Bitdeer Technologies Group

NasdaqCM:BTDR 株式レポート

時価総額:US$3.3b

Bitdeer Technologies Group 将来の成長

Future 基準チェック /26

Bitdeer Technologies Groupの収益は年間45.6%で減少すると予測されていますが、年間収益は年間34.8%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に-223.3% 68.9%なると予測されています。

主要情報

-45.6%

収益成長率

-68.87%

EPS成長率

Software 収益成長19.6%
収益成長率34.8%
将来の株主資本利益率-223.30%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

分析記事 May 08

Impressive Earnings May Not Tell The Whole Story For Bitdeer Technologies Group (NASDAQ:BTDR)

Bitdeer Technologies Group's ( NASDAQ:BTDR ) stock was strong after they recently reported robust earnings. However...
ナラティブ更新 Apr 26

BTDR: Rising Self Mining Output Will Offset AI Cloud Uncertainty

The analyst fair value estimate for Bitdeer Technologies Group has shifted slightly higher to about $20.87 from $20.78, as analysts factor in reduced discount rates and modestly adjusted margin and P/E assumptions, following a series of price target cuts and rating downgrades tied to weaker bitcoin pricing and uncertainty around the AI cloud focus. Analyst Commentary Recent Street research has turned more cautious on Bitdeer Technologies Group, with several firms cutting price targets and adjusting ratings as they revisit assumptions around bitcoin exposure and the pivot toward AI cloud services.
ナラティブ更新 Apr 10

BTDR: Rising Self Mining And AI Cloud Buildout Will Drive Upside

Analysts have lowered their average price target for Bitdeer Technologies Group from about $28.92 to about $20.78 as they factor in lower revenue growth and profit margin assumptions, a higher discount rate, and recent cuts to individual targets that reflect weaker bitcoin pricing and questions around the company’s AI cloud focus. Analyst Commentary Recent research updates paint a mixed picture for Bitdeer Technologies Group, with several firms adjusting ratings and targets as they reassess execution risks, capital allocation and exposure to bitcoin price movements.
Seeking Alpha Mar 31

Bitdeer Repositioning To Ride The AI Data Center Wave

Summary Bitdeer Technologies Group is transitioning from bitcoin mining to AI/HPC colocation hosting, leveraging its 1.66 GW online and 3 GW pipeline power capacity. I recommend BTDR with a Buy rating and a $21.37/share price target, reflecting a 3.66x eFY27 price/sales multiple amid current trading discounts. BTDR’s operational pivot targets margin-accretive growth, capitalizing on power scarcity and large-scale data center developments in Norway, Ohio, Texas, and Ethiopia. Key risks include underutilization of new data center capacity if customer demand for colocation services does not materialize as projected. Read the full article on Seeking Alpha
ナラティブ更新 Feb 05

BTDR: Rising Self Mining And AI Cloud Shift Will Drive Upside

The analyst price target for Bitdeer Technologies Group has been reduced by about US$3 to reflect a lower fair value estimate and a higher assumed discount rate, as analysts factor in recent cuts to Street targets tied to uncertainty around the company’s increased focus on AI cloud services and shifts in the revenue mix between self mining and hosting. Analyst Commentary Recent Street research on Bitdeer Technologies Group reflects a split view, with some analysts highlighting upside tied to bitcoin self mining performance and capacity expansion, while others focus on execution risk around the pivot toward AI cloud services and changes in the revenue mix.
ナラティブ更新 Jan 21

BTDR: Rising Self Mining And Power Capacity Are Expected To Drive Upside

Narrative Update The analyst price target for Bitdeer Technologies Group has been adjusted to about $31.92, reflecting revised fair value and P/E assumptions as analysts weigh recent Q3 revenue beats, strong self mining BTC trends, hosting contract roll offs, and evolving expectations for power capacity growth and revenue diversification through 2026. Analyst Commentary Recent research reports point to a mixed but generally constructive view on Bitdeer Technologies Group, with target prices moving both higher and lower as analysts react to Q3 results, self mining trends, and changes in hosting contracts.
分析記事 Jan 15

