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BMO Reaffirms Bullish View on Equinix (EQIX) amid Strong Operational Performance

Equinix, Inc. (NASDAQ:EQIX) is included among the 14 Best Real Estate Stocks to Buy According to Hedge Funds.

On February 12, BMO Capital raised its price recommendation on Equinix, Inc. (NASDAQ:EQIX) to $1,050 from $925. It maintained an Outperform rating on the stock. The firm said its updated view reflected stronger-than-expected 2026 guidance. The analyst pointed to accelerating momentum across the business. Demand remained strong, with bookings growth reaching 42%. Cabinet additions also stayed healthy, reinforcing confidence in the company’s outlook.

A day earlier, on February 11, Equinix projected full-year revenue above market estimates. The forecast reflected rising demand tied to artificial intelligence, which has increased the need for data center capacity. Shares rose more than 6% in extended trading following the announcement. Companies continue to invest heavily in generative AI, and the trend has increased demand for specialized data centers, which has directly benefited Equinix.

For 2026, the company expects revenue between $10.12 billion and $10.22 billion. This came in above estimates of $10.07 billion, according to LSEG data. Equinix also expects first-quarter revenue between $2.50 billion and $2.54 billion, ahead of estimates of $2.46 billion. The company has continued expanding its footprint. It invested in new data centers in growing markets such as Chennai, India, and Jakarta, Indonesia, aiming to meet rising demand.

In the fourth quarter, Equinix reported revenue of $2.42 billion, slightly below estimates of $2.46 billion. The company said results were modestly affected by the timing of a leasing transaction tied to one of its sites. That transaction is now expected to close in early 2026.

Equinix, Inc. (NASDAQ:EQIX) operates as a digital infrastructure company. Its platform includes International Business Exchange (IBX) and xScale data centers across the Americas, Asia-Pacific, and Europe, the Middle East, and Africa. It also provides interconnection services, digital solutions, and consulting and support to help businesses connect and scale their operations.

While we acknowledge the potential of EQIX to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than EQIX and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 13 Best Roth IRA Stocks to Buy Now and 16 Best Dividend Stocks with Rising Payouts

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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