摩根大通发表研究报告指，万国数据第三季业绩大致符合该行预期，当中包括分拆数据中心予C-REIT而录得的一次性收益。管理层预期2026年表现将面临阻力，因新增订单表现自今年次季起弱过预期，而且随着现有合同续约，月服务收入(MSR)或进一步下跌。 不过，该行预期万国数据2026年订单势头将加速，因中国国产AI芯片供应改善，管理层指今年新订单中约65%与AI相关，应可推动2027年收入有双位数增长。同时，公司的国际投资表现持续良好，主要客户的承诺购电量需求增长强劲。该行将万国数据美股目标价由46美元下调至40美元，维持“增持”评级。
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