MARA Holdings Dirección
Dirección controles de criterios 3/4
El CEO de MARA Holdings es Fred Thiel , nombrado en Apr 2021, tiene una permanencia de 5.17 años. compensación anual total es $27.05M, compuesta por 3.6% salario y 96.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.2% de las acciones de la empresa, por valor de $65.26M. La antigüedad media del equipo directivo y de la junta directiva es de 3 años y 4.5 años, respectivamente.
Información clave
Fred Thiel
Chief Executive Officer (CEO)
US$27.1m
Compensación total
| Porcentaje del salario del CEO | 3.62% |
| Permanencia del CEO | 5.2yrs |
| Participación del CEO | 1.2% |
| Permanencia media de la dirección | 3yrs |
| Promedio de permanencia en la Junta Directiva | 4.5yrs |
Actualizaciones recientes de la dirección
Recent updates
Artículo de análisis • 20h
MARA Holdings (MARA) Stock Could Be 21.7% Undervalued After Its AI Pivot
MARA Holdings (MARA) is reshaping its business after a period of declining Bitcoin mining profitability, selling Bitcoin to reduce debt, selectively repurchasing coins and pushing further into artificial intelligence and high performance computing. See our latest analysis for MARA Holdings. Against this repositioning, MARA Holdings’ share price has moved sharply in recent months, with a 30 day share price return of 8.14% and a 90 day share price return of 68.09%, while the 1 year total...
Actualización de narrativa • Jun 08
MARA: Bitcoin Weakness And AI Pivot Execution Risks Will Restrain Future Returns
Analysts have lowered the central analyst price target for MARA Holdings to $7 from $8.50, citing updated models after recent Q1 results that point to softer revenue expectations, slightly higher profit margins, and a lower assumed P/E multiple along with a reduced discount rate. Analyst Commentary Recent research updates on MARA Holdings show a split view, with some firms lifting their targets on the stock and others cutting them, often using the same Q1 results to support different conclusions.Seeking Alpha • Jun 04
MARA Holdings: A $1.5 Billion Acquisition Just Transformed Its Identity
Summary MARA Holdings maintains sector-leading energy costs at $0.04/kWh for owned sites, critical for Bitcoin mining competitiveness. MARA's total cost per acquired Bitcoin rose to $40,047 in Q1 2026, reflecting global hashrate growth, but energy cost discipline remains strong. MARA is pivoting towards AI infrastructure by acquiring Long Ridge Energy & Power, securing a 505 MW gas asset with expansion potential beyond 1 GW. Diversifying into AI data center power provision positions MARA to reduce reliance on volatile Bitcoin mining while retaining industry leadership. Read the full article on Seeking Alpha
Actualización de narrativa • May 25
MARA: AI Data Center Pivot And Starwood Partnership Will Drive Future Upside
Analysts lifted their fair value estimate for MARA Holdings from $16.48 to $18.17, pointing to updated Q1 research that factors in higher modeled revenue growth, a lower discount rate, and a higher assumed future P/E multiple, even as they highlight mixed views on execution risks around the pivot toward high-performance computing and AI infrastructure. Analyst Commentary Street research on MARA Holdings reflects a wide spread of views, with recent fair value and price target changes clustering around how quickly the company can execute on its pivot toward high performance computing and AI infrastructure while managing exposure to Bitcoin mining.
