- NEXTDC has increased its capital expenditure forecast to between A$2.20 billion and A$2.40 billion, up from the previous range of A$1.80 billion to A$2.00 billion.
- The company’s contracted utilisation has grown by 71MW, reaching a total of 316MW since June 2025.
- NEXTDC’s pro-forma forward order book has surged by 53% to 205MW from June 2025.
- The expanded forward order book is anticipated to gradually convert into billings and revenue between the fiscal years 2026 and 2029.
- The increase in capex guidance is due to accelerating a portion of its planned inventory expansion to accommodate new customer contracts.
- Investor sentiment remains positive with 16 buy recommendations, 1 hold, and no sell ratings.
Nextdc Ltd on Smartkarma
Analyst coverage of Nextdc Ltd on Smartkarma has been insightful, with top independent analysts providing valuable research on the company. One notable report by FNArena, titled “NEXTDC Ltd – Rudi’s View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More,” highlighted updates on changes to analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions. The sentiment of this report is bullish, indicating a positive outlook on Nextdc Ltd.
This report on Smartkarma, a trusted independent investment research network, showcases the in-depth analysis conducted by analysts like Rudi at FNArena. By offering valuable insights and highlighting key updates on companies such as Nextdc Ltd, these analysts provide crucial information for investors looking to make informed decisions in the market.
A look at Nextdc Ltd Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 1 | |
| Growth | 2 | |
| Resilience | 3 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 2.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Nextdc Ltd, a company that develops data centers in Australia, shows a mixed outlook based on the Smartkarma Smart Scores. With a value score of 3, the company is deemed to have moderate value potential. However, its dividend score of 1 suggests a lower focus on dividend payouts. In terms of growth, Nextdc scores a 2, indicating a moderate growth outlook. The resilience score of 3 reflects a company with a somewhat stable business model. Furthermore, with a momentum score of 2, Nextdc’s current market momentum is seen as average.
In summary, Nextdc Ltd‘s overall outlook, as indicated by the Smartkarma Smart Scores, appears to be a blend of moderate value, limited dividend potential, moderate growth, decent resilience, and average momentum. Investors may need to consider these factors carefully when evaluating the long-term prospects of investing in the company.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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