MP1 Community Fair Values
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Analyst Price Targets
Megaport Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$19.19 |
| 52週高値 | AU$22.22 |
| 52週安値 | AU$6.40 |
| ベータ | 1.36 |
| 1ヶ月の変化 | 15.53% |
| 3ヶ月変化 | 178.12% |
| 1年変化 | 42.36% |
| 3年間の変化 | 182.62% |
| 5年間の変化 | 17.59% |
| IPOからの変化 | 884.10% |
最新ニュース
ナラティブの更新 • Jul 01
MP1: AI Infrastructure Expansion Will Face Future Execution And Earnings Risk
Analysts have lifted their Megaport price target to A$13.93 from A$10.00, reflecting updated assumptions around fair value, revenue growth, profit margin, and a lower expected future P/E multiple. What’s in the News for Megaport Megaport is being highlighted as a leading AI infrastructure and cloud connectivity stock on the ASX, with attention on its role in software defined networking and support for AI workloads, based on recent coverage from multiple news sources.
ナラティブの更新 • Jun 17
MP1: AI Infrastructure Expansion Will Support Future Earnings And Multiple Upside
Analysts now reference an updated fair value estimate for Megaport of A$22.41 per share, compared with the prior A$16.92, based on refreshed views on revenue growth, profit margins and future P/E assumptions. What’s in the News for Megaport Megaport announced four new AI infrastructure contracts worth about A$458.9 million with U.S. technology providers, centered on NVIDIA GPU based hardware for a globally distributed AI inference cloud.Recent updates
ナラティブの更新 • Jul 01
MP1: AI Infrastructure Expansion Will Face Future Execution And Earnings Risk
Analysts have lifted their Megaport price target to A$13.93 from A$10.00, reflecting updated assumptions around fair value, revenue growth, profit margin, and a lower expected future P/E multiple. What’s in the News for Megaport Megaport is being highlighted as a leading AI infrastructure and cloud connectivity stock on the ASX, with attention on its role in software defined networking and support for AI workloads, based on recent coverage from multiple news sources.ナラティブの更新 • Jun 17
MP1: AI Infrastructure Expansion Will Support Future Earnings And Multiple Upside
Analysts now reference an updated fair value estimate for Megaport of A$22.41 per share, compared with the prior A$16.92, based on refreshed views on revenue growth, profit margins and future P/E assumptions. What’s in the News for Megaport Megaport announced four new AI infrastructure contracts worth about A$458.9 million with U.S. technology providers, centered on NVIDIA GPU based hardware for a globally distributed AI inference cloud.
ナラティブの更新 • Jun 03
MP1: Integrated Security Capabilities Will Support Stronger Long Term Earnings Potential
Megaport's analyst price target has shifted from A$23.35 to A$25.16 as analysts adjust their assumptions around revenue growth, profit margins, discount rates and future P/E expectations. What's in the News Megaport launched Megaport DDoS Protection, a built-in security capability for Megaport Internet that filters malicious traffic directly within the Megaport network rather than through an external service.ナラティブの更新 • May 16
MP1: Network Security Launch Will Support Future Earnings And Multiple Upside
Analysts have revised their price target for Megaport to A$16.92 from A$16.09, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News Megaport launched Megaport DDoS Protection, a built in security capability for Megaport Internet that filters malicious traffic directly within the Megaport network instead of relying on external scrubbing services (Key Developments).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| MP1 | AU IT | AU 市場 | |
|---|---|---|---|
| 7D | -5.3% | -4.5% | 1.0% |
| 1Y | 42.4% | 4.0% | 2.2% |
業界別リターン: MP1過去 1 年間で4 % の収益を上げたAustralian IT業界を上回りました。
リターン対市場: MP1過去 1 年間で2.2 % の収益を上げたAustralian市場を上回りました。
価格変動
| MP1 volatility | |
|---|---|
| MP1 Average Weekly Movement | 11.3% |
| IT Industry Average Movement | 10.3% |
| Market Average Movement | 9.7% |
| 10% most volatile stocks in AU Market | 17.2% |
| 10% least volatile stocks in AU Market | 4.0% |
安定した株価: MP1 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MP1の 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | 350 | Michael Reid | www.megaport.com |
Megaport Limitedは、オーストラリア、ニュージーランド、香港、シンガポール、日本、アメリカ、カナダ、メキシコ、ブラジル、ヨーロッパでオンデマンド相互接続サービスを提供している。同社は、顧客がネットワークを他のサービスと接続できるようにするSoftware Defined Networkプラットフォームや、アジャイルネットワーキングを運営している。また、ハイブリッドクラウド、クラウド・ツー・クラウド、仮想接続ハブ、グローバルWAN、データセンター相互接続ソリューション、インターネットエクスチェンジ、メガポートインターネット、サービスとしてのファイアウォールホスティングサービスも提供している。同社は2013年に設立され、オーストラリアのフォーティテュード・バレーに本社を置いている。
Megaport Limited 基礎のまとめ
| MP1 基礎統計学 | |
|---|---|
| 時価総額 | AU$3.40b |
| 収益（TTM） | -AU$20.25m |
| 売上高(TTM) | AU$255.16m |
13.3x
P/Sレシオ-168.0x
PER（株価収益率MP1 は割高か？
公正価値と評価分析を参照収益と収入
| MP1 損益計算書（TTM） | |
|---|---|
| 収益 | AU$255.16m |
| 売上原価 | AU$70.13m |
| 売上総利益 | AU$185.03m |
| その他の費用 | AU$205.28m |
| 収益 | -AU$20.25m |
直近の収益報告
Dec 31, 2025
次回決算日
Aug 20, 2026
| 一株当たり利益（EPS） | -0.11 |
| グロス・マージン | 72.52% |
| 純利益率 | -7.94% |
| 有利子負債／自己資本比率 | 5.6% |
MP1 の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/03 03:07 |
| 終値 | 2026/07/03 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Megaport Limited 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| April Lowis | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |