StartupsSeeking Alphaabout 4 hours ago
Equinix Rated Hold at Current Valuation
1 min read
Equinix is rated a Hold, trading at ~24.6x forward P/AFFO, in line with its 7-year historical average. AI inference colocation could drive ~30% upside to 2025 revenue, but current multiples leave little room for shortfalls. EBITDA margins improved in Q1 2026, and the xScale program targets nearly doubling global capacity by 2029.
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