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: 412
0% more funds holding
Funds holding: 1,167 [Q4 2024] → 1,170 (+3) [Q1 2025]
1% less call options, than puts
Call options by funds: $692M | Put options by funds: $697M
1.57% less ownership
Funds ownership: 96.21% [Q4 2024] → 94.65% (-1.57%) [Q1 2025]
13% less funds holding in top 10
Funds holding in top 10: 39 [Q4 2024] → 34 (-5) [Q1 2025]
14% less capital invested
Capital invested by funds: $87.6B [Q4 2024] → $75B (-$12.5B) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Barclays Tim Long | 6%downside $837 | Equal-Weight Maintained | 27 May 2025 |
JMP Securities Greg Miller | 34%upside $1,200 | Market Outperform Reiterated | 23 May 2025 |
Truist Securities Anthony Hau | 10%upside $986 | Buy Maintained | 12 May 2025 |
Citigroup Michael Rollins | 11%upside $990 | Buy Maintained | 5 May 2025 |
Stifel Erik Rasmussen | 18%upside $1,050 | Buy Maintained | 1 May 2025 |
Financial journalist opinion
Based on 24 articles about EQIX published over the past 30 days









