DigitalBridge Group, Inc. (NYSE: DBRG) has exploded into the spotlight after reports that SoftBank Group is in talks to buy the digital‑infrastructure specialist and take it private, sending the stock to a new 52‑week high on December 5, 2025. [1]
Below is a detailed, news‑style breakdown of what’s happening with DigitalBridge stock today, what a potential SoftBank deal might look like, and how Wall Street currently values DBRG.
Note: This article is for information and news purposes only and is not investment advice.
Key Takeaways
- SoftBank deal talks: Multiple outlets report SoftBank is in discussions to acquire DigitalBridge and take it private, aiming to deepen its AI‑linked infrastructure footprint. [2]
- Stock price spike: DBRG jumped roughly 40–45% intraday on December 5, 2025, hit a new 52‑week high around the mid‑$14s, and even triggered a volatility trading halt. [3]
- Deal value chatter: Analysts see potential bid levels from the high teens into the mid‑$30s per share, implying a wide range of possible premiums to today’s price. [4]
- Fundamentals improving: Q3 2025 results showed strong growth in fee‑based earnings and distributable earnings, even as reported revenue slightly missed forecasts. [5]
- Strategic repositioning: DigitalBridge is selling Nordic tower company Digita, has completed the acquisition of data‑center developer Yondr, and signed an MOU with Korea’s KT to build next‑gen AI data centers. [6]
- Analyst sentiment: Across several data providers, DBRG carries a Buy / Moderate Buy to Strong Buy consensus, with average 12‑month price targets around the high‑$16s to high‑$17s, still above the current share price. [7]
DigitalBridge (DBRG) Stock on 5 December 2025: Price, Volume and Volatility
As of late trading on December 5, 2025, DBRG is changing hands around $14.10–$14.20 per share, after opening near $9.70 and spiking to an intraday high close to $14.80. [8]
Key intraday stats:
- Last price: ≈ $14.12 in extended hours
- Intraday range: roughly $9.67 – $14.83
- Move vs. prior close: about +45% on the day
- Volume: over 55 million shares traded, many times normal turnover [9]
Investing.com notes that DBRG shares hit a new 52‑week high at $14.08, with the current price quoted around $14.32 at the time of its report, and flags a beta near 1.8 and a triple‑digit P/E multiple, underlining high volatility and a valuation that screens as expensive on traditional metrics. [10]
MarketBeat separately reports that trading in DBRG was briefly halted at 10:09 a.m. EST due to a limit‑up/limit‑down (LULD) volatility pause, and that shares closed the regular session at $14.20, before easing slightly in after‑hours trading. [11]
StockStory’s real‑time commentary frames the move as a ~39.9% intraday jump following the SoftBank headlines, and notes that DigitalBridge is now up about 25% year‑to‑date and sitting at a fresh one‑year high. [12]
SoftBank Takeover Talks: What We Know So Far
Reuters: SoftBank in Talks to Acquire DigitalBridge
According to Reuters, SoftBank is in talks to acquire DigitalBridge as part of a strategy to tap the company’s portfolio of AI‑linked digital infrastructure assets. [13]
Key points from the Reuters reporting:
- The deal could be struck by the end of 2025, though there is no guarantee an agreement will be reached. [14]
- DigitalBridge’s stock surged as much as 35% intraday on the news, adding roughly $1+ billion of market value versus pre‑news levels. [15]
- DigitalBridge manages about $108 billion in infrastructure assets and owns stakes in major platforms such as Vantage Data Centers, Zayo, Switch, and AtlasEdge. [16]
- SoftBank’s interest is aligned with its broader AI ambitions, including its participation in the “Stargate” initiative, a planned ~$500 billion build‑out of AI data‑center infrastructure in the U.S. involving partners like OpenAI and Oracle. [17]
CryptoBriefing and Other Coverage: AI Data Centers and Portfolio Streamlining
CryptoBriefing emphasizes that DigitalBridge has been expanding aggressively into AI data centers, particularly in Asia, and highlights its new partnership with KT in South Korea as an example of its growth strategy. [18]
That same coverage notes that DigitalBridge has been streamlining its portfolio, including the recently announced sale of Nordic tower platform Digita Group to GI Partners, a transaction expected to close in Q1 2026. [19]
StockStory adds that this Digita exit caps a seven‑year ownership period during which DigitalBridge expanded the business from around 200 tower sites to over 950, reinforcing the company’s model of buying, scaling, and ultimately selling digital‑infra platforms. [20]
In short, the SoftBank talks are emerging just as DigitalBridge is crystallizing value from legacy tower assets and redeploying capital into data centers and AI‑driven infrastructure—an attractive combination for a deep‑pocketed strategic buyer.
