Equinix (EQIX) 주식 개요
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Analyst Price Targets
Equinix, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$1,091.30 |
| 52주 최고가 | US$1,128.68 |
| 52주 최저가 | US$720.62 |
| 베타 | 0.97 |
| 1개월 변동 | 1.97% |
| 3개월 변동 | 13.32% |
| 1년 변동 | 39.00% |
| 3년 변동 | 39.21% |
| 5년 변동 | 36.33% |
| IPO 이후 변동 | 159.83% |
최근 뉴스 및 업데이트
Seeking Alpha • Jun 24
Equinix Says AI Is Not Dead, Further Consolidation Likely
Summary Equinix, Inc.'s growing CapEx, record backlog, and rising recurring revenue per cabinet highlight durable AI monetization prospects and underscore the raised FY2026 guidance. This is significantly aided by their ability to deliver expanding capacity within metropolitan areas while reporting an extremely healthy balance sheet and minimal equity dilution. Otherwise, it goes without saying that Equinix's YTD rally has been overly done, given the underwhelming dividend yields and the mixed FY2029 growth guidance. The stock trades at expensive Price/AFFO of 25.35x versus peers/historical levels, with the slower projected AFFO per share growth at a 4Y CAGR of +6.8% making its premium less compelling. Combined with the overbought technicals and the ongoing consolidation since April 2026, Equinix remains a Hold here. Read the full article on Seeking Alpha분석 기사 • 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...
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • Jun 24
Equinix Says AI Is Not Dead, Further Consolidation Likely
Summary Equinix, Inc.'s growing CapEx, record backlog, and rising recurring revenue per cabinet highlight durable AI monetization prospects and underscore the raised FY2026 guidance. This is significantly aided by their ability to deliver expanding capacity within metropolitan areas while reporting an extremely healthy balance sheet and minimal equity dilution. Otherwise, it goes without saying that Equinix's YTD rally has been overly done, given the underwhelming dividend yields and the mixed FY2029 growth guidance. The stock trades at expensive Price/AFFO of 25.35x versus peers/historical levels, with the slower projected AFFO per share growth at a 4Y CAGR of +6.8% making its premium less compelling. Combined with the overbought technicals and the ongoing consolidation since April 2026, Equinix remains a Hold here. Read the full article on Seeking Alpha분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha주주 수익률
| EQIX | US Specialized REITs | US 시장 | |
|---|---|---|---|
| 7D | -0.08% | 1.7% | -2.6% |
| 1Y | 39.0% | 6.3% | 20.0% |
수익률 대 산업: EQIX은 지난 1년 동안 6.3%의 수익을 기록한 US Specialized REITs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: EQIX은 지난 1년 동안 20%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| EQIX volatility | |
|---|---|
| EQIX Average Weekly Movement | 2.6% |
| Specialized REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: EQIX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: EQIX의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1998 | 13,716 | Adaire Fox-Martin | www.equinix.com |
는 전 세계 어디에서나 무한한 연결로 가는 길을 단축합니다. 의 디지털 인프라, 데이터 센터 공간, 상호 연결된 에코시스템은 우리의 업무, 삶, 지구를 개선하는 혁신을 지원합니다. 에퀴닉스는 경제, 국가, 조직, 커뮤니티를 연결하여 어디서나 빠르고 효율적으로 원활한 디지털 경험과 최첨단 AI를 제공합니다.
Equinix, Inc. 기초 지표 요약
| EQIX 기초 통계 | |
|---|---|
| 시가총액 | US$107.26b |
| 순이익 (TTM) | US$1.42b |
| 매출 (TTM) | US$9.53b |
75.7x
주가수익비율(P/E)11.3x
주가매출비율(P/S)EQIX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| EQIX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$9.53b |
| 매출원가 | US$4.61b |
| 총이익 | US$4.92b |
| 기타 비용 | US$3.49b |
| 순이익 | US$1.42b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 14.42 |
| 총이익률 | 51.61% |
| 순이익률 | 14.93% |
| 부채/자본 비율 | 137.0% |
EQIX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.9%
현재 배당 수익률69%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/26 04:42 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Equinix, Inc.는 63명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| Brendan Lynch | Barclays |