Regular session
$1000.39
-4.35%open $1045.88
A 4.35% slide to $1,000.39 from a $1,045.88 open puts the data center REIT right on the $1,000 line, a level worth watching for whether buyers step in or it breaks.
Latest Activity
Regular session
$991.16
-5.23%open $1045.88
A 5.23% drop to $991.16 from a $1,045.88 open pulls this $98 billion data center REIT back below the four-figure mark. Moves this big are rare for a name that usually trades like a utility, so watch whether $1,000 turns into resistance.
After-hours
$1053.17
+4.49%open $1007.91
A 4.49% move to $1,053.17 adds roughly $4.5 billion to this $104 billion data center REIT in a single session, outsized for a name that rarely travels this far in a day. Watch whether the $1,007.91 open holds as support.
Q3 2026
EPS
$4.93
est $3.96+24.6%
Revenue
$2.57B
est $2.56B+0.3%
Record annualized gross bookings of $533 million, up 35% year over year, pulled Equinix into its third straight guidance raise on AI and enterprise demand. The EPS beat is flattered by a one-time fee tied to the atNorth joint venture.
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We delivered double-digit growth across the key metrics that drive long-term value creation, including interconnection and monthly recurring revenue, and we accelerated capacity to meet broad-based demand.
Equinix's CEO is pinning the third quarter on interconnection and recurring revenue, and says new capacity is coming online faster to absorb AI-era demand. For a $99.4 billion landlord of the internet's plumbing, the pace of that buildout is the number to track next quarter.
We also unveiled Equinix Fabric One and Equinix Inference Exchange to enable enterprise customers to run, connect, and orchestrate their most critical workloads.
Equinix's CEO is repositioning the $99.4 billion colocation landlord as an AI inference layer rather than the real estate under it. Two new products on the Q3 call put it in direct competition for enterprise workload orchestration, the part of the AI buildout expected to outgrow training.
Our Q3 results and raised full-year guidance reflect the differentiated position and growing importance of Equinix.
The CEO is raising the full-year outlook while power constraints squeeze new data-center supply, putting Equinix's existing footprint in the rare position of scarce capacity. Anyone treating colocation as a slow-growth REIT trade is reading the wrong cycle.
Regular session
$934.20
-5.67%open $990.35
A 5.67% drop to $934 wipes out roughly $5 billion of market value in a single session, outsized for a $92.2 billion data-center REIT that normally trades quietly. Whether the $990 open gets reclaimed is the level to keep an eye on.
EQIX Coverage
11:47am ET
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The AI Data Center Race Heats Up: Three Winners Getting Paid Now, One Waiting for Next Year
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Only 1 of These 2 Data Center REITs Keeps Raising Its Dividend. Here’s Which Belongs in Your Roth IRA.
Both Digital Realty and Equinix are cashing in on the AI infrastructure boom, but inside a Roth IRA, one of these data center giants quietly compounds circles around the other and it…