文章核心观点 - 数据中心行业正在经历由大数据、云计算和人工智能带来的持续旺盛需求 [1][4][5] - 作为行业领导者,Equinix公司拥有全球广泛的业务布局和较高的市场份额 [7][9] - Equinix公司采取保守的资本管理策略,通过租赁和合资等方式来快速扩张全球足迹 [11][12][13] - Equinix公司过去业绩稳定,收入和利润持续增长,股息增长率也较高 [13][14][15] 公司概况和业务表现 - Equinix是全球最大的数据中心REIT,市值约730亿美元 [1] - 公司在全球6大洲、33个国家开展业务,拥有全球领先的市场份额 [7][9] - 公司采取保守的资本管理策略,资产负债表健康,信用评级为投资级 [11] - 公司业绩稳定,连续85个季度实现收入增长,EBITDA和AFFO也保持盈利 [13] - 公司股息增长率接近20%,远高于AFFO增长率 [14] - 公司未来业绩指引乐观,预计AFFO每股增长8-10% [15] 估值分析 - 与同行Digital Realty相比,Equinix的估值溢价较高 [16][17][20] - Digital Realty的收入增长和净利润增长均优于Equinix [18][19] - 根据Seeking Alpha的评级,Equinix的估值指标显著高于Digital Realty [18][19][20] - 尽管Equinix有规模优势,但估值差距过大难以完全说明 [20] 会计问题 - 近期有做空机构指控Equinix操纵AFFO计算,公司内部调查未发现问题 [22][23][24] - 但考虑到通常审计很难100%清白,仍需谨慎关注监管机构的最终结果 [24]

Georgijevic Introduction Artificial intelligence is coming for our jobs. According to Bloomberg's Aaron Brown, the latest GPT4 technology could beat financial analysts when it comes to forecasting earnings. The researchers found that GPT4 could predict with 52% accuracy whether next year’s earnings would be up or down — less than human analysts or statistical prediction methods. However, when they used a “chain of thought” technique that tells GPT4 to think like a human financial analyst, accuracy jumped to ...

SAN FRANCISCO, June 17, 2024 (GLOBE NEWSWIRE) -- Hagens Berman urges Equinix, Inc. (NASDAQ: EQIX) investors who suffered substantial losses to take action by submitting your losses now. Class Period: May 3, 2019 – Mar. 24, 2024 Lead Plaintiff Deadline: July 1, 2024 Visit: www.hbsslaw.com/investor-fraud/EQIX Contact the Firm Now: EQIX@hbsslaw.com | 844-916-0895 Equinix, Inc. (NASDAQ: EQIX) Class Action: Data center giant Equinix remains embroiled in a public spat with short seller Hindenburg Research over it ...

LOS ANGELES, June 17, 2024 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP (“GPM”) reminds investors of the upcoming July 1, 2024 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Equinix, Inc. (“Equinix” or the “Company”) (NASDAQ: EQIX) securities between May 3, 2019 and March 24, 2024, inclusive (the “Class Period”). If you suffered a loss on your Equinix investments or would like to inquire about potentially pursuing claims to re ...

NEW YORK, June 17, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Equinix, Inc. (NASDAQ: EQIX). Shareholders who purchased shares of EQIX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/equinix-loss-submission-form/?id=85487&from=4 CLASS PERIOD: May 3, 2019 to March 24, 202 ...

SteveLuker/iStock via Getty Images This is one of the most unique market environments that I've ever witnessed. If you look at a market heat map on most days, you'll see a few big green blobs (represented by high-flying tech stocks) while the rest of the market bleeds red. The S&P 500 is up by 13.92% on a year-to-date basis. That's great, right? Sure, if you're content owning overweight stakes in the parts of the index that are working (namely, big-tech stocks and semiconductor names that are rallying on th ...

The latest trading session saw Equinix (EQIX) ending at $766.60, denoting a +0.68% adjustment from its last day's close. This move outpaced the S&P 500's daily gain of 0.23%. Meanwhile, the Dow lost 0.17%, and the Nasdaq, a tech-heavy index, added 0.34%. Shares of the data center operator witnessed a loss of 5.96% over the previous month, trailing the performance of the Finance sector with its loss of 0.44% and the S&P 500's gain of 3.96%. The investment community will be closely monitoring the performance ...

SAN FRANCISCO, June 13, 2024 (GLOBE NEWSWIRE) -- Hagens Berman urges Equinix, Inc. (NASDAQ: EQIX) investors who suffered substantial losses to take action by submitting your losses now. Class Period: May 3, 2019 – Mar. 24, 2024 Lead Plaintiff Deadline: July 1, 2024 Visit: www.hbsslaw.com/investor-fraud/EQIX Contact the Firm Now: EQIX@hbsslaw.com 844-916-0895 Equinix, Inc. (NASDAQ: EQIX) Class Action: Data center giant Equinix remains embroiled in a public spat with short seller Hindenburg Research over its ...

LOS ANGELES, June 11, 2024 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Equinix, Inc. ("Equinix" or "the Company") (NASDAQ: EQIX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between May 3, 2019 and March 24, 2024, inclusive (the "Class Period"), are encou ...

NEW YORK, June 10, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Equinix, Inc. (NASDAQ: EQIX). Shareholders who purchased shares of EQIX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/equinix-loss-submission-form/?id=83248&from=4 CLASS PERIOD: May 3, 2019 to March 24, 202 ...