BUZZ-Morningstar lifts Australia's Macquarie Technology valuation on data centre optimism

Reuters

Dec 04, 2025

BUZZ-Morningstar lifts Australia's <a href="https://laohu8.com/S/MAQ.AU">Macquarie Technology</a> valuation on data centre optimism

** Morningstar hikes fair value estimate for Macquarie Technology Group MAQ.AX by 4% to A$70, reflecting growing confidence in solid returns from data centre investments

** Flags data centre firm's new IC3 SuperWest project is on time and within budget, with 6 megawatts of capacity set to be ready for service from September

** Investment research firm says over 20% of co's current market value is attributable to its data centre investments and future aspirations in the digital infrastructure, underpinned by its 25-year track record of building and operating data centres

** Morningstar finds Macquarie Tech's stock "modestly undervalued" as it sways to market sentiments on the sustenance of the AI boom

** Macquarie Tech down 28.9% YTD, including the day's moves

(Reporting by Nikita Maria Jino in Bengaluru)

((Nikita.Jino@thomsonreuters.com;))

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-Morningstar lifts Australia's Macquarie Technology valuation on data centre optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-04 04:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Morningstar lifts Australia's <a href=\"https://laohu8.com/S/MAQ.AU\">Macquarie Technology</a> valuation on data centre optimism</title></head><body><p>** Morningstar hikes fair value estimate for <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Technology Group <span>MAQ.AX</span> by 4% to A$70, reflecting growing confidence in solid returns from data centre investments</p><p>** Flags data centre firm's new IC3 SuperWest project is on time and within budget, with 6 megawatts of capacity set to be ready for service from September</p><p>** Investment research firm says over 20% of co's current market value is attributable to its data centre investments and future aspirations in the digital infrastructure, underpinned by its 25-year track record of building and operating data centres</p><p>** Morningstar finds Macquarie Tech's stock \"modestly undervalued\" as it sways to market sentiments on the sustenance of the AI boom</p><p>** Macquarie Tech down 28.9% YTD, including the day's moves</p><p> (Reporting by Nikita Maria Jino in Bengaluru)</p><p> ((Nikita.Jino@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7043","symbol_name":"互联网服务与基础架构","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251203:nL6N3X91HW:1","article_id":"2588029039","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588029039","pubTimestamp":1764794130,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Morningstar lifts Australia's Macquarie Technology valuation on data centre optimism** Morningstar hikes fair value estimate for Macquarie Technology Group MAQ.AX by 4% to A$70, reflecting growing confidence in solid returns from data centre investments** Flags data centre firm's new IC3 SuperWest project is on time and within budget, with 6 megawatts of capacity set to be ready for service from September** Investment research firm says over 20% of co's current market value is attributable to its data centre investments and future aspirations in the digital infrastructure, underpinned by its 25-year track record of building and operating data centres** Morningstar finds Macquarie Tech's stock \"modestly undervalued\" as it sways to market sentiments on the sustenance of the AI boom** Macquarie Tech down 28.9% YTD, including the day's moves  ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7043":"互联网服务与基础架构","MAQ.AU":"MACQUARIE TECHNOLOGY GROUP L","BK7042":"综合电信业务"},"translate_title":"BUZZ-Morningstar因数据中心乐观情绪而上调澳大利亚麦格理科技估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MAQ.AU":0.9},"content_text":"BUZZ-Morningstar lifts Australia's Macquarie Technology valuation on data centre optimism** Morningstar hikes fair value estimate for Macquarie Technology Group MAQ.AX by 4% to A$70, reflecting growing confidence in solid returns from data centre investments** Flags data centre firm's new IC3 SuperWest project is on time and within budget, with 6 megawatts of capacity set to be ready for service from September** Investment research firm says over 20% of co's current market value is attributable to its data centre investments and future aspirations in the digital infrastructure, underpinned by its 25-year track record of building and operating data centres** Morningstar finds Macquarie Tech's stock \"modestly undervalued\" as it sways to market sentiments on the sustenance of the AI boom** Macquarie Tech down 28.9% YTD, including the day's moves (Reporting by Nikita Maria Jino in Bengaluru) ((Nikita.Jino@thomsonreuters.com;))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}