NEXTDC LTD

NextDC shares surged about 42–43% after Goodman Group and Digital Realty conducted an aftermarket bookbuild seeking shares at A$9.50 to acquire up to 9.9% stakes. NextDC said the move was "opportunistic" and came two weeks after a power supply delay at its M3 Melbourne data centre and a revision to fiscal 2027 guidance; the company said it was unaware of the outcome. Goodman and Digital Realty stated they have no current intention to make a takeover bid but reserved the right, and the rally contrasted with a sell-off in US data-centre stocks following Democratic midterm wins. » More on cnbc.com

NextDC announces that the build-out of power supply for a major project near Melbourne will be delayed until 2027 and that pending approvals are now expected later; as a result, revenue guidance falls by around a quarter and expected earnings by about a third. The news sent the share price tumbling 44%, although the company still holds high cash reserves. The warning comes amid a period of high market uncertainty for AI data centers, amplified by a Gartner report that forecasts the demise of 80% of specialized neoclouds by 2030 and has already led to price crashes, postponed IPOs and financing problems. » More on manager-magazin.de

NEXTDC delivered record results in fiscal year 2026: revenue AUD 405 million, reported total revenue AUD 496.5 million and adjusted EBITDA AUD 248.8 million, roughly 4% above the top end of guidance. Pro forma contracted utilisation rose 202% to 740 MW and the backlog stands at 565 MW, fully contracted. For FY27 the company forecasts revenue of AUD 615–640 million, adjusted EBITDA of AUD 385–410 million and Capex of AUD 5.25–5.75 billion; management highlights strong demand from hyperscale and AI customers and expects billed utilisation to increase. » More on de.investing.com