Equinix Raises Revenue Guidance On AI Demand
Equinix on Feb. 11 projected full-year 2026 revenue of $10.12–$10.22 billion, above LSEG estimates of $10.07 billion, and forecasted Q1 revenue of $2.50–$2.54 billion. On Feb. 12 BMO Capital raised its price target to $1,050 and kept an Outperform rating, citing 42% bookings growth and AI-driven data-center demand; shares rose over 6% in extended trading.
Key Points
- 1Reports Equinix projects 2026 revenue $10.12–$10.22B, above LSEG estimate $10.07B
- 2Cites AI-driven demand and 42% bookings growth as primary drivers of stronger guidance
- 3Impacts capacity planning: data-center operators should consider interconnection and Asia expansion opportunities
Scoring Rationale
Confirmed company guidance and analyst upgrade drive score, limited by firm-specific focus and promotional, shallow reporting.
Sources
Public references used for this report.
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