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EQIX Equinix

reit · valued with glm-5.2 medium conviction · deep-dived 2026-09-01

BUY
Intrinsic value$630.03
Price (at call)$1,046.72
Margin of safety -39.8%
vs market (rating basis) +20.9%

Model unavailable; showing baseline valuation.

⚠ LLM error: empty response; using baseline

The story

Value drivers

AFFO growth (Y1)8.3%
Terminal AFFO growth3.0%
AFFO / FFO ratio80.0%
Beta0.97
Failure probability0.0%
Cost of equity9.1%

Valuation bridge

PV of AFFO (explicit)26.15B
PV of terminal value36.02B
Equity value62.17B
÷ shares → per share$630.03

News

bullish +0.60 · 8 articles

  • Fresh Off a U.S. Funding Deal, This Quantum Start-Up Is Moving Into Data Centers
  • Equinix’s AI Power-Grid Push Might Change The Case For Investing In Equinix (EQIX)
  • Why Is Equinix (EQIX) Up 2.8% Since Last Earnings Report?
  • Equinix (EQIX) Files FERC Comments, Is The 12% Upside Already Priced In?
  • Equinix (EQIX) Urges FERC To Adopt Urgent PJM Reliability Reforms
  • Equinix Sees AI Infrastructure Demand Surge as Enterprises Modernize Legacy Systems
  • Do Wall Street Analysts Like Equinix Stock?
  • SGA Is Betting on Equinix (EQIX) as AI Demand Accelerates

Projected AFFO

YrFFOAFFOGrowthPV
14.03B 3.22B8.3% 2.95B
24.33B 3.47B7.7% 2.91B
34.64B 3.71B7.1% 2.86B
44.94B 3.96B6.5% 2.79B
55.24B 4.19B5.9% 2.71B
65.52B 4.41B5.3% 2.61B
75.78B 4.62B4.8% 2.51B
86.02B 4.82B4.2% 2.39B
96.24B 4.99B3.6% 2.27B
106.42B 5.14B3.0% 2.14B

History

DatePriceIntrinsicMoSRating
2026-09-01$1,046.72 $630.03 -39.8% BUY
2026-07-08$1,022.93 $574.72 -43.8% HOLD
2026-06-23$1,115.93 $555.00 -50.3% HOLD