Equinix stock gains fresh focus after third 2026 guidance raise

Equinix reported stronger third-quarter operations on October 28, 2026, and raised its full-year outlook for the third consecutive quarter. The company said in its results release that demand across connectivity and artificial intelligence workloads supported the performance.

Equinix stock traded at 906.10 euros on Lang & Schwarz at 16:33 CET on Tuesday, November 3, 2026. The arithmetic difference from 889.20 euros in the latest relevant report published earlier the same day at 13:48 CET was 1.90 percent.

Bookings support capacity expansion

Third-quarter revenue increased 11 percent year over year to 2.571 billion US dollars. On a normalized and constant-currency basis, revenue rose 12 percent, while operating income climbed 27 percent to 600 million US dollars.

Adjusted EBITDA increased 15 percent to 1.321 billion US dollars, with an adjusted EBITDA margin of 51 percent. Net income attributable to common stockholders reached 489 million US dollars, up 31 percent year over year, although Equinix said the result benefited partly from a non-recurring fee related to its atNorth joint venture.

Annualized gross bookings reached a record 533 million US dollars, an increase of 35 percent from a year earlier. Equinix added 6,900 net interconnections, while monthly recurring revenue expanded by double digits for the fourth consecutive quarter. Interconnection revenue rose 10 percent and Fabric revenue increased 24 percent.

Third guidance increase lifts targets

Equinix now expects 2026 revenue of 10.325 billion to 10.365 billion US dollars, compared with the prior range of 10.205 billion to 10.285 billion US dollars. Adjusted EBITDA guidance moved to 5.290 billion to 5.330 billion US dollars, while AFFO guidance increased to 4.340 billion to 4.380 billion US dollars.

The AFFO-per-share outlook is 43.71 to 44.11 US dollars. Fourth-quarter revenue is expected at 2.684 billion to 2.724 billion US dollars, with an adjusted EBITDA margin of 49 to 50 percent. Equinix also highlighted Fabric One, Equinix Inference Exchange and liquid-cooling facilities for high-density AI infrastructure.

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Further operating updates and capital-allocation decisions will shape the next stage of the outlook. More news and analyses on Equinix stock provide continuing coverage.