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Citi Remains Unfazed By Enron Collapse Predictor's Bearishness On These Data Center Stocks

Anusuya Lahiri
·2 分鐘文章

  • Citi analyst Michael Rollins noted data center stocks Equinix, Inc (NASDAQ: EQIX), Digital Realty Trust, Inc (NYSE: DLR), Cyxtera Technologies, Inc (NASDAQ: CYXT) were down an average of >5% on July 1 on reports (including Financial Times) that an investor is "betting against 'legacy' data centers that now face growing competition from the trio of tech giants that have been their biggest customers..."

  • Short-seller Jim Chanos betted against "legacy" data centers that now face growing competition from the trio of tech giants that have been their biggest customers.

  • The giants included Amazon.com Inc (NASDAQ: AMZN) Amazon Web Services, Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOG) Google Cloud, and Microsoft Corp (NASDAQ: MSFT) Azure.

  • Chanos, known for predicting the collapse of energy group Enron, raised several hundred million dollars for a fund that will take short positions in U.S.-listed real estate investment trusts.

  • Rollins does not see any new risks for the category. He believes the sizeable hyper-scale cloud customers will likely stay customers and competitors within the data center ecosystem as many enterprise firms seem likely to employ hybrid-cloud architectures.

  • The concerns raised by the article do not meaningfully change his generally positive demand outlook.

  • He prefers retail-centric data center assets that can differentiate their portfolios around ecosystems and high levels of connectivity (network & cloud).

  • Buy-rated EQIX remains his top data center pick, while he maintained Buy on DLR and Neutral on CYXT.

  • Price Action: EQIX shares traded higher by 1.47% at $666.65 on the last check Friday.

Latest Ratings for EQIX

Date

Firm

Action

From

To

Feb 2022

Deutsche Bank

Maintains

Buy

Feb 2022

BMO Capital

Maintains

Market Perform

Feb 2022

Cowen & Co.

Maintains

Market Perform

View More Analyst Ratings for EQIX

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