How Much Could a SoftBank Deal Be Worth? The Valuation Debate
While no formal bid has been announced, several banks and analysts have already floated potential take‑out ranges for DBRG:
Wells Fargo (via GuruFocus): $18–$20+ Needed to Get a Deal Done
A GuruFocus summary of Wells Fargo’s view suggests that:
- Any successful SoftBank offer would likely need to be in the $18–$20 per share range (or higher). [21]
- At those levels, Wells Fargo estimates the valuation would equal roughly 16–18× fee‑related earnings, after adjusting for the present value of future carry and GP stakes. [22]
Relative to today’s approximate $14.12 price, that implies a potential premium of about:
- ~27.5% at $18
- ~41.6% at $20
(These percentages are rough calculations based on the latest trading data and are illustrative, not forecasts.) [23]
JPMorgan: Overweight Rating, $18 Target, and a $28–$35 Take‑Out Scenario
Investing.com reports that JPMorgan has reiterated its Overweight rating on DigitalBridge with a $18 price target following the SoftBank news. [24]
More importantly, JPMorgan’s note suggests:
- A base‑case take‑out value around $28 per share based on 2026 estimates.
- A potential valuation band of $30–$35 per share on 2027 numbers if optimistically modeled. [25]
From today’s ~$14.12 level, that would equate to very rough premiums of:
- ~98% at $28
- ~112% at $30
- ~148% at $35
Again, these are scenario ranges, not offers, and depend on negotiations, financing conditions, and how much SoftBank is willing to pay for DigitalBridge’s growth pipeline. [26]
Seeking Alpha: Analyst Sees $25–$35 Sale Value
A short note on Seeking Alpha summarizes a separate analyst view that DigitalBridge “could fetch $25–$35 per share in a sale” after the SoftBank talks surfaced. [27]
This is broadly consistent with the higher‑end scenarios sketched by JPMorgan and underscores that market speculation is now anchored well above the current trading price.
Context: Not All Data Providers Agree on Fair Value
It’s worth noting that fundamental valuation tools paint a more mixed picture:
- GuruFocus highlights DBRG’s very high P/E and price‑to‑sales multiples, and even flags its overall financial profile as “distressed” using its proprietary GF Score and Altman Z‑Score framework, despite strong liquidity metrics. [28]
- InvestingPro data (via Investing.com) similarly remarks that DBRG appears overvalued on fair‑value models, even as the market cheers deal speculation and recent earnings. [29]
Taken together, the market is now trading DBRG on a blend of M&A optionality and long‑term AI infrastructure growth, rather than on traditional earnings multiples alone.
Fundamentals: What Q3 2025 Results Tell Us About DigitalBridge
While the SoftBank headlines dominate today’s move, the underlying business has been steadily evolving toward a fee‑based, asset‑light manager of digital infrastructure platforms.
An October 30, 2025 earnings call summary from Investing.com highlights several key Q3 numbers: [30]
- Earnings per share (EPS):
- Reported EPS of $0.12, versus a consensus estimate of about $0.01 – an upside surprise of more than 1,000%.
- Revenue:
- Reported revenue of roughly $93.5 million, about 5.7% below expectations (~$99.2 million).
- Fee revenues & earnings:
- Fee revenues up about 22% year‑over‑year to ~$94 million.
- Fee‑related earnings (FRE) up about 43% to ~$37 million.
