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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jon Atkin | RBC Capital Markets | 7 | 0% |
| Eric Luebchow | Wells Fargo | 6 | 0% |
| Nick Deo | MoffettNathanson | 6 | 0% |
| Mike Rollins | Citigroup | 6 | 0% |
| Frank Louthan | Raymond James | 5 | 0% |
| Mike Funk | Bank of America | 4 | 25% |
| Mike Elias | TD Cowen | 4 | 0% |
| Aryeh Klein | BMO Capital Markets | 4 | 0% |
| Dave Guarino | Green Street | 3 | 0% |
| Jim Schneider | Goldman Sachs | 3 | 33% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| RBC Capital Markets | 1 | 7 | 0% |
| MoffettNathanson | 1 | 6 | 0% |
| Wells Fargo | 1 | 6 | 0% |
| Citigroup |
| 1 |
| 6 |
| 0% |
| Raymond James | 1 | 5 | 0% |
| Bank of America | 1 | 4 | 25% |
| BMO Capital Markets | 1 | 4 | 0% |
| Goldman Sachs | 2 | 4 | 25% |
Equinix posted Q1 2026 revenues of $2.4B, up 8%, with AFFO per share of $10.79 growing 10% and adjusted EBITDA of $1.2B up 13% at a 51% margin. Record total sales activity surged 35% year-over-year, driven by AI inferencing ecosystem expansion and rapid liquid cooling deployments. Full-year guidance was raised with AFFO growth improved to 10-12% and revenue growth to 10-11%, reflecting broad-based strength across the platform.
Demand | Revenue Growth | Cloud & AI | Capex Investment | Competitive Dynamics | Margin | Supply Chain | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 2 | 3 | 3 | 1 | 2 | 1 |
| 2025Q1 | 5 | 3 | 2 | 2 | 1 | 1 | 1 | 1 |
| 2025Q2 | 4 | 4 | 2 | 3 | 1 | 1 | 1 | 1 |
| 2025Q3 | 4 | 4 | 2 | 3 | 2 | 2 | 1 | 1 |
| 2025Q4 | 4 | 4 | 5 | 1 | 1 | 1 | 1 | 1 |
| 2026Q1 | 4 | 3 | 6 | 3 | 1 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 5 | 4 | 4 | 4 | 4 |
| Revenue Growth | 3 | 3 | 4 | 4 | 4 | 3 |
| Cloud & AI | 2 | 2 | 2 | 2 | 5 | 6 |
| Capex Investment | 3 | 2 | 3 | 3 | 1 | 3 |
| Competitive Dynamics | 3 | 1 | 1 | 2 | 1 | 1 |
| Margin | 1 | 1 | 1 | 2 | 1 | 1 |
| Supply Chain | 2 | 1 | 1 | 1 | 1 | 1 |
| Pricing | 1 | 1 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EQIX Equinix | 8 | +9.8% | |
| AMT American Tower | 6 | +6.8% | |
| CCI Crown Castle | 3 | -4.8% | |
| IRM Iron Mountain | 9 | +21.6% | |
| SBAC SBA Communications | 7 | +5.9% | |
| WY Weyerhaeuser | 5 | -2.0% |