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MARA Holdings
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MARA Holdings Community
NasdaqCM:MARA Community
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MARA Holdings
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Undervalued
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MARA Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Transformation And AI Will Reshape Markets Amid Bitcoin Risks
Key Takeaways Vertical integration, energy asset ownership, and scale position MARA for sustained industry-leading margins and superior cost control. Early moves in AI, sovereign compute, and partnerships can establish MARA as a key global infrastructure provider, driving transformative revenue growth and market share gains.
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US$28
FV
42.0% undervalued
intrinsic discount
35.02%
Revenue growth p.a.
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5 days ago
author updated this narrative
MARA Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Bitcoin Volatility And Regulation Will Shrink Margins But Trim Costs
Key Takeaways Heavy reliance on Bitcoin mining and exposure to regulatory, technological, and energy-related risks threaten revenue growth, cost stability, and long-term profitability. Institutional interest and capital access are at risk due to ESG scrutiny and industry-wide volatility, despite efforts in enterprise diversification and operational efficiency.
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US$18
FV
9.8% undervalued
intrinsic discount
17.11%
Revenue growth p.a.
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3
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5 days ago
author updated this narrative
MARA Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AI Infrastructure And Renewable Energy Will Unlock New Markets
Key Takeaways Expansion into AI infrastructure and global partnerships diversifies revenue streams and reduces reliance on core bitcoin mining operations. Focus on energy-efficient, vertically integrated operations and active treasury management strengthens cost structure and financial resilience for long-term growth.
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US$23.32
FV
30.4% undervalued
intrinsic discount
12.41%
Revenue growth p.a.
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5 days ago
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Your Valuation for
MARA
MARA
MARA Holdings
Your Fair Value
US$
Current Price
US$16.24
5.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-357m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.9b
Earnings US$1.6b
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