Prologis, Inc.

Prologis, Inc.

PLDยทNYSE

$143.82

+2.4%
Real EstateREIT - Industrial

Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. As of December 31, 2020, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 984 million square feet (91 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 5,500 customers principally across two major categories: business-to-business and retail/online fulfillment.

At a Glance

Live Snapshot
Market Cap$134.09B
EPS3.5700
P/E Ratio40.29
Earnings Date07/15/2026
pld

Prologis, Inc. Street Expectations Map

PLD ยท NYSE

Wall Street analysts project that PLD stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 145.57, with estimates ranging from a low of 123.00 to a high of 161.00.

Lowest Target
123.00
-14.48%
Consensus Target
145.57
1.22%
Highest Target
161.00
11.95%

The consensus 1-year price target stands at 145.57, with estimates ranging from a low of 123.00 to a high of 161.00.

Analyst Consensus Analysis

Upside Potential

+1.2%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

26.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.83x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

pld

Prologis, Inc. Forward Estimates of Revenue

PLD ยท NYSE
Latest Revenue
8.79B
FY 2025
Avg Estimate
8.68B
FY 2026
Estimate Range
8.61B - 8.74B
Analyst Spread

Forward Growth Analysis

Projected Growth-1.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Prologis, Inc. Forward Estimates of Net Income

PLD ยท NYSE
Latest Net Income
3.41B
FY 2025
Avg Estimate
2.92B
FY 2026
Estimate Range
2.85B - 2.93B
Analyst Spread

Forward Growth Analysis

Projected Growth-14.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

pld

Prologis, Inc. Forward Estimates of EPS

PLD ยท NYSE
Latest EPS
3.57
FY 2025
Avg Estimate
$3.04
FY 2026
Estimate Range
$2.99 - $3.07
Analyst Spread

Forward Growth Analysis

Projected Growth-14.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Prologis, Inc. Forward Estimates of EBIT

PLD ยท NYSE
Latest EBIT
4.57B
FY 2025
Avg Estimate
5.19B
FY 2026
Estimate Range
5.15B - 5.23B
Analyst Spread

Forward Growth Analysis

Projected Growth+13.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Prologis, Inc. Forward Estimates of EBITDA

PLD ยท NYSE
Latest EBITDA
7.20B
FY 2025
Avg Estimate
7.85B
FY 2026
Estimate Range
7.78B - 7.90B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.0%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Prologis, Inc. Forward Estimates of SG&A Expense

PLD ยท NYSE
Latest SG&A Expense
477.84M
FY 2025
Avg Estimate
483.75M
FY 2026
Estimate Range
479.86M - 487.09M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.2%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

pld

Prologis, Inc. Insider Positioning

PLD ยท NYSE

During the last 12 months, insiders have sold $13.23M worth of PLD shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

10

1.27K

Net Activity

-1K

-$1K

6-9 Months

Bought

0

0.00

Sold

81.7K

10.33M

Net Activity

-10.3M

-$10.33M

9-12 Months

Bought

0

0.00

Sold

26.0K

2.90M

Net Activity

-2.9M

-$2.90M

Top Buyers

No buying activity

Top Sellers

1
CJB

Connor James B.

Director

80.0K sharesโ€ข1 transactions

$10.13M

2
PLA

Palazzolo Lori A

Officer: Chief Accounting Officer/Md

25.0K sharesโ€ข1 transactions

$2.78M

3
BCG

Bita Cristina Gabriela

Director

2.6K sharesโ€ข4 transactions

$310K

4
SSA

Slusser Sarah A

Director

111 sharesโ€ข5 transactions

$13K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $13.23M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.