Morgan Stanley·2026-11-04ThematicPowered Shell Providers Midterm Implications for the Time to Power StocksSecured powered shells·OverweightUnapproved Texas/Ohio pipelines·Underweight
J.P. Morgan·2026-10-29CompanyOverweight$1,300 → $1,350▲Equinix (EQIX.US): Record Gross Bookings of $533m Supported by MultiYear Renewal Pricing Tailwind, New Deals Up 12% y y with Stabilized Revenue 7% Higher; New Expansion Additions and Strong 4Q Guide
Goldman Sachs·2026-10-28CompanyNeutral$1,060 → $1,110▲Equinix Inc. (EQIX.US) 3Q26 Review: Strong bookings, pricing power; raised guidance
Citi·2026-10-28CompanyBuy$1,260Equinix Inc. (EQIX.US) Takeaways from Equinix 3Q Earnings Call and Management CallbackEquinix·Top pick
Bernstein·2026-10-28CompanyOutperform$1,270Equinix, Inc. (EQIX.US) 3Q26: Churn down for what-time to push pricing?
Bernstein·2026-11-01ThematicOutperform$1,270U.S. Electrical Equipment: AI Data Centers: Valuing the Vote-Your Playbook For Navigating the 2026 Midterms
Morgan Stanley·2026-10-30CompanyDigital Realty Trust Inc. (DLR.US) 3Q26: Another Quarter of Record Bookings, Backlog Increased to $1.8Bn
Bernstein·2026-10-30SectorOutperform$1,270Global Software + US Communications Infrastructure Decoding Datacenter Contracts: Key takeaways and transcript from our discussion with a legal expert
Bernstein·2026-10-09ThematicOutperform$1,270US Communications Infrastructure: The Bernstein Data Center Atlas: An interactive, in-depth, virtual data center walk through
Bernstein·2026-10-01ThematicOutperform$1,270US Communications Infrastructure: U.S. Data Center Capacity: Your seat is skewing your numbers. Five ways to forecast DC capacity (and our definitive view)