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PLD · Archive

PLD · Monthly research archive

Every month we publish a fresh rating. Read prior months' commentary, ratings, and price trend at a glance.

2026-05Vendre

PLD May 2026 · sell

Prologis is a best-in-class industrial REIT with a massive global footprint, well-positioned to benefit from long-term secular tailwinds in e-commerce and supply chain optimization. However, shares are currently priced for absolute perfection, embedding an aggressive 11.5% long-term growth rate completely untethered from physical asset realities.

$144.09