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Research Alert: CFRA Keeps Hold Opinion On Shares Of Equinix, Inc.
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Equinix, Inc.
Nov 3, 2025 7:17 AM

09:55 AM EST, 11/03/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We increase our target price by $50 to $900 target on a forward P/FFO of 29.3x, reflecting global market growth opportunities for data centers and EQIX's interconnection strengths. We increase our 2025 FFO estimate by $0.43 to $28.18 and increase 2026 by $0.24 to $30.74. EQIX introduced a new metric, a $185 million presold cumulative balance, representing future bookings not yet delivered giving visibility into the 12-month pre-delivery window. Bookings for EQIX Fabric were strong, +57% Y/Y, highlighting the growing demand for hybrid, multi-cloud architectures. Despite strong demand growth EQIX is faces a growing dependence on large deals with a wide range of Q4 guidance based on the timing of a large xScale deal that may fall into Q1 2026. We expect a large capex guide for FY 26 with a 50% Q/Q increase in the developable land pipeline in Q3 signaling an inflection point in the pace of the "Build Bolder" strategy as EQIX seeks to aggressively execute planned new build-outs.

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