Published

23 Aug 25

Updated

30 Jun 26

Views

Not Invested

CanaanCAN

Fair Value

US$0.9

Share price30 Jun

US$0.3165.7% undervalued

1Y-57.18%

7D8.82%

Bitcoin Volatility And Regulations Will Cut ASIC Demand Yet Stabilize

AnalystLowTarget

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

Published

23 Aug 25

Updated

30 Jun 26

Views

Not Invested

Shared on 30 Jun 26

Fair value Decreased 49%

CAN: Heating Project And Steady Mining Output Will Support Bullish Outlook

Canaan keeps mining Bitcoin at a steady pace while landing a new Nordic heating project that turns mining hardware into a source of home heating. But expectations cool as the outlook for sales and profits is dialed back and investors demand a bigger cushion for risk.

12 views

Shared on 06 Jan 26

Fair value Increased 17%

CAN: Share Repurchases And Mining Output Will Support Bullish Outlook

Analysts have raised their fair value estimate for Canaan from US$1.50 to US$1.75, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the key drivers of the change. What's in the News Canaan's board authorized a share repurchase plan effective December 12, 2025.

13 views

Fair Value vs Share Price

US$0.9

vs US$0.3165.7% undervalued

2.4%

Revenue growth

7.4%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Canaan

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Slight risk and fair value.

Market capUS$229.8m

PB0.6x

Estimated Growth13.3%

Dividend YieldN/A

Full analysis

CEO & management

Nangeng Zhang

CEO

N/A

CEO Tenure

Engages in the research and development, design, and sale of integrated circuits, and bitcoin mining equipment and related components.