Megaport (MP1) Aperçu de l'action
Megaport Limited fournit des services d'interconnexion à la demande en Australie, en Nouvelle-Zélande, à Hong Kong, à Singapour, au Japon, aux États-Unis d'Amérique, au Canada, au Mexique, au Brésil et en Europe. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 5/6 |
| Performances passées | 0/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour MP1 à partir de nos contrôles de risques.
MP1 Community Fair Values
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Analyst Price Targets
Software opportunity
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Fair Value from
US$6.8569.3% sous-évalué décote intrinsèque
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Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | AU$10.03 |
| Plus haut sur 52 semaines | AU$17.87 |
| Plus bas sur 52 semaines | AU$6.40 |
| Bêta | 1.23 |
| Variation sur 1 mois | 41.07% |
| Variation sur 3 mois | -2.62% |
| Variation sur 1 an | -10.77% |
| Variation sur 3 ans | 86.78% |
| Variation sur 5 ans | -23.49% |
| Évolution depuis l'introduction en bourse | 414.36% |
Nouvelles et mises à jour récentes
Mise à jour de l'analyse • Apr 23
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.
Mise à jour de l'analyse • Apr 06
MP1: Updated Guidance And WinDC Partnership Will Support Future Earnings Potential
Megaport's analyst price target has been revised higher to A$10.00 from A$10.00, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News Megaport issued updated consolidated group earnings guidance for fiscal 2026, with expected revenue of $302 million to $317 million for the year (Corporate Guidance).Mise à jour de l'analyse • Mar 22
MP1: New Guidance And WinDC Partnership Will Support Future Earnings Multiple
Analysts have adjusted their Megaport price target to A$10.00, supported by updated assumptions around revenue growth, profit margins and a lower future P/E multiple. What's in the News Megaport issued updated consolidated group earnings guidance for fiscal 2026, indicating expected revenue of $302 million to $317 million for the year (Corporate Guidance).Mise à jour de l'analyse • Mar 08
MP1: New Partnerships And Guidance Will Support Higher Future Earnings Multiple
Analysts now see Megaport's fair value at A$10.00, down from A$11.21. This reflects updated views on a slightly higher discount rate, softer revenue growth assumptions, narrower profit margins and a higher future P/E multiple.Recent updates
Mise à jour de l'analyse • Apr 23
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.Mise à jour de l'analyse • Apr 06
MP1: Updated Guidance And WinDC Partnership Will Support Future Earnings Potential
Megaport's analyst price target has been revised higher to A$10.00 from A$10.00, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News Megaport issued updated consolidated group earnings guidance for fiscal 2026, with expected revenue of $302 million to $317 million for the year (Corporate Guidance).Mise à jour de l'analyse • Mar 22
MP1: New Guidance And WinDC Partnership Will Support Future Earnings Multiple
Analysts have adjusted their Megaport price target to A$10.00, supported by updated assumptions around revenue growth, profit margins and a lower future P/E multiple. What's in the News Megaport issued updated consolidated group earnings guidance for fiscal 2026, indicating expected revenue of $302 million to $317 million for the year (Corporate Guidance).Mise à jour de l'analyse • Mar 08
MP1: New Partnerships And Guidance Will Support Higher Future Earnings Multiple
Analysts now see Megaport's fair value at A$10.00, down from A$11.21. This reflects updated views on a slightly higher discount rate, softer revenue growth assumptions, narrower profit margins and a higher future P/E multiple.
