BUZZ-BMO lifts Equinix to 'outperform', expects margin gains

Reuters12-03

** BMO upgrades data center operator Equinix EQIX.O to "outperform" from "market perform", PT unchanged at $900

** Brokerage sees strong long-term growth potential for co, driven by improving fundamentals, margin expansion, accelerated development, and favorable market conditions despite near-term challenges

** Accelerating outsourcing, tight supply, strong hyperscale demand, and AI-driven growth could lift estimates and expand co's valuation multiple, says BMO

** However, cuts 2026 FFO/unit forecast to $31.34/share from $31.53/share

** 23 of 29 brokerages rate the stock "buy" or higher, 6 "hold"; their median PT is $955 - data compiled by LSEG

** As of last close, stock down 22.9% YTD

(Reporting by Apratim Sarkar in Bengaluru)

((Apratim.Sarkar@thomsonreuters.com))

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