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EQIX

Equinix Inc

OPPORTUNISTIC BUY 2026-08-11 Data 12 days old USD 1043.38 AWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
USD 1043.38
Buy <=wait / entry
USD 960.00
Trim >=take some off
USD 1140.00
Thesis breakThe thesis would be invalidated by an explicit downward revision to the 10-13% r...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case30%100 / 10030.0
Base case52%62 / 10032.2
Bear case18%10 / 1001.8
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Raised full-year 2026 revenue growth guidance to 11-12% and AFFO/sh to 10-12%
  • Q2 MRR grew 11% YoY for third straight quarter of double-digit growth
  • AFFO per share grew 18% YoY on normalized constant currency basis
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.