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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};be("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat(Vn)),notifLabel:document.querySelector(".".concat($n))};t.notifDropdown&&ro(e,t)}))}()}};]]>Yiannis ZourmpanosSun, Jul 27, 2025, 3:00 PM 3 min readData Center by Caureem via Shutterstock (2)Equinix (EQIX) is back in the spotlight on news that Elliott Investment Management, an activist hedge fund led by billionaire Paul Singer, raised its stake to become one of its top-10 shareholders. This comes at a good time for the data center-focused real estate investment trust (REIT) as shares have fallen 15% this year so far as a result of margin compression and investor skepticism over its next phase of growth. Elliott’s recent move, with its track record of extracting shareholder value, is once again giving investors hope that change is on the horizon.The data center industry remains strategically significant as demand for cloud compute and AI workload keeps rising sharply. Being a global leader in colocation with over 245 centers across 71 markets, Equinix remains well-positioned but must prove it is capable of delivering efficiency. After the company beat Q1 estimates and raised its 2025 guidance, investors are hopeful that a turnaround is underway.Warren Buffett Warns Inflation Turns Business Into ‘The Upside-Down World of Alice in Wonderland’ But Weeds Out ‘Bad Businesses’Why GOOGL Stock May Be the Market’s Next Big WinnerAlphabet Posts Lower Free Cash Flow and FCF Margins - Is GOOGL Stock Overvalued?Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else.Equinix (EQIX) is data center REIT that supports cloud platforms, digital infrastructure operators, and enterprise clients. Equinix is located in Redwood City, California, with a $77.2 billion market cap, as well as over 245 IBX sites worldwide.EQIX stock has been quite erratic, having fallen 15% for the year and trading nearly 20% below its 52-week high of $994.03. This uninspiring showing is a long way from a strong 8.5% rally for the S&P 500 Index ($SPX) in the same period.One reason for the underperformance is that, at its June investor day, Equinix announced a heavy capex approach that scared investors. Nevertheless, the recent Elliott news has lifted shares about 2.7% over the previous five sessions.https://www.barchart.comFrom a valuation perspective, Equinix is trading at 23.7x forward earnings as well as 8.9x price-sales, premium valuations compared to other REITs. Plus, its P/E is moderately higher compared with its 5-year average, so its stock is moderately overpriced unless margin improvements materialize.It pays a quarterly dividend and yields 2.3% currently, offering steady income as well as long-term potential for capital appreciation.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,389.77 +1.13 (+0.02%)Dow 3044,837.56 -64.36 (-0.14%)Nasdaq21,178.58 +70.27 (+0.33%)Russell 20002,256.73 -4.34 (-0.19%)VIX15.03 +0.10 (+0.67%)Gold3,314.00 -21.60 (-0.65%)PortfolioSign in to access your portfolioSign inTop gainersSCLX Scilex Holding Company 15.52 +3.56 (+29.77%)STEM Stem, Inc. 18.91 +3.92 (+26.15%)NEGG Newegg Commerce, Inc. 39.08 +4.77 (+13.90%)LYEL Lyell Immunopharma, Inc. 13.73 +1.31 (+10.55%)SMCI Super Micro Computer, Inc. 60.05 +5.58 (+10.24%)Top losersCHPT ChargePoint Holdings, Inc. 9.91 -2.30 (-18.85%)ALB Albemarle Corporation 74.77 -8.97 (-10.71%)MCRB Seres Therapeutics, Inc. 13.24 -1.29 (-8.88%)KB KB Financial Group Inc. 78.40 -7.51 (-8.74%)RVTY Revvity, Inc. 95.04 -8.63 (-8.32%)Most activeNVDA NVIDIA Corporation 176.75 +3.25 (+1.87%)TSLA Tesla, Inc. 325.59 +9.53 (+3.02%)WBD Warner Bros. 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