Equinix, Inc.

(NASDAQ Global Select)
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Bullish +65

Equinix schedules October 28 results and Equinix stock costs EUR 918.50

Capacity expansion Earnings report Financial outlook AI-generated analysis

πŸ“… Equinix has scheduled its third-quarter results call for October 28, 2026, at 5:30 p.m. ET to cover the quarter ended September 30.

πŸ’° Second-quarter revenue reached USD 2.62 billion, representing a 16% year-over-year increase driven by strong demand.

πŸ“ˆ Monthly recurring revenue grew 11% year over year, while annualized gross bookings rose significantly by 23%.

πŸš€ Management raised its full-year 2026 revenue growth guidance to a range of 11-12% and adjusted FFO per-share growth of 10-12%.

πŸ—οΈ The company expects capital expenditures of USD 5.0-6.0 billion in 2026 to add capacity for AI, cloud, and interconnection demand.

πŸ“‰ Long-term capex plans call for USD 5.0-7.0 billion annually from 2027 through 2029 to support continued infrastructure expansion.

🏒 Equinix operates in the Real Estate / Specialty REIT sector with a market capitalization of approximately USD 101.2 billion.

πŸ“Š The stock's Nasdaq 52-week range is between USD 720.62 and USD 1,128.68 as of October 9, 2026.

Bullish Signals
  • Equinix reported second-quarter revenue of USD 2.62 billion, a robust 16% year-over-year increase that exceeds the full-year guidance range.
  • Monthly recurring revenue grew 11% year over year, demonstrating strong retention and demand for existing data center services.
  • Annualized gross bookings surged by 23%, indicating accelerating new customer acquisition and expansion of contracts.
  • Management raised its full-year 2026 revenue growth guidance to 11-12% and adjusted funds from operations per-share growth to 10-12%.
  • The company is successfully positioning itself for AI and cloud demand by planning significant capacity additions through 2029.
Risk Factors
  • Long-term capex plans project annual spending of USD 5.0-7.0 billion from 2027 through 2029, requiring sustained financing discipline.
  • The upcoming October report will face scrutiny to determine if the heavy investment cycle is converting bookings into additional capacity and cash generation.
Full Analysis
Equinix Inc. (EQIX) is preparing to report its third-quarter results on October 28, 2026, at 5:30 p.m. ET. The company's recent second-quarter performance showed robust growth, with revenue reaching USD 2.62 billion, a 16% increase year over year. This strong quarterly result sets a high bar for the upcoming report, as management has raised its full-year revenue growth guidance to an 11-12% range. Management provided updated forward-looking metrics during the second-quarter earnings call, highlighting significant expansion in demand. Monthly recurring revenue grew by 11% year over year, while annualized gross bookings surged by 23%. These figures indicate strong underlying demand for Equinix's data center capabilities, driven largely by AI and cloud computing needs. Equinix is entering a heavier investment cycle to support this growth, with capital expenditures expected between USD 5.0 billion and USD 6.0 billion in 2026. The company projects annual capex of USD 5.0-7.0 billion from 2027 through 2029 to add necessary capacity. Investors will be watching the October update closely to see if this heavy spending translates into sustained cash generation and successful conversion of bookings into new capacity. Trading data indicates Equinix has a market capitalization of approximately USD 101.2 billion as of early October 2026. The stock trades in the Real Estate / Specialty REIT sector, with a Nasdaq 52-week range spanning from USD 720.62 to USD 1,128.68. The upcoming earnings call will be critical for validating whether the company can maintain its growth trajectory amidst significant infrastructure investment.