Equinix Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 5/6
Equinix verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 21.5%, während die Gewinne der Branche Specialized REITs jährlich um gewachsen und zwar um 8.3%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 10.4%. Die Eigenkapitalrendite von Equinix beträgt 9.9% und die Nettomargen betragen 14.9%.
Wichtige Informationen
21.54%
Wachstumsrate der Gewinne
19.65%
EPS-Wachstumsrate
| Specialized REITs Wachstum der Industrie | 18.00% |
| Wachstumsrate der Einnahmen | 10.45% |
| Eigenkapitalrendite | 9.92% |
| Netto-Marge | 14.93% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • May 14
EQIX: Fair View Sees AI Interconnection Demand Tested By Elevated REIT Premium
Equinix's updated fair value estimate has moved from $1,110.59 to $1,197.11 as analysts factor in higher assumed revenue growth, slightly stronger profit margins, and a modestly different discount rate, alongside a revised future P/E framework following a wave of price target increases across the Street. Analyst Commentary The recent reset in Equinix's fair value estimate comes alongside a dense stretch of Street research, with many firms revisiting their models and price targets in light of updated company guidance and sector positioning.Narrativ-Update • Apr 27
EQIX: Fair View Sees AI Interconnection Momentum And Premium REIT Risks Persisting
Equinix's updated analyst fair value estimate has increased from about $1,045 to roughly $1,111, as analysts incorporate recent Street research that raises price targets following updated views on revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent Street research around Equinix clusters around higher valuation anchors, with many firms lifting price targets and a few turning more cautious on how far the recent rally has already priced in the story.
Neues Narrativ • Apr 26
Equinix (EQIX): The Crown Jewel of Digital Infrastructure—And the Historic Premium Its Stock Demands
The Internet's Most Valuable Meeting Place Equinix, Inc. (EQIX) is the world's largest digital infrastructure company, operating more than 260 International Business Exchange data centers across 71 cities and 33 countries.Narrativ-Update • Apr 11
EQIX: Fair View Sees AI Connectivity Ambitions And Premium REIT Risks Shaping 2026
Equinix's analyst fair value estimate edges up to $1,044.61 from $1,036.41, as analysts weigh a series of higher Street price targets and supportive views on the company's data center positioning, along with modest tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Street research around Equinix has been active, with a series of new initiations and price target adjustments feeding into the updated fair value estimate.Seeking Alpha • Apr 10
Equinix: An Investment-Grade Data Center REIT With A Compelling Growth Story
Summary Equinix gets its prior two buy ratings reaffirmed, agreeing with the latest bullish consensus from Wall Street. Upside drivers include growth in recurring revenue and data center demand and proven FFO growth despite a high operating cost model. The dividend story includes a proven 10-year steady growth, along with adequate AFFO coverage, making it a dividend idea for this month. Technical chart patterns indicated a continued bullish price trend, despite other data indicating it may be overvalued by now. Read the full article on Seeking AlphaNarrativ-Update • Mar 27
EQIX: Fair View Sees AI Infrastructure Demand And REIT Risks Shaping 2026
The analyst fair value estimate for Equinix has been adjusted modestly higher to $1,036.41. Analysts point to a series of upward price target revisions and positive commentary on the company’s position in enterprise data centers and digital infrastructure demand as key supports for the change.Narrativ-Update • Mar 13
EQIX: Fair View Sees Enterprise Data Centers And AI Demand Shaping 2026
The analyst fair value estimate for Equinix edges up from $1,023.27 to $1,027.15. Analysts point to the company’s role as a core enterprise data center provider, repeated price target increases across the Street, and fresh Outperform initiations that highlight its interconnection footprint and recurring revenue profile.Narrativ-Update • Feb 27
EQIX: Fair View Sees AI Demand And REIT Caution Shaping 2026
