NextDC Is Jefferies' Pick of Australian Data-Center Stocks -- Market Talk

Dow Jones

2025/10/17

2223 GMT [Dow Jones]--Jefferies analyst Roger Samuel advises any investors looking for exposure to Australian data-center stocks to stick with established players such as NextDC. He tells clients that demand is strong across the board and that all center providers could benefit, but points to NextDC's ample available capacity in Melbourne as a significant advantage. He compares this with the capacity challenges at DigiCo and Macquarie Technology, both of which he says are close to running out of capacity based on current contracts. Jefferies has a buy rating on NextDC. It rates both DigiCo and Macquarie Technology at hold. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

October 16, 2025 18:26 ET (22:26 GMT)

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He tells clients that demand is strong across the board and that all center providers could benefit, but points to NextDC's ample available capacity in Melbourne as a significant advantage. He compares this with the capacity challenges at DigiCo and <a href=\"https://laohu8.com/S/MAQ.AU\">Macquarie Technology</a>, both of which he says are close to running out of capacity based on current contracts. Jefferies has a buy rating on NextDC. It rates both DigiCo and <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Technology at hold. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 16, 2025 18:26 ET (22:26 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NextDC Is Jefferies' Pick of Australian Data-Center Stocks -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNextDC Is Jefferies' Pick of Australian Data-Center Stocks -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-17 06:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  2223 GMT [Dow Jones]--Jefferies analyst Roger Samuel advises any investors looking for exposure to Australian data-center stocks to stick with established players such as NextDC. He tells clients that demand is strong across the board and that all center providers could benefit, but points to NextDC's ample available capacity in Melbourne as a significant advantage. He compares this with the capacity challenges at DigiCo and <a href=\"https://laohu8.com/S/MAQ.AU\">Macquarie Technology</a>, both of which he says are close to running out of capacity based on current contracts. Jefferies has a buy rating on NextDC. It rates both DigiCo and <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Technology at hold. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"DGT.AU":"DigiCo Infrastructure REIT","BK7166":"数据中心房地产信托","BK7503":"科技股","BK7043":"互联网服务与基础架构","NXT.AU":"NEXTDC LTD","MAQ.AU":"MACQUARIE TECHNOLOGY GROUP L","BK7042":"综合电信业务"},"translate_title":"NextDC是杰富瑞精选的澳大利亚数据中心股票——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DGT.AU":0.9,"MAQ.AU":0.9,"NXT.AU":0.9},"content_text":"2223 GMT [Dow Jones]--Jefferies analyst Roger Samuel advises any investors looking for exposure to Australian data-center stocks to stick with established players such as NextDC. He tells clients that demand is strong across the board and that all center providers could benefit, but points to NextDC's ample available capacity in Melbourne as a significant advantage. He compares this with the capacity challenges at DigiCo and Macquarie Technology, both of which he says are close to running out of capacity based on current contracts. Jefferies has a buy rating on NextDC. It rates both DigiCo and Macquarie Technology at hold. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 16, 2025 18:26 ET (22:26 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}