Iron Mountain Stock News

I rate Iron Mountain Incorporated a hold due to its premium valuation, despite outstanding long-term performance and strong business fundamentals. IRM is a global leader in storage and information management, benefiting from surging data center demand driven by AI and digital transformation. Q2 2025 saw record revenues and earnings, with management raising full-year guidance and projecting cont...

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framewor...

Tech sector capital investment is surging, but enterprise AI adoption is showing disappointing returns, with 95% seeing zero ROI per an MIT study. This disconnect raises concerns about who will ultimately pay for the ongoing AI investment if enterprise customers remain slow to realize benefits. Recent underperformance in growth tech stocks reflects these doubts, while value-oriented dividend st...

REITs are poised to outperform in the coming years as interest rates are expected to decline, reversing recent underperformance. NNN REIT offers an attractive entry point with a strong yield, conservative payout, and potential price appreciation as headwinds subside. Alexandria Real Estate Equities is fundamentally sound despite recent price drops, offering a high yield and significant upside i...

Inflation is in a tug of war: Disinflationary housing offsets inflationary tariffs, but tariffs will increasingly push consumer prices higher over the next year. The economy and stock market are both K-shaped, with affluent consumers and AI-related stocks thriving while others struggle or stagnate. Despite these divergences, I remain committed to value-oriented dividend growth investing, focusi...

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions eve...

I remain committed to dividend growth investing, adapting my strategy to balance growth, yield, and defensiveness amid demographic and economic shifts. My 'galley ship' portfolio model uses ballast (cash), rowers (compounders), and sails (high-yielders) to optimize for both income growth and stability. Recent portfolio adjustments focus on defensive, recession-resistant stocks and ETFs, emphasi...

Iron Mountain Incorporated (NYSE:IRM ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Barry A. Hytinen - Executive VP & CFO Mark Andrew Rupe - Senior VP & Head of Investor Relations William L.