Equinix Faces 2025 Revenue Downshift Amid Deal Delays, eBay Shares Drop After Holiday Profit Forecast Disappointment

Equinix reported a third-quarter net-income beat, announced major land acquisitions to support over 900 MW of capacity and launched a Distributed AI infrastructure solution, and is rated a consensus “buy” with a Wall Street 12‑month target near $960 and a trailing P/E around 52. The company trimmed its fiscal 2025 revenue guide slightly to $9.21–9.33 billion because closing a large campus lease may slip into next year, causing timing risk, even as adjusted funds from operations topped estimates and Q4 revenue midpoint sits above analyst expectations. EBay beat Q3 revenue ($2.82B) and adjusted EPS ($1.36) but issued a disappointing Q4 profit forecast of $1.31–$1.36 and revenue guidance below some estimates, citing macro uncertainty, tariffs and the end of the de minimis exemption, which sent shares down roughly 8–9%. Equinor’s adjusted Q3 earnings fell about 9.9% to $6.21 billion on lower oil and gas prices, slightly missing forecasts, but the company maintained a plan for ~4% production growth and $13 billion of 2025 capital expenditure. Overall, data‑center, e‑commerce and energy firms face sector‑specific headwinds—timing and enterprise demand risk for Equinix, tariff and cross‑border trade pressures for eBay, and weaker commodity prices for Equinor—while each company is managing guidance and investment plans accordingly.