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EquinixEQIX

Data centers · NASDAQ · USA

$1,011.16
Down 2.0% todayClose

Up 34.7% this year but −7.3% since June 26, behind the AI sector at +7.5%. Equinix supplies 2 mapped companies and buys from 5.

This year
+34.7%
1 year
+31.1%
P/E
64.4
P/S
10.1
P/B
6.9

Price vs the AI sector

since Jun 26EQIXAI sector, equal weight
Equinix (EQIX) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. EQIX: −7.3% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%−5%0%+5%+10%Jun 26AugSepOct 8EQIX −7.3%Sector +7.5% Equinix (EQIX) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. EQIX: −7.3% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8EQIX−7.3%Sector+7.5%

Supply chain

5 suppliers · 2 customers
SUPPLIERS →→ CUSTOMERSVertiv (VRT)VRTVertiv−1.1%Ciena (CIEN)CIENCiena−4.6%Comfort Systems USA (FIX)FIXComfort Systems USA−2.0%EMCOR Group (EME)EMEEMCOR Group−0.8%Carrier Global (CARR)CARRCarrier Global+1.5%Microsoft (MSFT)MSFTMicrosoft−1.3%Amazon (AMZN)AMZNAmazon−2.3%EQIXEquinix Open the full chain →

About Equinix

Carrier-neutral by design. Equinix rents floor space and power, then sells the interconnection between whoever is in the building. xScale covers the hyperscale-sized halls.

Theme exposure

Data center REITCritical infrastructureData center capacityInterconnectionAI infrastructure

Products

  • Colocation data centers
  • Interconnection (Equinix Fabric)
  • xScale hyperscale data centers

Competitors

Risks

  • Capital-intensive expansion
  • Interest rate environment (REIT)
  • Power & land availability

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

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