Stifel analysts reaffirm Equinix stock price target at $1,050

On Thursday, Stifel analysts reiterated their Buy rating and maintained a $1,050 price target for Equinix stock (NASDAQ: EQIX), above the current price of $912.20. The decision followed discussions at the Nareit REITweek conference, where Equinix’s management highlighted sustained demand and positive pricing trends. According to InvestingPro, analyst consensus remains strongly bullish with targets ranging from $837 to $1,200.

The analysts noted that Equinix’s strong market position and robust pipeline are likely to drive momentum in the second half of the year and into 2026. With a substantial market capitalization of $89.23 billion and healthy revenue growth of 5.82% over the last twelve months, the company appears well-positioned. Management at Equinix emphasized strong tailwinds from artificial intelligence, with more than half of the top volume deals in the first quarter involving high-performance computing and AI.

Equinix’s xScale product is expected to meet the growing demand, with management also anticipating improved margins as the year progresses. The company is focusing on larger builds to capture AI momentum, particularly in training for hyperscalers, while maintaining a strong position in inferencing.

Additionally, Equinix’s leadership in interconnection, latency, and cloud on-ramps was noted as a competitive advantage. Management expressed optimism about the cabs billing metric, which experienced a low point in the first quarter, expecting it to improve throughout the year.

In other recent news, Equinix Inc (NASDAQ:EQIX). reported strong financial results for the first quarter of 2025, with revenues reaching $2.2 billion, marking an 8% increase compared to the previous year. The company also raised its full-year guidance, reflecting its robust position in the digital infrastructure market and the growing demand for AI-related services. Equinix issued new senior notes totaling €1.5 billion, with plans to allocate the net proceeds to finance or refinance eligible green projects. Citi analysts responded positively to Equinix’s performance, lifting the stock price target to $990 and maintaining a Buy rating, citing the company’s strong first-quarter results and increased 2025 guidance.

JMP Securities reiterated its Market Outperform rating for Equinix, setting a price target of $1,200, reflecting confidence in the company’s performance and industry prospects. Equinix has also been active in strategic financing, issuing senior notes due in 2029 and 2034, with proceeds earmarked for green projects and general corporate purposes. The company’s management highlighted a robust pipeline and bookings, which are expected to sustain revenue growth despite challenges in non-recurring revenue streams. These developments underscore Equinix’s strategic focus on expanding its digital infrastructure capabilities amid increasing demand for AI and technology-driven services.

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