Megaport Limited

ASX:MP1 Voorraadrapport

Marktkapitalisatie: AU$4.3b

Megaport Inkomsten in het verleden

Verleden criteriumcontroles 0/6

Megaport is de winst gegroeid met een gemiddeld jaarlijks percentage van 33.7%, terwijl de IT industrie de winst jaarlijks groeide met 29.2%. De inkomsten zijn gegroeid met een gemiddelde van 24.4% per jaar.

Belangrijke informatie

33.75%

Groei van de winst

37.94%

Groei van de winst per aandeel

IT Groei van de industrie12.94%
Inkomstengroei24.36%
Rendement op eigen vermogen-3.89%
Nettomarge-12.49%
Volgende winstupdate18 Feb 2027

Recente prestatie-updates uit het verleden

Analyse-artikel 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...

Recent updates

Analyse-artikel 5h

Megaport Limited (ASX:MP1) Just Reported Annual Earnings And Analysts Are Lifting Their Estimates

It's been a sad week for Megaport Limited ( ASX:MP1 ), who've watched their investment drop 14% to AU$18.38 in the week...
Narratiefupdate Aug 21

MP1: Equity Raise And Cloud Storage Expansion Will Shape Future Earnings Risk

Analysts have raised their Megaport price target from A$13.93 to A$17.00. This reflects updated views on fair value, discount rates, revenue growth, profit margins and future P/E assumptions.
Narratiefupdate Jul 15

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

Analysts have lifted their price target for Megaport from A$25.16 to A$30.55, citing updated views on revenue, profit margins and the stock's future P/E profile. What’s in the News for Megaport Megaport shares traded at A$20.12 on 9 July 2026, with a 5.45% gain on the day and an approximate 58% to 61% gain over one year, as investors reacted to demand for its global Network as a Service platform and broader strength in Australian technology stocks.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Narratiefupdate 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.
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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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Nieuw narratief 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.
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...

Opbrengsten en kosten

Hoe Megaport geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

ASX:MP1 Opbrengsten, kosten en inkomsten (AUD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
30 Jun 26312-391780
31 Mar 26284-301550
31 Dec 25255-201330
30 Sep 25241-101230
30 Jun 2522701140
31 Mar 2521731080
31 Dec 2420761020
30 Sep 242018950
30 Jun 2419510890
31 Mar 241869840
31 Dec 231778790
30 Sep 23165-1800
30 Jun 23153-10820
31 Mar 23142-26830
31 Dec 22125-40800
30 Sep 22116-44780
30 Jun 22110-48780
31 Mar 22101-42740
31 Dec 2194-37710
30 Sep 2186-46650
30 Jun 2178-55600
31 Mar 2173-62590
31 Dec 2068-68580
30 Sep 2063-58560
30 Jun 2058-49540
31 Mar 2052-42490
31 Dec 1946-36440
30 Sep 1940-35410
30 Jun 1935-34380
31 Mar 1931-31340
31 Dec 1826-28310
30 Sep 1823-26280
30 Jun 1820-24250
31 Mar 1817-27290
31 Dec 1715-29320
30 Sep 1713-30310
30 Jun 1711-30310
31 Dec 166-27220
30 Jun 163-23200

Kwaliteitswinsten: MP1 is momenteel verliesgevend.

Groeiende winstmarge: MP1 is momenteel verliesgevend.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: MP1 is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 33.7% per jaar verminderd.

Versnelling van de groei: Het is niet mogelijk om de winstgroei van MP1 over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.

Winst versus industrie: MP1 is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de IT industrie ( 10.8% ).


Rendement op eigen vermogen

Hoge ROE: MP1 heeft een negatief Return on Equity ( -3.89% ), omdat het momenteel verliesgevend is.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/22 04:56
Aandelenkoers aan het einde van de dag2026/08/21 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2026/06/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Megaport Limited wordt gevolgd door 23 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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