BUZZ-Morningstar lifts Australia's Macquarie Technology valuation on data centre optimism

Reuters2025-12-04

BUZZ-Morningstar lifts Australia's <a href="https://laohu8.com/S/MAQ.AU">Macquarie Technology</a> valuation on data centre optimism

** Morningstar hikes fair value estimate for Macquarie Technology Group MAQ.AX by 4% to A$70, reflecting growing confidence in solid returns from data centre investments

** Flags data centre firm's new IC3 SuperWest project is on time and within budget, with 6 megawatts of capacity set to be ready for service from September

** Investment research firm says over 20% of co's current market value is attributable to its data centre investments and future aspirations in the digital infrastructure, underpinned by its 25-year track record of building and operating data centres

** Morningstar finds Macquarie Tech's stock "modestly undervalued" as it sways to market sentiments on the sustenance of the AI boom

** Macquarie Tech down 28.9% YTD, including the day's moves

(Reporting by Nikita Maria Jino in Bengaluru)

((Nikita.Jino@thomsonreuters.com;))

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