Q2-osavuosiraportti

48 päivää sitten‧1 t 4 min

4,69 USD/osake

Viimeisin osinko

2,38 %

Tuotto/v

Tarjoustasot

Määrä

Osto

0

Myynti

Määrä

0

Viimeisimmät kaupat

Aika	Hinta	Määrä	Ostaja	Myyjä
-		-	-	-

Ylin

798,19

VWAP

793,69

Alin

789,18

VaihtoMäärä

404,6 509 574

VWAP

793,69

Ylin

798,19

Alin

789,18

VaihtoMäärä

404,6 509 574

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Seuraava tapahtuma
Sijoittajakalenteri ei ole saatavilla

Menneet tapahtumat
2025 Q2-osavuosiraportti	30.7.
2025 Yhtiökokous	21.5.
2025 Q1-osavuosiraportti	30.4.
2024 Q4-osavuosiraportti	12.2.
2024 Vuosiraportti	12.2.

Datan lähde: Morningstar, Quartr

Asiakkaat katsoivat myös

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

tfriis
26.6.
tfriis
26.6.
Lowered Growth Outlook: During its Analyst Day on June 25, 2025, Equinix revised its adjusted funds from operations (AFFO) per share growth outlook for 2025–2029 to 5–9%, down from the previous 7–10%. This adjustment was attributed to higher interest rate assumptions on debt refinancing and increased capital expenditures, signaling potential pressure on near-term profitability, which likely spooked investors. Increased Capital Expenditure Guidance: Equinix announced its "Build Bolder" strategy, planning to construct larger, power-dense data centers to meet AI infrastructure demands. The company projected annual capital expenditures of $4–5 billion through 2029, significantly higher than the $3.4–3.7 billion forecasted for 2025. This aggressive investment, while positioning Equinix for long-term AI-driven growth, raised concerns about short-term financial strain. Analyst Downgrades and Price Target Reductions: The Analyst Day prompted several analyst downgrades, contributing to the stock's decline. BMO Capital downgraded Equinix from Outperform to Market Perform, slashing its price target from $1,045 to $850, citing the subdued growth outlook. Raymond James also downgraded from Strong Buy to Market Perform, noting the significant business shift toward AI infrastructure. Other firms, such as Jefferies ($990 to $940), Stifel ($1,050 to $1,010), JPMorgan Chase ($975 to $935), and BofA Securities ($1,000 to $950), lowered their price targets while maintaining Buy or Overweight ratings, reflecting cautious optimism but near-term concerns. Market Reaction: The finance card above shows Equinix’s stock fell sharply, with intraday prices dropping as low as $711.784 on June 26, 2025, and closing at $750.152, a 10% intraday drop described as the largest since March 2020. This followed an 8% decline on June 25, totaling a 17% two-day loss, the worst stretch on record. The market reaction was driven by fears of "expansion drag," where high capital spending could delay profit growth, a pattern seen in other data center companies like CyrusOne and QTS. Despite the drop, Equinix’s fundamentals remain strong, with Q1 2025 revenues of $2.2 billion (up 8% year-over-year), raised 2025 guidance for revenue ($142 million increase), adjusted EBITDA ($85 million increase), and AFFO ($69 million increase). The company also boasts $2.95 billion in cash and $7.6 billion in total liquidity, supporting its investment strategy. Analysts still project an average price target of $1,017.22, implying a 35.6% upside from the current $750.152, indicating long-term confidence despite short-term volatility. In summary, Equinix’s stock price drop on June 26, 2025, as shown in the finance card above, was driven by a lowered AFFO growth forecast, significantly higher capital expenditure plans for AI infrastructure, and multiple analyst downgrades and price target cuts, which fueled investor concerns about near-term profitability. Kommer forhåbentligt igen - men av :(
jpeee
27.6.
·
jpeee
27.6.
·
Being in this industry myself, we see a slowdown this year, and bookings for next year are lower than last year. In line with the slowdown of the global economy, but most of all this is cyclical. We, others like us, ex hyperscalers invest in cycles, where they often have large capex budgets for 2-3 years, then it levels out for 1-2 years, before investing again. Everyone does it, Norwegian service providers, Microsoft, Amazon, Google. In 2023 this cycle started, after the down cycle in 2022, then 2-3 years, fits well with the rest of this year through 2026. That doesn't mean they don't invest in the 1-2 years, it means it levels out, capex doesn't increase, like it does in the up cycles. Do with it what you will. Now we see some new triggers here, like Middle Eastern investments in giant data center construction. But when it starts and who gets involved is uncertain. Remains to be seen. It will probably be the authorities there who build this.
Rellin
1.5.
·
Rellin
1.5.
·
Hmmm, with HQ in the USA, I guess they will be exposed to the same uncertainty as Microsoft, Google, etc. with data?
Rellin
27.6.
·
Rellin
27.6.
·
Yep, but if they are based in the USA, they can come out to provide data... although it seems less relevant now.
gvk
10.1.
gvk
10.1.
Cannot find any relevant news why its falling now, anyone could?
pipemaster
31.1.2022 · Muokattu
pipemaster
31.1.2022 · Muokattu
Mielenkiintoinen konsepti tällä yrityksellä. https://www.hs.fi/talous/art-2000007761098.html Liikevaihto kasvaa hienosti mutta vapaa kassavirta vielä negatiivisella. https://financials.morningstar.com/ratios/r.html?t=eqix
saksalainen
31.1.2022 · Muokattu
saksalainen
31.1.2022 · Muokattu
Nobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.
saksalainen
31.1.2022 · Muokattu
saksalainen
31.1.2022 · Muokattu
Yeah I am not able to get a handle on the valuation, as said above lots of growth has been priced in, but i cannot begin to guess how that will work out...

Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Uutiset ja analyysit

Ei uutisia tällä hetkellä

Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Tuotteita joiden kohde-etuutena tämä arvopaperi

Q2-osavuosiraportti

48 päivää sitten‧1 t 4 min

4,69 USD/osake

Viimeisin osinko

2,38 %

Tuotto/v

Uutiset ja analyysit

Ei uutisia tällä hetkellä

Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

tfriis
26.6.
tfriis
26.6.
Lowered Growth Outlook: During its Analyst Day on June 25, 2025, Equinix revised its adjusted funds from operations (AFFO) per share growth outlook for 2025–2029 to 5–9%, down from the previous 7–10%. This adjustment was attributed to higher interest rate assumptions on debt refinancing and increased capital expenditures, signaling potential pressure on near-term profitability, which likely spooked investors. Increased Capital Expenditure Guidance: Equinix announced its "Build Bolder" strategy, planning to construct larger, power-dense data centers to meet AI infrastructure demands. The company projected annual capital expenditures of $4–5 billion through 2029, significantly higher than the $3.4–3.7 billion forecasted for 2025. This aggressive investment, while positioning Equinix for long-term AI-driven growth, raised concerns about short-term financial strain. Analyst Downgrades and Price Target Reductions: The Analyst Day prompted several analyst downgrades, contributing to the stock's decline. BMO Capital downgraded Equinix from Outperform to Market Perform, slashing its price target from $1,045 to $850, citing the subdued growth outlook. Raymond James also downgraded from Strong Buy to Market Perform, noting the significant business shift toward AI infrastructure. Other firms, such as Jefferies ($990 to $940), Stifel ($1,050 to $1,010), JPMorgan Chase ($975 to $935), and BofA Securities ($1,000 to $950), lowered their price targets while maintaining Buy or Overweight ratings, reflecting cautious optimism but near-term concerns. Market Reaction: The finance card above shows Equinix’s stock fell sharply, with intraday prices dropping as low as $711.784 on June 26, 2025, and closing at $750.152, a 10% intraday drop described as the largest since March 2020. This followed an 8% decline on June 25, totaling a 17% two-day loss, the worst stretch on record. The market reaction was driven by fears of "expansion drag," where high capital spending could delay profit growth, a pattern seen in other data center companies like CyrusOne and QTS. Despite the drop, Equinix’s fundamentals remain strong, with Q1 2025 revenues of $2.2 billion (up 8% year-over-year), raised 2025 guidance for revenue ($142 million increase), adjusted EBITDA ($85 million increase), and AFFO ($69 million increase). The company also boasts $2.95 billion in cash and $7.6 billion in total liquidity, supporting its investment strategy. Analysts still project an average price target of $1,017.22, implying a 35.6% upside from the current $750.152, indicating long-term confidence despite short-term volatility. In summary, Equinix’s stock price drop on June 26, 2025, as shown in the finance card above, was driven by a lowered AFFO growth forecast, significantly higher capital expenditure plans for AI infrastructure, and multiple analyst downgrades and price target cuts, which fueled investor concerns about near-term profitability. Kommer forhåbentligt igen - men av :(
jpeee
27.6.
·
jpeee
27.6.
·
Being in this industry myself, we see a slowdown this year, and bookings for next year are lower than last year. In line with the slowdown of the global economy, but most of all this is cyclical. We, others like us, ex hyperscalers invest in cycles, where they often have large capex budgets for 2-3 years, then it levels out for 1-2 years, before investing again. Everyone does it, Norwegian service providers, Microsoft, Amazon, Google. In 2023 this cycle started, after the down cycle in 2022, then 2-3 years, fits well with the rest of this year through 2026. That doesn't mean they don't invest in the 1-2 years, it means it levels out, capex doesn't increase, like it does in the up cycles. Do with it what you will. Now we see some new triggers here, like Middle Eastern investments in giant data center construction. But when it starts and who gets involved is uncertain. Remains to be seen. It will probably be the authorities there who build this.
Rellin
1.5.
·
Rellin
1.5.
·
Hmmm, with HQ in the USA, I guess they will be exposed to the same uncertainty as Microsoft, Google, etc. with data?
Rellin
27.6.
·
Rellin
27.6.
·
Yep, but if they are based in the USA, they can come out to provide data... although it seems less relevant now.
gvk
10.1.
gvk
10.1.
Cannot find any relevant news why its falling now, anyone could?
pipemaster
31.1.2022 · Muokattu
pipemaster
31.1.2022 · Muokattu
Mielenkiintoinen konsepti tällä yrityksellä. https://www.hs.fi/talous/art-2000007761098.html Liikevaihto kasvaa hienosti mutta vapaa kassavirta vielä negatiivisella. https://financials.morningstar.com/ratios/r.html?t=eqix
saksalainen
31.1.2022 · Muokattu
saksalainen
31.1.2022 · Muokattu
Nobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.
saksalainen
31.1.2022 · Muokattu
saksalainen
31.1.2022 · Muokattu
Yeah I am not able to get a handle on the valuation, as said above lots of growth has been priced in, but i cannot begin to guess how that will work out...

Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

Määrä

Osto

0

Myynti

Määrä

0

Viimeisimmät kaupat

Aika	Hinta	Määrä	Ostaja	Myyjä
-		-	-	-

Ylin

798,19

VWAP

793,69

Alin

789,18

VaihtoMäärä

404,6 509 574

VWAP

793,69

Ylin

798,19

Alin

789,18

VaihtoMäärä

404,6 509 574

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Asiakkaat katsoivat myös

Yhtiötapahtumat

Seuraava tapahtuma
Sijoittajakalenteri ei ole saatavilla

Menneet tapahtumat
2025 Q2-osavuosiraportti	30.7.
2025 Yhtiökokous	21.5.
2025 Q1-osavuosiraportti	30.4.
2024 Q4-osavuosiraportti	12.2.
2024 Vuosiraportti	12.2.

Datan lähde: Morningstar, Quartr

Tuotteita joiden kohde-etuutena tämä arvopaperi

Q2-osavuosiraportti

48 päivää sitten‧1 t 4 min

Uutiset ja analyysit

Ei uutisia tällä hetkellä

Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Yhtiötapahtumat

Seuraava tapahtuma
Sijoittajakalenteri ei ole saatavilla

Menneet tapahtumat
2025 Q2-osavuosiraportti	30.7.
2025 Yhtiökokous	21.5.
2025 Q1-osavuosiraportti	30.4.
2024 Q4-osavuosiraportti	12.2.
2024 Vuosiraportti	12.2.

