Key Stats for Equinix Stock
- Price Change: +5.0%
- Current Price: ~$848
- Advanced Model Target: $1,447
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What Happened?
Equinix (EQIX) surged 5.02% to close near $848 on Friday.
This move comes as investors aggressively position themselves ahead of the company’s Q4 earnings report, scheduled for February 11.
The rally is a direct “sympathy play” following massive capex announcements from Amazon and Meta, who pledged billions to build new AI infrastructure.
Investors are betting that Equinix, as the leading owner of physical data centers, will be a primary beneficiary of this spending spree.
Analysts expect a “beat and raise” scenario, driven by record demand for xScale hyperscale facilities.
The TIKR Valuation Model suggests that if Equinix can capture its share of the AI boom, the stock is severely undervalued.
It projects a Target Price of $1,447, implying that the market has yet to price in the full value of its development pipeline.
See analysts’ growth forecasts and price targets for Equinix stock (It’s free!) >>>
Is Equinix Undervalued Today?
The stock has rallied significantly over the last three months, leaving Wall Street cautious. The During the Q3 earnings call, CEO Adaire Fox-Martin highlighted the unprecedented demand environment.
She stated: “We achieved record annualized gross bookings of $394 million, a meaningful 25% increase year-over-year… This accelerated growth comes from a highly diversified set of customers.”
Fox-Martin also noted the strategic importance of their land bank, adding: “We have recently closed on substantial land acquisitions… which will support over 900 megawatts of retail and xScale capacity.”
CFO Keith Taylor emphasized the financial impact of this momentum: “We are raising our adjusted EBITDA, AFFO and AFFO per share guidance for the full year.”
Read the full Equinix Transcript on TIKR to see the 2026 Roadmap >>>
According to TIKR’s Advanced Valuation Model, the stock offers massive upside as it converts its development pipeline into recurring revenue.
- Target Price: $1,447
- Current Price: ~$848
- Potential Upside: +70.6%
Valuation Deep Dive
The investment case for Equinix is a “digital landlord” play on the AI revolution.
With the stock trading at ~$848, the market is valuing it like a traditional REIT, but the $1,447 target prices it as a high-growth tech infrastructure company.
- The Interconnection Moat: Equinix’s ecosystem of 499,000+ interconnections creates a powerful network effect that makes it the default choice for hybrid cloud architectures.
- The Development Pipeline: With 58 major projects underway, including 12 xScale builds, the company has clear visibility into future capacity growth.
- The Value Gap: The $1,447 target implies that as AI workloads move from training (centralized) to inference (edge), Equinix’s distributed footprint will command a premium valuation.
If Equinix delivers a strong forecast on Wednesday, the path to $1,447 could accelerate as institutional capital rotates into “pick and shovel” AI plays.
Conclusion: Wired for growth. With a 70.6% upside potential to $1,447, Equinix offers a lower-risk way to play the AI boom, backed by hard assets and long-term leases with the world’s biggest tech companies.
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How Much Upside Does Equinix Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
