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Published
29 Jul 25
Updated
04 Sep 26
Views
107
Not Invested
MegaportMP1
MP1 logo
Fair Value
AU$33.52
Share price04 Sep
AU$16.9249.5% undervalued intrinsic discount
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1Y17.09%
7D-4.19%

Accelerating Cloud Adoption And Rising Data Will Transform Connectivity

AN
AnalystHighTarget
AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
29 Jul 25
Updated
04 Sep 26
Views
107
Not Invested
Fair ValueAU$33.52
Share priceAU$16.92
49.5% undervalued intrinsic discount
Narrative
Updates4

Shared on 04 Sep 26

Fair value Increased 9.72%

MP1: Higher Margin Outlook And Capital Raise Will Support Long Term Earnings Potential

Megaport signals a stronger long-term profit outlook while also raising fresh funds, and analysts respond by lifting their view of what the business could be worth. The new guidance and financing details hint at how fast the company expects to grow—and what it’s willing to spend to get there.
Read more
13 viewsusers have viewed this narrative update

Shared on 15 Jul 26

Fair value Increased 21%

MP1: AI Infrastructure Expansion And Security Capabilities Will Support Stronger Long Term Earnings Potential

Megaport pushes deeper into AI-ready networking and on-demand AI computing, backed by fresh funding and early contract wins, as more businesses connect across multiple clouds. New storage and built-in protection tools aim to make the platform stickier for customers who need always-on uptime.
Read more
12 viewsusers have viewed this narrative update

Shared on 03 Jun 26

Fair value Increased 7.75%

MP1: Integrated Security Capabilities Will Support Stronger Long Term Earnings Potential

Megaport adds built-in protection that blocks disruptive attacks inside its own network, aiming to keep customer internet traffic fast and reliable even under pressure. The new self-serve setup and simpler pricing could make Megaport’s internet service easier to adopt and stickier for customers.
Read more
7 viewsusers have viewed this narrative update

Shared on 23 Apr 26

Fair value Increased 22%

MP1: Renewable Powered AI Partnership Will Support Stronger Long Term Earnings Potential

Analysts now set a higher fair value range for Megaport, with the price target shifting from about A$19.06 to around A$23.35. This reflects updated assumptions for revenue growth, discount rate and future P/E multiples.
Read more
14 viewsusers have viewed this narrative update

Fair Value vs Share Price

AU$33.52
vs AU$16.9249.5% undervalued intrinsic discount
PastFuture-58m2b20162018202020222024202620282029Revenue AU$1.6bEarnings AU$398.3m
72%
Revenue growth
25.1%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

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Company analysis

High growth potential with excellent balance sheet.

Market capAU$4.0b
PB4.0x
Estimated Growth30.7%
Dividend YieldN/A
Full analysis

CEO & management

Michael Reid
CEO
2.8yrs
CEO Tenure

Provides on-demand data and network interconnection services in Australia, New Zealand, Hong Kong, India, Singapore, Japan, the United States of America, Canada, Mexico, and Brazil, and Europe.

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