Actualización de narrativa • 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.Actualización de narrativa • May 03
MARA: Bitcoin Volatility And Slow AI Leases Will Pressure Power-Heavy Margins
Analysts have raised the fair value estimate on MARA Holdings to $8.50 from $8.00, citing updated assumptions around discount rates, profitability and long term P/E multiples that reflect recent mixed but generally constructive price target moves across the Street. Analyst Commentary Recent Street research around MARA Holdings reflects a mixed setup, with some firms lifting price targets while others emphasize risks around execution, the balance between bitcoin mining and new business lines, and the pace of AI and data center initiatives.Actualización de narrativa • Apr 23
MARA Holdings Inc. – Strategic Expansion into AI, HPC Infrastructure and Data Center Scale
MARA Holdings Inc. has accelerated its transition from a Bitcoin mining-focused company into a broader digital infrastructure platform through a series of strategic investments, acquisitions, and partnerships spanning AI, high-performance computing (HPC), and data center operations.Actualización de narrativa • Apr 21
MARA Holdings Inc. Delivers Strong Q3 2025 Turnaround as Bitcoin Price Surge, Hash Rate Expansion, and Energy Strategy Drive Profitability
Analyst: Qudus Adebara (Head of Research, Wane Trading Club) Executive Summary MARA Holdings Inc. recorded a strong financial turnaround in Q3 2025 , supported by surging Bitcoin prices, significant expansion in energized hash rate, and disciplined capital deployment.Actualización de narrativa • Apr 18
MARA: AI Data Center Expansion Will Drive Future Optional Upside Potential
Analysts have trimmed the price target for MARA Holdings by $1, reflecting updated assumptions for a slightly lower fair value and P/E multiple as they weigh bitcoin exposure against the company’s push into high performance computing and AI related infrastructure. Analyst Commentary Street research on MARA Holdings has recently tilted cautious, with several bearish analysts cutting price targets and reassessing the balance between bitcoin mining exposure and the move into high performance computing and AI related infrastructure.Actualización de narrativa • Mar 21
MARA: AI And Data Center Shift Will Drive Future Upside Potential
Analysts have reset expectations for Mara Holdings with a large cut in the average price target. They generally cite weaker bitcoin assumptions, mixed execution on the shift toward high performance computing and AI, and ongoing uncertainty around how quickly new data center partnerships will translate into meaningful revenue.Actualización de narrativa • Mar 07
MARA: AI Data Center Pivot Is Expected To Unlock Future Upside
Analysts have cut their blended fair value estimate for Mara Holdings by about $5.85 to $16.57, reflecting lower bitcoin price assumptions, reduced revenue growth expectations, and a view that the company's pivot to high performance computing and AI driven data centers introduces additional execution risk, even as it improves projected profit margins and trims the future P/E multiple. Analyst Commentary Recent Street research on Mara Holdings has tilted more cautious, with several firms trimming price targets and one downgrade to Neutral.Actualización de narrativa • Mar 05
MARA Holdings, Inc. Partners with Starwood Capital Group to Build Next-Generation Digital Infrastructure
Author: Qudus Adebara (Founder of Wane Investment House) Executive Summary MARA Holdings, Inc. has entered a strategic partnership with Starwood Capital Group and its data center platform, Starwood Digital Ventures (SDV) , to convert and expand select MARA sites into next-generation digital infrastructure.Actualización de narrativa • Feb 21
MARA: West Texas Power Scale Will Face Softer Margins Under Tightening Crypto Rules
Analysts have lowered their price target on Mara Holdings to $8.00 from $11.25, citing updated assumptions that include a higher implied revenue decline, slightly softer profit margins, and a reduced forward P/E multiple despite a modestly lower discount rate. Analyst Commentary Recent research around Mara Holdings has tilted more cautious, with several bearish analysts resetting expectations through lower price targets and more conservative assumptions.Actualización de narrativa • Feb 07
MARA: Vertically Integrated Expansion Will Support West Texas Power Capacity Under Evolving Crypto Rules
The analyst price target for MARA Holdings has been reduced by $1.75 to $11.25, as analysts factor in a higher discount rate, slightly softer long term profit margin assumptions, and a lower future P/E multiple following recent sector and company specific research updates. Analyst Commentary Recent street research on MARA Holdings shows a mix of views, but there are clear pockets of caution that focus on valuation, execution, and growth risks.
