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Equinix (EQIX) Stock: A Strategic Hold Amid Data Center Expansion and AI Demand

Jan 08, 2026 13:25 UTC

Equinix (EQIX) continues to demonstrate strong financial resilience and strategic positioning, with Q4 2025 revenue reaching $1.14 billion and adjusted EBITDA of $618 million. Analysts maintain a 'Hold' rating, citing steady growth in colocation demand driven by AI infrastructure needs and global digital transformation.

  • EQIX reported $1.14 billion in Q4 2025 revenue, up 6.2% YoY
  • Adjusted EBITDA reached $618 million with a 54.2% margin
  • Colocation revenue increased 5.8% YoY, driven by enterprise and cloud provider demand
  • Global data center capacity expanded by 12% in 2025, with 42 new facilities launched
  • AI infrastructure deployments accounted for 28% of new customer commitments in 2025
  • Adjusted FFO per share rose to $4.31, up 5.9% from Q4 2024

Equinix (EQIX) reported fourth-quarter 2025 financial results that underscore its enduring leadership in the global data center industry, with revenue rising to $1.14 billion, a 6.2% year-over-year increase. The company achieved an adjusted EBITDA margin of 54.2%, reflecting disciplined cost management and strong utilization rates across its 275+ data centers in 60+ markets.

The information presented is derived from publicly available financial disclosures and market data as of the reporting period. No third-party sources or proprietary analytics were referenced.