Prologis (NYSE:PLD) Stock Price Expected to Rise, BNP Paribas Exane Analyst Says

Prologis (NYSE:PLD) had its price target hoisted by investment analysts at BNP Paribas Exane from $129.00 to $140.00 in a research report issued on Wednesday,MarketScreener reports. The firm currently has an “outperform” rating on the real estate investment trust’s stock. BNP Paribas Exane’s price objective indicates a potential upside of 10.21% from the stock’s current price.

PLD has been the subject of several other reports. Freedom Capital cut Prologis from a “strong-buy” rating to a “hold” rating in a report on Friday. BMO Capital Markets restated a “market perform” rating and issued a $123.00 price objective on shares of Prologis in a report on Thursday. Industrial Alliance Securities set a $119.00 target price on shares of Prologis in a report on Monday, October 20th. Truist Financial raised their target price on shares of Prologis from $131.00 to $142.00 and gave the company a “buy” rating in a research report on Tuesday. Finally, Wall Street Zen upgraded shares of Prologis from a “sell” rating to a “hold” rating in a report on Friday. Thirteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $134.11.

Prologis Trading Up 0.3%

PLD stock traded up $0.36 during midday trading on Wednesday, reaching $127.03. The company’s stock had a trading volume of 4,134,493 shares, compared to its average volume of 3,060,831. The firm has a market capitalization of $118.00 billion, a price-to-earnings ratio of 35.78, a PEG ratio of 3.70 and a beta of 1.40. Prologis has a 1 year low of $85.35 and a 1 year high of $134.94. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.64 and a current ratio of 0.19. The stock has a fifty day simple moving average of $128.38 and a two-hundred day simple moving average of $119.18.

Prologis (NYSE:PLD) last announced its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.44. The company had revenue of $2.25 billion during the quarter, compared to analyst estimates of $2.09 billion. Prologis had a net margin of 37.86% and a return on equity of 6.64%. The firm’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same quarter last year, the business posted $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, equities research analysts predict that Prologis will post 5.73 EPS for the current year.

Insider Buying and Selling at Prologis

In other news, Director Cristina Gabriela Bita sold 621 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $127.60, for a total value of $79,239.60. Following the sale, the director owned 8,208 shares in the company, valued at $1,047,340.80. This represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.57% of the stock is owned by insiders.

Institutional Investors Weigh In On Prologis

Several hedge funds and other institutional investors have recently added to or reduced their stakes in PLD. Brighton Jones LLC raised its position in Prologis by 629.0% during the fourth quarter. Brighton Jones LLC now owns 17,475 shares of the real estate investment trust’s stock valued at $1,847,000 after acquiring an additional 15,078 shares in the last quarter. Kathmere Capital Management LLC purchased a new position in shares of Prologis during the 2nd quarter valued at approximately $407,000. Patton Fund Management Inc. purchased a new position in shares of Prologis during the 2nd quarter valued at approximately $226,000. First American Bank lifted its stake in shares of Prologis by 13.0% in the 2nd quarter. First American Bank now owns 44,761 shares of the real estate investment trust’s stock valued at $4,705,000 after purchasing an additional 5,161 shares during the period. Finally, LVW Advisors LLC boosted its holdings in Prologis by 41.6% during the second quarter. LVW Advisors LLC now owns 5,113 shares of the real estate investment trust’s stock worth $537,000 after buying an additional 1,503 shares in the last quarter. 93.50% of the stock is owned by institutional investors and hedge funds.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue beat and strong leasing — Prologis reported Q4 results with revenue above expectations and management highlighted robust warehouse leasing, supporting near-term cash flow and rent-roll momentum. Article Title
• Positive Sentiment: Record lease signings in 2025 — Management said lease activity hit record levels last year, which underpins rent growth prospects and occupancy stability going into 2026. Article Title
• Positive Sentiment: U.S. warehouse market expected to tighten through 2026 — Prologis forecasts tighter fundamentals, a tailwind for future rent growth and valuations of logistics assets. Article Title
• Positive Sentiment: Analysts raising forecasts and price targets — Multiple firms (Argus, Truist, Wells Fargo and others) increased price targets or ratings after results, reflecting improved outlook for leasing and earnings. These upgrades help support investor sentiment. Article Title
• Neutral Sentiment: Q4 EPS roughly in line with estimates — EPS met consensus while revenue beat; that combination leaves valuation moves tied to forward guidance and leasing trends rather than an EPS surprise. Article Title
• Neutral Sentiment: Earnings call highlighted a durable growth pipeline — Management emphasized development and power/data center pipeline, important for long-term growth but subject to execution and capex cycles. Article Title
• Negative Sentiment: Mixed analyst signals — Evercore ISI raised its target modestly but kept an “in-line” rating (target below some newer marks), which implies limited upside from current levels and introduces some analyst divergence. Article Title

About Prologis

Prologis, Inc is a real estate investment trust (REIT) specializing in logistics and distribution facilities. The company focuses on acquiring, developing, and managing high-quality industrial real estate assets that support supply chain infrastructure for third-party logistics providers, e-commerce businesses, retailers and manufacturers. Its portfolio primarily consists of warehouse and distribution centers designed to optimize goods movement and storage near key transportation hubs.

With a global presence, Prologis serves customers across the Americas, Europe and Asia Pacific.