EQIX
New target, same love
Morgan Stanley didn’t change the vibe on Equinix — it just turned the dial up a notch. The bank kept its Overweight rating on the data-center REIT and raised the price target to $1,250 from $1,075 on April 13, 2026.
Why this matters
That’s a pretty solid “we still like this one” signal for a stock that’s already not exactly cheap. Equinix was quoted at $1,034.78, while GuruFocus pegged its GF Value at $886.41, which basically means the market is asking investors to pay up for the story now and pray the growth keeps showing up later.
The bull case in plain English
Equinix is the landlord of the internet — cloud and carrier-neutral data centers, 270 properties, and more than 10,000 customers spread across the globe. If the AI and cloud boom keeps needing more digital real estate, EQIX is one of the names that can keep collecting rent while the rest of us argue about semiconductors.
The fine print
There is a little bit of a “cool story, but don’t ignore the tape” twist here:
- GuruFocus says the stock looks 16.7% overvalued versus its GF Value estimate
- Insider activity has shown $33.9 million in shares sold over the last three months
- The company still sports a strong GF Score of 93/100, so this isn’t some busted chart hiding in the basement
Big picture: Morgan Stanley is basically saying the runway still exists — it’s just expensive asphalt.