Equinix, Inc.

NasdaqGS:EQIX Stok Raporu

Piyasa değeri: US$103.0b

Equinix Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Equinix kazanç ve gelirin sırasıyla yıllık 12.7% ve 10.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 11.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 16.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

12.7%

Kazanç büyüme oranı

11.85%

EPS büyüme oranı

Specialized REITs kazanç büyümesi10.4%
Gelir büyüme oranı10.1%
Gelecekteki özkaynak getirisi16.36%
Analist kapsamı

Good

Son güncelleme04 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Aug 04

Data Center REIT Equinix Still A Bull Case After Q2 Results Impress

Summary Data center REIT Equinix gets prior buy rating reaffirmed after Q2 results in late July. Positives include an investment-grade rating from Fitch, strong dividend coverage, revenue and FFO growth, and global scale with few real competitors. Some downside is seen from a market pullback in EQIX stock and a low upside forecast in the near term, along with a rich valuation. This niche is dependent on high power and cooling needs, putting into question the durability of grids globally. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Aug 04

EQIX: AI And Cloud Demand Will Support Premium Multiple Going Forward

Equinix's analyst fair value estimate has been revised higher from $1,197.11 to $1,222.31 as analysts factor in stronger top line expectations, slightly lower assumed future P/E levels around 66.8x, and supportive research citing robust AI and cloud driven demand alongside raised long term guidance. Analyst Commentary Recent research coverage on Equinix points to broadly supportive sentiment, with several analysts updating their models after the latest results and guidance.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:EQIX - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202812,7232,135-7295,90617
12/31/202711,3881,905-9075,02728
12/31/202610,2741,717-1,5924,29629
6/30/20269,9041,5333,9423,942N/A
3/31/20269,5261,4223,8193,819N/A
12/31/20259,2601,3503,9113,911N/A
9/30/20259,0761,0713,7483,748N/A
6/30/20258,9319943,4923,492N/A
3/31/20258,8149273,4603,460N/A
12/31/20248,7378153,2493,249N/A
9/30/20248,5921,0563,2673,267N/A
6/30/20248,4671,0353,2943,294N/A
3/31/20248,3419413,1233,123N/A
12/31/20238,1979693,2173,217N/A
9/30/20237,7998712,9782,978N/A
6/30/20237,4208073,0133,013N/A
3/31/20236,9758163,0743,074N/A
12/31/20227,1177052,9632,963N/A
9/30/20226,6106993,0953,095N/A
6/30/20226,4916392,9402,940N/A
3/31/20226,3984912,7372,737N/A
12/31/20216,2605002,5472,547N/A
9/30/20215,8904282,3412,341N/A
6/30/20215,8323422,2092,209N/A
3/31/20215,7744072,1842,184N/A
12/31/20205,6233702,3102,310N/A
9/30/20205,7854442,1532,153N/A
6/30/20205,6374982,1202,120N/A
3/31/20205,565508N/A2,088N/A
12/31/20195,159507N/A1,993N/A
9/30/20195,395492N/A2,022N/A
6/30/20195,313496N/A1,940N/A
3/31/20195,250421N/A1,936N/A
12/31/20185,102365N/A1,815N/A
9/30/20185,022321N/A1,752N/A
6/30/20184,887276N/A1,725N/A
3/31/20184,635254N/A1,493N/A
12/31/20174,348233N/A1,439N/A
9/30/20174,108231N/A1,245N/A
6/30/20173,870200N/A1,190N/A
3/31/20173,717194N/A1,162N/A
12/31/20163,612114N/A1,019N/A
9/30/20163,37761N/A954N/A
6/30/20163,14954N/A833N/A
3/31/20162,92774N/A767N/A
12/31/20152,726188N/A895N/A
9/30/20152,634-178N/A862N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: EQIX 'nin tahmini kazanç büyümesi (yıllık 12.7% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: EQIX şirketinin kazançlarının (yıllık 12.7% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: EQIX şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: EQIX şirketinin gelirinin (yıllık 10.1% ) US pazarından (yıllık 12.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: EQIX şirketinin gelirinin (yıllık 10.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: EQIX 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 16.4 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/11 01:18
Gün Sonu Hisse Fiyatı2026/08/11 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Equinix, Inc. 63 Bu analistlerden 29, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullArgus Research Company
Jacob KilsteinArgus Research Company
Amir RozwadowskiBarclays