Megaport Limited

Report azionario ASX:MP1

Capitalizzazione di mercato: AU$1.8b

Megaport Crescita futura

Criteri Future verificati 5/6

Megaport prevede che gli utili e i ricavi cresceranno rispettivamente di 57.6% e 23.3% all'anno. Si prevede che l'EPS crescerà di 59.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.7% in 3 anni.

Informazioni chiave

57.6%

Tasso di crescita degli utili

59.08%

Tasso di crescita dell'EPS

IT crescita degli utili-4.7%
Tasso di crescita dei ricavi23.3%
Rendimento futuro del capitale proprio12.71%
Copertura analitica

Good

Ultimo aggiornamento07 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

ASX:MP1 - Stime future degli analisti e dati finanziari passati (AUD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/2028541393715513
6/30/202743216-111315
6/30/2026312-16-436214
12/31/2025255-202173N/A
9/30/2025241-102870N/A
6/30/202522703468N/A
3/31/202521733363N/A
12/31/202420763258N/A
9/30/202420183255N/A
6/30/2024195103252N/A
3/31/202418692143N/A
12/31/20231778935N/A
9/30/2023165-1-722N/A
6/30/2023153-10-2310N/A
3/31/2023142-26-306N/A
12/31/2022125-40-342N/A
9/30/2022116-44-40-3N/A
6/30/2022110-48-48-8N/A
3/31/2022101-42-45-10N/A
12/31/202194-37-43-12N/A
9/30/202186-46-37-10N/A
6/30/202178-55-31-9N/A
3/31/202173-62-38-12N/A
12/31/202068-68-44-15N/A
9/30/202063-58-47-18N/A
6/30/202058-49-50-22N/A
3/31/202052-42-50-25N/A
12/31/201946-36-50-28N/A
9/30/201940-35N/A-28N/A
6/30/201935-34N/A-28N/A
3/31/201931-31N/A-27N/A
12/31/201826-28N/A-25N/A
9/30/201823-26N/A-24N/A
6/30/201820-24N/A-24N/A
3/31/201817-27N/A-23N/A
12/31/201715-29N/A-22N/A
9/30/201713-30N/A-23N/A
6/30/201711-30N/A-25N/A
12/31/20166-27N/A-24N/A
6/30/20163-23N/A-17N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che MP1 diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.6% ).

Guadagni vs Mercato: Si prevede che MP1 diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede MP1 diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di MP1 ( 23.3% all'anno) crescerà più rapidamente del mercato Australian ( 6.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MP1 ( 23.3% all'anno) crescerà più rapidamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MP1 sarà basso tra 3 anni ( 12.7 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/08 09:13
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/12/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Megaport Limited è coperta da 23 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
April LowisBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited