--- title: "Equinix (NASDAQ:EQIX) Posts Quarterly Earnings Results, Misses Expectations By $0.17 EPS" type: "News" locale: "en" url: "https://longbridge.com/en/news/275681639.md" description: "Equinix (NASDAQ:EQIX) reported quarterly earnings of $8.91 per share, missing estimates by $0.17. Revenue was $2.42 billion, below the expected $2.46 billion, but up 7% year-over-year. The company had a return on equity of 7.70% and a net margin of 11.82%. Despite the earnings miss, Equinix raised its 2026 financial outlook, expecting revenue growth of 9-10% and a 10% increase in its quarterly dividend. The stock traded up to $867.52, with a market cap of $85.18 billion. CFO Keith D. Taylor sold shares, reducing his position by 7.22%." datetime: "2026-02-12T01:11:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275681639.md) - [en](https://longbridge.com/en/news/275681639.md) - [zh-HK](https://longbridge.com/zh-HK/news/275681639.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275681639.md) | [繁體中文](https://longbridge.com/zh-HK/news/275681639.md) # Equinix (NASDAQ:EQIX) Posts Quarterly Earnings Results, Misses Expectations By $0.17 EPS Equinix (NASDAQ:EQIX - Get Free Report) announced its earnings results on Wednesday. The financial services provider reported $8.91 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $9.08 by ($0.17), Zacks reports. The firm had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.46 billion. Equinix had a return on equity of 7.70% and a net margin of 11.82%.The company's revenue for the quarter was up 7.0% compared to the same quarter last year. During the same quarter last year, the business earned $7.92 EPS. - The Cloud Computing ETF Every Growth Investor Should Consider Here are the key takeaways from Equinix's conference call: - **Bookings and recurring revenue accelerated:** Q4 annualized gross bookings were $474 million (2025 total annualized bookings $1.6 billion, +27% YoY) and monthly recurring revenue rose ~10% in Q4 (8% for the full year), driving a record pipeline and backlog. - **AI is a major growth driver:** About 60% of the largest deals in Q4 were AI-driven (AI deals showed ~33% higher power density), with notable wins including Salesforce, Hudson River Trading, Alembic and Honeywell, underscoring enterprise adoption beyond hyperscalers. - **Upgraded 2026 financial outlook:** Management expects revenue growth of 9–10%, MRR +8–10%, adjusted EBITDA margin ~51% (200 bps improvement) and AFFO per share +8–10%, while raising the quarterly dividend by ~10%. - Timing and investment profile: the Hampton xScale lease moved from Q4 into Q1 (timing, not cancellation), Equinix plans xScale deployment via JVs (no on‑balance sheet xScale spend assumed) and guides 2026 CapEx of $3.7–4.2 billion with net leverage around 3.8x, reflecting heavy near‑term investment that bears watching. ## Equinix Stock Performance EQIX stock traded up $10.78 during trading hours on Wednesday, reaching $867.52. The stock had a trading volume of 650,526 shares, compared to its average volume of 546,062. The stock has a 50-day simple moving average of $781.06 and a 200 day simple moving average of $786.78. Equinix has a fifty-two week low of $701.41 and a fifty-two week high of $953.41. The stock has a market capitalization of $85.18 billion, a PE ratio of 79.44, a price-to-earnings-growth ratio of 1.34 and a beta of 1.06. The company has a debt-to-equity ratio of 1.32, a current ratio of 1.62 and a quick ratio of 1.62. ## Key Stories Impacting Equinix - The Top 3 Investment Themes That Will Dominate 2026 Here are the key news stories impacting Equinix this week: - Positive Sentiment: Management raised its annual revenue forecast and said AI-linked data‑center demand is driving growth; the outlook helped lift sentiment. Equinix forecasts annual sales above estimates on AI data center demand - Positive Sentiment: Company issued a robust 2026 outlook: Q4 monthly recurring revenue (MRR) +10% YoY, record annualized gross bookings, \>500k interconnections (strength in enterprise/AI cloud connectivity) — signals durable demand and backlog. Equinix Provides Robust 2026 Outlook - Positive Sentiment: Board increased the quarterly dividend 10% to $5.16 (11th consecutive annual raise since REIT conversion) — supports income investor demand and signals confidence in cash flow. Equinix Increases Quarterly Dividend - Neutral Sentiment: Equinix filed an updated description of U.S. federal tax considerations for its REIT status — a routine regulatory/tax disclosure that investors should note but that doesn’t change operations. Equinix Updates Federal Tax Considerations for REIT Status - Neutral Sentiment: Recent articles highlight Equinix’s positioning in the growing AI/data‑center market (sector tailwind); useful context for long‑term thesis but not new company-specific news. Equinix Positioned for Growth - Negative Sentiment: Q4 results missed on FFO ($8.91 vs. Zacks/consensus ~9.07/9.08) and revenue ($2.42B vs. ~$2.46B), which is a short-term earnings headwind and explains some investor caution despite the upbeat guide. Equinix (EQIX) Misses Q4 FFO and Revenue Estimates ## Insider Buying and Selling at Equinix In related news, CFO Keith D. Taylor sold 2,051 shares of Equinix stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $804.17, for a total transaction of $1,649,352.67. Following the completion of the sale, the chief financial officer owned 26,373 shares of the company's stock, valued at approximately $21,208,375.41. The trade was a 7.