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