- Distributable earnings up approximately 102% year‑over‑year.
- Capital formation:
- DigitalBridge raised around $1.6 billion in new capital during the quarter, for approximately $4.1 billion year‑to‑date at the time.
Management emphasized continued momentum in its “power bank” strategy—essentially leveraging its portfolio of data‑center and digital‑infra platforms to capture demand for high‑density, AI‑ready infrastructure. [31]
From a news and Discover perspective, this is important context: today’s takeover speculation is landing on top of an already improving earnings trend, especially in fee‑based and distributable earnings, even if GAAP revenue remains lumpy.
Strategic Moves in 2025: Yondr, Digita and the KT AI Data‑Center Push
DigitalBridge has been active on the strategic front throughout 2025, and those moves help explain why a buyer like SoftBank might be interested.
1. Sale of Digita Group to GI Partners
In late November and early December 2025, multiple releases confirmed that GI Partners has agreed to acquire Nordic tower company Digita Group from funds managed by DigitalBridge, with closing expected in Q1 2026. [32]
Highlights:
- Digita operates more than 950 tower sites across Finland and Iceland, and provides critical broadcast services to Finnish public broadcaster Yle. [33]
- DigitalBridge has owned Digita since 2018, and under its ownership the platform expanded from roughly 200 to over 950 sites, while building out data‑center and IoT operations. [34]
StockStory notes that the sale validates DigitalBridge’s “acquire, scale, exit” approach and freed up capital just days before the SoftBank news hit the tape. [35]
2. Completion of the Yondr Group Acquisition
On July 1, 2025, Data Center Knowledge reported that DigitalBridge, together with Canadian investor La Caisse, completed its acquisition of Yondr Group, a European developer and operator of hyperscale data centers. [36]
Key points:
- Yondr runs data‑center campuses in 11 global locations, with more than 420 MW of capacity committed to hyperscalers and potential to scale beyond 1 GW. [37]
- The acquisition significantly expands DigitalBridge’s data‑center footprint in Europe and North America, strengthening its appeal to cloud and AI hyperscale customers. [38]
3. Strategic MOU with KT to Build AI Data Centers in Korea
On November 26, 2025, DigitalBridge announced a Memorandum of Understanding with KT Corporation to collaborate on the development of next‑generation AI data centers in South Korea. [39]
According to the Business Wire release as carried by CIO Influence:
- This is DigitalBridge’s first collaboration with a major Korean telco.
- The partners plan to explore “AI factory”‑type data centers in Korea that could scale up to gigawatt‑level facilities, requiring multi‑billion‑dollar investment.
- DigitalBridge reiterated that it manages around $108 billion in digital‑infra assets globally and has just closed its DigitalBridge Partners III (DBP III) fund with $11.7 billion in commitments, including $4.5 billion of LP co‑investments, with Asia—especially Korea—highlighted as a core deployment region. [40]
This AI data‑center expansion dovetails directly with SoftBank’s stated ambition to ramp up AI computing capacity worldwide, helping explain why DigitalBridge is an attractive acquisition candidate.
How Wall Street Now Values DBRG: Ratings and Price Targets
The SoftBank speculation arrives against a backdrop of broadly positive but not unanimous analyst sentiment.
Consensus Ratings and Targets
- MarketBeat:
- Consensus rating: “Moderate Buy” based on 10 analyst ratings.
- Distribution: 1 Sell, 2 Hold, 7 Buy/Strong Buy.
- Average 12‑month price target: $16.93, with a range from $12.50 to $20.00. At the time of writing, this implies roughly 19% upside vs. the $14.20 close. [41]
- TipRanks (DBRG forecast page):
- 5 Wall Street analysts over the last three months.
- Consensus rating: Strong Buy.
- Average price target: about $17.50 (high $20, low $12.50), which—versus today’s ~$14.12—still implies around 20–25% potential upside if targets are met. [42]
- Public.com (retail‑facing broker data):
- 8 analysts, overall recommendation “Buy”.
