StreetInsider.com News Articles

Bernstein Weighs In On US Communications Infrastructure Stocks Post NAREIT's REIT Week

Thu, 04 Jun 2026 08:20:23 -0400

Bernstein analyst Madison Rezaei weighs in on US Communications Infrastructure stocks post NAREIT's REIT week.

The analyst commented: "This week, REIT investors took over the oh-so-glam Hilton Midtown for the NAREIT’s annual REIT Week. While there weren’t a ton of surprises, we did get some updates from management at DLR (OP, $232), EQIX (OP, $1,222), AMT (OP, $207), and CCI (OP, $102), mostly reinforcing our existing perspectives.

DLR continues to be our underappreciated favorite, with a strong, disciplined approach to growth. The company confirmed that they are tracking towards the top end of their 12% revenue guidance and suggested double-digit growth was

Bernstein Weighs In On US Communications Infrastructure Stocks Post NAREIT's REIT Week

Thu, 04 Jun 2026 08:20:23 -0400

Bernstein analyst Madison Rezaei weighs in on US Communications Infrastructure stocks post NAREIT's REIT week.

Bernstein Weighs In On US Communications Infrastructure Stocks Post NAREIT's REIT Week

Thu, 04 Jun 2026 08:20:23 -0400

Bernstein analyst Madison Rezaei weighs in on US Communications Infrastructure stocks post NAREIT's REIT week.

Bernstein Weighs In On US Communications Infrastructure Stocks Post NAREIT's REIT Week

Thu, 04 Jun 2026 08:20:23 -0400

Bernstein analyst Madison Rezaei weighs in on US Communications Infrastructure stocks post NAREIT's REIT week.

Equinix (EQIX) Reiterated at Buy by Stifel

Thu, 04 Jun 2026 07:18:41 -0400

Stifel analyst Erik Rasmussen reiterated a Buy rating and $1,250.00 price target on Equinix (NASDAQ: EQIX).

The analyst commented, "We met with Equinix at the Nareit REITweek conference and remain confident in its ability to benefit from an accelerating, structural AI infrastructure cycle. While inference adoption remains early days, enterprise activity is increasing, with deployments shifting from pilots to distributed architectures. This transition supports a higher-quality demand profile, characterized by latency sensitive workloads that favor Equinix’s globally distributed, interconnection rich platform. The company continues to execute against an unconstrained development pipeline, supported by solid utility relationships and proactive supply chain management.

Stifel: 'we believe Equinix is positioned to deliver sustained bookings, earnings growth and attractive returns as AI inference scales over time'

Thu, 04 Jun 2026 04:29:00 -0400

Stifel: 'we believe Equinix is positioned to deliver sustained bookings, earnings growth and attractive returns as AI inference scales over time'

The analyst comments "We met with Equinix at the Nareit REITweek conference and remain confident in its ability to benefit from an accelerating, structural AI infrastructure cycle. While inference adoption remains early days, enterprise activity is increasing, with deployments shifting from pilots to distributed architectures. This transition supports a higher-quality demand profile, characterized by latency sensitive workloads that favor Equinix’s globally distributed, interconnection rich platform. The company continues to execute against an unconstrained development pipeline, supported by solid utility relationships

Stifel: 'we believe Equinix is positioned to deliver sustained bookings, earnings growth and attractive returns as AI inference scales over time'

Thu, 04 Jun 2026 04:29:00 -0400

Stifel: 'we believe Equinix is positioned to deliver sustained bookings, earnings growth and attractive returns as AI inference scales over time'

Thu, 04 Jun 2026 04:29:00 -0400

Stifel: 'we believe Equinix is positioned to deliver sustained bookings, earnings growth and attractive returns as AI inference scales over time'

Buy this data center stock, Citi urges clients

Wed, 03 Jun 2026 19:00:00 -0400

Investing.com -- Citi has added shares of a data center firm to its focus list, citing growing confidence in the data center operator's ability to accelerate revenue growth amid rising demand for artificial intelligence infrastructure.

The firm named Equinix a new addition to the list at a time when demand for data center and its services to operate them has been growing across the world.

Citi reiterated its Buy rating on Equinix and named the stock its top-ranked pick across its coverage universe, reflecting confidence in the company's long-term growth prospects as AI infrastructure spending expands.

The investment bank expects Equinix's normalized

Buy this data center stock, Citi urges clients

Wed, 03 Jun 2026 19:00:00 -0400

The firm named Equinix a new addition to the list at a time when demand for data center and its services to operate them has been growing across the world.

The investment bank expects Equinix's normalized

Form 4 EQUINIX INC For: Jun 01 Filed by: Pletcher Kurt

Wed, 03 Jun 2026 16:19:00 -0400

si-local-file:///var/storage/secattach/20260603/26599145.html

Form 4 EQUINIX INC For: Jun 01 Filed by: Pletcher Kurt

Wed, 03 Jun 2026 16:19:00 -0400

si-local-file:///var/storage/secattach/20260603/26599145.html

Form 4 EQUINIX INC For: Jun 01 Filed by: Lin Jonathan

Wed, 03 Jun 2026 16:18:00 -0400

si-local-file:///var/storage/secattach/20260603/26599117.html

Form 4 EQUINIX INC For: Jun 01 Filed by: Lin Jonathan

Wed, 03 Jun 2026 16:18:00 -0400

si-local-file:///var/storage/secattach/20260603/26599117.html

Form 4 EQUINIX INC For: Jun 01 Filed by: Abdel Raouf

Wed, 03 Jun 2026 16:16:00 -0400

si-local-file:///var/storage/secattach/20260603/26599080.html

Form 4 EQUINIX INC For: Jun 01 Filed by: Abdel Raouf

Wed, 03 Jun 2026 16:16:00 -0400

si-local-file:///var/storage/secattach/20260603/26599080.html

Form 4 EQUINIX INC For: Jun 01 Filed by: Fox-Martin Adaire

Wed, 03 Jun 2026 16:15:00 -0400

si-local-file:///var/storage/secattach/20260603/26598997.html

Form 4 EQUINIX INC For: Jun 01 Filed by: Fox-Martin Adaire

Wed, 03 Jun 2026 16:15:00 -0400

si-local-file:///var/storage/secattach/20260603/26598997.html

Form 144 EQUINIX INC Filed by: Pletcher Kurt

Tue, 02 Jun 2026 18:10:00 -0400

si-local-file:///var/storage/secattach/20260602/26593636.html

Form 144 EQUINIX INC Filed by: Pletcher Kurt

Tue, 02 Jun 2026 18:10:00 -0400

si-local-file:///var/storage/secattach/20260602/26593636.html

Form 144 EQUINIX INC Filed by: Lin Jonathan

Tue, 02 Jun 2026 18:00:00 -0400

si-local-file:///var/storage/secattach/20260602/26593582.html

Form 144 EQUINIX INC Filed by: Lin Jonathan

Tue, 02 Jun 2026 18:00:00 -0400

si-local-file:///var/storage/secattach/20260602/26593582.html

Form 144 EQUINIX INC Filed by: Abdel Raouf

Tue, 02 Jun 2026 17:49:00 -0400

si-local-file:///var/storage/secattach/20260602/26593511.html

Form 144 EQUINIX INC Filed by: Abdel Raouf

Tue, 02 Jun 2026 17:49:00 -0400

si-local-file:///var/storage/secattach/20260602/26593511.html

Form 144 EQUINIX INC Filed by: Fox-Martin Adaire

Tue, 02 Jun 2026 16:34:00 -0400

si-local-file:///var/storage/secattach/20260602/26592341.html