Equinix（EQIX）株式概要
エクイニクスは、世界中どこでも無限の接続性を実現するための経路を短縮します。 詳細
EQIX Community Fair Values
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Analyst Price Targets
Equinix, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1,079.68 |
| 52週高値 | US$1,128.68 |
| 52週安値 | US$710.52 |
| ベータ | 1.0 |
| 1ヶ月の変化 | 2.11% |
| 3ヶ月変化 | 12.91% |
| 1年変化 | 24.50% |
| 3年間の変化 | 49.71% |
| 5年間の変化 | 48.28% |
| IPOからの変化 | 157.07% |
最新ニュース
Recent updates
ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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
新しいナラティブ • 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 Alpha株主還元
| EQIX | US Specialized REITs | US 市場 | |
|---|---|---|---|
| 7D | 1.2% | -1.4% | 1.1% |
| 1Y | 24.5% | 1.5% | 26.7% |
業界別リターン: EQIX過去 1 年間で1.5 % の収益を上げたUS Specialized REITs業界を上回りました。
リターン対市場: EQIXは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| EQIX volatility | |
|---|---|
| EQIX Average Weekly Movement | 2.6% |
| Specialized REITs Industry Average Movement | 3.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: EQIX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: EQIXの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1998 | 13,716 | Adaire Fox-Martin | www.equinix.com |
Equinix, Inc.は、世界のあらゆる場所で無限の接続性を実現するためのパスを短縮します。エクイニクスのデジタルインフラ、データセンター、相互接続されたエコシステムは、私たちの仕事、生活、地球を向上させるイノベーションを後押しします。エクイニクスは、経済、国、組織、コミュニティをつなぎ、シームレスなデジタル体験と最先端のAIを迅速かつ効率的に、あらゆる場所に提供します。エクイニクスは1998年6月22日に設立され、米国レッドウッドシティに本社を置いています。
Equinix, Inc. 基礎のまとめ
| EQIX 基礎統計学 | |
|---|---|
| 時価総額 | US$106.25b |
| 収益（TTM） | US$1.42b |
| 売上高(TTM) | US$9.53b |
74.9x
PER（株価収益率11.2x
P/SレシオEQIX は割高か？
公正価値と評価分析を参照収益と収入
| EQIX 損益計算書（TTM） | |
|---|---|
| 収益 | US$9.53b |
| 売上原価 | US$4.61b |
| 売上総利益 | US$4.92b |
| その他の費用 | US$3.49b |
| 収益 | US$1.42b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 14.42 |
| グロス・マージン | 51.61% |
| 純利益率 | 14.93% |
| 有利子負債／自己資本比率 | 137.0% |
EQIX の長期的なパフォーマンスは？
過去の実績と比較を見る| Equinix 配当日 | |
|---|---|
| 配当落ち日 | May 20 2026 |
| 配当支払日 | Jun 17 2026 |
| 配当落ちまでの日数 | 5 days |
| 配当支払日までの日数 | 33 days |
EQIX 配当は確実ですか？
EQIX 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/14 10:43 |
| 終値 | 2026/05/14 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Equinix, Inc. 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。66
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| Brendan Lynch | Barclays |