Equinix, Inc. (NASDAQ:EQIX) Stock Rated "Moderate Buy" by Sell-Side Brokerages

Key Points

• Analysts remain broadly positive: Thirty-three brokerages give Equinix a consensus “Moderate Buy” rating, including 27 buys and two strong buys, with an average 12-month price target of $1,226.97.
• Operating results and guidance exceeded expectations: Equinix reported third-quarter FFO of $11.64 per share and raised its 2026 outlook for the third consecutive quarter, projecting revenue of $10.3–$10.4 billion.
• Valuation remains a concern despite growth: Shares trade near $1,013.70 at roughly 61 times earnings, while Barclays retained a Hold rating; Equinix also declared a quarterly dividend of $5.16 per share, equivalent to an annualized 2% yield.

Shares of Equinix, Inc. (NASDAQ:EQIX - Get Free Report) have earned an average recommendation of "Moderate Buy" from the thirty-three brokerages that are presently covering the company, MarketBeat Ratings reports. Four investment analysts have rated the stock with a hold recommendation, twenty-seven have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $1,226.97.

A number of analysts have issued reports on EQIX shares. Raymond James Financial reissued a "strong-buy" rating and issued a $1,250.00 target price on shares of Equinix in a research report on Thursday. Stifel Nicolaus boosted their price objective on Equinix from $1,250.00 to $1,265.00 and gave the company a "buy" rating in a research note on Thursday, July 30th. JPMorgan Chase & Co. upped their price objective on shares of Equinix from $1,300.00 to $1,350.00 and gave the company an "overweight" rating in a report on Thursday. Evercore reiterated an "outperform" rating and set a $1,270.00 target price (up from $1,240.00) on shares of Equinix in a research report on Tuesday, August 18th. Finally, Canadian Imperial Bank of Commerce initiated coverage on shares of Equinix in a research report on Tuesday, October 20th. They issued an "outperform" rating and a $1,200.00 price target on the stock.

More Equinix News

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Equinix reported third-quarter 2026 FFO of $11.64 per share, well above the $10.51 consensus estimate and up from $9.83 a year earlier. Record bookings, strong pricing and robust demand supported revenue growth. Equinix Surpasses Q3 FFO and Revenue Estimates
• Positive Sentiment: Management raised its 2026 outlook for the third consecutive quarter, now projecting EPS of $43.71–$44.11 versus a $38.23 consensus estimate and revenue of $10.3–$10.4 billion. Fourth-quarter revenue guidance of $2.7 billion also exceeded the $2.6 billion consensus. Equinix Q3 AFFO, Revenue Rise; Issues Q4 Guidance; Lifts 2026 Outlook
• Positive Sentiment: Analysts raised their targets following the results: JPMorgan to $1,350 with an Overweight rating, Citigroup to $1,320 with a Buy rating, and TD Cowen to $1,210 with a Buy rating. Bernstein maintained its Buy rating and $1,270 target, while Cantor Fitzgerald reaffirmed Overweight.
• Positive Sentiment: Equinix declared a quarterly dividend of $5.16 per share, or $20.64 annualized, representing an approximately 2% yield for income-oriented investors.
• Neutral Sentiment: Barclays maintained a Hold rating, providing a more cautious counterpoint to the recent target increases. Equinix’s elevated valuation—about 61 times earnings—may also limit near-term upside even as fundamentals improve. Barclays Sticks to Its Hold Rating for Equinix

Insider Activity at Equinix

In related news, insider Kurt Pletcher sold 135 shares of the company's stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $1,075.50, for a total transaction of $145,192.50. Following the sale, the insider owned 4,077 shares of the company's stock, valued at approximately $4,384,813.50. This represents a 3.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Christopher Paisley sold 4,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $1,019.28, for a total transaction of $4,077,120.00. Following the completion of the sale, the director owned 13,859 shares in the company, valued at $14,126,201.52. This represents a 22.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 4,770 shares of company stock valued at $4,884,197. Corporate insiders own 0.27% of the company's stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. BlackRock Inc. purchased a new stake in shares of Equinix during the second quarter worth about $11,930,074,000. Principal Financial Group Inc. lifted its holdings in Equinix by 1.4% in the 1st quarter. Principal Financial Group Inc. now owns 1,980,497 shares of the financial services provider's stock worth $1,941,377,000 after purchasing an additional 27,643 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Equinix by 26,831.6% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,239,122 shares of the financial services provider's stock worth $1,291,648,000 after purchasing an additional 1,234,521 shares in the last quarter. Legal & General Group Plc purchased a new position in Equinix in the 2nd quarter worth approximately $1,181,260,000. Finally, Canada Pension Plan Investment Board bought a new position in Equinix in the 2nd quarter worth approximately $1,163,662,000. 94.94% of the stock is currently owned by institutional investors.

Equinix Stock Down 2.2%

NASDAQ:EQIX opened at $1,013.70 on Friday. The stock has a 50-day moving average price of $1,022.27 and a two-hundred day moving average price of $1,007.90. The stock has a market cap of $100.02 billion, a price-to-earnings ratio of 60.88, a PEG ratio of 1.48 and a beta of 0.98. The company has a current ratio of 1.29, a quick ratio of 1.13 and a debt-to-equity ratio of 1.59. Equinix has a 1 year low of $720.62 and a 1 year high of $1,128.68.

Equinix (NASDAQ:EQIX - Get Free Report) last released its earnings results on Wednesday, October 28th. The financial services provider reported $4.93 earnings per share for the quarter, beating the consensus estimate of $4.11 by $0.82. Equinix had a net margin of 16.38% and a return on equity of 11.49%. The business had revenue of $2.57 billion during the quarter, compared to analysts' expectations of $2.56 billion. During the same period last year, the business earned $9.83 earnings per share. The firm's revenue was up 11.0% on a year-over-year basis. As a group, equities analysts expect that Equinix will post 38.23 earnings per share for the current year.

Equinix Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 16th. Stockholders of record on Wednesday, November 18th will be given a $5.16 dividend. This represents a $20.64 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Wednesday, November 18th. Equinix's dividend payout ratio (DPR) is 132.90%.

Equinix Company Profile

Equinix, Inc is a global digital infrastructure company that operates data centers where businesses, cloud providers, telecommunications carriers and other organizations can securely house and connect their information technology systems. Its International Business Exchange (IBX) data centers provide colocation services, allowing customers to place equipment in highly connected facilities without building and operating their own sites.

The company also provides interconnection and networking services, including Equinix Fabric, which enables customers to establish virtual connections among data centers, cloud platforms, networks and business partners.

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