Data Center Stocks Attract Investor Attention Amid AI Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 21 2026
0mins
Source: NASDAQ.COM
- AI Investment Fuels Data Center Demand: With the surge in AI investments, data centers, as the physical homes of AI infrastructure, are major beneficiaries for companies like Digital Realty Trust, Equinix, and Prologis, with projections indicating hundreds of billions in data center investments by 2026, showcasing strong market potential.
- Equinix's Strong Performance: Equinix reported record annualized gross bookings in Q4 2025, leading to a stock surge of about 10%, while guidance for 2026 indicates double-digit revenue growth, reflecting its robust momentum with AI-related customers and market leadership.
- Digital Realty's Increased Confidence: Digital Realty Trust experienced a 10% year-over-year growth in core FFO for 2025 and heads into 2026 with an all-time high backlog, demonstrating its competitiveness and sustained growth potential in the large-scale deployment market.
- Prologis's Strategic Shift: Prologis's focus on data centers is paying off, as it reported its best-ever quarter for lease signings, and signs of an inflection point in its core industrial real estate business indicate its adaptability and future growth opportunities in the market.
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Analyst Views on EQIX
Wall Street analysts forecast EQIX stock price to fall
18 Analyst Rating
16 Buy
2 Hold
0 Sell
Strong Buy
Current: 1068.040
Low
785.00
Averages
959.25
High
1218
Current: 1068.040
Low
785.00
Averages
959.25
High
1218
About EQIX
Equinix, Inc. is a digital infrastructure company. The Company's platform, Equinix, combines a global footprint of International Business Exchange and xScale data centers in the Americas, Asia-Pacific, and Europe, the Middle East and Africa (EMEA) regions, interconnection offerings, and digital ecosystems required to serve a large and diverse set of customers. It offers a variety of enabling solutions that support a customer's need to implement, operate and maintain its colocated deployments. Its solutions include Equinix SmartView, Equinix Smart Hands, Equinix Smart Build, and Equinix Managed Solutions and Enablement Services. Equinix SmartView is fully integrated monitoring software that provides customers with visibility into the operating data relevant to their specific Equinix footprint. Its interconnection solutions connect businesses directly within and between its data centers across its platform. Its interconnection solutions are Equinix Fabric, Fiber Connect, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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