MP1 Share Price Performance
AU$0
-13.00 (-100.00%)
Price AU$0
Fair ValueAU$22.41
Share Pricen/a
Narrative Update • Jul 01
Megaport Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 84 Fair Values set on narratives written by author
MP1 Community Narratives
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Fair Value
·Fair Value AU$22.41 11.0% undervalued intrinsic discount
Cloud And AI Adoption Will Expand Global Connectivity
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53users have followed this narrative
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Fair Value
·Fair Value AU$13.93 43.2% overvalued intrinsic discount
Geopolitical Tensions And Tech Shifts Will Erode Connectivity Value
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2users have followed this narrative
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Fair Value
·Fair Value AU$25.16 20.7% undervalued intrinsic discount
Accelerating Cloud Adoption And Rising Data Will Transform Connectivity
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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$13.93
43.2% overvalued intrinsic discount
Fair Value
Profit Margin
9.85%
Future PE
30.1x
Price in 2029
AU$17.78
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
11.0% undervalued intrinsic discount
Fair Value
Profit Margin
11.09%
Future PE
49.54x
Price in 2029
AU$28.59
Accelerating Cloud Adoption And Rising Data Will Transform Connectivity
Megaport is betting that the surge in cloud and data-heavy computing will force companies to rethink how they connect to data centers, and its highly automated network could make it a preferred “on-demand” option as demand ramps up. But tougher rules on where data can live, bigger rivals building similar tools, and the need to keep spending heavily on the network could limit how much of that growth it can capture.Read more
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AU$25.16
20.7% undervalued intrinsic discount
Fair Value
Profit Margin
15.77%
Future PE
53.22x
Price in 2029
AU$31.94
Trending Discussion
Recently Updated Narratives
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MP1: AI Infrastructure Expansion Will Face Future Execution And Earnings Risk
Fair Value: AU$13.93 43.2% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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MP1: AI Infrastructure Expansion Will Support Future Earnings And Multiple Upside
Fair Value: AU$22.41 11.0% undervalued intrinsic discount
53 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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MP1: Integrated Security Capabilities Will Support Stronger Long Term Earnings Potential
Fair Value: AU$25.16 20.7% undervalued intrinsic discount
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Snowflake Analysis
Megaport Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 20, 2026
- -0.086
- 72.52%
- -7.94%
- 5.6%
About MP1
- Founded
- 2013
- Employees
- 350
- CEO
- WebsiteView website
Megaport Limited provides on-demand interconnection services in Australia, New Zealand, Hong Kong, 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 offers hybrid cloud, cloud to cloud, Virtual connectivity hub, global WAN, and data center interconnect solutions, 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.