Mise à jour de l'analyse • Feb 21
MP1: Renewable AI Partnerships Will Drive Future Network And Earnings Upside
Analysts have reduced their price target on Megaport by A$0.89 to A$16.09, citing updated assumptions that include a different discount rate, slightly revised revenue growth and profit margin expectations, and a new future P/E outlook. What's in the News WinDC announced a partnership with Megaport to connect WinDC's renewable powered AI Factories directly to Megaport's global Network as a Service platform, giving organizations in Australia and across Megaport's network access to high density AI compute located at solar, wind or hydro generation sites (Key Developments).Mise à jour de l'analyse • Feb 07
MP1: Latitude Acquisition And India Expansion Will Shape Future Market Upside
Narrative Update Analysts have nudged their fair value estimate for Megaport slightly higher to about A$16.98, reflecting updated price targets in the A$16.70 to A$20.00 range. They view the Latitude.sh acquisition as reasonably expanding the company’s addressable market and cross selling potential at what they describe as attractive multiples.Mise à jour de l'analyse • Jan 24
MP1: Latitude Acquisition Will Concentrate Execution Risk And Stretch Future Earnings Multiple
Narrative Update Analysts have lifted their price targets on Megaport, with some moving into Buy or Overweight ratings and citing the A$150m Latitude.sh acquisition, its expanded total addressable market and cross selling potential as key supports for higher fair value estimates despite a richer future P/E profile. Analyst Commentary Recent research on Megaport has turned more constructive, with upgrades and higher price targets coming through after the Latitude.sh announcement.Mise à jour de l'analyse • Jan 09
MP1: Latitude Acquisition And India Expansion Will Drive Future Market Upside
Analysts have nudged their Megaport price targets higher, with our fair value estimate moving from A$16.76 to A$16.98. They cite the Latitude.sh acquisition as a way to expand the addressable market and create cross selling potential on what they view as reasonable and attractive deal multiples.Mise à jour de l'analyse • Dec 26
MP1: Latitude Acquisition And India Expansion Will Drive Long-Term Market Opportunity
Analysts have raised their price target for Megaport to A$16.76, an increase of roughly A$2.26. They cite the Latitude.sh acquisition as a catalyst that expands the company’s addressable market and enhances its growth and cross selling potential on attractive valuation multiples.Mise à jour de l'analyse • Dec 12
MP1: Latitude Acquisition And India Expansion Will Drive Expanded Market Opportunity
Megaport's analyst price target has inched higher by A$0.20 to reflect analysts' view that the Latitude.sh acquisition, associated expansion into India, and improved out year revenue growth profile collectively justify a modest uplift in fair value, despite a slightly higher discount rate and future earnings multiple. Analyst Commentary Street research has turned notably more constructive on Megaport following the Latitude.sh acquisition announcement, with several price target upgrades reflecting higher growth and returns expectations.Mise à jour de l'analyse • Nov 28
MP1: India Expansion Will Drive Market Opportunity Following Recent Acquisition
Megaport's analyst price target has risen from A$15.83 to A$16.56. Analysts cite the company's recent acquisition and improved growth outlook as key drivers behind the higher valuation.Mise à jour de l'analyse • Nov 11
MP1: Recent Acquisition And Expansion Plans Will Set Direction Amid Execution Risks
Analysts have raised their price target for Megaport from A$15.17 to A$15.83. This reflects greater confidence in the company's growth prospects following its recent acquisition and expansion plans.Article d'analyse • Oct 28
When Should You Buy Megaport Limited (ASX:MP1)?
While Megaport Limited ( ASX:MP1 ) might not have the largest market cap around , it saw a decent share price growth of...Article d'analyse • Sep 27
Megaport Limited's (ASX:MP1) Share Price Not Quite Adding Up
When close to half the companies in the IT industry in Australia have price-to-sales ratios (or "P/S") below 1.7x, you...Article d'analyse • Sep 10
Is Megaport (ASX:MP1) Weighed On By Its Debt Load?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Mise à jour de l'analyse • Aug 16
Expanding Network Capacity And Launching AI And Financial Services Exchanges Will Drive Future Growth
The consensus analyst price target for Megaport has increased to A$12.88, primarily reflecting higher growth expectations and a modest rise in both the discount rate and future P/E multiple. What's in the News Megaport launched its 1,000th enabled location, now providing access to 10% of all global public data centres and maintaining a presence in over 160 cities across 26 countries.Article d'analyse • Jun 30
At AU$14.44, Is Megaport Limited (ASX:MP1) Worth Looking At Closely?
Megaport Limited ( ASX:MP1 ), is not the largest company out there, but it received a lot of attention from a...Article d'analyse • Jun 10
Is Megaport (ASX:MP1) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d'analyse • May 04
Megaport Limited's (ASX:MP1) 26% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Megaport Limited ( ASX:MP1 ) shares have been powering on, with a gain of 26% in the...Article d'analyse • Apr 01
Calculating The Fair Value Of Megaport Limited (ASX:MP1)
Key Insights The projected fair value for Megaport is AU$12.06 based on 2 Stage Free Cash Flow to Equity Megaport's...
Nouvelle analyse • Mar 10
Expanding Network Capacity And Launching AI And Financial Services Exchanges Will Drive Future Growth
Strategic expansions in network and product offerings, including increased data center locations, enhance revenue potential and market presence globally.Article d'analyse • Feb 06
Subdued Growth No Barrier To Megaport Limited (ASX:MP1) With Shares Advancing 27%
Megaport Limited ( ASX:MP1 ) shareholders would be excited to see that the share price has had a great month, posting a...Article d'analyse • Sep 03
Megaport Limited's (ASX:MP1) 26% Share Price Plunge Could Signal Some Risk
Unfortunately for some shareholders, the Megaport Limited ( ASX:MP1 ) share price has dived 26% in the last thirty...Article d'analyse • Aug 28
Shareholders Can Be Confident That Megaport's (ASX:MP1) Earnings Are High Quality
Investors were disappointed with Megaport Limited's ( ASX:MP1 ) earnings, despite the strong profit numbers. Our...Article d'analyse • Jun 03
We Think Megaport (ASX:MP1) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d'analyse • May 21
Revenues Tell The Story For Megaport Limited (ASX:MP1)
When you see that almost half of the companies in the IT industry in Australia have price-to-sales ratios (or "P/S...Article d'analyse • May 05
At AU$13.55, Is Megaport Limited (ASX:MP1) Worth Looking At Closely?
