MEGAPORT LIMITED (MP1)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

MP1

MP1 - MEGAPORT LIMITED

FNArena Sector : Cloud services
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 0.66
Index: ASX200 | ASX300 | ALL-ORDS | ALL-TECH

Megaport is an Australian technology company providing Elastic Interconnection services using Software Defined Networking to connect customers to cloud services and third party data centres worldwide. Megaport was founded in 2013 and listed in 2015.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$14.30

28 Nov
2025

-0.090

OPEN

$14.36

-0.63%

HIGH

$14.66

1,303,470

LOW

$14.28

TARGET
$15.00 4.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
3DP . AIM . DGT . DGT . DUB . DUG . DXN . ERD . FCL . FCT . IFT . MAQ . NXT . RCL . SDR . TNE . WTC . XPN .
FNARENA'S MARKET CONSENSUS FORECASTS
MP1: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 0.2 - 5.3 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-0.2
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx227.1 M
Book Value Per Share xxxxxxxxxxxxxxx111.1
Net Operating Cash Flow xxxxxxxxxxxxxxx66.6 M
Net Profit Margin xxxxxxxxxxxxxxx-0.13 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-0.18 %
Return on Invested Capital xxxxxxxxxxxxxxx-0.17 %
Return on Assets xxxxxxxxxxxxxxx-0.12 %
Return on Equity xxxxxxxxxxxxxxx-0.18 %
Return on Total Capital xxxxxxxxxxxxxxx-0.27 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx45.1 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx15 M
Long Term Debt xxxxxxxxxxxxxxx13 M
Total Debt xxxxxxxxxxxxxxx28 M
Goodwill - Gross xxxxxxxxxxxxxxx22 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx102 M
Price To Book Value xxxxxxxxxxxxxxx12.99

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx34.3 M
Capex % of Sales xxxxxxxxxxxxxxx15.11 %
Cost of Goods Sold xxxxxxxxxxxxxxx203 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx25 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

12/11/2025

3

Neutral

$15.70

9.79%

Megaport announced the acquisition of Latitude.sh for US$150m, or $231m, composed of US$70m in cash and US$80m in equity. There's also an earnout of US$150m if revenue hurdles are met through 2027 as well as 2028 integration targets.

Latitude.sh is a global automated infrastructure platform delivering compute-as-a-service (CAAS), which UBS notes is a new vertical business. It allows Megaport to connect automated networks with automated compute for powering the cloud, AI, and data centre systems.

The acquisition will be funded by a $200m underwritten placement. An additional acquisition of a network-as-a-service operator in India was announced to increase the rate of expansion into India by three years.

The October trading update saw ARR up 24% y/y and net recurring revenue up 109%, with 1Q26 revenue up 21% y/y and an earnings (EBITDA) margin of 18-20%. Target set at $15.70 with a Neutral rating.

FORECAST
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -2.00 cents.
UBS forecasts a full year FY27 dividend of 0.00 cents and EPS of 1.00 cents.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Jarden

12/11/2025

1

Buy

$17.63

23.29%

Jarden views Megaport’s acquisition of Latitude.sh as strategically sound, reinforcing its Buy rating and underscoring upside potential.

Entry into Compute-as-a-Service expands Megaport’s addressable market, adding high-margin optionality despite greater capital intensity, explain the analysts.

The broker highlights 1Q26 annual recurring revenue growth of 19% year-on-year and net revenue retention of 109%, with new products and reinvestment in sales supporting continued momentum.

Jarden raises its FY26-28 earnings (EBITDA) forecasts by up to 38% to reflect the acquisition and India expansion. Target increases to $17.63 from $16.77. Buy rating retained.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 9.50 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 24.20 cents.
Access Extra Coverage Research History >

MP1 STOCK CHART

FNArena News on MP1

1
Weekly Ratings, Targets, Forecast Changes – 28-11-25

10:00 AM - Weekly Reports
2
Rudi’s View: Un-Bubbling The AI Bubble Talk

Nov 27 2025 - Rudi's View
3
Australian Broker Call *Extra* Edition – Nov 17, 2025

Nov 17 2025 - Daily Market Reports
4
Rudi’s View: New Trends & Recurring Anxieties

Nov 12 2025 - Rudi's View
5
Rudi’s View: Amcor, Charter Hall, Challenger, Goodman, Woolworths & More

Nov 06 2025 - Rudi's View

Latest Cloud services News

1
Re-Rating Ahead For Fineos Corp?

Oct 23 2025 - Small Caps
2
DigiCo Deals Diminish Doubts

Oct 15 2025 - Small Caps
3
Australia’s Data Centre Boom Marches On

Oct 09 2025 - Australia
4
Treasure Chest: Megaport

Sep 23 2025 - Treasure Chest
5
Australia’s AI Guardrails: How New Rules Could Reprice ASX Tech

Aug 21 2025 - Australia
6
Australia’s Digital Infrastructure Opportunity

Jun 23 2025 - Australia
7
FNArena Visits NextDC’s S3 Data Centre

Jun 19 2025 - Feature Stories
8
Rudi’s View: Macquarie Technology (Stock In Focus)

Jun 18 2025 - Rudi's View
9
WiseTech’s Big Bold Bet On E2open

May 29 2025 - Australia
10
Rudi’s View: How Do We Value The Future?

May 28 2025 - Rudi's View