EQIX · Equinix Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Equinix raised full-year 2026 guidance and its 2027-2029 outlook on record bookings, record interconnection adds and accelerated AI-driven capacity expansion, but also plans materially higher CapEx that lifts leverage about one turn and blended cost of capital ~150 bps.
- + Raised full-year 2026 guidance, including revenue growth to 11-12% and AFFO per share growth to 10-12%, calling it the largest single guidance raise in company history.
- − Long-term annual CapEx stepped up to $5-7B through 2029 versus the prior $3-4B outlook, materially expanding capital intensity.
- − Q2 churn was 1.8%, elevated by delayed churn, and H2 churn is only expected to be near the lower end of the typical 2.0-2.5% range.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EQIX
this stock
Equinix Inc
|
$98.55B | +30.4% | +7.8% | 64.3 | 1.7% |
|
AMT
American Tower Corp /Ma/
|
$81.71B | +0.8% | +5.1% | 24.1 | 1.3% |
|
DLR
Digital Realty Trust, Inc.
|
$63.07B | +15.8% | +10.0% | 47.2 | 2.4% |
|
IRM
Iron Mountain Inc
|
$33.36B | +35.1% | +8.3% | 79.5 | 2.2% |
|
CCI
Crown Castle Inc.
|
$31.77B | -16.5% | -4.4% | 37.9 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EQIX | -3.6% | -9.4% | +3.3% | -4.6% | +30.4% |
| SPY | -1.2% | -2.0% | +16.1% | -0.8% | +11.6% |
| vs SPY | -2.4% | -7.4% | -12.8% | -3.8% | +18.8% |