filecrux
Oct 29, 12:10 AM
$EQIX Does Equinix's raise to
$43.71–44.11 AFFO a share hold up without the atNorth joint-venture boost?
🚀 Equinix, the data center REIT worth about
$99.63B at its
$1009.76 close at 16:00 ET on October 28, 2026, raised its 2026 guidance for AFFO per share to
$43.71–
$44.11, up from
$42.69–
$43.29
⚠️ Of the
$0.92 lift at the midpoint,
$0.54 comes from the underlying business,
$0.31 from the atNorth joint venture and
$0.07 from currency
📈 Q3 AFFO per share rose 18% to
$11.64, but growth was 12% on a normalized and constant currency basis once a non-recurring atNorth fee is taken out
🏆 On the other side, record annualized gross bookings of
$533M, up 35%, and nearly 40% more cabinets planned for 2026 than first expected support the
$0.54 core lift
📅 Next: Q4 revenue is guided at
$2.684–2.724B, up 11–13%, and management takes questions on its 5:30 p.m. ET call, Wednesday, October 28, 2026
Source: PR Newswire release + SEC 8-K, Oct 28
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