Megaport Bull Likes Returns on New GPU Pool -- Market Talk

Dow Jones

06/03

0307 GMT - Megaport's bull at Citi wonders whether the Australian connectivity and computing provider should focus more on its on-demand GPU pool than on large new contracts. Analyst Siraj Ahmed likes Megaport's move to create an on-demand GPU pool and thinks the floated payback period of between 16 and 22 months is conservative. Using the company's pricing, he thinks a period of 12 months is possible. Ahmed observes the large contracts create an annual recurring revenue headwind when they finish, and tells clients in a note that he sees the on-demand GPU pool return metrics as more attractive. Citi has a last-published buy rating and a A$15.65 target price on the stock, which is in a halt at A$16.61. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

June 02, 2026 23:07 ET (03:07 GMT)

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