Equinix (EQIX) Aandelenoverzicht
Equinix, Inc. verkort de weg naar grenzeloze connectiviteit overal ter wereld. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 5/6 |
Beloningen
Risicoanalyse
EQIX Community Fair Values
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Analyst Price Targets
Equinix, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$1,079.79 |
| 52 Week Hoogtepunt | US$1,128.68 |
| 52 Week Laag | US$710.52 |
| Bèta | 1.0 |
| 1 maand verandering | -2.61% |
| 3 maanden verandering | 13.44% |
| 1 Jaar Verandering | 25.05% |
| 3 jaar verandering | 48.09% |
| 5 jaar verandering | 46.57% |
| Verandering sinds IPO | 157.09% |
Recent nieuws en updates
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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
Nieuw narratief • 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.Rendement voor aandeelhouders
| EQIX | US Specialized REITs | US Markt | |
|---|---|---|---|
| 7D | 1.6% | 2.6% | 1.1% |
| 1Y | 25.1% | 4.6% | 28.7% |
Rendement versus industrie: EQIX overtrof de US Specialized REITs industrie, die het afgelopen jaar een rendement 4.6 % opleverde.
Rendement versus markt: EQIX presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.7 % opleverde.
Prijsvolatiliteit
| EQIX volatility | |
|---|---|
| EQIX Average Weekly Movement | 2.5% |
| Specialized REITs Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: EQIX heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van EQIX is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1998 | 13,716 | Adaire Fox-Martin | www.equinix.com |
Equinix, Inc. verkort de weg naar grenzeloze connectiviteit overal ter wereld. Zijn digitale infrastructuur, datacenters en onderling verbonden ecosystemen maken innovaties mogelijk die ons werk, leven en onze planeet verbeteren. Equinix verbindt economieën, landen, organisaties en gemeenschappen en levert naadloze digitale ervaringen en geavanceerde AI snel, efficiënt en overal.
Equinix, Inc. Samenvatting
| EQIX fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$106.49b |
| Inkomsten(TTM) | US$1.42b |
| Inkomsten(TTM) | US$9.53b |
74.9x
Koers/Winstverhouding11.2x
P/S-verhoudingIs EQIX overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| EQIX resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$9.53b |
| Kosten van inkomsten | US$4.61b |
| Brutowinst | US$4.92b |
| Overige uitgaven | US$3.49b |
| Inkomsten | US$1.42b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 14.42 |
| Brutomarge | 51.61% |
| Nettowinstmarge | 14.93% |
| Schuld/Eigen Vermogen Verhouding | 137.0% |
Hoe presteerde EQIX op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.9%
Huidig dividendrendement69%
UitbetalingsratioBetaalt EQIX een betrouwbaar dividend?
Zie EQIX dividendgeschiedenis en benchmarks| Equinix dividenddata | |
|---|---|
| Ex Dividend Datum | May 20 2026 |
| Betaaldatum dividend | Jun 17 2026 |
| Dagen tot Ex-dividend | 6 days |
| Dagen tot dividendbetaaldatum | 22 days |
Betaalt EQIX een betrouwbaar dividend?
Zie EQIX dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/25 23:50 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Equinix, Inc. wordt gevolgd door 66 analisten. 27 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| Brendan Lynch | Barclays |