MP1 Share Price Performance
AU$18.38
4.08 (28.53%)
18.0% undervalued intrinsic discount
AU$22.41
Fair Value
Price AU$18.38
AnalystConsensusTarget AU$22.41
AnalystLowTarget AU$17.00
AnalystHighTarget AU$30.55
Fair ValueAU$22.41
Share Pricen/a
Megaport Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 88 Fair Values set on narratives written by author
MP1 Community Narratives
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Fair Value
·Fair Value AU$22.41 18.0% undervalued intrinsic discount
Cloud And AI Adoption Will Expand Global Connectivity
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54users have followed this narrative
AN
Fair Value
·Fair Value AU$17 8.1% overvalued intrinsic discount
Geopolitical Tensions And Tech Shifts Will Erode Connectivity Value
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3users have followed this narrative
AN
Fair Value
·Fair Value AU$30.55 39.8% undervalued intrinsic discount
Accelerating Cloud Adoption And Rising Data Will Transform Connectivity
1users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Geopolitical Tensions And Tech Shifts Will Erode Connectivity Value
Megaport sells fast, on-demand connections between businesses and major cloud networks, but growing data rules and rising tech alternatives could make global “one network” setups less useful. See why some analysts think the market is expecting too much, even as Megaport expands its network and launches new products.Read more
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AU$17
8.1% overvalued intrinsic discount
Fair Value
Profit Margin
8.43%
Future PE
62.3x
Price in 2029
AU$22.01
Accelerating Cloud Adoption And Rising Data Will Transform Connectivity
Megaport is betting that booming cloud and AI demand will push more companies to use its on-demand network connections, especially as it scales in North America and keeps adding new services. The upside depends on it staying ahead of bigger cloud and telecom rivals while managing regulation, security concerns, and the heavy spending needed to grow its network.Read more
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AU$30.55
39.8% undervalued intrinsic discount
Fair Value
Profit Margin
9.85%
Future PE
66.37x
Price in 2029
AU$39.21
Cloud And AI Adoption Will Expand Global Connectivity
Megaport rides the surge in cloud and AI by helping companies link their data and services across data centres around the world, and its push into new locations and add‑on services could make customers stickier over time. The catch is that big cloud players and larger rivals may offer more of this themselves, turning the service into a commodity and squeezing what Megaport can earn.Read more
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AU$22.41
18.0% undervalued intrinsic discount
Fair Value
Profit Margin
11.09%
Future PE
49.54x
Price in 2029
AU$28.59
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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MP1: Equity Raise And Cloud Storage Expansion Will Shape Future Earnings Risk
Fair Value: AU$17 8.1% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
MP1: AI Infrastructure Expansion And Security Capabilities Will Support Stronger Long Term Earnings Potential
Fair Value: AU$30.55 39.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
MP1: AI Infrastructure Expansion Will Support Future Earnings And Multiple Upside
Fair Value: AU$22.41 18.0% undervalued intrinsic discount
54 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Megaport Limited Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Feb 18, 2027
- -0.17
- 73.37%
- -12.49%
- 2.8%
About MP1
- Founded
- 2013
- Employees
- 663
- CEO
- WebsiteView website
Megaport Limited 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. It operates a Software Defined Network platform that enables customers to connect their network to other services, as well as agile networking. The company also provides network solation such as data center interconnect, data center to cloud, cloud to cloud, Megaport Cloud Router and virtual edge, NAT Gateway, Virtual Cross Connect and connectivity hub, global WAN, internet exchange, and megaport port and internet; Standard Object Storage; and High-Performance block storage, object storage, and file storage, as well as internet exchanges, megaport internet, and firewall as a service hosting services. The company was founded in 2013 and is headquartered in Fortitude Valley, Australia.
