Equinix (NASDAQ:EQIX) Releases FY 2026 Earnings Guidance

Equinix (NASDAQ:EQIX) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 41.930-42.740 for the period, compared to the consensus estimate of 24.130. The company issued revenue guidance of $10.1 billion-$10.2 billion, compared to the consensus revenue estimate of $9.8 billion. Equinix also updated its Q1 2026 guidance to EPS.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on EQIX. TD Cowen restated a “buy” rating on shares of Equinix in a research note on Thursday. BMO Capital Markets increased their price target on shares of Equinix from $925.00 to $1,050.00 and gave the company an “outperform” rating in a report on Thursday. Stifel Nicolaus set a $1,075.00 price objective on Equinix in a report on Thursday. Daiwa Securities Group set a $917.00 target price on Equinix and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Finally, Truist Financial lifted their price target on Equinix from $961.00 to $973.00 and gave the stock a “buy” rating in a report on Tuesday, November 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Equinix currently has an average rating of “Moderate Buy” and an average target price of $990.55.

Equinix Price Performance

Equinix stock traded up $3.15 during mid-day trading on Friday, reaching $961.02. 268,662 shares of the company were exchanged, compared to its average volume of 606,638. The firm has a market cap of $94.36 billion, a PE ratio of 69.85, a PEG ratio of 1.35 and a beta of 1.06. The company has a debt-to-equity ratio of 1.32, a current ratio of 1.62 and a quick ratio of 1.62. The company has a fifty day simple moving average of $788.39 and a 200-day simple moving average of $788.53. Equinix has a 12 month low of $701.41 and a 12 month high of $992.90.

Equinix (NASDAQ:EQIX) last issued its quarterly earnings results on Wednesday, February 11th. The financial services provider reported $8.91 EPS for the quarter, missing analysts’ consensus estimates of $9.07 by ($0.16). Equinix had a return on equity of 9.61% and a net margin of 14.65%.The company had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion. During the same quarter in the previous year, the business posted $7.92 EPS. The firm’s revenue for the quarter was up 7.0% on a year-over-year basis. As a group, equities research analysts expect that Equinix will post 33.1 earnings per share for the current fiscal year.

Equinix Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 25th will be issued a dividend of $5.16 per share. This is an increase from Equinix’s previous quarterly dividend of $4.69. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $20.64 dividend on an annualized basis and a dividend yield of 2.1%. Equinix’s payout ratio is presently 171.79%.

Insiders Place Their Bets

In other Equinix news, insider Kurt Pletcher sold 596 shares of Equinix stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $801.78, for a total value of $477,860.88. Following the transaction, the insider owned 3,195 shares in the company, valued at $2,561,687.10. The trade was a 15.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Chairman Charles J. Meyers sold 2,094 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $804.14, for a total value of $1,683,869.16. Following the transaction, the chairman directly owned 13,253 shares of the company’s stock, valued at approximately $10,657,267.42. The trade was a 13.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 19,490 shares of company stock valued at $15,281,999 over the last ninety days. 0.27% of the stock is owned by insiders.

Trending Headlines about Equinix

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Management issued robust 2026 guidance (higher full‑year revenue and materially stronger FFO/affo growth assumptions), citing accelerating AI-related data-center demand — this guidance is the primary driver of the rally. Guidance, Not Earnings, Sends Equinix Stock Higher
• Positive Sentiment: Analysts raised price targets and reiterated buys/overweights after the outlook (notably JPMorgan to $1,100, Jefferies to $1,000 and others), supporting further upside interest from institutional investors. Analyst price target raises
• Positive Sentiment: Operational momentum: record annualized gross bookings, strong monthly recurring revenue (MRR) growth and >500k global interconnections strengthen Equinix’s positioning as an AI/cloud interconnection hub — bolsters revenue durability and pricing power. Equinix Provides Robust 2026 Outlook
• Positive Sentiment: Dividend increase: Board raised the quarterly cash dividend 10% to $5.16 — reinforces cash-flow confidence and makes the REIT income profile more attractive to yield-seeking investors. Dividend announcement
• Neutral Sentiment: Media and transcript coverage: earnings call transcripts and multiple write-ups provide color on bookings, AI demand and margin drivers — useful for model updates but not a direct catalyst. Earnings call highlights
• Neutral Sentiment: Short‑interest notes in some feeds show odd/zero values that are likely data artifacts and don’t reflect material new short pressure; ignore until validated by exchange reports.
• Negative Sentiment: Q4 misses: reported FFO/affo and revenue slightly below street estimates and expenses rose — these misses were outweighed by guidance but remain a near-term weakness to monitor. Q4 AFFO & revenues miss
• Negative Sentiment: Shareholder litigation outreach: Halper Sadeh LLC is soliciting Equinix shareholders to discuss potential claims — could indicate litigation risk or proxy/activation activity that investors should monitor. Halper Sadeh notice

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of EQIX. Rossby Financial LCC boosted its holdings in shares of Equinix by 111.5% during the 4th quarter. Rossby Financial LCC now owns 55 shares of the financial services provider’s stock valued at $42,000 after acquiring an additional 29 shares in the last quarter. Advocate Investing Services LLC bought a new position in Equinix in the fourth quarter valued at about $45,000. Wiser Advisor Group LLC acquired a new stake in shares of Equinix during the third quarter valued at about $53,000. Harvest Fund Management Co. Ltd bought a new stake in shares of Equinix during the third quarter worth about $151,000. Finally, Advisory Services Network LLC acquired a new position in shares of Equinix in the third quarter valued at approximately $173,000. 94.94% of the stock is currently owned by institutional investors and hedge funds.

About Equinix

Equinix, Inc is a global provider of digital infrastructure and interconnection services, specializing in carrier-neutral data centers and colocation. The company operates a platform that enables enterprises, cloud and network service providers, and content companies to colocate IT infrastructure, interconnect directly with partners and providers, and access cloud on-ramps and network services in a secure, low-latency environment.

Equinix’s offerings include traditional colocation space and power, cross-connects and meet-me rooms, and a suite of connectivity and on-demand services designed for hybrid multicloud architectures.