Equinix (EQIX)

• Market cap: $77.2B
• 1 day: 1.2%
• 5 days: 0.83%
• 1 month: 2.47%
• 3 months: -11.06%
• 6 months: -8%
• Year to date: -16.47%
• 1 year: -8.75%
• 5 years: 4.37%
• 10 years: 171.89%
• Sector: Real Estate
• Industry: Specialty REIT

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, across 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

24% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 403

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

0.33% less ownership

Funds ownership: 95.26% [Q1] → 94.93% (-0.33%) [Q2]

0% less funds holding

Funds holding: 1,187 [Q1] → 1,182 (-5) [Q2]

2% less call options, than puts

Call options by funds: $741M | Put options by funds: $753M

2% less capital invested

Capital invested by funds: $75.6B [Q1] → $73.8B (-$1.72B) [Q2]

6% less funds holding in top 10

Funds holding in top 10: 35 [Q1] → 33 (-2) [Q2]

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $798
• Avg. target: $933
• High target: $1,200

14 analyst ratings

• positive: 11 79%
• neutral: 3 21%
• negative: 0 0%

Barclays Brendan Lynch	$804	Equal-Weight Maintained	20 Aug 2025
Truist Securities Anthony Hau	$961	Buy Maintained	7 Aug 2025
JP Morgan Philip Cusick	$940	Overweight Maintained	31 Jul 2025
JMP Securities Greg Miller	$1,200	Market Outperform Reiterated	22 Jul 2025
UBS John Hodulik	$950	Buy Maintained	11 Jul 2025