Q2
28 dage siden‧1 t. 4 min
4,69 USD/aktie
Seneste udbytte
2,40 %
Direkte afkast
Ordredybde
Antal
Køb
0
Sælg
Antal
0
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Højest
788,94VWAP
Lavest
775OmsætningAntal
381,6 488.379
VWAP
Højest
788,94Lavest
775OmsætningAntal
381,6 488.379
Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2025 Q2 | 30. jul. | |
| 2025 Generalforsamling | 21. maj | |
| 2025 Q1 | 30. apr. | |
| 2024 Q4 | 12. feb. | |
| 2024 Årsregnskab | 12. feb. |
Data hentes fra Morningstar, Quartr
Andre har kigget på
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
26. jun.26. jun.Lowered Growth Outlook: During its Analyst Day on June 25, 2025, Equinix revised its adjusted funds from operations (AFFO) per share growth outlook for 2025–2029 to 5–9%, down from the previous 7–10%. This adjustment was attributed to higher interest rate assumptions on debt refinancing and increased capital expenditures, signaling potential pressure on near-term profitability, which likely spooked investors. Increased Capital Expenditure Guidance: Equinix announced its "Build Bolder" strategy, planning to construct larger, power-dense data centers to meet AI infrastructure demands. The company projected annual capital expenditures of $4–5 billion through 2029, significantly higher than the $3.4–3.7 billion forecasted for 2025. This aggressive investment, while positioning Equinix for long-term AI-driven growth, raised concerns about short-term financial strain. Analyst Downgrades and Price Target Reductions: The Analyst Day prompted several analyst downgrades, contributing to the stock's decline. BMO Capital downgraded Equinix from Outperform to Market Perform, slashing its price target from $1,045 to $850, citing the subdued growth outlook. Raymond James also downgraded from Strong Buy to Market Perform, noting the significant business shift toward AI infrastructure. Other firms, such as Jefferies ($990 to $940), Stifel ($1,050 to $1,010), JPMorgan Chase ($975 to $935), and BofA Securities ($1,000 to $950), lowered their price targets while maintaining Buy or Overweight ratings, reflecting cautious optimism but near-term concerns. Market Reaction: The finance card above shows Equinix’s stock fell sharply, with intraday prices dropping as low as $711.784 on June 26, 2025, and closing at $750.152, a 10% intraday drop described as the largest since March 2020. This followed an 8% decline on June 25, totaling a 17% two-day loss, the worst stretch on record. The market reaction was driven by fears of "expansion drag," where high capital spending could delay profit growth, a pattern seen in other data center companies like CyrusOne and QTS. Despite the drop, Equinix’s fundamentals remain strong, with Q1 2025 revenues of $2.2 billion (up 8% year-over-year), raised 2025 guidance for revenue ($142 million increase), adjusted EBITDA ($85 million increase), and AFFO ($69 million increase). The company also boasts $2.95 billion in cash and $7.6 billion in total liquidity, supporting its investment strategy. Analysts still project an average price target of $1,017.22, implying a 35.6% upside from the current $750.152, indicating long-term confidence despite short-term volatility. In summary, Equinix’s stock price drop on June 26, 2025, as shown in the finance card above, was driven by a lowered AFFO growth forecast, significantly higher capital expenditure plans for AI infrastructure, and multiple analyst downgrades and price target cuts, which fueled investor concerns about near-term profitability. Kommer forhåbentligt igen - men av :(
27. jun.27. jun.Er i denne bransjen selv, vi ser slowdown i år, og bookings for neste år er lavere enn i fjor. I tråd med slowdown av globale økonomien, men mest av alt er dette syklisk. Vi, andre som oss, ex hyperscalerne investerer i sykluser, der de ofte har store capex budgetter gjennom 2-3 år, så flater det ut 1-2 år, før det investeres igjen. Alle gjør det, norske service providers, Microsoft, Amazon, Google. I 2023 startet denne syklusen, etter ned syklusen i 2022, så 2-3 år, stemmer godt med resten av dette året til gjennom 2026. Det betyr ikke at de ikke investerer i de 1-2 årene, det betyr det flater ut, capex øker ikke, som den gjør i up syklusene. Gjør med det hva dere vil. Nå ser vi noen nye triggere her, som mittøsten investeringer i gigantisk datacenter bygging. Men når det starter og hvem som blir involvert er usikkert. Gjenstår å se. Antagelig blir det myndighetene der som bygger dette
31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretMielenkiintoinen konsepti tällä yrityksellä. https://www.hs.fi/talous/art-2000007761098.html Liikevaihto kasvaa hienosti mutta vapaa kassavirta vielä negatiivisella. https://financials.morningstar.com/ratios/r.html?t=eqix
31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretNobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretYeah I am not able to get a handle on the valuation, as said above lots of growth has been priced in, but i cannot begin to guess how that will work out...
