ClearBridge Large Cap Growth Strategy Sold Equinix (EQIX) as Capital Investment Delays AI Gains [Yahoo! Finance]
Equinix, Inc. (EQIX)
Last equinix, inc. earnings: 2/12 04:01 pm
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US:NASDAQ Investor Relations:
equinix.com/company/investors
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Source: Yahoo! Finance
the letter can be downloaded here . Following the outbreak of the Middle East conflict, the market experienced a significant decline in growth stocks, resulting in substantial losses. In the quarter, the S&P 500 Index fell 4.3% while the benchmark Russell 1000 Growth Index declined 9.8%, compared to the Russell 1000 Value Index's 2.1% gain. In a volatile environment, the ClearBridge Large Cap Growth Strategy outperformed its benchmark, benefiting from a shift away from technology and momentum stocks that led the market in 2025. The strategy saw a positive reversal in communication services and strong support from cyclical growth sectors like industrials, materials, and parts of IT. The Strategy repositioned its portfolio to increase exposure in semiconductors and biopharmaceuticals, and exited positions with turnaround delays to maintain discipline. In addition, please check the Strategy's top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, C
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EQIX
News
- Equinix (EQIX) was given a new $1,109.00 price target by Barclays PLC.MarketBeat
- Equinix (EQIX) had its "buy" rating reaffirmed by Citigroup Inc..MarketBeat
- Equinix Unveils Fabric Intelligence To Deepen AI Network Customer Ties [Yahoo! Finance]Yahoo! Finance
- Equinix Accelerates Enterprise AI Workloads with Launch of Fabric IntelligencePR Newswire
- Neoclouds Not Ready for AI Networking, Omdia Warns [Yahoo! Finance]Yahoo! Finance
EQIX
Earnings
- 2/11/26 - Miss
EQIX
Sec Filings
- 4/9/26 - Form 4
- 4/8/26 - Form 144
- 4/2/26 - Form ARS
- EQIX's page on the SEC website