NextDC Bull Sees Demand Supporting Earnings Upside -- Market Talk

Dow Jones

03/09

0358 GMT - NextDC's bull at Citi reckons there is a decent chance that consensus earnings forecasts for fiscal 2027 and fiscal 2028 are too low. Analyst Siraj Ahmed tells clients in a note that market forecasts only account for the Australian data-center operator's current contracted demand backlog. They don't include potential further contract announcements, which Ahmed thinks could emerge in Melbourne. He acknowledges that NextDC needs capital to meet the stronger-than-expected demand shown in its recent contract announcements, but writes that it has flexibility to fund near-term growth through mechanisms such as subordinated notes. Citi has a last-published buy rating on the stock, which is added to its Pan-Asia focus list. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

March 08, 2026 23:58 ET (03:58 GMT)

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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7503":"科技股","NXT.AU":"NEXTDC LTD","BK7043":"互联网服务与基础架构"},"translate_title":"NextDC牛市认为需求支持盈利上行——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NXT.AU":0.9},"content_text":"0358 GMT - NextDC's bull at Citi reckons there is a decent chance that consensus earnings forecasts for fiscal 2027 and fiscal 2028 are too low. Analyst Siraj Ahmed tells clients in a note that market forecasts only account for the Australian data-center operator's current contracted demand backlog. They don't include potential further contract announcements, which Ahmed thinks could emerge in Melbourne. He acknowledges that NextDC needs capital to meet the stronger-than-expected demand shown in its recent contract announcements, but writes that it has flexibility to fund near-term growth through mechanisms such as subordinated notes. 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