of 7 price targets is $146[FMP target], stock is $144, +1.0% vs the analyst consensus median. Q1 FY26 EPS $1.05 vs $0.81 estimate: beat (+29.6%)[FMP earnings]. Stock move on D+1: +2.1%.
B+ — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerPrologis, Inc. (PLD) Q2 consensus: revenue $2.2B[FMP est], EPS $0.79[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $1.05 vs $0.81 estimate: beat (+29.6%)[FMP]. Stock move on D+1: +2.1%[FMP D+1].
Watchlist
Same Store Noi Growth
same_store_noi_growth
Prologis reported strong same-store NOI growth of 6.1% on a net effective basis and 8.8% on cash.
"Same-store NOI growth was 6.1% on a net effective basis and 8.8% on cash."
- Timothy Arndt, CFO - Q1 FY26 Earnings Call - April 16, 2026
Strategic Capital Expansion
strategic_capital_expansion
Prologis is expanding its strategic capital platform through joint ventures with GIC and La Caisse, reflecting strong investor demand for its platform.
"We announced a $1.6 billion joint venture with GIC and subsequent to quarter end, a $1.2 billion joint venture with La Caisse. These partnerships reflect strong investor demand for our platform and our ability to deploy capital into high-quality opportunities worldwide."
- Dan Letter, CEO - Q1 FY26 Earnings Call - April 16, 2026
Rent Change Outlook
rent_change_outlook
Prologis expects full year rent change to approach 40% on a net effective basis.
"Our expectation for full year rent change to approach 40% on a net effective basis remains unchanged."
- Timothy Arndt, CFO - Q1 FY26 Earnings Call - April 16, 2026
Data Center Growth
data_center_growth
Prologis notes significant customer interest in its data center offerings and aims to capture a growing share of this opportunity.
"The depth of customer interest for our data center offerings is significant, and we believe our ability to bring together land, power and development expertise is a key differentiator for our business and positions us to capture a growing share of this opportunity."
- Dan Letter, CEO - Q1 FY26 Earnings Call - April 16, 2026
Occupancy Increase
occupancy_increase
Prologis is raising its full year occupancy outlook due to strong Q1 performance.
"Occupancy exceeded our expectations, and we are raising our full year outlook."
- Dan Letter, CEO - Q1 FY26 Earnings Call - April 16, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: PLD stock page
multi-pillar methodology. Cash Runway and Price Momentum strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 FY26 (April 16, 2026) EPS $1.05 vs $0.81 estimate: beat (+29.6%)[FMP]. Stock move on D+1: +2.1%[FMP D+1].
Q1 FY26 EPS $1.05 vs $0.81 estimate: beat (+29.6%)[FMP]. Stock move on D+1: +2.1%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $149.9M[FMP cashflow]. Q1 op margin 36.0%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q2 EPS threshold $0.79[FMP], CapEx threshold "below $149.9M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Prologis, Inc. (PLD) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Prologis, Inc. (PLD): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Prologis, Inc. (PLD): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Prologis, Inc. (PLD): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.