- 2025 price prediction quoted at $16.81 per share. [43]
- Zacks short‑term target snapshot:
- Refers to an average short‑term price target of about $17.28 from nine analysts, roughly in line with the other datasets. [44]
- Benzinga analyst‑rating summary:
- Lists a consensus target around $16.71, with TD Cowen at the high end on $20 and KBW at the low end on $12.50 based on 2025 rating actions. [45]
How These Targets Look After Today’s Rally
Before the SoftBank spike, these targets implied very large percentage upside; after DBRG’s ~45% one‑day move, the implied upside has narrowed but is still non‑trivial, clustering roughly in the high‑teens to mid‑20% range versus the latest trading price. [46]
However, two important caveats:
- Targets often lag big news: Many of these price targets predate today’s takeover headlines, so analysts may revise them once they formally incorporate a SoftBank bid scenario—or a potential break‑up if talks fail.
- Volatile, deal‑driven tape: Short‑term price action is now dominated by M&A headlines, not quarterly earnings, so realized returns could diverge significantly from any target if the deal process changes course.
Risk Factors Investors Are Watching
Even with the exciting AI and M&A narrative, DBRG is far from risk‑free:
- Deal uncertainty: No firm SoftBank offer has been announced. Talks can break off, terms can change, and regulators or financing markets could make a transaction less attractive. [47]
- High valuation multiples: Multiple data providers show DBRG trading at triple‑digit P/E and very high P/S multiples, indicating the market is already pricing in robust growth and optionality. [48]
- Volatility and LULD halts: The stock has a history of big swings, and today’s LULD pause underscores the potential for sharp intraday moves that can be difficult to trade around. [49]
- Execution risk in AI data centers: Building gigawatt‑class AI campuses with partners like KT—and delivering returns on Yondr‑scale projects—requires massive capex, grid access, and long‑term customer contracts. Any delays or cost overruns could affect returns. [50]
- Balance‑sheet and macro risks: Some fundamental models (such as GuruFocus’ GF Score and Altman Z) flag DigitalBridge as relatively risky from a balance‑sheet standpoint, and tighter capital markets could make fundraising or exits more challenging. [51]
What to Watch Next
For traders and long‑term investors following DBRG, the key catalysts from here include:
- Formal SoftBank announcement (or denial):
- A signed agreement, rumored price, or public statement from either party would likely be the single biggest driver of the share price in the near term. [52]
- Updated analyst notes and target revisions:
- Expect Wall Street to update price targets and rating rationales once SoftBank’s intentions—and any competing bids—become clearer. [53]
- Regulatory and shareholder reaction if a deal is announced:
- Large cross‑border infra deals can face regulatory scrutiny, and DigitalBridge shareholders will need to vote on any agreed takeover. Deal spread vs. offer price will reflect perceived regulatory and financing risks.
- Closing of the Digita sale and integration of Yondr:
- Successfully closing the Digita transaction and delivering growth from Yondr’s pipeline will matter for DBRG’s value whether it remains public or becomes part of SoftBank. [54]
- Further AI data‑center announcements with KT and other partners:
- Additional project announcements, power‑purchase agreements, or hyperscaler‑leasing updates could reinforce DigitalBridge’s status as a “must‑own” AI‑infra platform—something a buyer like SoftBank is clearly betting on. [55]
Bottom Line
As of December 5, 2025, DigitalBridge has transformed from a niche infrastructure manager into a front‑page M&A and AI‑infrastructure story:
- The stock is trading near record highs after a massive one‑day rally.
- SoftBank takeover chatter has introduced a wide range of possible sale values—from the high teens into the $30s per share—according to various analyst scenarios.
- Underneath the headlines, Q3 2025 results, recent asset sales, and large AI data‑center initiatives show a company leaning hard into the AI and cloud infrastructure super‑cycle.
For now, DBRG is firmly in “event‑driven” territory. Whether the endgame is a SoftBank buyout at a premium or a stand‑alone DigitalBridge continuing to scale its global data‑center franchise, this is a stock likely to remain in the news—and on watchlists—through the end of 2025 and into 2026.
References
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