Reports from Bloomberg and other media outlets indicate that Japan’s SoftBank Group Corp. is in advanced discussions to acquire DigitalBridge Group, a New York–listed digital infrastructure investment firm. While no agreement has been finalized, sources suggest an announcement could come as soon as December 29, 2025. The potential acquisition aligns with SoftBank founder Masayoshi Son’s strategy to capitalize on the AI-driven surge in demand for data centers and related assets.

Following the takeover news, DigitalBridge shares jumped as much as 50% in premarket trading, peaking at a 50% gain before settling roughly 35% higher by 4:45 a.m. ET. This surge follows a previous spike of 44.29%, with shares moving from a close of $13.62 to $20.10 in a single session. The company’s market capitalization now stands at approximately $2.54 billion, with an enterprise value of $3.8 billion when factoring in outstanding debt.

DigitalBridge manages roughly $108 billion in infrastructure assets on behalf of its investors, spanning data centers, fiber networks, cell towers and edge facilities. Key portfolio companies include DataBank, Switch, Vantage Data Centers and Yondr Group. The firm’s diversified holdings position it to benefit from the accelerating global demand for high-performance computing and network capacity driven by artificial intelligence workloads.

Analyst consensus on DigitalBridge reflects an average price target of $17.83, with individual forecasts ranging from $13.50 to $23.00. On December 8, 2025, RBC Capital maintained an “Outperform” rating and raised its target to $23. Year-to-date, the stock has gained approximately 23%, outperforming its broader peer benchmark, and it has delivered a 28.8% return over the past 12 months despite a five-year cumulative decline of 29.4%.