Datan lähde: Morningstar, Quartr

Tuotteita joiden kohde-etuutena tämä arvopaperi

4,69 USD/osake

Viimeisin osinko

2,38 %

Tuotto/v

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

tfriis
26.6.
tfriis
26.6.
Lowered Growth Outlook: During its Analyst Day on June 25, 2025, Equinix revised its adjusted funds from operations (AFFO) per share growth outlook for 2025–2029 to 5–9%, down from the previous 7–10%. This adjustment was attributed to higher interest rate assumptions on debt refinancing and increased capital expenditures, signaling potential pressure on near-term profitability, which likely spooked investors. Increased Capital Expenditure Guidance: Equinix announced its "Build Bolder" strategy, planning to construct larger, power-dense data centers to meet AI infrastructure demands. The company projected annual capital expenditures of $4–5 billion through 2029, significantly higher than the $3.4–3.7 billion forecasted for 2025. This aggressive investment, while positioning Equinix for long-term AI-driven growth, raised concerns about short-term financial strain. Analyst Downgrades and Price Target Reductions: The Analyst Day prompted several analyst downgrades, contributing to the stock's decline. BMO Capital downgraded Equinix from Outperform to Market Perform, slashing its price target from $1,045 to $850, citing the subdued growth outlook. Raymond James also downgraded from Strong Buy to Market Perform, noting the significant business shift toward AI infrastructure. Other firms, such as Jefferies ($990 to $940), Stifel ($1,050 to $1,010), JPMorgan Chase ($975 to $935), and BofA Securities ($1,000 to $950), lowered their price targets while maintaining Buy or Overweight ratings, reflecting cautious optimism but near-term concerns. Market Reaction: The finance card above shows Equinix’s stock fell sharply, with intraday prices dropping as low as $711.784 on June 26, 2025, and closing at $750.152, a 10% intraday drop described as the largest since March 2020. This followed an 8% decline on June 25, totaling a 17% two-day loss, the worst stretch on record. The market reaction was driven by fears of "expansion drag," where high capital spending could delay profit growth, a pattern seen in other data center companies like CyrusOne and QTS. Despite the drop, Equinix’s fundamentals remain strong, with Q1 2025 revenues of $2.2 billion (up 8% year-over-year), raised 2025 guidance for revenue ($142 million increase), adjusted EBITDA ($85 million increase), and AFFO ($69 million increase). The company also boasts $2.95 billion in cash and $7.6 billion in total liquidity, supporting its investment strategy. Analysts still project an average price target of $1,017.22, implying a 35.6% upside from the current $750.152, indicating long-term confidence despite short-term volatility. In summary, Equinix’s stock price drop on June 26, 2025, as shown in the finance card above, was driven by a lowered AFFO growth forecast, significantly higher capital expenditure plans for AI infrastructure, and multiple analyst downgrades and price target cuts, which fueled investor concerns about near-term profitability. Kommer forhåbentligt igen - men av :(
jpeee
27.6.
·
jpeee
27.6.
·
Being in this industry myself, we see a slowdown this year, and bookings for next year are lower than last year. In line with the slowdown of the global economy, but most of all this is cyclical. We, others like us, ex hyperscalers invest in cycles, where they often have large capex budgets for 2-3 years, then it levels out for 1-2 years, before investing again. Everyone does it, Norwegian service providers, Microsoft, Amazon, Google. In 2023 this cycle started, after the down cycle in 2022, then 2-3 years, fits well with the rest of this year through 2026. That doesn't mean they don't invest in the 1-2 years, it means it levels out, capex doesn't increase, like it does in the up cycles. Do with it what you will. Now we see some new triggers here, like Middle Eastern investments in giant data center construction. But when it starts and who gets involved is uncertain. Remains to be seen. It will probably be the authorities there who build this.
Rellin
1.5.
·
Rellin
1.5.
·
Hmmm, with HQ in the USA, I guess they will be exposed to the same uncertainty as Microsoft, Google, etc. with data?
Rellin
27.6.
·
Rellin
27.6.
·
Yep, but if they are based in the USA, they can come out to provide data... although it seems less relevant now.
gvk
10.1.
gvk
10.1.
Cannot find any relevant news why its falling now, anyone could?
pipemaster
31.1.2022 · Muokattu
pipemaster
31.1.2022 · Muokattu
Mielenkiintoinen konsepti tällä yrityksellä. https://www.hs.fi/talous/art-2000007761098.html Liikevaihto kasvaa hienosti mutta vapaa kassavirta vielä negatiivisella. https://financials.morningstar.com/ratios/r.html?t=eqix
saksalainen
31.1.2022 · Muokattu
saksalainen
31.1.2022 · Muokattu
Nobody commented on this yet. Datacenter REITs are interesting to me but so far I have not dipped my toes in any.
saksalainen
31.1.2022 · Muokattu
saksalainen
31.1.2022 · Muokattu
Yeah I am not able to get a handle on the valuation, as said above lots of growth has been priced in, but i cannot begin to guess how that will work out...

Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

Määrä

Osto

0

Myynti

Määrä

0

Viimeisimmät kaupat

Aika	Hinta	Määrä	Ostaja	Myyjä
-		-	-	-

Ylin

798,19

VWAP

793,69

Alin

789,18

VaihtoMäärä

404,6 509 574

VWAP

793,69

Ylin

798,19

Alin

789,18

VaihtoMäärä

404,6 509 574

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Tietoa osakekaupankäyntiin liittyvistä riskeistä

Tietoa osakekaupankäyntiin liittyvistä riskeistä

Tietoa osakekaupankäyntiin liittyvistä riskeistä

Tietoa osakekaupankäyntiin liittyvistä riskeistä

Tietoa osakekaupankäyntiin liittyvistä riskeistä

Tietoa osakekaupankäyntiin liittyvistä riskeistä