Megaport stock gains on strong FY26 growth and upbeat guidance. Published on 09/01/2026 at 16:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS Megaport stock is trading against a backdrop of robust FY26 growth and ambitious FY27 guidance, with brokers highlighting accelerating recurring revenue, rising EBITDA and a shift toward capital-intensive AI infrastructure demand. Megaport stock (ISIN AU000000MP15) is in focus after the Brisbane based connectivity specialist reported a 37% jump in total revenue to USD 312 million for fiscal year 2026, while EBITDA climbed 24% to USD 77 million according to a recent broker summary dated August 31, 2026. FY26 figures show solid growth. According to a detailed assessment of Megaport's latest results compiled on August 31, 2026, total revenue for fiscal year 2026 rose 37% to USD 312 million, broadly in line with a consensus estimate of USD 313 million and within a guidance range of USD 307 million to USD 315 million. The same assessment notes that EBITDA increased 24% to USD 77 million, ahead of consensus at USD 72 million and above the earlier guidance band of USD 64.5 million to USD 75.5 million. The broker commentary highlights that EBITDA ended the year about 8% ahead of both the firm's own forecast and the market consensus, underlining stronger than anticipated profitability despite higher investment needs. It also points out that Megaport's revenue and earnings performance has increasingly been driven by demand for capital intensive AI infrastructure, cloud and connectivity services. Guidance and analyst sentiment for FY27. The same broker coverage, summarised in a corporate results monitor updated on September 1, 2026, indicates that Megaport has issued guidance for fiscal year 2027 revenue of USD 620 million to USD 730 million. This sits close to a consensus forecast of USD 619 million at the lower end and implies that management expects revenue to roughly double from the USD 312 million achieved in fiscal year 2026 if the top end of the range is met. Megaport has also guided for an EBITDA margin of 38% to 40% in fiscal year 2027, which would translate into EBITDA in a range between about USD 236 million and USD 292 million, compared with the USD 77 million reported for fiscal year 2026. The corporate results monitor shows that five broker ratings on the stock are in the Buy equivalent category, including two recent upgrades, and that price targets have moved higher following the results, with one broker lifting its target from USD 20.85 to USD 24.10. More on Megaport stock and fundamentals. Read further background and news on Megaport stock and explore the company filings and investor presentations to understand its recurring revenue profile and guidance in detail. Megaport's connectivity platform. Megaport operates a software defined networking platform that allows enterprises to connect flexibly to major cloud providers and data centers worldwide, using an on demand model rather than traditional fixed capacity contracts. The connectivity platform generates recurring revenue from network access and services, and recent broker commentary notes accelerating network annual recurring revenue alongside improving customer retention and new contract wins. Stock context and investor view. While detailed intraday price data for Megaport stock as of September 1, 2026, is not highlighted in the available sources, the broker reports and corporate results monitor imply that the market reaction to the FY26 result was broadly positive, supported by the earnings beat relative to consensus and the ambitious FY27 guidance. For investors, the key questions in the coming quarters will be whether Megaport can deliver on its revenue and EBITDA targets while managing higher capital expenditure and equipment procurement costs associated with the build out of AI ready infrastructure. Megaport stock key data. * Company: Megaport Ltd. * ISIN: AU000000MP15 * Ticker: MP1 * Trading venue: ASX * Sector / Industry: Communications equipment and cloud connectivity * Index membership: ASX listed technology index Sponsored Ad Megaport stock: new analysis - 5 September. Fresh Megaport information released. What's the impact for investors? Our latest independent report examines recent figures and market trends. Disclaimer regarding our articles: This is not investment advice, nor is it a recommendation to buy or sell. Information regarding prices, companies, and markets is provided without guarantee; changes may occur at any time. Stock market transactions can result in significant losses. Our articles are created and reviewed, in whole or in part, automatically with the assistance of AI. en | AU000000MP15 | MEGAPORT | boerse | 70037384 | bgmi

