BUZZ-BMO 将 Equinix 评级为 "跑赢大盘",预计利润率将有所增长

路透中文
Dec 03, 2025
BUZZ-BMO 将 Equinix 评级为 "跑赢大盘",预计利润率将有所增长

12月3日 - ** BMO 将数据中心运营商 Equinix EQIX.O 的评级从 "市场表现 "上调至 "跑赢大盘",目标价维持在 900 美元不变

** 尽管近期面临挑战,但受基本面改善、利润率扩张、加速发展和有利市场条件的推动,经纪公司认为Equinix具有强劲的长期增长潜力

** BMO 表示,外包加速、供应紧张、超大规模需求旺盛以及人工智能驱动的增长将提升公司的估值并扩大公司的估值倍数。

** 然而,将 2026 年的 FFO/单位预测从 31.53 美元/股下调至 31.34 美元/股

** 29家券商中有23家将该股评为 "买入 "或更高评级,6家为 "持有";其PT中值为955美元--数据由LSEG编制

** 截至上次收盘,该股今年累计下跌 22.9

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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