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Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

Equinix, Inc. (EQIX-Q) is a well-managed data center REIT that is experiencing explosive growth in data centers, especially with the increased demand for AI. The company has a strong position in the market and is expected to benefit from the migration to cloud and the ongoing growth of the cloud industry. However, there are concerns about the company's valuation and leverage, and some experts advise caution when considering an entry point for investment.

Consensus
Positive
Valuation
Fair Value
WEAK BUY
Equinix, Inc.

He's quite bullish on the data centre space. Demand is really outpacing supply for the first time in years, at a time when AI deployments have only just begun. The big-data guys like MSFT, AMZN and GOOG are taking all the space they can.

One of the largest REITs in US and globally. 10% earnings growth next year, trades at 25-30x. Interesting runway for growth. See his Top Picks.

REAL ESTATE
HOLD
Equinix, Inc.
Hindenburg short report.

Visited company HQ last week. Management has responded to the report, more to come, stock's already recouped losses from the report. About to see explosive growth in data centres with AI, current supply can't meet demand. In a great position. Well run. Digest short-term noise, feels good long term.

REAL ESTATE
PAST TOP PICK
Equinix, Inc.
(A Top Pick Mar 29/23, Up 26%)

Should be one of the Magnificent 7. Huge migration to cloud, cloud resides in data centres, and EQIX is the biggest one out there. Growth of cloud still in early innings. Really good at scaling because they're so big. Beat top and bottom, guided up. 12-month price target of $992, decent runway.

REAL ESTATE
DON'T BUY
Equinix, Inc.

Storage company for data (competes with AWS). Good for large corporations. Single server source. Many competitors in the market making business harder. Historically, share price has preformed well. Sector entering a commodity phase. Would not invest at this time. 

REAL ESTATE
BUY ON WEAKNESS
Equinix, Inc.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

EQIX operates as a data center REIT, and is now trading at 31.7x times' EV/EBITDA (historical averages range from 22x to 33x). The company's growth was mainly fueled by acquisitions of data centers by issuing debt and equity. The balance sheet is leveraged, similar to other REITs in the industry, with net debt of $14.3B, and net debt/EBITDA is currently at 5.1x. The company had a continuous track record of growing AFFO lasting for around a decade, which supports consistent dividend growth. We like EQIX, but the valuation may not be attractive enough for an entry point, we would be comfortable averaging into the position and nibble into the name when opportunities present. The income is solid, but we would not be in a big rush to add. That being said, lower interest rates (if they occur) should be quite positive for the sector overall. 
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REAL ESTATE
TOP PICK
Equinix, Inc.

King of all data centre REITs. Phenomenal company. Great scale. Picks and shovels in AI, and AI is all about data. Biggest data centre in the world, as all the big cloud companies use it. Relentless growth in cloud, secular growth still in early innings. Yield is 1.98%.

(Analysts’ price target is $780.71)
REAL ESTATE
HOLD
Equinix, Inc.

A tough call. Some feel data centres will pull back, but others see e-commerce spending continuing. Doesn't pay much of a yield. Good chart.

REAL ESTATE
WAIT
Equinix, Inc.
Sold, and gravitated more towards the cloud. Very decent runway. Relentless growth toward the cloud. Scale becomes a competitive advantage. Did well from work from home. Huge borrowing costs, which have really hit the bottom line. (Analysts’ price target is $743.00)
REAL ESTATE
DON'T BUY
Equinix, Inc.
PLD-N vs. EQIX-Q. PLD is the largest operator of industrial warehouse space globally. It is a fantastic company. It has benefitted so much from everyone going online and buying goods. EQIX-Q is focused on data center space. A great operator. The largest in its space. He prefers industrial space over data center space. The supply side is the big question and there is little supply of industrial space but there is lots of data center space. He prefers PLD-N.
REAL ESTATE
BUY ON WEAKNESS
Equinix, Inc.
A long-time favourite of his. A REIT that holds data centres. It pays only a 1.32% dividend. It hit an all-time high earlier this month, but has pulled back 6%, so it's a good entry point. Maybe wait till it hits $10. Buy in any pullback. Offers the best growth in this space.
REAL ESTATE
PAST TOP PICK
Equinix, Inc.

(A Top Pick Jan 28/20, Up 12%) They host Google cloud, Amazon cloud and AT&T. Busy is booming. It's a growth vehicle, but growth stocks are currently out of favour. The price has pulled back, so it's a buying opportunity. He still likes it.

REAL ESTATE
BUY
Equinix, Inc.

Equinix vs. Digital Realty They're both the largest US data centres. Equinix focuses on interconnection and co-location, housing thousands of businesses within the same business centre. Digital Realty focuses on hyperscale, which provides buildings and server racks for megacaps companies like Google. The latter business has fewer barriers to entry and is far more competitive with less pricing power. He prefers Equinix's model.

REAL ESTATE
BUY
Equinix, Inc.
It's a growth play on data centres, one of the most robust areas of the economy now.
REAL ESTATE
BUY ON WEAKNESS
Equinix, Inc.
One of the largest global REITs, focused on data centres. Has really benefitted from the pandemic. Not a cheap stock now. Growth has been tremendous. Growth will continue, but the valuation will be high too. Buy on pullbacks. Cash flow has been tremendous.
REAL ESTATE
BUY
Equinix, Inc.

A data centre REIT. It facilitates companies like Facebook and Amazon to connect to each other. They own data centres across the globe. They recently bought assets from BCE. Niche REITs like this are good. With growing data demands, it should be a good investment.

REAL ESTATE
Showing 1 to 15 of 23 entries

Equinix, Inc. (EQIX-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 5

Stockchase rating for Equinix, Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Equinix, Inc. (EQIX-Q) Frequently Asked Questions

What is Equinix, Inc. stock symbol?

Equinix, Inc. is a American stock, trading under the symbol EQIX-Q on the NASDAQ (EQIX). It is usually referred to as NASDAQ:EQIX or EQIX-Q

Is Equinix, Inc. a buy or a sell?

In the last year, 5 stock analysts published opinions about EQIX-Q. 3 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Equinix, Inc. .

Is Equinix, Inc. a good investment or a top pick?

Equinix, Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Equinix, Inc. .

Why is Equinix, Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Equinix, Inc. worth watching?

5 stock analysts on Stockchase covered Equinix, Inc. In the last year. It is a trending stock that is worth watching.

What is Equinix, Inc. stock price?

On 2024-06-18, Equinix, Inc. (EQIX-Q) stock closed at a price of $773.84.