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Nyheder og Analyser
Der er i øjeblikket ingen nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Q2
28 dage siden‧1 t. 4 min
4,69 USD/aktie
Seneste udbytte
2,40 %
Direkte afkast
Nyheder og Analyser
Der er i øjeblikket ingen nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- 26. jun.26. jun.Lowered Growth Outlook: During its Analyst Day on June 25, 2025, Equinix revised its adjusted funds from operations (AFFO) per share growth outlook for 2025–2029 to 5–9%, down from the previous 7–10%. This adjustment was attributed to higher interest rate assumptions on debt refinancing and increased capital expenditures, signaling potential pressure on near-term profitability, which likely spooked investors. Increased Capital Expenditure Guidance: Equinix announced its "Build Bolder" strategy, planning to construct larger, power-dense data centers to meet AI infrastructure demands. The company projected annual capital expenditures of $4–5 billion through 2029, significantly higher than the $3.4–3.7 billion forecasted for 2025. This aggressive investment, while positioning Equinix for long-term AI-driven growth, raised concerns about short-term financial strain. Analyst Downgrades and Price Target Reductions: The Analyst Day prompted several analyst downgrades, contributing to the stock's decline. BMO Capital downgraded Equinix from Outperform to Market Perform, slashing its price target from $1,045 to $850, citing the subdued growth outlook. Raymond James also downgraded from Strong Buy to Market Perform, noting the significant business shift toward AI infrastructure. Other firms, such as Jefferies ($990 to $940), Stifel ($1,050 to $1,010), JPMorgan Chase ($975 to $935), and BofA Securities ($1,000 to $950), lowered their price targets while maintaining Buy or Overweight ratings, reflecting cautious optimism but near-term concerns. Market Reaction: The finance card above shows Equinix’s stock fell sharply, with intraday prices dropping as low as $711.784 on June 26, 2025, and closing at $750.152, a 10% intraday drop described as the largest since March 2020. This followed an 8% decline on June 25, totaling a 17% two-day loss, the worst stretch on record. The market reaction was driven by fears of "expansion drag," where high capital spending could delay profit growth, a pattern seen in other data center companies like CyrusOne and QTS. Despite the drop, Equinix’s fundamentals remain strong, with Q1 2025 revenues of $2.2 billion (up 8% year-over-year), raised 2025 guidance for revenue ($142 million increase), adjusted EBITDA ($85 million increase), and AFFO ($69 million increase). The company also boasts $2.95 billion in cash and $7.6 billion in total liquidity, supporting its investment strategy. Analysts still project an average price target of $1,017.22, implying a 35.6% upside from the current $750.152, indicating long-term confidence despite short-term volatility. In summary, Equinix’s stock price drop on June 26, 2025, as shown in the finance card above, was driven by a lowered AFFO growth forecast, significantly higher capital expenditure plans for AI infrastructure, and multiple analyst downgrades and price target cuts, which fueled investor concerns about near-term profitability. Kommer forhåbentligt igen - men av :(27. jun.27. jun.Er i denne bransjen selv, vi ser slowdown i år, og bookings for neste år er lavere enn i fjor. I tråd med slowdown av globale økonomien, men mest av alt er dette syklisk. Vi, andre som oss, ex hyperscalerne investerer i sykluser, der de ofte har store capex budgetter gjennom 2-3 år, så flater det ut 1-2 år, før det investeres igjen. Alle gjør det, norske service providers, Microsoft, Amazon, Google. I 2023 startet denne syklusen, etter ned syklusen i 2022, så 2-3 år, stemmer godt med resten av dette året til gjennom 2026. Det betyr ikke at de ikke investerer i de 1-2 årene, det betyr det flater ut, capex øker ikke, som den gjør i up syklusene. Gjør med det hva dere vil. Nå ser vi noen nye triggere her, som mittøsten investeringer i gigantisk datacenter bygging. Men når det starter og hvem som blir involvert er usikkert. Gjenstår å se. Antagelig blir det myndighetene der som bygger dette
- 31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretMielenkiintoinen konsepti tällä yrityksellä. https://www.hs.fi/talous/art-2000007761098.html Liikevaihto kasvaa hienosti mutta vapaa kassavirta vielä negatiivisella. https://financials.morningstar.com/ratios/r.html?t=eqix
- 31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretNobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretYeah I am not able to get a handle on the valuation, as said above lots of growth has been priced in, but i cannot begin to guess how that will work out...
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Antal
Køb
0
Sælg
Antal
0
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Højest
788,94VWAP
Lavest
775OmsætningAntal
381,6 488.379
VWAP
Højest
788,94Lavest
775OmsætningAntal
381,6 488.379
Mæglerstatistik
Ingen data fundet
Andre har kigget på
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2025 Q2 | 30. jul. | |
| 2025 Generalforsamling | 21. maj | |
| 2025 Q1 | 30. apr. | |
| 2024 Q4 | 12. feb. | |
| 2024 Årsregnskab | 12. feb. |
Data hentes fra Morningstar, Quartr
Q2
28 dage siden‧1 t. 4 min
Nyheder og Analyser
Der er i øjeblikket ingen nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2025 Q2 | 30. jul. | |
| 2025 Generalforsamling | 21. maj | |
| 2025 Q1 | 30. apr. | |
| 2024 Q4 | 12. feb. | |
| 2024 Årsregnskab | 12. feb. |
Data hentes fra Morningstar, Quartr
4,69 USD/aktie
Seneste udbytte
2,40 %
Direkte afkast
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- 26. jun.26. jun.Lowered Growth Outlook: During its Analyst Day on June 25, 2025, Equinix revised its adjusted funds from operations (AFFO) per share growth outlook for 2025–2029 to 5–9%, down from the previous 7–10%. This adjustment was attributed to higher interest rate assumptions on debt refinancing and increased capital expenditures, signaling potential pressure on near-term profitability, which likely spooked investors. Increased Capital Expenditure Guidance: Equinix announced its "Build Bolder" strategy, planning to construct larger, power-dense data centers to meet AI infrastructure demands. The company projected annual capital expenditures of $4–5 billion through 2029, significantly higher than the $3.4–3.7 billion forecasted for 2025. This aggressive investment, while positioning Equinix for long-term AI-driven growth, raised concerns about short-term financial strain. Analyst Downgrades and Price Target Reductions: The Analyst Day prompted several analyst downgrades, contributing to the stock's decline. BMO Capital downgraded Equinix from Outperform to Market Perform, slashing its price target from $1,045 to $850, citing the subdued growth outlook. Raymond James also downgraded from Strong Buy to Market Perform, noting the significant business shift toward AI infrastructure. Other firms, such as Jefferies ($990 to $940), Stifel ($1,050 to $1,010), JPMorgan Chase ($975 to $935), and BofA Securities ($1,000 to $950), lowered their price targets while maintaining Buy or Overweight ratings, reflecting cautious optimism but near-term concerns. Market Reaction: The finance card above shows Equinix’s stock fell sharply, with intraday prices dropping as low as $711.784 on June 26, 2025, and closing at $750.152, a 10% intraday drop described as the largest since March 2020. This followed an 8% decline on June 25, totaling a 17% two-day loss, the worst stretch on record. The market reaction was driven by fears of "expansion drag," where high capital spending could delay profit growth, a pattern seen in other data center companies like CyrusOne and QTS. Despite the drop, Equinix’s fundamentals remain strong, with Q1 2025 revenues of $2.2 billion (up 8% year-over-year), raised 2025 guidance for revenue ($142 million increase), adjusted EBITDA ($85 million increase), and AFFO ($69 million increase). The company also boasts $2.95 billion in cash and $7.6 billion in total liquidity, supporting its investment strategy. Analysts still project an average price target of $1,017.22, implying a 35.6% upside from the current $750.152, indicating long-term confidence despite short-term volatility. In summary, Equinix’s stock price drop on June 26, 2025, as shown in the finance card above, was driven by a lowered AFFO growth forecast, significantly higher capital expenditure plans for AI infrastructure, and multiple analyst downgrades and price target cuts, which fueled investor concerns about near-term profitability. Kommer forhåbentligt igen - men av :(27. jun.27. jun.Er i denne bransjen selv, vi ser slowdown i år, og bookings for neste år er lavere enn i fjor. I tråd med slowdown av globale økonomien, men mest av alt er dette syklisk. Vi, andre som oss, ex hyperscalerne investerer i sykluser, der de ofte har store capex budgetter gjennom 2-3 år, så flater det ut 1-2 år, før det investeres igjen. Alle gjør det, norske service providers, Microsoft, Amazon, Google. I 2023 startet denne syklusen, etter ned syklusen i 2022, så 2-3 år, stemmer godt med resten av dette året til gjennom 2026. Det betyr ikke at de ikke investerer i de 1-2 årene, det betyr det flater ut, capex øker ikke, som den gjør i up syklusene. Gjør med det hva dere vil. Nå ser vi noen nye triggere her, som mittøsten investeringer i gigantisk datacenter bygging. Men når det starter og hvem som blir involvert er usikkert. Gjenstår å se. Antagelig blir det myndighetene der som bygger dette
- 31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretMielenkiintoinen konsepti tällä yrityksellä. https://www.hs.fi/talous/art-2000007761098.html Liikevaihto kasvaa hienosti mutta vapaa kassavirta vielä negatiivisella. https://financials.morningstar.com/ratios/r.html?t=eqix
- 31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretNobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.31. jan. 2022 · Redigeret31. jan. 2022 · RedigeretYeah I am not able to get a handle on the valuation, as said above lots of growth has been priced in, but i cannot begin to guess how that will work out...
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Antal
Køb
0
Sælg
Antal
0
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Højest
788,94VWAP
Lavest
775OmsætningAntal
381,6 488.379
VWAP
Højest
788,94Lavest
775OmsætningAntal
381,6 488.379
Mæglerstatistik
Ingen data fundet