The analyst fair value estimate for Equinix has been raised from $1,008.31 to $1,023.27, with analysts pointing to higher Street price targets, updated 2026 revenue and AFFO guidance, and expectations for stronger recurring revenue supported by recent record gross bookings. Analyst Commentary Recent Street research on Equinix reflects a cluster of higher price targets and generally constructive views on execution and growth, with a few more cautious voices focused on relative sector positioning and prior target levels.Narrativ-Update • Feb 13
EQIX: Fair View Balances AI Demand Hopes And Sector Reit Caution
Our fair value estimate for Equinix has been raised by about $43 to $1,008. This reflects a series of higher analyst price targets supported by expectations for stronger revenue growth and slightly better profit margins, partly balanced by a modestly higher discount rate and a lower assumed future P/E multiple.Narrativ-Update • Nov 01
EQIX: Recent Data Center Expansion Will Drive AI Infrastructure Demand
Narrative Update on Equinix Analysts have raised their price target for Equinix to $965.56 from $957. This update is based on improved revenue growth projections and recent adjustments to data center sector models.Seeking Alpha • Apr 17
Equinix: A Good Long-Term Holding Amid Recession Risk
Summary Equinix (EQIX) remains a strong candidate due to its recurring revenue model, despite recent underperformance and legal challenges from a Hindenburg Research report. Equinix has maintained 88 consecutive quarters of revenue growth, although recent growth has slowed to high single digits. The company's margins are robust, with a 47% adjusted EBITDA margin, and over 90% of its revenue is recurring, making it resilient in downturns. Equinix is well-positioned to benefit from increased AI workloads, with significant capex projected for AI infrastructure upgrades by 2028. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Equinix Falls As Data Center Demand Tempers
Summary Equinix's valuation had become unreasonable due to strong AI sector tailwinds, leading to a Sell rating despite strong fundamentals in January. EQIX's share price has declined 15% from its peak, returning to a more rational valuation midpoint with forward FFO per share now at 30x. Shifting demand in the data center sector, particularly from large tech companies like Microsoft, has tempered the previously unlimited growth expectations. EQIX stock is now upgraded to a Hold as the data center outlook shifts, indicating a potential consolidation phase similar to post-pandemic industrial space trends. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
Equinix: Microsoft's Spending Shift Signals Trouble For Data Center Growth
Summary Equinix faces risks from a potential slowdown in hyperscaler demand, especially after Microsoft’s recent comments, making the data center industry vulnerable to shifts in AI investment. Despite strong operational performance and record bookings, Equinix's aggressive growth projections for FY'26 and beyond appear overly optimistic. Rising competition and the capital-intensive nature of the business pose additional risks, with Equinix's high valuation multiples being hard to justify. Given these concerns, I recommend avoiding Equinix stock until there's more clarity on demand sustainability and profitability. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Equinix: Market Leader Positioned For AI Growth, But Is It A Buy?
Summary Equinix, a leading digital infrastructure provider, operates 268 data centers globally, focusing on interconnection and collaboration. Equinix reported Q3 revenues of $2.2 billion, a 7% YoY increase, driven by recurring revenue and xScale fees. Despite needing costly upgrades, Equinix's industry-leading procurement and construction teams offsets some risks and supports expansion. Equinix's current valuation appears to have significant growth priced in, which warrants caution from investors. Read the full article on Seeking AlphaSeeking Alpha • Oct 28
Equinix: Selling Shovels In A Gold Rush
Summary Equinix, a leading data center REIT, shows consistent growth and strong fundamentals. Our unique methodology provides a powerful strategy for identifying favorable risk-reward setups in stocks like EQIX. Accurate analysis in charts such as EQIX requires detailed work to avoid guesswork and ensure reliable market direction predictions. The current bullish setup for EQIX suggests significant upside potential with defined downside risk. Read the full article on Seeking AlphaSeeking Alpha • Oct 11
Equinix: Buy This Golden Apple On The Data Center Tree
