NEXTDC is trading at A$14.33 (+5.52%) after an FY26 revenue beat and strong FY27 guidance.
- FY26 net revenue reached A$405.0 million, above guidance, while underlying EBITDA rose to A$248.8 million. Contracted utilisation tripled to 740.1MW.
- Management guided FY27 net revenue to A$615–640 million and EBITDA to A$385–410 million, driven by contracted capacity converting to billing.
- The broader technology rally provides additional sector support, but the earnings release is the clearest catalyst.