Published

05 May 26

Updated

10 Jul 26

Views

153

Not Invested

Keel InfrastructureKEEL

Fair Value

US$9.94

Share price10 Jul

US$4.8151.6% undervalued

1Y291.06%

7D22.24%

Long Term Power Access And AI Data Center Leases Will Drive A Transformational Future

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

05 May 26

Updated

10 Jul 26

Views

153

Not Invested

Shared on 10 Jul 26

Fair value Increased 42%

KEEL: Repurposed Power Capacity Will Support Rising AI Compute Demand

Keel is drawing fresh attention as it reuses power once tied to crypto mining to support growing demand for AI computing, and some analysts now see it as part of a stronger trend among data center suppliers. The update also flags why opinions are shifting—including a new market milestone and a big funding move—alongside setbacks like delays, cost overruns, and ongoing cash burn.

17 views

Fair Value vs Share Price

US$9.94

vs US$4.8151.6% undervalued

33.9%

Revenue growth

6.6%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Keel Infrastructure

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Low risk with worrying balance sheet.

Market capUS$2.8b

PB6.9x

Estimated Growth0.8%

Dividend YieldN/A

Full analysis

CEO & management

Benjamin Gagnon

CEO

N/A

CEO Tenure

Operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.