Actualización de narrativa • Jan 24
MARA: Vertically Integrated Model Will Drive Future Upside From Recent Power Deal
Analysts have lifted their fair value estimate for MARA Holdings to $30 from $28, reflecting updated assumptions for slower revenue growth and slimmer profit margins, a higher discount rate, and a materially higher future P/E multiple. Analyst Commentary Street research on MARA Holdings has been mixed, but there are several clearly bullish signals that help explain why some investors are willing to underwrite a higher fair value, even with more conservative growth and margin assumptions.Actualización de narrativa • Jan 09
MARA: Vertically Integrated Expansion Will Drive West Texas Power And Capacity Story
Analysts have updated their view on MARA Holdings to reflect a fair value of US$13.00, with a higher discount rate, a swing to a 6.64% revenue decline assumption, and a very large future P/E multiple. They cite mixed Street targets that range from US$16 to US$30 and varied opinions on execution timing and bitcoin sensitivity.Actualización de narrativa • Dec 26
MARA: Vertical Integration And Power Buildout Are Expected To Unlock Future Upside
The analyst price target for Mara Holdings has been reduced by approximately $1.55 per share as analysts temper long term revenue growth and valuation assumptions, despite acknowledging the company's strategic shift toward vertical integration and recent rating upgrades. Analyst Commentary Analyst commentary on Mara Holdings reflects a mixed but evolving view as the company pivots toward a more vertically integrated model and faces ongoing sensitivity to bitcoin price assumptions.Actualización de narrativa • Dec 18
MARA Accelerates Transformation with AI & HPC Expansion and Strategic MPLX Energy Partnership
Author: Qudus Adebara (Founder of Wane Investment House, Nigeria) MARA Holdings Inc. is executing a strategic pivot from a pure-play Bitcoin miner to a vertically integrated digital infrastructure company , anchored on AI & High-Performance Computing (HPC) expansion and energy-backed data center development.Actualización de narrativa • Dec 12
MARA: Vertically Integrated Buildout Will Test Execution Amid Heightened Crypto Regulatory Backdrop
Analysts have trimmed their fair value estimate for MARA Holdings to $13, down from $18, as they factor in slower projected revenue growth, a higher discount rate, and execution that continues to lag vertically integrated mining peers despite the potential of its evolving strategy. Analyst Commentary Recent Street research on MARA Holdings reflects a mixed but increasingly nuanced view of the company, with the latest actions underscoring both the upside tied to bitcoin leverage and the persistent concerns around execution and capital deployment.Actualización de narrativa • Nov 23
MARA: Future Integration Efforts Are Expected To Unlock Shareholder Value
Analysts have lowered their price target for MARA Holdings from $18 to $16, citing reduced future revenue and EBITDA forecasts. They also noted ongoing uncertainties around the company’s shift to a more vertically integrated business model.Actualización de narrativa • Nov 01
MARA: Expanding Industry Leadership Will Drive Long-Term Sector Opportunity
The analyst price target for MARA Holdings has increased slightly from $23.78 to $24.14, as analysts cite the company's industry leadership while noting a more cautious outlook following revised expectations for revenue growth and profit margins. Analyst Commentary Recent analyst reports offer a mixed view on MARA Holdings, highlighting both optimism and caution in their assessments.Actualización de narrativa • Oct 18
AI Infrastructure And Renewable Energy Will Unlock New Markets
The analyst price target for MARA Holdings has increased from $34 to $39 per share, reflecting analysts' confidence in the company's growing bitcoin treasury and its strong capital market position. Analyst Commentary Recent research updates highlight renewed optimism among analysts regarding MARA Holdings, as reflected in higher price targets and continued favorable ratings.Actualización de narrativa • Sep 04
AI Infrastructure And Renewable Energy Will Unlock New Markets
