MARA Holdings, Inc.

Informe acción NasdaqCM:MARA

Capitalización de mercado: US$4.6b

MARA Holdings Resultados de beneficios anteriores

Pasado controles de criterios 0/6

MARA Holdings ha aumentado sus beneficios a una tasa media anual de 14%, mientras que los beneficios de la industria de Software han experimentado un crecimiento anual de 21.4%. Los ingresos han ido creciendo a una tasa media de 51.4% al año.

Información clave

14.05%

Tasa de crecimiento de los beneficios

17.93%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos51.37%
Rentabilidad financiera-37.73%
Margen neto-144.58%
Última actualización de beneficios31 Dec 2025

Actualizaciones de resultados anteriores recientes

Recent updates

MARA Holdings: De-Risking The Balance Sheet For The AI Boom

Apr 27

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

MARA Holdings, Inc.'s (NASDAQ:MARA) 27% Jump Shows Its Popularity With Investors

Jul 17
MARA Holdings, Inc.'s (NASDAQ:MARA) 27% Jump Shows Its Popularity With Investors

Further Upside For MARA Holdings, Inc. (NASDAQ:MARA) Shares Could Introduce Price Risks After 28% Bounce

May 04
Further Upside For MARA Holdings, Inc. (NASDAQ:MARA) Shares Could Introduce Price Risks After 28% Bounce

Take Care Before Jumping Onto MARA Holdings, Inc. (NASDAQ:MARA) Even Though It's 29% Cheaper

Mar 19
Take Care Before Jumping Onto MARA Holdings, Inc. (NASDAQ:MARA) Even Though It's 29% Cheaper

MARA Holdings: Trump Trade That Wasn't; Buying Aggressively After Inauguration

Jan 23

MARA Holdings: Second-Largest Bitcoin Company Trades At Deep Value

Jan 16

What You Can Learn From MARA Holdings, Inc.'s (NASDAQ:MARA) P/S After Its 26% Share Price Crash

Jan 05
What You Can Learn From MARA Holdings, Inc.'s (NASDAQ:MARA) P/S After Its 26% Share Price Crash
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Tactical Data Center Expansion And NGON Partnership Will Boost Earnings And Net Margins

MARA Holdings' acquisition strategy and partnerships focus on cost efficiencies, potentially improving net margins via cheaper electricity and data center valuations.

Estimating The Intrinsic Value Of MARA Holdings, Inc. (NASDAQ:MARA)

Dec 19
Estimating The Intrinsic Value Of MARA Holdings, Inc. (NASDAQ:MARA)

Desglose de ingresos y gastos

Cómo gana y gasta dinero MARA Holdings. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqCM:MARA Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 25907-1,31144430
30 Sep 2591992738131
30 Jun 2579867933925
31 Mar 25705-32929220
31 Dec 2465654131813
30 Sep 2459916526010
30 Jun 245652892118
31 Mar 245024782325
31 Dec 23388259983
30 Sep 23259-284732
30 Jun 23174-357661
31 Mar 23117-558560
31 Dec 22118-694570
30 Sep 22158-292530
30 Jun 22197-2411400
31 Mar 22202-1381890
31 Dec 21159-301740
30 Sep 2193-531600
30 Jun 2142-33610
31 Mar 21137420
31 Dec 204-1060
30 Sep 202-610
30 Jun 201-510
31 Mar 202-410
31 Dec 191-410
30 Sep 191-710
30 Jun 191-710
31 Mar 192-1120
31 Dec 182-1330
30 Sep 181-2750
30 Jun 181-3350
31 Mar 181-3050
31 Dec 171-3140
30 Sep 171-3920
30 Jun 171-3830
31 Mar 1735-2830
31 Dec 1637-2940
30 Sep 1644-660
30 Jun 1650-470
31 Mar 1617-1680
31 Dec 1519-1780
30 Sep 1513-1880
30 Jun 1520-1180

Ingresos de calidad: MARA actualmente no es rentable.

Margen de beneficios creciente: MARA actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: MARA no es rentable, pero ha reducido pérdidas en los últimos 5 años a un ritmo de 14% por año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de MARA en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: MARA no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Software (14.4%).


Rentabilidad financiera

Alta ROE: MARA tiene una rentabilidad financiera negativa (-37.73%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 01:01
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

MARA Holdings, Inc. está cubierta por 24 analistas. 13 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.

AnalistaInstitución
Ramsey El-AssalBarclays
Gautam ChhuganiBernstein
Gregory LewisBTIG