Equinix (EQIX) 주식 개요
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EQIX Community Fair Values
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Analyst Price Targets
Equinix, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$1,086.22 |
| 52주 최고가 | US$1,128.68 |
| 52주 최저가 | US$710.52 |
| 베타 | 1.0 |
| 1개월 변동 | 5.43% |
| 3개월 변동 | 26.79% |
| 1년 변동 | 24.79% |
| 3년 변동 | 46.73% |
| 5년 변동 | 51.91% |
| IPO 이후 변동 | 158.62% |
최근 뉴스 및 업데이트
Recent updates
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.
새 내러티브 • 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.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.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 Alpha내러티브 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 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
새 내러티브 • 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 Alpha주주 수익률
| EQIX | US Specialized REITs | US 시장 | |
|---|---|---|---|
| 7D | 0.3% | 1.1% | 2.6% |
| 1Y | 24.8% | 4.2% | 26.2% |
수익률 대 산업: EQIX은 지난 1년 동안 4.2%의 수익을 기록한 US Specialized REITs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: EQIX은 지난 1년 동안 26.2%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| EQIX volatility | |
|---|---|
| EQIX Average Weekly Movement | 3.9% |
| Specialized REITs Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 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(4%)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$105.73b |
| 순이익 (TTM) | US$1.42b |
| 매출 (TTM) | US$9.53b |
75.3x
주가수익비율(P/E)11.2x
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 보기| Equinix 배당 일정 | |
|---|---|
| 배당락일 | May 20 2026 |
| 배당 지급일 | Jun 17 2026 |
| 배당락일까지 남은 일수 | 8 days |
| 배당 지급일까지 남은 일수 | 36 days |
EQIX는 안정적으로 배당을 지급합니까?
EQIX 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 04:41 |
| 종가 | 2026/05/11 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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 66명의 분석가가 다루고 있습니다. 이 중 27명의 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 |