<div id="readability-page-1"><div><p>Equinix (EQIX) just put a major leadership transition on the calendar, with longtime CFO Keith Taylor planning to retire in 2026 while staying on as a Special Advisor to support the handover.</p> <p>See our latest analysis for Equinix.</p> <p>The leadership change comes at a tricky moment for sentiment, with the share price at $750.32 and a year to date share price return of negative 20.54 percent. Even though the three year total shareholder return remains positive, this suggests longer term momentum is intact but fading near term.</p> <p>If this transition has you reassessing your portfolio’s growth stories, it could be worth exploring fast growing stocks with high insider ownership as a way to uncover other high conviction ideas beyond Equinix.</p> <p>With shares trading nearly 40 percent below one intrinsic value estimate and close to 30 percent under analyst targets, is Equinix quietly undervalued today, or is the market already baking in all of its future growth?</p> <h2>Most Popular Narrative Narrative: 22.3% Undervalued</h2> <p>Compared to Equinix's last close at $750.32, the most widely followed narrative points to a higher fair value anchored in long term growth and margins.</p> <p><em>The analysts have a consensus price target of $957.0 for Equinix based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $1200.0, and the most bearish reporting a price target of just $804.0.</em></p> <p>Read the complete narrative.</p> <p>Curious how steady double digit growth, expanding margins and a rich future earnings multiple can still argue for upside at today’s price? The full narrative explains the assumptions behind that gap between current trading levels and projected fair value.</p> <p><strong>Result: Fair Value of $965.56 (UNDERVALUED)</strong></p> <p>Have a read of the narrative in full and understand what's behind the forecasts.</p> <p>However, that upside assumes Equinix can keep executing flawlessly and that hyperscale demand does not waver just as its capital spending peaks.</p> <p>Find out about the key risks to this Equinix narrative.</p> <h2>Another Angle on Valuation</h2> <p>While our fair value work suggests meaningful upside, a simple earnings lens tells a tougher story. Equinix trades on about 68.8 times earnings, more than double the Specialized REITs industry at 28.6 times and well above peers at 30.7 times, with a fair ratio of 33.7 times. If the market drifts back toward that fair ratio, today’s discount could shrink fast. This raises the question: is this really a mispricing or simply growth paid for up front?</p> <p>See what the numbers say about this price — find out in our valuation breakdown.</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/07f21095-67df-430d-a314-78ff8fd1ca12/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/07f21095-67df-430d-a314-78ff8fd1ca12/chart/pe-multiple-vs-industry"/><figcaption>NasdaqGS:EQIX PE Ratio as at Dec 2025</figcaption></figure><h2> Build Your Own Equinix Narrative</h2> <p>If you see the story differently or want to dig into the numbers yourself, you can build a custom view in minutes: Do it your way.</p> <p>A great starting point for your Equinix research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.</p> <h2>Ready for more high conviction ideas?</h2> <p>Do not stop with just one stock. Use the Simply Wall St Screener today to uncover focused opportunities that match your strategy before everyone else notices.</p> <ul> <li>Capture potential mispricings early by scanning these 907 undervalued stocks based on cash flows that the market may be overlooking despite solid cash flow support.</li> <li>Secure potential long term income streams by targeting these 13 dividend stocks with yields &gt; 3% that combine higher yields with healthier fundamentals.</li> <li>Position yourself at the frontier of innovation by evaluating these 26 AI penny stocks shaping how data, automation and intelligent systems transform entire industries.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

EQIX

<p>Equinix's CFO Keith Taylor plans to retire in 2026, transitioning to a Special Advisor role. This leadership change occurs amid a challenging sentiment, with Equinix's share price at $750.32, down 20.54% year-to-date. Analysts have mixed views on its valuation, with price targets ranging from $804 to $1200. Despite trading below intrinsic value estimates, Equinix's high PE ratio raises questions about its growth potential. Investors are encouraged to explore other high-growth stocks and consider risks associated with Equinix's future performance.</p>

Equinix (EQIX) Valuation Check as Long-Serving CFO Announces Retirement and Transition to Special Advisor