Core Viewpoint - BMO Capital raised its price target for Equinix, Inc. to $1,050 from $925, maintaining an Outperform rating due to stronger-than-expected 2026 guidance and accelerating business momentum [1]. Financial Performance - Equinix projected full-year revenue for 2026 between $10.12 billion and $10.22 billion, exceeding market estimates of $10.07 billion [3]. - The company expects first-quarter revenue between $2.50 billion and $2.54 billion, ahead of estimates of $2.46 billion [3]. - In the fourth quarter, Equinix reported revenue of $2.42 billion, slightly below estimates of $2.46 billion, affected by the timing of a leasing transaction [4]. Market Demand and Trends - Demand for Equinix's services is driven by rising needs tied to artificial intelligence, leading to increased demand for data center capacity [2]. - Bookings growth reached 42%, indicating strong demand and healthy cabinet additions, reinforcing confidence in the company's outlook [1]. Company Operations - Equinix operates as a digital infrastructure company, with a platform that includes International Business Exchange (IBX) and xScale data centers across various regions [5]. - The company is expanding its footprint by investing in new data centers in growing markets such as Chennai, India, and Jakarta, Indonesia [3].

Core Viewpoint - Digital Realty Trust (NYSE:DLR) is gaining favor among hedge funds, with analysts projecting strong growth and attractive entry points following a recent bearish trend in its share price [1][2]. Group 1: Analyst Ratings and Price Targets - HSBC analyst Phani Kanumuri upgraded Digital Realty Trust from Hold to Buy, raising the price target from $187 to $193, indicating an 18% upside potential [1]. - Mizuho Securities analyst Vikram Malhotra reiterated a Buy rating but lowered the target price from $191 to $180, reflecting a revised upside potential of 10% [3]. Group 2: Growth Projections - Kanumuri forecasts "strong and sustainable" growth in Digital Realty Trust's adjusted funds from operations (AFFO), estimating a growth range of 9% to 10% over the next three years, supported by robust pricing and bookings in key metro areas [2]. Group 3: Company Overview - Digital Realty Trust is a specialty real estate investment trust that operates data centers, providing essential infrastructure for network carriers, cloud hosting companies, and enterprises to meet their AI, cloud, and digital transformation needs [4].