Equinix, Inc.

NasdaqGS:EQIX Rapport sur les actions

Capitalisation boursière : US$103.0b

Equinix Croissance future

Future contrôle des critères 1/6

Equinix devrait augmenter ses bénéfices et son chiffre d'affaires de 12.7% et de 10.1% par an respectivement. Le BPA devrait croître de de 11.8% par an. Le rendement des capitaux propres devrait être 16.4% dans 3 ans.

Informations clés

12.7%

Taux de croissance des bénéfices

11.85%

Taux de croissance du BPA

Specialized REITs croissance des bénéfices10.4%
Taux de croissance des recettes10.1%
Rendement futur des capitaux propres16.36%
Couverture par les analystes

Good

Dernière mise à jour04 Aug 2026

Mises à jour récentes de la croissance future

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 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.
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:EQIX - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202812,7232,135-7295,90617
12/31/202711,3881,905-9075,02728
12/31/202610,2741,717-1,5924,29629
6/30/20269,9041,5333,9423,942N/A
3/31/20269,5261,4223,8193,819N/A
12/31/20259,2601,3503,9113,911N/A
9/30/20259,0761,0713,7483,748N/A
6/30/20258,9319943,4923,492N/A
3/31/20258,8149273,4603,460N/A
12/31/20248,7378153,2493,249N/A
9/30/20248,5921,0563,2673,267N/A
6/30/20248,4671,0353,2943,294N/A
3/31/20248,3419413,1233,123N/A
12/31/20238,1979693,2173,217N/A
9/30/20237,7998712,9782,978N/A
6/30/20237,4208073,0133,013N/A
3/31/20236,9758163,0743,074N/A
12/31/20227,1177052,9632,963N/A
9/30/20226,6106993,0953,095N/A
6/30/20226,4916392,9402,940N/A
3/31/20226,3984912,7372,737N/A
12/31/20216,2605002,5472,547N/A
9/30/20215,8904282,3412,341N/A
6/30/20215,8323422,2092,209N/A
3/31/20215,7744072,1842,184N/A
12/31/20205,6233702,3102,310N/A
9/30/20205,7854442,1532,153N/A
6/30/20205,6374982,1202,120N/A
3/31/20205,565508N/A2,088N/A
12/31/20195,159507N/A1,993N/A
9/30/20195,395492N/A2,022N/A
6/30/20195,313496N/A1,940N/A
3/31/20195,250421N/A1,936N/A
12/31/20185,102365N/A1,815N/A
9/30/20185,022321N/A1,752N/A
6/30/20184,887276N/A1,725N/A
3/31/20184,635254N/A1,493N/A
12/31/20174,348233N/A1,439N/A
9/30/20174,108231N/A1,245N/A
6/30/20173,870200N/A1,190N/A
3/31/20173,717194N/A1,162N/A
12/31/20163,612114N/A1,019N/A
9/30/20163,37761N/A954N/A
6/30/20163,14954N/A833N/A
3/31/20162,92774N/A767N/A
12/31/20152,726188N/A895N/A
9/30/20152,634-178N/A862N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de EQIX ( 12.7% par an) est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Les bénéfices de EQIX ( 12.7% par an) devraient croître plus lentement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de EQIX devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de EQIX ( 10.1% par an) devrait croître plus lentement que le marché de US ( 12.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de EQIX ( 10.1% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de EQIX devrait être faible dans 3 ans ( 16.4 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/11 03:53
Cours de l'action en fin de journée2026/08/11 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
null nullArgus Research Company
Jacob KilsteinArgus Research Company
Amir RozwadowskiBarclays