Summary In a world where diversification is preached, REITs offer a unique take. Instead of a basket of many REITs, hand-picking particular REITs from each sector is optimal. Equinix is an ideal buy due to its immense global reach, flexible balance sheets, and initiatives enhancing portfolio occupancy and energy efficiency. A precedent transactions analysis and a discounted cash flow analysis gives me a weighted par value of $884.67, a 0.9% upside from Equinix's share price at the time. A catalyst includes a trend towards joint ventures, minority stakes and private equity transactions, providing more optionality towards DC investments. However, potential competition from local data center operators in emerging markets, which may benefit from local expertise and government support, could cause EQIX to miss out on multiples expansion whilst local operators scale up with faster compounded growth rates. Read the full article on Seeking Alpha
Neues Narrativ • Aug 19
Expanding Data Centers And AI Services Fuel Growth Amidst Global Digital Demand Surge
Expansion and modernization of data centers, alongside strategic acquisitions, signal a commitment to infrastructure enhancement and global market penetration.Seeking Alpha • Aug 14
Equinix Q2 Results: Solid Earnings But Valuation And Risks Loom Large
Summary Equinix had a strong second quarter, beating revenue, EPS, and FFO expectations. Strategic partnerships with some of the largest firms in the world along with secular tailwinds make this company very interesting. High insider selling combined with potential accounting fraud poses massive risks to potential shareholders. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Equinix Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 9,526 | 1,422 | 2,764 | 0 |
| 31 Dec 25 | 9,260 | 1,350 | 2,746 | 0 |
| 30 Sep 25 | 9,076 | 1,071 | 2,691 | 0 |
| 30 Jun 25 | 8,931 | 994 | 2,673 | 0 |
| 31 Mar 25 | 8,814 | 927 | 2,657 | 0 |
| 31 Dec 24 | 8,737 | 815 | 2,660 | 0 |
| 30 Sep 24 | 8,592 | 1,056 | 2,666 | 0 |
| 30 Jun 24 | 8,467 | 1,035 | 2,611 | 0 |
| 31 Mar 24 | 8,341 | 941 | 2,577 | 0 |
| 31 Dec 23 | 8,197 | 969 | 2,512 | 0 |
| 30 Sep 23 | 7,799 | 871 | 2,485 | 0 |
| 30 Jun 23 | 7,420 | 807 | 2,438 | 0 |
| 31 Mar 23 | 6,975 | 816 | 2,394 | 0 |
| 31 Dec 22 | 7,117 | 705 | 2,335 | 0 |
| 30 Sep 22 | 6,610 | 699 | 2,225 | 0 |
| 30 Jun 22 | 6,491 | 639 | 2,174 | 0 |
| 31 Mar 22 | 6,398 | 491 | 2,104 | 0 |
| 31 Dec 21 | 6,260 | 500 | 2,043 | 0 |
| 30 Sep 21 | 5,890 | 428 | 1,990 | 0 |
| 30 Jun 21 | 5,832 | 342 | 1,924 | 0 |
| 31 Mar 21 | 5,774 | 407 | 1,852 | 0 |
| 31 Dec 20 | 5,623 | 370 | 1,809 | 0 |
| 30 Sep 20 | 5,785 | 444 | 1,735 | 0 |
| 30 Jun 20 | 5,637 | 498 | 1,687 | 0 |
| 31 Mar 20 | 5,565 | 508 | 1,643 | 0 |
| 31 Dec 19 | 5,159 | 507 | 1,586 | 0 |
| 30 Sep 19 | 5,395 | 492 | 1,548 | 0 |
| 30 Jun 19 | 5,313 | 496 | 1,509 | 0 |
| 31 Mar 19 | 5,250 | 421 | 1,482 | 0 |
| 31 Dec 18 | 5,102 | 365 | 1,460 | 0 |
| 30 Sep 18 | 5,022 | 321 | 1,434 | 0 |
| 30 Jun 18 | 4,887 | 276 | 1,412 | 0 |
| 31 Mar 18 | 4,635 | 254 | 1,380 | 0 |
| 31 Dec 17 | 4,348 | 233 | 1,328 | 0 |
| 30 Sep 17 | 4,108 | 231 | 1,279 | 0 |
| 30 Jun 17 | 3,870 | 200 | 1,228 | 0 |
| 31 Mar 17 | 3,717 | 194 | 1,171 | 0 |
| 31 Dec 16 | 3,612 | 114 | 1,133 | 0 |
| 30 Sep 16 | 3,377 | 61 | 1,066 | 0 |
| 30 Jun 16 | 3,149 | 54 | 981 | 0 |
| 31 Mar 16 | 2,927 | 74 | 906 | 0 |
| 31 Dec 15 | 2,726 | 188 | 825 | 0 |
| 30 Sep 15 | 2,634 | -178 | 795 | 0 |
| 30 Jun 15 | 2,567 | -176 | 770 | 0 |
Qualität der Erträge: EQIX hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: EQIXDie aktuellen Gewinnspannen (14.9%) sind höher als im letzten Jahr (10.5%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: EQIXIn den letzten 5 Jahren sind die Einnahmen von 21.5% pro Jahr erheblich gestiegen.
Beschleunigtes Wachstum: EQIXDas Gewinnwachstum des Unternehmens im letzten Jahr (53.4%) übertrifft seinen 5-Jahres-Durchschnitt (21.5% pro Jahr).
Erträge im Vergleich zur Industrie: EQIX Das Gewinnwachstum im vergangenen Jahr (53.4%) übertraf das der Branche Specialized REITs 9% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: EQIXDie Eigenkapitalrendite des Unternehmens (9.9%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/20 11:35 |
| Aktienkurs zum Tagesende | 2026/05/20 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Equinix, Inc. wird von 66 Analysten beobachtet. 27 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| Brendan Lynch | Barclays |