Equinix IncEQIX
Price$1,012.33Intrinsic value$772.2124% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
14.8%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
29analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$10.3Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$17.88next fiscal year
As of 18 Aug 2026
Monitoring Framework
Key Performance Indicators
Monthly Recurring Revenue (MRR) per Cabinet Quarterly2.5KTarget: Continued growth driven by power density and interconnection attach rates
Cabinet Equivalent Capacity Quarterly392.3KTarget: Capacity expansion to support AI and cloud workloads
Global Interconnections Quarterly513KTarget: Expansion of private low-latency connections
Adjusted EBITDA Margin Annually51.0%
Watch Items
  • atNorth Acquisition IntegrationTrigger: Closing milestones and regulatory approvalsAction: Monitor integration progress and immediate accretion to AFFO per share
  • xScale Hampton's Lease TimingTrigger: Lease execution delaysAction: Assess impact on projected cabinet equivalent capacity and revenue timing
  • Power and Permitting ConstraintsTrigger: Regional moratoriums (e.g., New York data center restrictions)Action: Evaluate policy risks and power availability across key metropolitan markets
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.