Equinix (EQIX) Aperçu de l'action
Equinix, Inc. raccourcit le chemin vers une connectivité illimitée partout dans le monde. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 1/6 |
| Performances passées | 5/6 |
| Santé financière | 3/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
EQIX Community Fair Values
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Analyst Price Targets
Equinix, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$1,102.10 |
| Plus haut sur 52 semaines | US$1,128.68 |
| Plus bas sur 52 semaines | US$720.62 |
| Bêta | 0.97 |
| Variation sur 1 mois | 8.05% |
| Variation sur 3 mois | 3.72% |
| Variation sur 1 an | 41.06% |
| Variation sur 3 ans | 46.99% |
| Variation sur 5 ans | 31.89% |
| Évolution depuis l'introduction en bourse | 162.40% |
Nouvelles et mises à jour récentes
Seeking Alpha • Aug 04
Data Center REIT Equinix Still A Bull Case After Q2 Results Impress
Summary Data center REIT Equinix gets prior buy rating reaffirmed after Q2 results in late July. Positives include an investment-grade rating from Fitch, strong dividend coverage, revenue and FFO growth, and global scale with few real competitors. Some downside is seen from a market pullback in EQIX stock and a low upside forecast in the near term, along with a rich valuation. This niche is dependent on high power and cooling needs, putting into question the durability of grids globally. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 04
EQIX: AI And Cloud Demand Will Support Premium Multiple Going Forward
Equinix's analyst fair value estimate has been revised higher from $1,197.11 to $1,222.31 as analysts factor in stronger top line expectations, slightly lower assumed future P/E levels around 66.8x, and supportive research citing robust AI and cloud driven demand alongside raised long term guidance. Analyst Commentary Recent research coverage on Equinix points to broadly supportive sentiment, with several analysts updating their models after the latest results and guidance.Recent updates
Seeking Alpha • Aug 04
Data Center REIT Equinix Still A Bull Case After Q2 Results Impress
Summary Data center REIT Equinix gets prior buy rating reaffirmed after Q2 results in late July. Positives include an investment-grade rating from Fitch, strong dividend coverage, revenue and FFO growth, and global scale with few real competitors. Some downside is seen from a market pullback in EQIX stock and a low upside forecast in the near term, along with a rich valuation. This niche is dependent on high power and cooling needs, putting into question the durability of grids globally. Read the full article on Seeking AlphaMise à jour du récit • Aug 04
EQIX: AI And Cloud Demand Will Support Premium Multiple Going Forward
Equinix's analyst fair value estimate has been revised higher from $1,197.11 to $1,222.31 as analysts factor in stronger top line expectations, slightly lower assumed future P/E levels around 66.8x, and supportive research citing robust AI and cloud driven demand alongside raised long term guidance. Analyst Commentary Recent research coverage on Equinix points to broadly supportive sentiment, with several analysts updating their models after the latest results and guidance.Article d’analyse • Jun 19
Equinix (EQIX) Stock Could Be 8.8% Undervalued After New AI Infrastructure Partnerships
Recent partnerships have put Equinix (EQIX) in focus for investors watching the build out of enterprise AI infrastructure. Fresh collaborations with F5, Cisco, NVIDIA and Presidio center on secure, governed, multicloud AI deployment. See our latest analysis for Equinix. Those AI partnerships are landing at a time when Equinix’s share price has already been strong, with a year to date share price return of 42.94% and a 1 year total shareholder return of 25.95%. This suggests momentum has been...Mise à jour du récit • Jun 15
EQIX: AI Data Center Demand And Focus List Status Will Support Premium Multiple
Equinix's updated analyst price target, anchored around $1,240 after a wave of target increases and a recent addition to a major Focus List, reflects analysts' view that recurring revenue growth and margins support a slightly lower discount rate and steady long term assumptions in the model. Analyst Commentary Recent research updates around Equinix largely cluster around higher price targets and fresh positive coverage, framed by one valuation driven downgrade.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaRendement pour les actionnaires
| EQIX | US Specialized REITs | US Marché | |
|---|---|---|---|
| 7D | 5.7% | 1.5% | 0.6% |
| 1Y | 41.1% | 8.4% | 20.1% |
Rendement vs Industrie: EQIX a dépassé le secteur US Specialized REITs qui a rapporté 8.4 % au cours de l'année écoulée.
Rendement vs marché: EQIX a dépassé le marché US qui a rapporté 20.1 % au cours de l'année écoulée.
Volatilité des prix
| EQIX volatility | |
|---|---|
| EQIX Average Weekly Movement | 3.8% |
| Specialized REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: EQIX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de EQIX ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1998 | 13,716 | Adaire Fox-Martin | www.equinix.com |
Equinix, Inc. raccourcit le chemin vers une connectivité illimitée partout dans le monde. Son infrastructure numérique, l'empreinte de ses datacenters et ses écosystèmes interconnectés favorisent les innovations qui améliorent notre travail, notre vie et notre planète. Equinix connecte les économies, les pays, les organisations et les communautés, offrant des expériences numériques transparentes et une IA de pointe rapidement, efficacement et partout.
Equinix, Inc. Résumé des fondamentaux
| EQIX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$108.75b |
| Bénéfices(TTM) | US$1.53b |
| Recettes(TTM) | US$9.90b |
70.9x
Ratio P/E11.0x
Ratio P/SLe site EQIX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| EQIX compte de résultat (TTM) | |
|---|---|
| Recettes | US$9.90b |
| Coût des recettes | US$4.76b |
| Marge brute | US$5.15b |
| Autres dépenses | US$3.62b |
| Les revenus | US$1.53b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 15.54 |
| Marge brute | 51.98% |
| Marge bénéficiaire nette | 15.48% |
| Ratio dettes/capitaux propres | 136.9% |
Quelles ont été les performances à long terme de EQIX?
Voir les performances historiques et les comparaisonsDividendes
1.9%
Rendement actuel des dividendes66%
Ratio de distributionLe site EQIX verse-t-il des dividendes fiables ?
Voir EQIX l'historique des dividendes et les indices de référence| Equinix dates des dividendes | |
|---|---|
| Date ex-dividende | Aug 19 2026 |
| Date de paiement du dividende | Sep 16 2026 |
| Jours jusqu'au dividende Ex | 3 days |
| Jours jusqu'à la date de paiement du dividende | 31 days |
Le site EQIX verse-t-il des dividendes fiables ?
Voir EQIX l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/16 11:02 |
| Cours de l'action en fin de journée | 2026/08/14 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
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| Propriété | 10 ans |
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| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Equinix, Inc. est couverte par 63 analystes. 29 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| Amir Rozwadowski | Barclays |