Equinix (EQIX)
NASDAQReal EstateReit - SpecialtySnapshot 2026-07-07
$1022.93+2.41%
Close 2026-07-07 · 1-day change
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Track EQIX free→Intact: The reason to own it still holds.
Equinix grows revenue about 10% yearly, driven by AI demand. Profit per share is guided to rise to about $42.7 in 2026. The company has strong partnerships, like with Cisco, boosting its AI network position. Dividend growth of 8% yearly adds to shareholder value.
Equinix trades at a high price-to-earnings ratio of 67, much above peers at 16. Revenue growth could slow below 7%. Earnings misses and management changes may hurt execution and margins.
The market prices in about 13% revenue growth and a stretched valuation 29% above our fair value near $792. Our fair value is 34% below the Street median, signaling risk if growth slows or margins compress.
Breaks if: Dividend growth falls below 5% annually
Breaks if: EPS falls below $40 per share in FY26
Breaks if: Loss of key AI partnerships or weakening AI demand
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: YoY revenue growth falls below 7% in FY26