Equinix Inc

EQIX: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Equinix: Analyst Day Brings Good and Bad; Lowering FVE to $840 From $860 on Higher Capital Spending

Samuel Siampaus

Jun 26, 2025

Equinix highlighted success in the interconnection and connectivity business and growing AI-related demand, supporting its expectations for 7%-10% annual revenue growth and 5%-9% annual AFFO growth through 2029. However, a higher-than-expected capital spending forecast sent shares down 9%.

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Equinix Inc

Equinix: Analyst Day Brings Good and Bad; Lowering FVE to $840 From $860 on Higher Capital Spending

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