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MARA Holdings, Inc. Stock Price

NasdaqCM:MARA Community·US$5.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 336 Fair Values set on narratives written by author

MARA Share Price Performance

US$0
-15.65 (-100.00%)
US$16.48
Fair Value
US$0
-15.65 (-100.00%)
Price US$0

MARA Community Narratives

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Fair Value US$16.48 16.2% undervalued intrinsic discount

MARA: Expanding Industry Leadership Will Drive Long-Term Sector Opportunity

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Fair Value US$8.5 62.5% overvalued intrinsic discount

Bitcoin Volatility And Regulation Will Shrink Margins But Trim Costs

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10users have followed this narrative
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Fair Value US$30 54.0% undervalued intrinsic discount

Digital Transformation And AI Will Reshape Markets Amid Bitcoin Risks

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12users have followed this narrative
US$16.48
16.2% undervalued intrinsic discount
Profit Margin
22.02%
Future PE
48.92x
Price in 2029
US$22.36
US$30
54.0% undervalued intrinsic discount
Revenue
15.18% p.a.
Profit Margin
12.75%
Future PE
106.32x
Price in 2029
US$41.1

Trending Discussion

Updated Narratives

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MARA: Bitcoin Volatility And Slow AI Leases Will Pressure Power-Heavy Margins

Fair Value: US$8.5 62.5% overvalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
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MARA: AI Data Center Expansion Will Drive Future Optional Upside Potential

Fair Value: US$16.48 16.2% undervalued intrinsic discount
159 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MARA: Vertically Integrated Model Will Drive Future Upside From Recent Power Deal

Fair Value: US$30 54.0% undervalued intrinsic discount
12 users have set this as their fair value
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Snowflake Analysis

Overvalued with worrying balance sheet.

1 Risk
0 Rewards

MARA Holdings, Inc. Key Details

US$867.8m

Revenue

US$474.4m

Cost of Revenue

US$393.4m

Gross Profit

US$2.4b

Other Expenses

-US$2.0b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-5.35
45.33%
-234.83%
103.6%
View Full Analysis

About MARA

Founded
2010
Employees
266
CEO
Frederick Thiel
WebsiteView website
www.mara.com

MARA Holdings, Inc. operates as an energy and digital infrastructure company in North America, the Middle East, Europe, and Latin America. The company leverages Bitcoin Mining and Artificial Intelligence compute to monetize excess energy and underutilized power, optimize power management across operations and support AI inference applications. The company was formerly known as Marathon Digital Holdings, Inc. and changed its name to MARA Holdings, Inc. in August 2024. MARA Holdings, Inc. was incorporated in 2010 and is based in Hallandale Beach, Florida.

Recent MARA News & Updates

Narrative Update May 19

MARA Holdings – $1.5bn Acquisition of Long Ridge Energy

Transformational Expansion into AI Infrastructure, Power Generation & Digital Compute Ecosystems Analyst: Qudus Adebara (Head of Equity, Wane Trading Club) Transaction Overview MARA Holdings Inc has entered into a definitive agreement to acquire Long Ridge Energy & Power LLC from FTAI Infrastructure Inc in a transaction valued at approximately US$1.5 billion , including assumed debt. The acquisition marks a major strategic shift for MARA beyond Bitcoin mining into: AI infrastructure High-performance computing (HPC) Integrated energy and digital infrastructure development Transaction Highlights Deal Value Total transaction value: ~US$1.5 billion Includes assumption of at least: US$785 million debt Core Assets Acquired The transaction includes: 505 MW combined-cycle gas power plant (CCGT) 1,600+ acres of contiguous land Integrated digital infrastructure campus Water, fiber, fuel supply, rail infrastructure, and grid interconnection assets Location Hannibal, Ohio Positioned within: PJM Interconnection market One of the most active AI and data center infrastructure corridors in the U.S. Expected Closing Second half of 2026 Subject to: Hart-Scott-Rodino approval Federal Energy Regulatory Commission (FERC) approval Other customary conditions Strategic Rationale 1.

Recent updates

No updates