Equinix (EQIX) offers superior AFFO/share growth, operational strategy, and valuation versus Digital Realty (DLR), making it the preferred data center REIT investment. EQIX's cross-connect ecosystem drives positive same-store NOI and tenant stickiness, outpacing DLR's commodity-focused approach and mitigating renewal rent pressure. Recent multiple compression—EQIX now trades at 18.4x forward AFFO and 86% of NAV—creates a rare value opportunity despite continued robust growth.
Equinix stands as a critical infrastructure provider powering the global AI data center expansion, not an AI developer itself. EQIX delivered 5.2% revenue growth and 8.6% AFFO per share growth in Q3 2025, with robust demand and record bookings. Shares trade at a forward 12-month P/AFFO of 18.6, well below the 10-year average, offering a potential 23% cumulative return through 2026.
Investors need to pay close attention to EQIX stock based on the movements in the options market lately.
| Specialty Retail Industry | Consumer Discretionary Sector | Adaire Rita Fox-Martin CEO | XWBO Exchange | US29444U7000 ISIN |
| US Country | 13,606 Employees | 19 Nov 2025 Last Dividend | 31 Dec 2002 Last Split | 11 Aug 2000 IPO Date |
Equinix, Inc., identified on the Nasdaq stock exchange with the ticker EQIX, represents a pivotal force within the realm of digital infrastructure on a global scale. Recognized as the choice platform by digital leaders, Equinix facilitates the convergence and interconnection of foundational infrastructure at software speed. The organization is key in enabling companies to navigate through a myriad of strategic locations, partners, and opportunities, thereby ensuring scalability with unrivaled agility. By accelerating the introduction of digital services and ensuring the delivery of top-tier experiences, Equinix significantly enhances the value of organizations it collaborates with. A distinctive aspect of Equinix's mission includes a strong commitment towards supporting the sustainability goals of its partners, highlighting its role not just as a service provider but as a responsible partner in the digital ecosystem.
Equinix offers a broad range of products and services designed to empower digital businesses, including: