Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$107.6B
99M shares
52-week range
$720.62 – $1,128.68
88% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NASDAQ
CS
Borrow rate
0.25%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B | $5.56B | $6.00B | $6.64B | $7.26B | $8.19B | $8.75B | $9.26B |
| Cost of revenue | $2.61B | $2.81B | $3.07B | $3.47B | $3.75B | $4.23B | $4.47B | $4.51B |
| Gross profit | $2.47B | $2.75B | $2.92B | $3.16B | $3.51B | $3.96B | $4.28B | $4.75B |
| Gross margin | 48.6% | 49.5% | 48.7% | 47.7% | 48.4% | 48.4% | 48.9% | 51.3% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $977.4M | $1.17B | $1.05B | $1.11B | $1.20B | $1.44B | $1.33B | $1.85B |
| EBITDA | $2.18B | $2.46B | $2.35B | $2.60B | $2.92B | $3.37B | $3.44B | $4.07B |
| Net income | $365.4M | $507.4M | $369.8M | $500.2M | $704.3M | $969.2M | $815.0M | $1.35B |
| Net margin | 7.2% | 9.1% | 6.2% | 7.5% | 9.7% | 11.8% | 9.3% | 14.6% |
| EPS (diluted) | 4.56 | 5.99 | 4.18 | 5.53 | 7.67 | 10.31 | 8.50 | 13.76 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $10.2B | $17.20 | $16.91–$17.44 | 10 |
| 2027 | $11.3B | $18.94 | $18.25–$19.49 | 11 |
| 2028 | $12.4B | $20.85 | $18.18–$24.93 | 12 |
| 2029 | $13.7B | $23.18 | $22.87–$24.03 | 10 |
Forward consensus · source: Financial Modeling Prep
Equinix is one of the leading providers of cloud- and carrier-neutral data centers, offering colocation and interconnection services to hyperscalers and businesses. Equinix operates 270 properties in 77 metropolitan areas across 36 countries, serving over 10,000 customers. About 70% of Equinix's revenue comes from renting physical space, which allows hyperscalers and other clients to store servers, data storage, and networking equipment. The other 30% of revenue is generated primarily through interconnection services (20%) and other managed services (10%).
www.equinix.comNo one on the platform currently holds EQIX.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 24,782 | $24.3M |
| Renaissance Technologiesas of 2026-03-31 | 600 | $588.1K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-20 | $5.1600 | 2026-06-17 |
| 2026-02-25 | $5.1600 | 2026-03-18 |
| 2025-11-19 | $4.6900 | 2025-12-17 |
| 2025-08-20 | $4.6900 | 2025-09-17 |
| 2025-05-21 | $4.6900 | 2025-06-18 |
| 2025-02-26 | $4.6900 | 2025-03-19 |
| 2024-11-13 | $4.2600 | 2024-12-11 |
| 2024-08-21 | $4.2600 | 2024-09-18 |
| 2024-05-21 | $4.2600 | 2024-06-19 |
| 2024-02-27 | $4.2600 | 2024-03-20 |
No one on the platform has traded EQIX yet.
| $58.3B |
| — |
| PLDPrologis, Inc. | $137.78 | -1.56% | $128.5B | — |
| PSAPublic Storage | $321.18 | -0.99% | $56.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-14 |
| $4.2600 |
| 2023-12-13 |
| 2023-08-22 | $3.4100 | 2023-09-20 |
Trading at 112.2× earnings vs its 87.4× historical median P/E.
Fair value ≈ $840.91 · price $1080 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$EQIX Data centers use huge amounts of electricity, and generate A LOT of heat. Heat removal is of the utmost importance so that the chips don't fry. A brand new product that helps with heat removal has just become available, by Graphene Manufacturing Group, GMGMF. They have several products, and I HIGHLY recommend taking a few minutes to check them out: https://youtu.be/ADGJGqjDGDs
View on StockTwits ↗If you can get positioned in these 5 names before August, this could be a life-changing setup. $VRT - AI data center power & cooling backbone, trend still intact $ANET - elite networking leader, structural demand from AI buildout $DELL - enterprise AI server cycle leverage, strong institutional flow $HPE - legacy transformation story tied to hybrid AI infrastructure $EQIX - mission-critical digital real estate, long-duration compounder This is classic “infrastructure behind AI” exposure. Not hype names-real cash-flow engines. Buffett style thinking with trader timing.