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Chairman Charles J. Meyers sold 2,094 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $804.14, for a total value of $1,683,869.16. Following the transaction, the chairman owned 13,253 shares in the company, valued at $10,657,267.42. The trade was a 13.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 19,490 shares of company stock worth $15,281,999. 0.27% of the stock is currently owned by corporate insiders. ## Institutional Investors Weigh In On Equinix - Tap Into 2026 AI Infrastructure Gains With This High-Growth ETF Several institutional investors have recently made changes to their positions in the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Equinix by 408.1% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,186,497 shares of the financial services provider's stock worth $929,312,000 after acquiring an additional 953,001 shares during the period. Bank of America Corp DE raised its stake in Equinix by 3.8% in the third quarter. Bank of America Corp DE now owns 725,397 shares of the financial services provider's stock valued at $568,160,000 after purchasing an additional 26,445 shares in the last quarter. Ameriprise Financial Inc. lifted its position in Equinix by 0.3% during the second quarter. Ameriprise Financial Inc. now owns 695,756 shares of the financial services provider's stock worth $553,454,000 after purchasing an additional 1,863 shares during the period. Resolution Capital Ltd grew its stake in Equinix by 4.7% during the second quarter. Resolution Capital Ltd now owns 586,302 shares of the financial services provider's stock worth $466,386,000 after buying an additional 26,490 shares in the last quarter. Finally, Alyeska Investment Group L.P. increased its holdings in Equinix by 38.0% in the 3rd quarter. Alyeska Investment Group L.P. now owns 262,983 shares of the financial services provider's stock valued at $205,979,000 after buying an additional 72,384 shares during the period. 94.94% of the stock is currently owned by institutional investors. ## Analysts Set New Price Targets A number of research analysts recently issued reports on EQIX shares. Wall Street Zen cut Equinix from a "hold" rating to a "sell" rating in a report on Saturday, January 10th. JPMorgan Chase & Co. boosted their price objective on Equinix from $940.00 to $950.00 and gave the stock an "overweight" rating in a report on Thursday, October 30th. TD Cowen reaffirmed a "buy" rating on shares of Equinix in a research note on Thursday, October 30th. Truist Financial boosted their target price on Equinix from $961.00 to $973.00 and gave the stock a "buy" rating in a research report on Tuesday, November 18th. Finally, BMO Capital Markets raised Equinix from a "market perform" rating to an "outperform" rating and set a $900.00 price objective on the stock in a research note on Wednesday, December 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $959.64. **Check Out Our Latest Stock Report on Equinix** ## Equinix Company Profile (Get Free Report) Equinix, Inc is a global provider of digital infrastructure and interconnection services, specializing in carrier-neutral data centers and colocation. The company operates a platform that enables enterprises, cloud and network service providers, and content companies to colocate IT infrastructure, interconnect directly with partners and providers, and access cloud on-ramps and network services in a secure, low-latency environment. Equinix's offerings include traditional colocation space and power, cross-connects and meet-me rooms, and a suite of connectivity and on-demand services designed for hybrid multicloud architectures. ## Recommended Stories - Five stocks we like better than Equinix - Nvidia CEO Issues Bold Tesla Call - Your Bank Account Is No Longer Safe - Buy this Gold Stock Before May 2026 - What a Former CIA Agent Knows About the Coming Collapse - The day the gold market broke _This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._ ## Should You Invest $1,000 in Equinix Right Now? Before you consider Equinix, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Equinix wasn't on the list. While Equinix currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here ### Related Stocks - [Equinix, Inc. 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