Equinix’ Q2 Earnings Triggered the Largest Guidance Raise in Company History

Equinix (EQIX) announced its largest guidance raise in company history following a strong Q2 2026 earnings report, driven by record bookings and interconnections. The company exceeded revenue and adjusted EPS estimates, projecting 11-12% revenue growth and 10-12% AFFO per share growth for FY2026, alongside significant capital expenditure plans of $5B-$7B annually through 2029 to meet AI-driven demand. TIKR's valuation model suggests a potential 76% total return for Equinix stock by December 2030, valuing it at $1,797.