With no analyst reasoning provided and the top valuation metrics—Discount Rate (9.73%) and Net Profit Margin (3.98%)—remaining stable, MARA Holdings’ consensus analyst price target is unchanged at $23.87. What's in the News The White House has issued an order directing regulators to expand 401(k) access to crypto and other alternative investments, increasing risk exposure in retirement portfolios (Reuters, 2025-08-10).Artículo de análisis • Jul 17
MARA Holdings, Inc.'s (NASDAQ:MARA) 27% Jump Shows Its Popularity With Investors
Despite an already strong run, MARA Holdings, Inc. ( NASDAQ:MARA ) shares have been powering on, with a gain of 27% in...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$2b |
| Dec 31 2025 | US$27m | US$979k | -US$1b |
| Sep 30 2025 | n/a | n/a | US$927m |
| Jun 30 2025 | n/a | n/a | US$679m |
| Mar 31 2025 | n/a | n/a | -US$329m |
| Dec 31 2024 | US$43m | US$950k | US$541m |
| Sep 30 2024 | n/a | n/a | US$165m |
| Jun 30 2024 | n/a | n/a | US$289m |
| Mar 31 2024 | n/a | n/a | US$478m |
| Dec 31 2023 | US$36m | US$800k | US$259m |
| Sep 30 2023 | n/a | n/a | -US$284m |
| Jun 30 2023 | n/a | n/a | -US$357m |
| Mar 31 2023 | n/a | n/a | -US$558m |
| Dec 31 2022 | US$7m | US$678k | -US$694m |
| Sep 30 2022 | n/a | n/a | -US$292m |
| Jun 30 2022 | n/a | n/a | -US$241m |
| Mar 31 2022 | n/a | n/a | -US$138m |
| Dec 31 2021 | US$19m | US$340k | -US$30m |
| Sep 30 2021 | n/a | n/a | -US$53m |
| Jun 30 2021 | n/a | n/a | -US$33m |
| Mar 31 2021 | n/a | n/a | US$74m |
| Dec 31 2020 | US$47k | n/a | -US$10m |
| Sep 30 2020 | n/a | n/a | -US$6m |
| Jun 30 2020 | n/a | n/a | -US$5m |
| Mar 31 2020 | n/a | n/a | -US$4m |
| Dec 31 2019 | US$20k | n/a | -US$4m |
Compensación vs. Mercado: La compensación total de Fred($USD27.05M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.37M).
Compensación vs. Ingresos: La compensación de Fred ha sido consistente con los resultados de la empresa en el último año.
CEO
Fred Thiel (65 yo)
5.2yrs
Permanencia
US$27,053,236
Compensación
Mr. Frederick G. Thiel, also known as Fred, is Senior Advisor of Graham Partners, Inc. He was Operating Partner of Graham Partners, Inc. from 2008. He is CEO & Executive Chairman of MARA Holdings, Inc. fro...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Executive Chairman | 5.2yrs | US$27.05m | 1.2% $ 65.3m | |
| Chief Financial Officer | 3yrs | US$18.89m | 0.57% $ 30.7m | |
| General Counsel & Company Secretary | no data | US$6.11m | 0.25% $ 13.8m | |
| Chief Operating Officer | 13.3yrs | US$7.56m | sin datos | |
| Chief Accounting Officer | 2.4yrs | sin datos | sin datos | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Chief People Officer | no data | sin datos | sin datos | |
| Chief Product Officer | less than a year | sin datos | sin datos | |
| Chief Commercial Officer | no data | sin datos | sin datos | |
| Chief Growth & Strategy Officer | no data | sin datos | sin datos | |
| Vice President of Finance & Operations Control | no data | sin datos | sin datos |
3.0yrs
Permanencia media
51yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de MARA se considera experimentado (3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Executive Chairman | 8.2yrs | US$27.05m | 1.2% $ 65.3m | |
| Lead Independent Director | 4.3yrs | US$845.00k | 0.045% $ 2.4m | |
| Independent Director | 5.1yrs | US$767.50k | 0.044% $ 2.4m | |
| Independent Director | 1.8yrs | US$802.50k | 0.014% $ 761.7k | |
| Member of Advisory Board | 4.7yrs | sin datos | sin datos | |
| Independent Director | 5.1yrs | US$787.50k | 0.047% $ 2.5m | |
| Independent Director | 1.8yrs | US$810.00k | 0.014% $ 761.7k | |
| Independent Director | 2.2yrs | US$810.00k | 0.015% $ 826.3k |
4.5yrs
Permanencia media
63yo
Promedio de edad
Junta con experiencia: La junta directiva de MARA se considera experimentada (4.5 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/20 15:58 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/03/31 |
| 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 |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 contamos con 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
MARA Holdings, Inc. está cubierta por 24 analistas. 9 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 |
|---|---|
| Ramsey El-Assal | Barclays |
| Gautam Chhugani | Bernstein |
| Gregory Lewis | BTIG |