Megaport Sees Potential Catalysts for Stock to Rerate -- Market Talk

Dow Jones

02/25

0133 GMT - Megaport's bull at Morgans sees potential for the stock to further rerate as it proves the value added through its recently acquired compute-as-a-service platform. Maintaining a buy rating on the stock, analyst Nick Harris tells clients in a note that he sees margin improvement as another potential catalyst for shares of the Australia-listed connectivity services provider. He raises his Ebitda targets by 22% for fiscal 2027 and by 15% for fiscal 2028, citing lower operating-cost expectations on the fiscal 2026 exit margin implied by guidance. Morgans raises its target price 3.2% to A$16.00. Shares are up 7.2% at A$7.91. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 24, 2026 20:34 ET (01:34 GMT)

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