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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
33% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 93
11% more repeat investments, than reductions
Existing positions increased: 459 | Existing positions reduced: 415
1% more funds holding
Funds holding: 1,167 [Q4 2024] → 1,173 (+6) [Q1 2025]
1% less call options, than puts
Call options by funds: $692M | Put options by funds: $697M
1.27% less ownership
Funds ownership: 96.21% [Q4 2024] → 94.94% (-1.27%) [Q1 2025]
10% less funds holding in top 10
Funds holding in top 10: 39 [Q4 2024] → 35 (-4) [Q1 2025]
14% less capital invested
Capital invested by funds: $87.6B [Q4 2024] → $75.3B (-$12.3B) [Q1 2025]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
UBS John Hodulik | 26%upside $950 | Buy Maintained | 11 Jul 2025 |
Barclays Tim Long | 5%upside $798 | Equal-Weight Maintained | 11 Jul 2025 |
Guggenheim Joseph Osha | 23%upside $933 | Buy Initiated | 10 Jul 2025 |
Goldman Sachs James Schneider | 16%upside $880 | Buy Maintained | 2 Jul 2025 |
Mizuho Vikram Malhotra | 19%upside $900 | Outperform Maintained | 1 Jul 2025 |
Financial journalist opinion
Based on 26 articles about EQIX published over the past 30 days