View on StockTwits ↗$EQIX Not a question of if, but when? My guess is a 10-for-1 once we get to about $1200.
View on StockTwits ↗$EQIX Current Stock Price: $1087.87 Contracts to trade: $1090.0 EQIX Jul 17 2026 Call Entry: $26.00 Exit: $41.36 ROI: 59% Hold ~31 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗10 AI infrastructure stocks most investors have never heard of. But should own right now: 1. $ANET – powers every AI data center 2. $VRT – cooling the chips that run AI 3. $PWR – building the grid AI runs on 4. $EQIX – owns the land AI lives on 5. $GLW – fiber connecting every model Most investors focus on NVDA and AMD, but the real “picks and shovels” of AI may be these infrastructure names. ANET powers the networking behind AI data centers. VRT solves the cooling challenge of high-density compute. PWR benefits from grid expansion and power infrastructure spending. EQIX owns critical data center real estate, while GLW provides the fiber and specialty materials that enable high-speed connectivity. The next phase of AI isn't just about chips—it's about power, networking, cooling, and data centers. Some of the biggest winners could be the companies quietly building the infrastructure behind the AI boom. If you could own only one AI infrastructure stock for the next decade, which would it be: ANET, VRT, or PWR?
View on StockTwits ↗10 AI infrastructure names most investors still overlook - but are increasingly central to the stack.-1 $ANET - core AI data center networking layer $VRT -thermal management / cooling for high-density compute $PWR - grid + power infrastructure behind AI expansion $EQIX - data center real estate backbone of the internet / AI cloud $GLW - fiber + optical connectivity enabling model-to-model data flow This is the unsexy part of AI - but arguably the most important. Compute gets the attention, but infrastructure determines scale. The trade is shifting from “chips only” → full-stack AI enablement.
View on StockTwits ↗$EQIX dipped about 2% to 1093, but the pullback is happening right near all-time highs after a strong multi-month run. Volume was light, which makes this feel more like digestion than distribution. As long as it stays close to the highs, the broader uptrend remains intact.
View on StockTwits ↗Pay attention to the rotation. There is always a bull market somewhere. Industrials Financials Healthcare Real Estate Most traders ignore sector rotation until it's obvious. By then the easy money is gone. Here are the names I'm watching in each sector: Real Estate: $WELL $EQIX $APLE $HIW $MAC ... I have exposure in Industrials. Finance and plenty of Healthcare stocks. Bookmark this. The leaders are quietly rotating while everyone's still watching the same 7 tech names.
View on StockTwits ↗$WULF still down 20% from all time highs and $96B from $EQIX dont be fooled by this management trust in the process imo shorts 🩸
View on StockTwits ↗Top Shelf targets for this morning $EQIX $IRM $DLR Lower risk way to participate in the AI/DC boom & collect dividends albeit small %
View on StockTwits ↗If you missed the deadline, don’t miss this update. This is probably the most useful info you’ve read in years about $EQIX - how you can actually recover something: https://11th.com/cases/equinix-investor-suit
View on StockTwits ↗$EQIX Looking good for a breakout on the weekly chart https://www.trade-ideas.com/share.php?code=4qgLqnP7j40Rv4gSAYLaZGxOs7XP7tYc
View on StockTwits ↗Equinix shares rose after the company announced an expanded partnership with Cisco and NVIDIA to deploy the Cisco Secure AI Factory with NVIDIA across its global data center network. The initiative provides standardized AI infrastructure blueprints and automation tools based on NVIDIA reference architectures, aimed at accelerating enterprise adoption of AI from pilot stages to full production deployments. The collaboration also includes Presidio launching a Programmable AI Technology Hub within Equinix facilities, enabling customers to test and validate AI configurations in real-world environments before scaling. The move strengthens Equinix’s positioning as a key infrastructure layer in the AI ecosystem, supporting both development and deployment workflows. The stock was additionally supported by positive analyst sentiment, with Citi maintaining a Buy rating and a $1,240 price target, citing strong revenue growth momentum. $EQIX $CSCO $NVDA
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.