Update shared on15 Aug 2025
With the discount rate steady at 7.81% and net profit margin unchanged at 12.22%, there has been no effective change to Northern Data’s consensus analyst price target, which remains at €36.60.
What's in the News
- Rumble Inc. signed a letter of intent to acquire Northern Data AG for $1.2 billion in an all-stock deal; Northern Data shareholders would receive 2.319 Rumble Class A shares per Northern Data share and a 33.3% pro forma stake in Rumble2, subject to several conditions including approval from Tether, due diligence, board recommendations, and regulatory review.
- The acquisition is contingent on Northern Data’s Peak Mining unit being sold beforehand, with event proceeds to reduce Tether’s existing loan to Northern Data.
- Northern Data opened a new 20MW AI and HPC data center in Pittsburgh, operated by subsidiary Ardent Data Centers, which features high-density, energy-efficient cooling technologies and targets a PUE as low as 1.15.
- Northern Data partnered with Deloitte to launch an AI Factory for enterprise clients in Europe, combining Deloitte’s AI consulting with Northern Data’s hardware/software infrastructure; the offering focuses on scalability, security, managed cloud and AI services, and GDPR-compliant data centers.
Valuation Changes
Summary of Valuation Changes for Northern Data
- The Consensus Analyst Price Target remained effectively unchanged, at €36.60.
- The Discount Rate for Northern Data remained effectively unchanged, at 7.81%.
- The Net Profit Margin for Northern Data remained effectively unchanged, at 12.22%.
Disclaimer
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