Prologis Inc. (PLD) — What Changed

Material changes in the AI committee's view · 22 events tracked · Detected nightly

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2026-07-31 MATERIAL
▲ Agreement Shift

PLD's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▼ Score Change

PLD's Committee score moved from 55.30 to 54.23 (-1.07, 1 day(s) apart).

55.30 → 54.23 (-1.1)

2026-07-30 MINOR
▼ Score Change

PLD's Committee score moved from 55.50 to 55.30 (-0.20, 1 day(s) apart).

55.50 → 55.30 (-0.2)

2026-07-28 MATERIAL
▼ Agreement Shift

PLD's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-28 MINOR
▼ Score Change

PLD's Committee score moved from 57.24 to 55.50 (-1.74, 1 day(s) apart).

57.24 → 55.50 (-1.7)

2026-07-24 MINOR
▼ Score Change

PLD's Committee score moved from 56.12 to 55.81 (-0.31, 1 day(s) apart).

56.12 → 55.81 (-0.3)

2026-07-18 MINOR
▼ Score Change

PLD's Committee score moved from 57.31 to 56.19 (-1.12, 1 day(s) apart).

57.31 → 56.19 (-1.1)

2026-07-17 MINOR
▲ Score Change

PLD's Committee score moved from 54.35 to 57.31 (+2.96, 1 day(s) apart).

54.35 → 57.31 (+3.0)

2026-07-16 MATERIAL
▼ Agreement Shift

PLD's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-16 MINOR
▲ Score Change

PLD's Committee score moved from 53.37 to 54.35 (+0.98, 1 day(s) apart).

53.37 → 54.35 (+1.0)

2026-07-15 MINOR
▼ Agreement Shift

PLD's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-15 MAJOR
▼ Score Change

PLD's Committee score moved from 61.40 to 53.37 (-8.03, 1 day(s) apart).

61.40 → 53.37 (-8.0)

2026-07-15 MATERIAL
— Conviction Change

PLD's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-15 MAJOR
— Rating Change

PLD moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-14 MAJOR
▲ Agreement Shift

PLD's Committee agreement moved from 42.90% to 60.00% (+17.10pp, 1 day(s) apart).

42.90 → 60.00 (+17.1)

2026-07-14 MINOR
▲ Score Change

PLD's Committee score moved from 56.54 to 61.40 (+4.86, 1 day(s) apart).

56.54 → 61.40 (+4.9)

2026-07-14 MATERIAL
— Conviction Change

PLD's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-14 MAJOR
— Rating Change

PLD moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-13 MAJOR
▲ Agreement Shift

PLD's Committee agreement moved from 42.90% to 60.00% (+17.10pp, 1 day(s) apart).

42.90 → 60.00 (+17.1)

2026-07-13 MAJOR
▲ Score Change

PLD's Committee score moved from 56.84 to 65.83 (+8.99, 1 day(s) apart).

56.84 → 65.83 (+9.0)

2026-07-13 MATERIAL
— Conviction Change

PLD's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MAJOR
— Rating Change

PLD moved from Watch to Buy (1 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →