Equinix: Strong Bookings Momentum And AI Tailwinds, But The Stock Is Overvalued

Core Insights - Equinix, Inc. (EQIX) reported a Q4 for FY'25 that fell short of revenue and earnings expectations, although the overall FY'25 performance was strong with significant revenue growth [1] Financial Performance - Q4 results missed both revenue and earnings expectations, indicating potential challenges in the short term [1] - Despite the Q4 miss, the full year FY'25 numbers were described as great, suggesting robust overall growth for the company [1] Investment Philosophy - The company is characterized by disciplined capital allocation and exceptional returns on capital, which are key factors for long-term investment potential [1]