Q2-rapport
32 dagar sedan‧1t 4min
4,69 USD/aktie
Senaste utdelning
2,39 %
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Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Högst
790,32VWAP
Lägst
783,24OmsättningAntal
253,1 321 946
VWAP
Högst
790,32Lägst
783,24OmsättningAntal
253,1 321 946
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Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2025 Q2-rapport | 30 juli | |
| 2025 Årsstämma | 21 maj | |
| 2025 Q1-rapport | 30 apr. | |
| 2024 Q4-rapport | 12 feb. | |
| 2024 Årsrapport | 12 feb. |
Data hämtas från Morningstar, Quartr
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Shareville
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26 juni26 juniLowered 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 juni27 juniEr 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 · Ändrad31 jan. 2022 · ÄndradMielenkiintoinen 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 · Ändrad31 jan. 2022 · ÄndradNobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.31 jan. 2022 · Ändrad31 jan. 2022 · ÄndradYeah 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...
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Nyheter & Analyser
Det finns för närvarande inga nyheter
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Q2-rapport
32 dagar sedan‧1t 4min
4,69 USD/aktie
Senaste utdelning
2,39 %
Direktavk.
Nyheter & Analyser
Det finns för närvarande inga nyheter
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
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- 26 juni26 juniLowered 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 juni27 juniEr 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 · Ändrad31 jan. 2022 · ÄndradMielenkiintoinen 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 · Ändrad31 jan. 2022 · ÄndradNobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.31 jan. 2022 · Ändrad31 jan. 2022 · ÄndradYeah 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...
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
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Antal
0
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Högst
790,32VWAP
Lägst
783,24OmsättningAntal
253,1 321 946
VWAP
Högst
790,32Lägst
783,24OmsättningAntal
253,1 321 946
Mäklarstatistik
Ingen data hittades
Kunder har även besökt
Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2025 Q2-rapport | 30 juli | |
| 2025 Årsstämma | 21 maj | |
| 2025 Q1-rapport | 30 apr. | |
| 2024 Q4-rapport | 12 feb. | |
| 2024 Årsrapport | 12 feb. |
Data hämtas från Morningstar, Quartr
Q2-rapport
32 dagar sedan‧1t 4min
Nyheter & Analyser
Det finns för närvarande inga nyheter
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2025 Q2-rapport | 30 juli | |
| 2025 Årsstämma | 21 maj | |
| 2025 Q1-rapport | 30 apr. | |
| 2024 Q4-rapport | 12 feb. | |
| 2024 Årsrapport | 12 feb. |
Data hämtas från Morningstar, Quartr
4,69 USD/aktie
Senaste utdelning
2,39 %
Direktavk.
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
Logga in
- 26 juni26 juniLowered 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 juni27 juniEr 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 · Ändrad31 jan. 2022 · ÄndradMielenkiintoinen 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 · Ändrad31 jan. 2022 · ÄndradNobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.31 jan. 2022 · Ändrad31 jan. 2022 · ÄndradYeah 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...
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Antal
Köp
0
Sälj
Antal
0
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Högst
790,32VWAP
Lägst
783,24OmsättningAntal
253,1 321 946
VWAP
Högst
790,32Lägst
783,24OmsättningAntal
253,1 321 946
Mäklarstatistik
Ingen data hittades