Equinix (NASDAQ:EQIX) Issues FY 2026 Earnings Guidance

Equinix (NASDAQ:EQIX) updated its FY 2026 earnings guidance on Thursday. 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.

Equinix Stock Up 10.4%

NASDAQ:EQIX traded up $90.35 during mid-day trading on Thursday, hitting $957.87. 2,683,897 shares of the company’s stock traded hands, compared to its average volume of 619,833. The company has a fifty day moving average of $783.75 and a 200 day moving average of $787.35. The company has a debt-to-equity ratio of 1.32, a quick ratio of 1.62 and a current ratio of 1.62. Equinix has a twelve month low of $701.41 and a twelve month high of $992.90. The company has a market capitalization of $94.05 billion, a P/E ratio of 87.72, a P/E/G ratio of 1.33 and a beta of 1.06.

Equinix (NASDAQ:EQIX) last issued its quarterly earnings results on Wednesday, February 11th. The financial services provider reported $8.91 earnings per share for the quarter, missing analysts’ consensus estimates of $9.07 by ($0.16). Equinix had a return on equity of 7.70% and a net margin of 11.82%.The business had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter in the previous year, the firm posted $7.92 EPS. Equinix’s revenue was up 7.0% on a year-over-year basis. On average, analysts forecast that Equinix will post 33.1 EPS for the current year.

Equinix Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Shareholders of record on Wednesday, February 25th will be paid a dividend of $5.16 per share. This represents a $20.64 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Wednesday, February 25th. This is a positive change from Equinix’s previous quarterly dividend of $4.69. Equinix’s dividend payout ratio (DPR) is currently 171.79%.

Analysts Set New Price Targets

A number of research analysts have issued reports on EQIX shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equinix in a report on Thursday, January 22nd. The Goldman Sachs Group lifted their target price on Equinix from $785.00 to $894.00 and gave the stock a “neutral” rating in a report on Thursday. Guggenheim upped their target price on Equinix from $933.00 to $985.00 and gave the company a “buy” rating in a research report on Thursday. Jefferies Financial Group increased their price target on shares of Equinix from $950.00 to $1,000.00 and gave the stock a “buy” rating in a report on Thursday. Finally, HSBC set a $1,050.00 price target on shares of Equinix and gave the stock a “buy” rating in a research report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $989.87.

Insiders Place Their Bets

In related news, insider Michael Shane Paladin sold 327 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $804.36, for a total transaction of $263,025.72. Following the sale, the insider owned 952 shares in the company, valued at approximately $765,750.72. This trade represents a 25.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman Charles J. Meyers sold 2,094 shares of Equinix stock in a transaction on Friday, January 16th. The shares were sold at an average price of $804.14, for a total transaction of $1,683,869.16. Following the completion of the transaction, the chairman directly owned 13,253 shares of the company’s stock, valued at $10,657,267.42. The trade was a 13.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 19,490 shares of company stock worth $15,281,999. Corporate insiders own 0.27% of the company’s stock.

More Equinix News

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Company guidance and AI demand — Equinix forecast FY‑2026 revenue of $10.12–$10.22B and materially raised FFO/AFFO growth expectations, citing strong AI-related data‑center demand; that forward outlook, not the Q4 beat/miss, is the primary catalyst lifting the stock. Reuters: Equinix forecasts annual sales above estimates
• Positive Sentiment: Record bookings and recurring revenue growth — Management reported record annualized gross bookings ($1.6B for 2025) and MRR up ~10% year‑over‑year in Q4, supporting durable recurring revenue and higher utilization as customers build AI infrastructure inside Equinix ecosystems. PR Newswire: Equinix provides robust 2026 outlook
• Positive Sentiment: Dividend increase — Equinix raised the quarterly dividend 10% to $5.16 (11th consecutive year of increases), reinforcing the REIT cash-return profile and making the yield/supportive income case for investors. PR Newswire: Equinix increases quarterly dividend
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple firms raised ratings/targets after the outlook: JPMorgan to $1,100 (overweight), Jefferies to $1,000 (buy), Scotiabank to $997, and other buy reiterations from BMO and TD Cowen, adding buying momentum. Benzinga: Analyst price target updates
• Neutral Sentiment: Q4 results: top‑ and bottom‑line miss but improving fundamentals — Q4 FFO/FFO per share ($8.91) and revenue ($2.42B) slightly missed consensus, though recurring revenue growth and management’s upbeat 2026 outlook offset the miss for investors. Zacks: Q4 AFFO & revenues miss but grow Y/Y
• Negative Sentiment: Potential shareholder litigation outreach — Halper Sadeh LLC encouraged shareholders to contact the firm regarding possible claims, which could introduce legal risk or distraction if a formal suit follows. GlobeNewswire: Halper Sadeh shareholder notice

Hedge Funds Weigh In On Equinix

A number of large investors have recently bought and sold shares of EQIX. Brooklyn Investment Group grew its holdings in Equinix by 1.3% in the third quarter. Brooklyn Investment Group now owns 1,209 shares of the financial services provider’s stock valued at $947,000 after purchasing an additional 15 shares during the period. Brown Brothers Harriman & Co. grew its stake in Equinix by 4.4% in the 4th quarter. Brown Brothers Harriman & Co. now owns 476 shares of the financial services provider’s stock valued at $365,000 after acquiring an additional 20 shares during the period. Quadcap Wealth Management LLC increased its holdings in Equinix by 2.1% in the 3rd quarter. Quadcap Wealth Management LLC now owns 1,110 shares of the financial services provider’s stock worth $870,000 after acquiring an additional 23 shares in the last quarter. Prelude Capital Management LLC raised its position in Equinix by 0.5% during the third quarter. Prelude Capital Management LLC now owns 4,594 shares of the financial services provider’s stock worth $3,598,000 after acquiring an additional 24 shares during the period. Finally, Fiduciary Trust Co raised its position in Equinix by 1.9% during the third quarter. Fiduciary Trust Co now owns 1,391 shares of the financial services provider’s stock worth $1,090,000 after acquiring an additional 26 shares during the period. Institutional investors and hedge funds own 94.94% of the company’s stock.

Equinix Company Profile

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.