While Megaport Limited ( ASX:MP1 ) might not have the largest market cap around , it led the ASX gainers with a...Article d'analyse • Apr 21
Megaport Limited's (ASX:MP1) Intrinsic Value Is Potentially 40% Above Its Share Price
Key Insights The projected fair value for Megaport is AU$19.01 based on 2 Stage Free Cash Flow to Equity Megaport is...Article d'analyse • Mar 24
Megaport (ASX:MP1) Is Doing The Right Things To Multiply Its Share Price
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Article d'analyse • Feb 21
The Megaport Limited (ASX:MP1) Interim Results Are Out And Analysts Have Published New Forecasts
Investors in Megaport Limited ( ASX:MP1 ) had a good week, as its shares rose 3.9% to close at AU$13.23 following the...Article d'analyse • Feb 09
Why Investors Shouldn't Be Surprised By Megaport Limited's (ASX:MP1) 48% Share Price Surge
Megaport Limited ( ASX:MP1 ) shareholders would be excited to see that the share price has had a great month, posting a...Article d'analyse • Dec 26
Revenues Tell The Story For Megaport Limited (ASX:MP1)
Megaport Limited's ( ASX:MP1 ) price-to-sales (or "P/S") ratio of 9.4x may look like a poor investment opportunity when...Article d'analyse • Dec 11
Why Megaport Limited (ASX:MP1) Could Be Worth Watching
Megaport Limited ( ASX:MP1 ), might not be a large cap stock, but it saw significant share price movement during recent...Article d'analyse • Nov 27
Is There An Opportunity With Megaport Limited's (ASX:MP1) 44% Undervaluation?
Key Insights Megaport's estimated fair value is AU$17.24 based on 2 Stage Free Cash Flow to Equity Megaport's AU$9.61...Article d'analyse • Oct 03
Is Megaport (ASX:MP1) Using Debt In A Risky Way?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d'analyse • Aug 16
An Intrinsic Calculation For Megaport Limited (ASX:MP1) Suggests It's 26% Undervalued
Key Insights The projected fair value for Megaport is AU$14.92 based on 2 Stage Free Cash Flow to Equity Megaport is...Rendement pour les actionnaires
| MP1 | AU IT | AU Marché | |
|---|---|---|---|
| 7D | 9.5% | 1.7% | 1.1% |
| 1Y | -10.8% | 4.3% | 7.2% |
Rendement vs Industrie: MP1 a sous-performé le secteur Australian IT qui a rapporté 4.3 % au cours de l'année écoulée.
Rendement vs marché: MP1 a sous-performé le marché Australian qui a rapporté 7.2 % au cours de l'année écoulée.
Volatilité des prix
| MP1 volatility | |
|---|---|
| MP1 Average Weekly Movement | 11.4% |
| IT Industry Average Movement | 10.9% |
| Market Average Movement | 10.6% |
| 10% most volatile stocks in AU Market | 17.4% |
| 10% least volatile stocks in AU Market | 4.5% |
Cours de l'action stable: MP1 n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Australian.
Volatilité au fil du temps: La volatilité hebdomadaire de MP1 ( 11% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2013 | n/a | Michael Reid | www.megaport.com |
Megaport Limited fournit des services d'interconnexion à la demande en Australie, en Nouvelle-Zélande, à Hong Kong, à Singapour, au Japon, aux États-Unis d'Amérique, au Canada, au Mexique, au Brésil et en Europe. Elle exploite une plateforme de réseau défini par logiciel qui permet aux clients de connecter leur réseau à d'autres services, ainsi qu'un réseau agile. L'entreprise propose également des solutions de cloud hybride, de cloud à cloud, de hub de connectivité virtuelle, de WAN mondial et d'interconnexion de centres de données, ainsi que des échanges internet, des mégaports internet et des services d'hébergement de pare-feu en tant que service.
Megaport Limited Résumé des fondamentaux
| MP1 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | AU$1.78b |
| Bénéfices(TTM) | -AU$20.25m |
| Recettes(TTM) | AU$255.16m |
7.0x
Ratio P/S-87.8x
Ratio P/ELe site MP1 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| MP1 compte de résultat (TTM) | |
|---|---|
| Recettes | AU$255.16m |
| Coût des recettes | AU$70.13m |
| Marge brute | AU$185.03m |
| Autres dépenses | AU$205.28m |
| Les revenus | -AU$20.25m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Aug 20, 2026
| Résultat par action (EPS) | -0.11 |
| Marge brute | 72.52% |
| Marge bénéficiaire nette | -7.94% |
| Ratio dettes/capitaux propres | 5.6% |
Quelles ont été les performances à long terme de MP1?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 03:13 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Megaport Limited est couverte par 23 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| April Lowis | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |