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EQIXEquinix

$1037.72+1.36%Real quote · delayedData center REITREITs · 11 peers →

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $9.2B · latest quarter up 16.4% YoY · profitable (FY net income $1.4B) · short activity above its recent average — bears adding.

FY revenue

$9.2B

2025-12

Latest Q YoY

+16.4%

Gross margin

12.2%

FY net income

$1.4B

Diluted EPS

$13.79

Short volume

63.1%

20d avg 55.3% · shorts building

🐋 5%+ ownership filings (last 180d)

The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.

2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
2026-04-29passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
2026-03-26passive (13G)VANGUARD GROUP INC

🎯 Market expectations

Expectation reliability High · 71/100

Nasdaq analyst consensus · the pre-news baseline

Next quarter (Sep 2026) consensus$9.28Estimate range $9.18 ~ $9.37 · 5 analysts

History: actual vs consensusavg +14.1%

Jun 2026$11.78 vs $10.14+16.17%
Mar 2026$10.79 vs $9.85+9.54%
Dec 2025$8.91 vs $8.04+10.82%
Sep 2025$9.83 vs $8.20+19.88%

The takeaway

This company habitually beats by +14.1% — the next report has to clear that bar to count as good news.

Analyst estimates, not our forecast · not investment advice

What's moving this stock lately

2 direct · 1 2nd-order · 0 thematic

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

#1▲0.51%2nd-orderBloom Energy's New Power Connect System Could Cut Installation Time by Over 40%. Here's Why That Matters More Than the Backlog.2d ago
As a Bloom fuel cell customer, faster on-site deployment shortens data center commissioning timelines and lowers power interconnection costs
Impact chain →
Also named: BE · PLUG · FCEL · BLDP · VRT · ETN
#2▲0.47%DirectJensen Huang Just Gave Governments an AI FOMO Pitch—Here's Who Wins9d ago
Equinix's globally interconnected data-center network is key infrastructure for government AI deployment, reinforcing expansion expectations
Impact chain →
Also named: NVDA · AVGO · ANET · TSM · DLR · VRT
#3▼0.36%DirectIFRA: Voter AI Data Center Backlash Shows Up On The Chart (Rating Downgrade)14d ago
Zoning and permitting resistance raises timeline and cost uncertainty for expansion plans.
Impact chain →
Also named: VST · CEG · TLN · NRG · IFRA · DLR

🕰️ Price × news · engine report card

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The 29 engine calls on this chart (hit / miss / pending) are Pro — price and volume only for now▂ volume

📜 Call history (newest first

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