NextDC Looks Well Placed for More Sydney Contract Wins -- Market Talk

Dow Jones

Dec 02, 2025

2314 GMT [Dow Jones]--Chances are good that NextDC clinches early contract wins once construction starts on its new Sydney data centers, according to UBS analysts. They think that development approval for the two centers will be a key catalyst for further acceleration in contracted capacity. The UBS analysts tell clients in a note that strong demand in New South Wales state should assist with early contract wins. After five months of its 2026 fiscal year, NextDC has almost matched the amount of contracted capacity it added in fiscal 2025. Investors will want to increase exposure to cloud adoption and artificial-intelligence growth, the analysts add. UBS lifts its target price 1.9% to A$21.85 and keeps a buy rating on the stock, which is up 2.0% at A$14.00. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

December 01, 2025 18:17 ET (23:17 GMT)

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They think that development approval for the two centers will be a key catalyst for further acceleration in contracted capacity. The UBS analysts tell clients in a note that strong demand in New South Wales state should assist with early contract wins. After five months of its 2026 fiscal year, NextDC has almost matched the amount of contracted capacity it added in fiscal 2025. Investors will want to increase exposure to cloud adoption and artificial-intelligence growth, the analysts add. UBS lifts its target price 1.9% to A$21.85 and keeps a buy rating on the stock, which is up 2.0% at A$14.00. 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They think that development approval for the two centers will be a key catalyst for further acceleration in contracted capacity. The UBS analysts tell clients in a note that strong demand in New South Wales state should assist with early contract wins. After five months of its 2026 fiscal year, NextDC has almost matched the amount of contracted capacity it added in fiscal 2025. Investors will want to increase exposure to cloud adoption and artificial-intelligence growth, the analysts add. UBS lifts its target price 1.9% to A$21.85 and keeps a buy rating on the stock, which is up 2.0% at A$14.00. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 01, 2025 18:17 ET (23:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7503","symbol_name":"科技股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2588709300","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588709300","pubTimestamp":1764631020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2314 GMT [Dow Jones]--Chances are good that NextDC clinches early contract wins once construction starts on its new Sydney data centers, according to UBS analysts. They think that development approval for the two centers will be a key catalyst for further acceleration in contracted capacity. The UBS analysts tell clients in a note that strong demand in New South Wales state should assist with early contract wins. After five months of its 2026 fiscal year, NextDC has almost matched the amount of contracted capacity it added in fiscal 2025. Investors will want to increase exposure to cloud adoption and artificial-intelligence growth, the analysts add. UBS lifts its target price 1.9% to A$21.85 and keeps a buy rating on the stock, which is up 2.0% at A$14.00. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7503":"科技股","BK7043":"互联网服务与基础架构","NXT.AU":"NEXTDC LTD"},"translate_title":"NextDC看起来有望赢得更多悉尼合同——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NXT.AU":0.9},"content_text":"2314 GMT [Dow Jones]--Chances are good that NextDC clinches early contract wins once construction starts on its new Sydney data centers, according to UBS analysts. They think that development approval for the two centers will be a key catalyst for further acceleration in contracted capacity. The UBS analysts tell clients in a note that strong demand in New South Wales state should assist with early contract wins. After five months of its 2026 fiscal year, NextDC has almost matched the amount of contracted capacity it added in fiscal 2025. Investors will want to increase exposure to cloud adoption and artificial-intelligence growth, the analysts add. UBS lifts its target price 1.9% to A$21.85 and keeps a buy rating on the stock, which is up 2.0% at A$14.00. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 01, 2025 18:17 ET (23:17 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","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":true,"code":"91000000","status":"200"}}}