What smart money is saying about Equinix, Inc.
4 funds in our archive have pitched Equinix, Inc. — most recently TCW Relative Value Large Cap in September 2025.
Equinix (Nasdaq: EQIX) is the world's digital infrastructure company, enabling digital leaders to harness a trusted platform to bring together and interconnect the foundational infrastructure that powers their success. Equinix enables today's businesses to access all the right places, partners and possibilities they need to accelerate advantage. With Equinix, they can scale with agility, speed the launch of digital services, deliver world-class experiences and multiply their value.
Fund coverage · 4 theses
- TCW Relative Value Large CapSeptember 2025
Equinix, Inc. is a leading colocation data center provider with a global footprint, strong growth prospects, and a high valuation premium due to its attractive business model and market position.
Read the full thesis - Baron Real Estate Income FundJune 2025
Equinix, Inc. is strategically investing in capital projects that may hinder short-term growth but position the company for long-term success, supported by a strong balance sheet.
Read the full thesis - Baron Real Estate FundDecember 2024
Data center landlords such as Equinix and Digital Realty Trust, Inc. are benefiting from strong demand driven by IT outsourcing, cloud computing, mobile data growth, and AI, leading to low vacancy rates and rising rental prices.
Read the full thesis - Baron Real Estate FundDecember 2024
Equinix, Inc. is expected to achieve approximately 10% earnings per share growth over the next few years, driven by strong demand and a favorable market position in the data center industry.
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