Bullish Case: Strong acquisitions, data center investments, and $3.0 billion potential from lease renewals suggest Prologis could capture significant market opportunities.


Bearish Case: Missed earnings, heavy reliance on acquisitions for growth, and recent market underperformance pose risks to PLD's future price stability.


Potential Outcomes: Chance of continued expansion through strategic investments and e-commerce demand (60%). Risk of price volatility from earnings miss and market underperformance (40%).


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March 29, 2024


Prologis Forecast

PLD        Prologis
Price Forecast: NEUTRAL    Price Action: RANDOM (?)











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