Keel Infrastructure Dirección
Dirección controles de criterios 1/4
Actualmente no disponemos de información suficiente sobre el CEO.
Información clave
Ben Gagnon
Chief Executive Officer (CEO)
US$5.7m
Compensación total
| Porcentaje del salario del CEO | 7.98% |
| Permanencia del CEO | no data |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | sin datos |
| Promedio de permanencia en la Junta Directiva | sin datos |
Actualizaciones recientes de la dirección
Recent updates
KEEL: Power Capacity Pivot To AI Hosting Will Drive Future Rerating
Keel Infrastructure's analyst price target has been revised from $3.00 to $4.50, with analysts pointing to recalibrated cash burn expectations and evolving views on high performance compute and AI colocation demand as key drivers of the change. Analyst Commentary Recent Street research on Keel Infrastructure shows a mix of optimism on high performance compute and AI colocation demand alongside rising questions about funding needs, cash burn and execution timing.Keel Infrastructure: Beware Delta-Of-Ruin Profile
Summary Keel Infrastructure is rated Avoid/Hold due to a high-risk capital structure and regulatory headwinds threatening long-term viability. KEEL's strategy to withhold 2027 capacity aims to extract premium lease rates but exposes the company to liquidity burn and refinancing risks. Regulatory crackdowns on behind-the-meter load defection, especially FERC/PJM tariffs, could compress margins and disrupt the company's yield-on-cost assumptions. Monitoring lease structure outcomes, liquidity runway, and regulatory developments is critical for reassessing KEEL's risk/reward profile. Read the full article on Seeking Alpha
KEEL: AI Power Pivot And HPC Colocation Pipeline Will Drive Upside
The analyst price target for Keel Infrastructure has been revised upward to $6.55 from $6.22, with analysts pointing to increased Street price targets, supportive views on high performance compute and AI colocation demand, and an updated fair value and discount rate framework as key drivers of the change. Analyst Commentary Street research on Keel Infrastructure has focused on how its power portfolio, contract pipeline, and customer mix could influence execution risk and valuation as the company positions itself around high performance compute and AI colocation.
KEEL: Repurposed Power Capacity Will Support Rising AI Compute Demand
Analysts have raised their price target for Keel Infrastructure to $9.94 from $7.00, citing stronger expectations for revenue growth, slightly lower discount rate assumptions, and updated views on profit margins and future P/E levels. Analyst Commentary Bullish analysts covering Keel Infrastructure are highlighting the company’s role in repurposing power assets that were previously tied to bitcoin mining, now aimed at supplying high performance compute capacity for large cloud and hyperscale customers.KEEL: AI Power Reuse And Funding Will Shape Risk Balance
Analysts have raised their price targets for Keel Infrastructure toward $10, reflecting updated assumptions that include a higher fair value estimate, a lower discount rate, and stronger expectations for revenue growth and profit margins as the company repurposes power assets for high performance compute demand. Analyst Commentary Current analyst commentary on Keel Infrastructure centers on its move to repurpose existing power assets for high performance compute customers and how that shift might influence valuation, capital returns, and execution risk.Power Constraints And Cost Pressures Will Challenge Long Term AI Infrastructure Ambitions
Catalysts About Keel Infrastructure Keel Infrastructure develops large scale powered land sites in North America into high performance computing campuses leased to hyperscalers, neocloud, enterprise and government customers. What are the underlying business or industry changes driving this perspective?Long Term Power Access And AI Data Center Leases Will Drive A Transformational Future
Catalysts About Keel Infrastructure Keel Infrastructure develops and owns high power, North American HPC and AI data center sites for hyperscalers and neocloud customers. What are the underlying business or industry changes driving this perspective?Secured Power Capacity And Hyperscaler Leasing Will Reshape This AI Data Center Platform
Catalysts About Keel Infrastructure Keel Infrastructure develops and owns power rich, institutional grade data center campuses in North America for high performance computing and AI tenants. What are the underlying business or industry changes driving this perspective?Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$375m |
| Mar 31 2026 | n/a | n/a | -US$298m |
| Dec 31 2025 | US$6m | US$457k | -US$209m |
| Sep 30 2025 | n/a | n/a | US$5m |
| Jun 30 2025 | n/a | n/a | -US$10m |
| Mar 31 2025 | n/a | n/a | -US$40m |
| Dec 31 2024 | US$2m | US$333k | -US$7m |
| Sep 30 2024 | n/a | n/a | -US$42m |
| Jun 30 2024 | n/a | n/a | -US$32m |
| Mar 31 2024 | n/a | n/a | -US$111m |
| Dec 31 2023 | US$775k | US$231k | -US$40m |
| Sep 30 2023 | n/a | n/a | -US$314k |
| Jun 30 2023 | n/a | n/a | -US$69m |
| Mar 31 2023 | n/a | n/a | -US$184m |
| Dec 31 2022 | US$987k | US$188k | -US$176m |
| Sep 30 2022 | n/a | n/a | -US$213m |
| Jun 30 2022 | n/a | n/a | -US$104m |
| Mar 31 2022 | n/a | n/a | US$34m |
| Dec 31 2021 | US$2m | US$158k | US$22m |
| Sep 30 2021 | n/a | n/a | US$7m |
| Jun 30 2021 | n/a | n/a | -US$21m |
| Mar 31 2021 | n/a | n/a | -US$21m |
| Dec 31 2020 | US$247k | US$129k | -US$16m |
Compensación vs. Mercado: La compensación total ($USD5.73M) de Ben está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.19M).
Compensación vs. Ingresos: La compensación de Ben ha aumentado mientras la empresa no es rentable.
CEO
Ben Gagnon
Mr. Benjamin J. Gagnon, also known as Ben, was CEO & Director of Keel Infrastructure Corp. from April 1, 2026 and is Chief Executive Officer. Mr. Gagnon was Chief Executive Officer of Bitfarms Ltd. from Ju...
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/23 22:49 |
| Precio de las acciones al final del día | 2026/08/21 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Keel Infrastructure Corp. está cubierta por 12 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Martin Toner | ATB Cormark |
| Nicholas Giles | B. Riley Securities, Inc. |