BitFuFu

Rising Regulations Will Squeeze Bitcoin Margins Yet Operational Efficiency Improves

AnalystLowTarget

Not Invested

Community Contributor

Published

25 Aug 25

Updated

15 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-47.4%

You can edit this narrative until Dec 16 10:10 AM. Then, changes will post as Updates.

Author's Valuation

US$5.552.5% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 15 Dec 25

Fair value Decreased 8.33%

FUFU: Cloud Mining Platform Expansion Will Drive Stronger Future Performance

Analysts have trimmed their price target on BitFuFu from approximately $6.00 to $5.50, citing expectations for slower revenue growth, thinner profit margins, and a higher future valuation multiple. Together, these factors warrant a slightly more conservative fair value estimate.

AnalystLowTarget Fair Value

US$5.5

52.5% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

20.31%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.90%

Calculation

US$45.07m

Earnings '28

26.41x

PE Ratio '28

US$1.19b

Market Cap '28

US$1.19b

Market Cap '28

168.82m

No. shares '28

US$7.05

Share Price '28

US$7.05 Share Price '28

Discounted to 2025 @ 8.81% p.a.

US$5.47

Fair Value '25