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>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7042","symbol_name":"综合电信业务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2576771914","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2576771914","pubTimestamp":1760653560,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7042":"综合电信业务","MAQ.AU":"MACQUARIE TECHNOLOGY GROUP L","NXT.AU":"NEXTDC LTD","BK7166":"数据中心房地产信托","BK7043":"互联网服务与基础架构","BK7503":"科技股","DGT.AU":"DigiCo Infrastructure REIT"},"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":{"NXT.AU":0.9,"MAQ.AU":0.9,"DGT.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"}}}