AI Infrastructure And Renewable Energy Will Unlock New Markets

AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Published
22 Dec 24
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$23.63
33.9% undervalued intrinsic discount
31 Jul
US$15.62
Loading
1Y
-9.4%
7D
-6.0%

Author's Valuation

US$23.6

33.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 2.16%

Despite a notable decline in consensus revenue growth forecasts and a higher future P/E ratio indicating increased valuation risk, MARA Holdings' analyst price target has edged up modestly from $23.13 to $23.63. What's in the News MARA Holdings plans to offer $850 million in convertible senior notes, using proceeds for debt repayment, capped call transactions, bitcoin acquisition, working capital, and potential acquisitions.

Shared on07 May 25
Fair value Increased 14%

Shared on30 Apr 25
Fair value Increased 52%

Shared on23 Apr 25
Fair value Decreased 40%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.3%.

Shared on17 Apr 25
Fair value Decreased 4.35%

AnalystConsensusTarget has increased profit margin from 3.4% to 11.8% and decreased future PE multiple from 299.6x to 80.0x.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.81%

AnalystConsensusTarget has decreased revenue growth from 27.9% to 21.6%, decreased profit margin from 29.7% to 3.4% and increased future PE multiple from 30.8x to 307.3x.

Shared on11 Mar 25
Fair value Decreased 7.33%

AnalystConsensusTarget has decreased revenue growth from 36.6% to 27.9%, increased profit margin from 21.4% to 29.7%, decreased future PE multiple from 36.6x to 30.8x and increased discount rate from 7.2% to 8.4%.