Equinix Förvaltning
Förvaltning kriterier kontrolleras 2/4
Equinix VD är Adaire Fox-Martin, utsedd i Jun 2024, har en mandatperiod på 1.92 år. totala årliga ersättningen är $ 22.65M, bestående av 4.4% lön 95.6% bonusar, inklusive företagsaktier och optioner. äger direkt 0.02% av företagets aktier, värda $ 21.14M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.9 år respektive 6.5 år.
Viktig information
Adaire Fox-Martin
Verkställande direktör
US$22.7m
Total ersättning
| VD-lön i procent | 4.41% |
| Anställning som VD | 1.9yrs |
| Ägande av VD | 0.02% |
| Ledningens genomsnittliga anställningstid | 1.9yrs |
| Styrelsens genomsnittliga mandatperiod | 6.5yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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
Ny berättelse • 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$23m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$994m |
| Mar 31 2025 | n/a | n/a | US$927m |
| Dec 31 2024 | US$37m | US$538k | US$815m |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$941m |
| Dec 31 2023 | US$335k | n/a | US$969m |
| Sep 30 2023 | n/a | n/a | US$871m |
| Jun 30 2023 | n/a | n/a | US$807m |
| Mar 31 2023 | n/a | n/a | US$816m |
| Dec 31 2022 | US$335k | n/a | US$705m |
| Sep 30 2022 | n/a | n/a | US$699m |
| Jun 30 2022 | n/a | n/a | US$639m |
| Mar 31 2022 | n/a | n/a | US$491m |
| Dec 31 2021 | US$327k | n/a | US$500m |
| Sep 30 2021 | n/a | n/a | US$428m |
| Jun 30 2021 | n/a | n/a | US$342m |
| Mar 31 2021 | n/a | n/a | US$407m |
| Dec 31 2020 | US$436k | n/a | US$370m |
Ersättning vs marknad: Adaire s total kompensation ($USD 22.65M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.79M ).
Ersättning vs inkomst: Ersättningen från Adaire har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Adaire Fox-Martin (61 yo)
1.9yrs
Anställning
US$22,654,885
Kompensation
Ms. Adaire Rita Fox-Martin is President, CEO & Director of Equinix, Inc. from June 3, 2024. Ms. Fox-Martin was Independent Director of Equinix, Inc. from January 2020 to 2024. Ms. Fox-Martin served as Head...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman | 7.7yrs | inga uppgifter | 0.0075% $ 8.0m | |
| President | 1.9yrs | US$22.65m | 0.020% $ 21.1m | |
| Executive Vice President of Global Operations | no data | US$7.19m | 0.0079% $ 8.4m | |
| Special Advisor | less than a year | US$10.25m | 0.027% $ 28.7m | |
| Chief Business Officer | no data | US$6.92m | 0.011% $ 11.7m | |
| Executive VP & Chief Customer and Revenue Officer | less than a year | US$7.65m | 0.0025% $ 2.6m | |
| Chief Financial Officer | less than a year | inga uppgifter | inga uppgifter | |
| Chief Accounting Officer | 7.5yrs | inga uppgifter | 0.0077% $ 8.2m | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Chief Legal Officer | no data | inga uppgifter | 0.0042% $ 4.4m | |
| Chief Marketing Officer | 2.7yrs | inga uppgifter | inga uppgifter | |
| Chief People Officer | 7.6yrs | US$7.76m | 0.010% $ 10.6m |
1.9yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder
Erfaren ledning: EQIX s ledningsgrupp anses inte vara erfaren ( 1.9 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman | 7.7yrs | inga uppgifter | 0.0075% $ 8.0m | |
| President | 6.3yrs | US$22.65m | 0.020% $ 21.1m | |
| Lead Independent Director | 18.8yrs | US$446.96k | 0.019% $ 20.0m | |
| Independent Director | 22.9yrs | US$381.96k | 0.14% $ 153.7m | |
| Independent Director | 10.4yrs | US$366.96k | 0.0024% $ 2.5m | |
| Independent Director | 3.3yrs | US$366.96k | 0.00083% $ 883.9k | |
| Independent Director | 3.9yrs | US$349.46k | 0.00034% $ 362.1k | |
| Independent Director | less than a year | US$155.92k | inga uppgifter | |
| Independent Director | 6.6yrs | US$359.46k | 0.0017% $ 1.8m | |
| Independent Director | less than a year | US$234.42k | inga uppgifter |
6.5yrs
Genomsnittlig anställningstid
60.5yo
Genomsnittlig ålder
Erfaren styrelse: EQIX s styrelse anses vara erfaren ( 6.5 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/24 12:37 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Equinix, Inc. bevakas av 66 analytiker. 27 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| null null | Argus Research Company |
| Jacob Kilstein | Argus Research Company |
| Brendan Lynch | Barclays |