DigitalBridge: An Acquisition Could Be A Good Deal For SoftBank And Investors Alike
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Gytis Zizys3.7K FollowersFollow5ShareSavePlay(10min)CommentsSummaryDigitalBridge Group, Inc. is rumored to be in advanced acquisition talks with SoftBank Group Corp., aiming to accelerate AI infrastructure buildout via instant access to DBRG’s assets.SFTBY’s interest centers on DBRG’s 20GW power capacity, Vantage’s $25B Texas Campus, and $108B AUM, offering a shortcut to meet massive AI data center needs.Potential buyout prices range from $18 to $35 per share, representing a significant premium to DBRG’s current ~$15 price, though the deal remains unconfirmed.DBRG’s core operations are robust, with 22% YOY fee-related earnings growth and 19% FEEUM growth, but deal uncertainty and recent performance warrant a Hold stance.
Getty Images Introduction DigitalBridge Group, Inc. (DBRG) has been in the news recently due to rumors that a company heavily invested in the AI growth story is looking to take it private to help with its grandThis article was written byGytis Zizys3.7K FollowersFollowMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You