NextDC

Latest news and analysis on NextDC

Shares

NEXTDC is down 45%. WaveStone’s Charles Story says it's a lesson for AI investors

Charles Story on why CSL’s valuation looks interesting again, the NEXTDC lesson, and why staying humble is an investor’s best edge.
CSL
HUB
+3
Keith Ford
Livewire Markets
Reporting Season

NEXTDC’s costly year, but a runway for AI demand

FY25 numbers looked mixed, but record contracts and faster billing growth set the stage for upside.
NXT
Stephanie Gardner
Livewire Markets
Reporting Season

NEXTDC's Craig Scroggie is spending $1bn on an AI-fuelled future

And that's not just over the year ahead...
NXT
Ally Selby
Livewire Markets
Equities

How much upside is left for NXT?

When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought. On our analysis,...
NXT
Gary Rollo
Montgomery
Equities

Three learnings from NEXTDC’s half-year results

Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring...
NXT
Gary Rollo
Montgomery
Equities

Infrastructure assets for the digital economy – data centres

Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing...
NXT
Gary Rollo
Montgomery
Equities

Why I think NextDC is undervalued

What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and...
NXT
Gary Rollo
Montgomery

NextDC on cloud nine

Robert Frost
OC Funds Management

Buy Hold Sell: Hot stocks in technology

EML
NXT
+1
Buy Hold Sell
Livewire Markets
9