Narrative updates are currently in beta.

Back to narrative

AI Infrastructure And Renewable Energy Will Unlock New Markets

MARA logo
MARA
AN
AnalystConsensusTarget
AnalystConsensusTarget
Not Invested
Published 22 Dec 2024

Update shared on31 Jul 2025

Fair value Increased 0.36%
Previous
AnalystConsensusTarget's Fair Value
US$23.21
33.7% undervalued intrinsic discount
07 Aug
US$15.38
Loading
1Y
-9.7%
7D
-0.8%

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.
  • Morgan Stanley was appointed lead underwriter for a $950 million fixed-income offering.
  • MARA experienced a sequential decrease in bitcoin production, reporting 713 BTC produced in June versus 950 in May.
  • The company was removed from multiple Russell Growth Indexes, including Russell 2000, 2500, 3000, and small cap growth benchmarks.
  • MARA announced strategic collaborations with TAE Power Solutions and LG NOVA-backed PADO AI to develop advanced, AI-driven energy management and load balancing solutions for data centers.

Valuation Changes


Summary of Valuation Changes for MARA Holdings

  • The Consensus Analyst Price Target has risen slightly from $23.13 to $23.63.
  • The Consensus Revenue Growth forecasts for MARA Holdings has significantly fallen from 19.6% per annum to 12.6% per annum.
  • The Future P/E for MARA Holdings has significantly risen from 80.73x to 91.75x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.