Equinix Resultados de beneficios anteriores
Pasado controles de criterios 5/6
Equinix ha aumentado sus beneficios a una tasa media anual de 21.5%, mientras que los beneficios de la industria de Specialized REITs han experimentado un crecimiento de 8.3% anual. Los ingresos han ido creciendo a una tasa media de 10.4% al año. La rentabilidad financiera de Equinix es de 9.9%, y sus márgenes netos son de 14.9%.
Información clave
21.54%
Tasa de crecimiento de los beneficios
19.65%
Tasa de crecimiento del BPA
| Crecimiento de la industria Specialized REITs | 18.00% |
| Tasa de crecimiento de los ingresos | 10.45% |
| Rentabilidad financiera | 9.92% |
| Margen neto | 14.93% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Jun 01
EQIX: AI Interconnection Demand And Metro Hubs Will Support Premium REIT Multiple
Analysts have raised their blended Equinix price target, citing slightly higher modeled revenue growth of 10.20% and a marginally lower future P/E of 68.75x, while offsetting this with a modestly higher discount rate of 7.73% in updated assumptions. Analyst Commentary Recent research has largely focused on recalibrating upside scenarios for Equinix, with several firms lifting price targets and a few highlighting valuation risk after the stock's rally.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaActualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Equinix. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 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 |
Ingresos de calidad: EQIX tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (14.9%) de EQIX son superiores a los del año pasado (10.5%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lEQIX han crecido significativamente en un 21.5% al año.
Acelerando crecimiento: El crecimiento de los beneficios de EQIX en el último año (53.4%) supera su media de 5 años (21.5% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de EQIX en el último año (53.4%) superó al de la industria Specialized REITs 9%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de EQIX (9.9%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/10 21:51 |
| Precio de las acciones al final del día | 2026/06/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Equinix, Inc. está cubierta por 64 analistas. 28 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| Brendan Lynch | Barclays |