EquinixEQIX
About: Equinix operates 260 data centers in 71 markets worldwide. It generates 44% of total revenue in the Americas, 35% in Europe, the Middle East, and Africa, and 21% in Asia-Pacific. The firm has more than 10,000 customers, including 2,100 network providers, that are dispersed over five verticals: cloud and IT services, content providers, network and mobile services, financial services, and enterprise. About 70% of Equinix's revenue comes from renting space to tenants and related services, and more than 15% comes from interconnection. Equinix operates as a real estate investment trust.
Employees: 13,606
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
69% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 91
14% more repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 393
9% more capital invested
Capital invested by funds: $80.1B [Q3] → $87.4B (+$7.26B) [Q4]
3% more funds holding
Funds holding: 1,125 [Q3] → 1,163 (+38) [Q4]
0.35% more ownership
Funds ownership: 95.67% [Q3] → 96.02% (+0.35%) [Q4]
3% less funds holding in top 10
Funds holding in top 10: 39 [Q3] → 38 (-1) [Q4]
24% less call options, than puts
Call options by funds: $889M | Put options by funds: $1.16B
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Citigroup Michael Rollins 58% 1-year accuracy 15 / 26 met price target | 23%upside $970 | Buy Maintained | 17 Apr 2025 |
Mizuho Vikram Malhotra 20% 1-year accuracy 2 / 10 met price target | 33%upside $1,053 | Outperform Maintained | 28 Mar 2025 |
Barclays Tim Long 54% 1-year accuracy 30 / 56 met price target | 6%upside $834 | Equal-Weight Maintained | 20 Mar 2025 |
Truist Securities Anthony Hau 4% 1-year accuracy 1 / 23 met price target | 25%upside $990 | Buy Maintained | 10 Mar 2025 |
Scotiabank Maher Yaghi 65% 1-year accuracy 13 / 20 met price target | 32%upside $1,040 | Sector Outperform Maintained | 3 Mar 2025 |
Financial journalist opinion
Based on 29 articles about EQIX published over the past 30 days









