Why Is DigitalBridge Stock Surging in Premarket? SoftBank Acquisition Talks Reported

DigitalBridge Group, Inc. (NYSE: DBRG) stock experienced a dramatic surge in premarket trading on Monday, December 29, 2025, jumping to $20.10, up $6.17 or 44.29% from its previous close of $13.62. The spike follows reports from Bloomberg and other media outlets that Japanese conglomerate SoftBank Group Corp. is in advanced talks to acquire the digital infrastructure investment firm.

The potential deal, which could be announced as early as today, aligns with SoftBank’s strategy to capitalize on the artificial intelligence-driven surge in demand for data centers and digital infrastructure assets.

SoftBank Nears Acquisition Deal for DigitalBridge

According to Bloomberg News, SoftBank Group Corp. is in advanced discussions to acquire DigitalBridge Group Inc., a private equity firm specializing in digital infrastructure investments including data centers, fiber networks, cell towers, and edge infrastructure. Sources familiar with the negotiations indicate that while talks are at an advanced stage, a final agreement has not yet been reached, and details including the timing of any announcement could still change.

The transaction terms have not been disclosed, but the deal represents part of SoftBank founder Masayoshi Son’s broader campaign to take advantage of the AI-driven boom in digital infrastructure.

DigitalBridge, led by CEO Marc Ganzi, manages approximately $108 billion of infrastructure assets on behalf of its limited partners and shareholders. The firm’s portfolio includes prominent digital infrastructure operators such as DataBank, Switch, Vantage Data Centers, and Yondr Group.

Representatives for both SoftBank and DigitalBridge did not immediately respond to requests for comment about the potential transaction. This would not be SoftBank’s first foray into asset management, having previously acquired Fortress Investment Group for more than $3 billion in 2017.

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DigitalBridge Shares Rally on Takeover Talk Momentum

Prior to the acquisition news, DigitalBridge stock had closed at $13.62 on Friday, December 26. The premarket surge to $20.10 at 4:45:49 AM EST on Monday represents a remarkable 44.29% gain. The company currently has a market capitalization of approximately $2.54 billion, with an enterprise value of $3.8 billion when including debt.

DigitalBridge’s stock had previously experienced significant volatility, falling 13% earlier in the year before Bloomberg first reported on the potential acquisition talks on December 5, which triggered a 45% single-day surge.

The stock’s performance metrics show a year-to-date return of 23.77%, outpacing the S&P 500’s 17.82% YTD return. Over the past year, DBRG has delivered a 28.79% return compared to the S&P 500’s 14.78%. However, the longer-term picture shows challenges, with a 5-year return of negative 29.40% compared to the S&P 500’s positive 87.14%.

Analyst consensus shows a price target average of $17.83, with recommendations ranging from a high of $23.00 to a low of $13.50. The most recent analyst rating came from RBC Capital on December 8, 2025, maintaining an “Outperform” rating and raising the price target from $19 to $23.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.