Firms announce additions to leadership, senior ranks. Three made C-suite, exec director appointments while others announced new partners In recent weeks, law firms have strengthened their leadership and senior ranks with C-suite and partner appointments. HopgoodGanim Lawyers' new CIO. Andrew Wedding joined the firm this month as its new chief information officer. He leads HopgoodGanim's technology function and is responsible for infrastructure, operations, support and security; moreover, he will spearhead the firm's initiatives to adopt AI and emerging technology team. He transitioned from APAC technology consultancy ValueFlow, where he spent nearly eight years holding several leadership roles. He also worked with the senior leadership at Australia Post and StarTrack. Before officially taking up the CIO mantle on 3 August, Wedding was engaged by the firm as a consultant and interim CIO over a 10-month period. He operates from HopgoodGanim's Brisbane office. Lextech's new chief product and technology officer. Mark Humphries has become Lextech's new chief product and technology officer. He is tasked with implementing the firm's technology vision, strategy and delivery across product, engineering and infrastructure. In particular, he will focus on developing Lextech's platform to contribute to future growth. He brings experience from over 30 years of working in the fintech and edtech industries. The majority of Humphries' career was spent at fintech company Computershare. Over a tenure of more than 25 years, he helped to grow the organisation from a technology start-up in Australia to a global company operating in over 20 countries. Subsequently, he went to become Compass Education's chief product officer and head of engineering. College of Law Queensland's new executive director. Lexvoco co-founder Emily McCarthy has been named the executive director of College of Law Queensland. McCarthy will spearhead College of Law Queensland's work with law schools, law firms, professional bodies and regulators. She succeeds Ann-Maree David. McCarthy was previously listed technology company Megaport's global people and culture director. She was also professional services company LexVeritas' chief people officer. She seconded at Clayton Utz and the Brisbane Airport Corporation. Clayton Utz's new environment and planning partner. Rebecca Hoare has transitioned from Norton Rose Fulbright (NRF) to Clayton Utz's partnership as of 17 August. Hoare led NRF's national environment and planning practice in Australia. She has tackled matters involving environmental and planning law, climate change and major project approvals for 25 years. She has worked on issues related to local and state government, mining, oil and gas, renewable energy, institutional property development, and construction. She has conducted due diligence and advised on concerns involving contaminated land, environmental offsets, incident response, enforcement and sustainability reporting. Hoare has handled approvals, enforcement and appeals in the Planning and Environment Court. She has advised on compulsory acquisition issues and helped with the negotiated resolution and determination of compensation for acquiring authorities under the Acquisition of Land Act (Qld), and in mining compensation under the Mineral Resources Act (Qld). Herbert Smith Freehills Kramer's new infrastructure partner. Marcus Davenport has left Clayton Utz after 30 years to join Herbert Smith Freehills Kramer (HSF Kramer). He commenced with HSF Kramer's projects, energy and infrastructure team as a partner in Melbourne. He has worked with private and public sector clients on PPP projects and on project, property, and acquisition finance. Davenport's clients have included government and private sector clients, major financial institutions, and large corporate borrowers. Lander & Rogers' new real estate and projects partner. Former Richard Crookes Constructions general counsel Jennifer Tyler has commenced with Lander & Rogers as a partner in Sydney. The infrastructure and construction expert joined the firm's real estate and projects team. She has held both private practice and in-house roles in a career spanning over 25 years. She focuses on the procurement and delivery of major projects and has been involved in matters related to Sydney Metro packages, the Powerhouse Museum upgrade and the conversion of heritage-listed City Tattersalls Club into Sydney House. According to LinkedIn, Tyler has logged stints with Colin Biggers & Paisley, Freehills (now HSF Kramer), Lendlease and Capella Capital.

Megaport reported strong fiscal year 2026 results, with group revenue surging 37% year-on-year to $312 million. Network revenue reached $268 million, whilst compute revenue contributed approximately $44 million. The company achieved EBITDA of $77 million, representing a 25% margin and exceeding guidance. Group annual recurring revenue (ARR) hit $395 million as of June 2026, with network ARR up 27% to $289.6 million and compute ARR growing 72% to $105 million since the Latitude.sh acquisition. Megaport announced $1.3 billion in total contract value since April, including a $506 million contract. The company secured a new $825 million debt facility to fund growth. For fiscal year 2027, Megaport projects group revenue between $620 million and $730 million, representing 100% to 130% year-on-year growth, with EBITDA margins expected at 38% to 40%.