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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.
May 1, 2026 10:22 AM

01:05 PM EDT, 05/01/2026 (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 $125 to $1,175 on a forward P/FFO of 36.1x, reflecting global market growth opportunities for data centers, accelerating AI related demand, and EQIX's interconnection strengths. We increase our 2026 FFO estimate by $1.40 to $32.25 and increase 2027 by $2.82 to $35.63. AI driven demand continues to beat expectations with EQIX continuing to see strong demand from the largest AI model providers. Interconnection revenue growth acceleration is noteworthy at 13.5% Y/Y vs. 6.8% growth in Q1 2025. We continue to monitor power constraint headwinds with management noting that the availability of power is the largest restraint in their environment, most impacting highly dense deployments. Management is optimistic as tenant conversations a year ago centered around piloting AI while now its all about enterprise-wide adoption at scale signifying how quickly AI tools have become a part of the daily toolkit for knowledge-based employees.

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