MARA Holdings Gestione
Criteri Gestione verificati 3/4
MARA Holdings Il CEO è Fred Thiel, nominato in Apr2021, e ha un mandato di 5.08 anni. la retribuzione annua totale è $ 27.05M, composta da 3.6% di stipendio e 96.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.22% delle azioni della società, per un valore di $ 56.48M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.9 anni e 4.4 anni.
Informazioni chiave
Fred Thiel
Amministratore delegato
US$27.1m
Compenso totale
| Percentuale dello stipendio del CEO | 3.62% |
| Mandato del CEO | 5.1yrs |
| Proprietà del CEO | 1.2% |
| Durata media del management | 2.9yrs |
| Durata media del Consiglio di amministrazione | 4.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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.Seeking Alpha • Apr 27
MARA Holdings: De-Risking The Balance Sheet For The AI Boom
Summary MARA Holdings reported a difficult quarter, with a $1.7 billion net loss and revenue of $202.3 million, missing analyst expectations. MARA recently unveiled plans to revamp its capital structure, starting with a major Bitcoin sale. MARA is aggressively pivoting to AI and HPC, highlighted by a Starwood joint venture targeting over 1 GW of data center capacity. The acquisition of Exaion further strengthens MARA's technical capabilities in enterprise AI, signaling a strategic diversification beyond Bitcoin mining. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Articolo di analisi • May 04
Further Upside For MARA Holdings, Inc. (NASDAQ:MARA) Shares Could Introduce Price Risks After 28% Bounce
MARA Holdings, Inc. ( NASDAQ:MARA ) shareholders are no doubt pleased to see that the share price has bounced 28% in...Articolo di analisi • Mar 19
Take Care Before Jumping Onto MARA Holdings, Inc. (NASDAQ:MARA) Even Though It's 29% Cheaper
To the annoyance of some shareholders, MARA Holdings, Inc. ( NASDAQ:MARA ) shares are down a considerable 29% in the...Seeking Alpha • Jan 23
MARA Holdings: Trump Trade That Wasn't; Buying Aggressively After Inauguration
Summary Marathon Holdings is a top crypto miner with substantial Bitcoin holdings, yet its stock has moved sideways despite Bitcoin's rally. MARA is undervalued, trading at 1.34x its Bitcoin value, with significant upside potential as Bitcoin prices are expected to rise in 2025. MARA boasts the highest hash rate and strong operational performance, making it a best-in-class miner with diversification efforts in Bitcoin lending. Despite risks in the competitive mining industry, MARA's strategic position and bullish technical indicators make it a Strong Buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
MARA Holdings: Second-Largest Bitcoin Company Trades At Deep Value
Summary MARA Holdings, with the second-largest Bitcoin treasury and largest mining operation, mirrors MicroStrategy’s model, offering a potential “revenge trade” for investors who feel they missed MSTR's rally. MARA’s unique approach includes issuing convertible bonds to raise capital for BTC accumulation, aiming to increase BTC yield and shareholder value. Despite its higher debt and risk profile, MARA’s compressed mNAV and operational similarities to MSTR suggest significant upside potential in a Bitcoin bull market. Market is undervaluing or heavily discounting MARA's mining operations. Simple comparison with RIOT demonstrates this. Read the full article on Seeking AlphaArticolo di analisi • Jan 05
What You Can Learn From MARA Holdings, Inc.'s (NASDAQ:MARA) P/S After Its 26% Share Price Crash
The MARA Holdings, Inc. ( NASDAQ:MARA ) share price has softened a substantial 26% over the previous 30 days, handing...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$4m |
Compensazione vs Mercato: La retribuzione totale di Fred ($USD 27.05M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.18M ).
Compensazione vs guadagni: La retribuzione di Fred è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Fred Thiel (64 yo)
5.1yrs
Mandato
US$27,053,236
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Chairman | 5.1yrs | US$27.05m | 1.22% $ 56.5m | |
| Chief Financial Officer | 2.9yrs | US$18.89m | 0.57% $ 26.4m | |
| General Counsel & Company Secretary | no data | US$6.11m | 0.26% $ 12.0m | |
| Chief Operating Officer | 13.2yrs | US$7.56m | Nessun dato | |
| Chief Accounting Officer | 2.3yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief People Officer | no data | Nessun dato | Nessun dato | |
| Chief Product Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Commercial Officer | no data | Nessun dato | Nessun dato | |
| Vice President of Finance & Operations Control | no data | Nessun dato | Nessun dato |
2.9yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di MARA è considerato esperto (durata media dell'incarico 2.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Chairman | 8.1yrs | US$27.05m | 1.22% $ 56.5m | |
| Lead Independent Director | 4.2yrs | US$845.00k | 0.045% $ 2.1m | |
| Independent Director | 5yrs | US$767.50k | 0.044% $ 2.0m | |
| Independent Director | 1.7yrs | US$802.50k | 0.014% $ 651.5k | |
| Member of Advisory Board | 4.6yrs | Nessun dato | Nessun dato | |
| Independent Director | 5yrs | US$787.50k | 0.047% $ 2.2m | |
| Independent Director | 1.7yrs | US$810.00k | 0.014% $ 651.5k | |
| Independent Director | 2.1yrs | US$810.00k | 0.015% $ 706.5k |
4.4yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MARA sono considerati esperti (durata media dell'incarico 4.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 11:05 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MARA Holdings, Inc. è coperta da 24 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ramsey El-Assal | Barclays |
| Gautam Chhugani | Bernstein |
| Gregory Lewis | BTIG |