Professional
Added to YB: 2025-08-08
Pitch date: 2025-06-30
EQIX [bullish]
Equinix, Inc.
-4.74%
current return
Author Info
No bio for this author
Company Info
Equinix, Inc. (Nasdaq: EQIX) shortens the path to boundless connectivity anywhere in the world. Its digital infrastructure, data center footprint and interconnected ecosystems empower innovations that enhance our work, life and planet.
Market Cap
$74.0B
Pitch Price
$787.65
Price Target
N/A
Dividend
2.49%
EV/EBITDA
22.09
P/E
68.81
EV/Sales
10.23
Sector
Specialized REITs
Category
growth
Baron Real Estate Income Fund New Position: Equinix, Inc.
EQIX (new position): Premier global data center operator, 270 facilities in 36 countries. Added shares at compelling valuation despite recent drop after Investor Day. Near-term earnings growth dampened by capital investments, but right strategic move to meet customer demand. Highly valuable interconnected ecosystem enables premium pricing and outsized capital returns. Strong balance sheet to fund expansion.
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