We use cookies to optimize your experience on our website. By continuing to use our site, you consent to the use of cookies as outlined in our Privacy Policy.

Skip to main content

Research
Events
Data
Coverage
Team
Contact

Search for:

COMPANY

Equinix

EQIX:US

Primary coverage by David Barden

Rating

Buy

USD $1225

Model

Updated July 30, 2026

Research

Equinix 2Q26 results & model update – Execution in focus as higher CapEx ramps to capture demand

July 31, 2026 — David Barden
Equinix 2Q26 Quick Take

July 29, 2026 — David Barden
2Q26 Communications Controversies Slides

July 21, 2026 — David Barden
Equinix coverage refresh & 1Q review

May 4, 2026 — David Barden
Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more. Tech Weekly Wrap-up

November 3, 2025 — Pierre Ferragu

Contact

Careers

New Street Research is a talent-driven organization. We are always interested in hearing from creative, curious, and driven thinkers. Please reach out to learn more about opportunities with us.
London

New Street Research LLP

Birchin Court, 20 Birchin Lane

London, EC3V 9DU

+44 20 7375 9111

Registered Address

5 Brayford Square, London, E1 0SG
New York

New Street Research LLC

430 West 14th Street, Floor 5

New York, NY 10014

+1 646 681 4604
Singapore

New Street Research Singapore Pte. Ltd

80 Robinson Road #10-01A

Singapore, 068898

+65 6420 6225

Policy on Independence | Terms of Business | Privacy Policy

New Street Research LLP is registered in England and Wales No. OC303987. Registered office: 5 Brayford Square, London, E1 0SG. New Street Research LLP is authorised and regulated in the conduct of its designated investment business in the United Kingdom by the Financial Conduct Authority.

© New Street Research LLP. Website by Pel.