Equinix (EQIX): Analysts See Strong Momentum Ahead

Equinix, Inc. (NASDAQ:EQIX) is one of the best infrastructure stocks to buy right now. On February 12, TD Cowen analyst Michael Elias increased the price target on Equinix, Inc. (NASDAQ:EQIX) to $1,123 from $995 and held a Buy rating.

Elias foresaw revenue acceleration in 2026 and 2027, should booking trends endure. He stated that this could lift adjusted funds from operations per share toward the top of Equinix’s 2025 Investor Day range. Elias noted further that Equinix’s growth potential is supported by its focus on OpEx/capex management. As such, TD Cowen named Equinix its top selection among covered REITs.

Meanwhile, on the same day, February 12, Stifel increased its price target on Equinix to $1,075 from $1,020 and reaffirmed a Buy rating. The firm emphasized Equinix’s 2026 projections surpassing Wall Street views, including 9%-10% year over year revenue expansion, EBITDA margins holding at 51%, and adjusted funds from operations per share climbing 8%-10%. This is a clear upgrade from the prior year’s roughly 5%+ trajectory, noted Stifel.

Analysts at Stifel attributed Equinix’s outlook to persistent operating leverage and enhanced pricing leverage amid surging demand. The firm believes Equinix is well-positioned to benefit from sustained momentum as it continues to drive improved conversion rates (49% in Q4) of its growing pipeline and faster sales cycles. These dynamics, it believes, are key to unlocking further bookings growth following the record $474 million in Q4.

Equinix, Inc. (NASDAQ:EQIX) is a Redwood City, California-based real estate investment company that specializes in global data center and interconnection services. The company operates more than 250 International Business Exchange data centers across 70+ metropolitan areas worldwide. It provides colocation, cloud connectivity, and digital infrastructure solutions to enterprises and service providers.

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Disclosure: None. This article is originally published at Insider Monkey.