
One side sees a delayed AI boom and a discount worth grabbing. The other warns AI spending flips like a light switch, with nothing ready to catch the fall.
Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.
| Revenue (TTM) | $10.15B |
| Gross Profit (TTM) | $5.28B |
| EBITDA | $4.69B |
| Operating Margin | 25.00% |
| Return on Equity | 11.50% |
| Return on Assets | 3.77% |
| Revenue/Share (TTM) | $103.01 |
| Book Value | $146.86 |
| Price-to-Book | 6.79 |
| Price-to-Sales (TTM) | 9.88 |
| EV/Revenue | 12.08 |
| EV/EBITDA | 26.15 |
| Quarterly Earnings Growth (YoY) | 29.40% |
| Quarterly Revenue Growth (YoY) | 10.40% |
| Shares Outstanding | $98.99M |
| Float | $98.60M |
| % Insiders | 0.27% |
| % Institutions | 100.39% |
Volatility is currently expanding

One side sees a delayed AI boom and a discount worth grabbing. The other warns AI spending flips like a light switch, with nothing ready to catch the fall.

Latest data center combines liquid cooling, renewable energy and global connectivity to support next-generation computing demands REDWOOD CITY, Calif., Nov. 6, 2026 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced the opening of SG6, its sixth International Business Exchange™ (IBX®) data center in Singapore.

Equinix's enterprise data centers are typically smaller than the projects drawing U.S. regulatory scrutiny, according to Cyrus Adaggra, the firm's Asia-Pacific president. The company's capital spending has risen to $7 billion, while third-quarter annualized gross bookings jumped 35% from a year earlier.

The correlation between rates and REIT performance has weakened in 2026. Certain REIT categories, such as healthcare, lodging, and data centers, are soaring.

Equinix (EQIX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Evaluate Equinix's (EQIX) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

EQIX's Q3 2026 AFFO beat estimates as record bookings, strong pricing and robust demand fuel revenue growth, prompting a third consecutive guidance hike.

Equinix, Inc. (EQIX) Q3 2026 Earnings Call Transcript

Equinix NASDAQ: EQIX reported third-quarter results marked by double-digit growth in recurring revenue, interconnection revenue and adjusted funds from operations per share, while management raised its full-year 2026 outlook and highlighted accelerating sales activity, higher pricing on new deals and expanded capacity plans.

While the top- and bottom-line numbers for Equinix (EQIX) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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