Investors Appear Satisfied With Bitdeer Technologies Group's (NASDAQ:BTDR) Prospects As Shares Rocket 50%

Bitdeer Technologies Group ( NASDAQ:BTDR ) shareholders are no doubt pleased to see that the share price has bounced...
ナラティブ更新 Jan 07

BTDR: Rising Power Capacity And Self Mining Are Expected To Drive Upside

Analysts have trimmed their fair value estimate for Bitdeer Technologies Group from US$34.15 to US$33.00 after updating assumptions to reflect higher projected revenue growth, wider profit margins, a lower discount rate, and a reduced future P/E multiple. This revision is supported by recent price target increases to US$30 and US$35 that cite stronger self mining revenue and expanding power capacity as key drivers.
ナラティブ更新 Dec 15

BTDR: Expanding Power Capacity Will Drive Self Mining Upside Amid Power Scarcity

Analysts have modestly trimmed their fair value estimate for Bitdeer Technologies Group to approximately $34.15 from about $34.79 per share. This reflects a slightly higher discount rate, even as they highlight continued upside from the company’s expanding power capacity, accelerating self-mining revenue, and diversified growth opportunities.
ナラティブ更新 Dec 01

BTDR: Expanding Power Capacity Will Fuel Leadership Amid Tight Industry Supply

Bitdeer Technologies Group's analyst price targets have been raised from $24 to $20 up to $30 to $35 per share, as analysts cite stronger-than-expected self-mining revenue growth and expanding power capacity as key factors supporting the new outlook. Analyst Commentary Recent analyst research highlights a largely positive outlook for Bitdeer Technologies Group, with several bullish adjustments to price targets and evaluations of the company's strategic moves and market positioning.
ナラティブ更新 Nov 17

BTDR: Expanding Power Capacity Will Drive Upside Amid Sector Supply Constraints

Analysts have raised their price target for Bitdeer Technologies Group by approximately $2.12 to $34.79, citing strong self-mining revenue growth, improved profit margins, and increased diversification of revenue streams as key drivers for the upward revision. Analyst Commentary Recent research updates reflect increasing confidence among analysts regarding Bitdeer Technologies Group's near- and medium-term prospects.
分析記事 Nov 13

Bitdeer Technologies Group's (NASDAQ:BTDR) Stock Retreats 32% But Revenues Haven't Escaped The Attention Of Investors

The Bitdeer Technologies Group ( NASDAQ:BTDR ) share price has softened a substantial 32% over the previous 30 days...
ナラティブ更新 Nov 01

BTDR: Expanding Power Portfolio Will Unlock Competitive Advantage Amid AI Infrastructure Shift

Analysts have raised their fair value price target for Bitdeer Technologies Group from $28.05 to $32.68. They cite improved revenue growth forecasts, stronger profit margins, and sector tailwinds from increasing AI infrastructure demand.
ナラティブ更新 Oct 17

ASIC Technology And Gas Plant Will Unlock New Opportunities

Analysts have raised their price target for Bitdeer Technologies Group from $24.33 to $28.05, citing increased revenue growth expectations and the sector-wide uplift from recent data center infrastructure deals. Analyst Commentary Recent analyst commentary on Bitdeer Technologies Group highlights both the opportunities and risks facing the company amid fast-evolving changes in the data center and AI infrastructure landscape.
ナラティブ更新 Oct 03

ASIC Technology And Gas Plant Will Unlock New Opportunities

Analysts have raised their fair value price target for Bitdeer Technologies Group by approximately $2. They cite the company's strong Q2 revenue performance and expectations for a significant increase in self-mining capacity over the coming quarters.
分析記事 Sep 19

Bitdeer Technologies Group (NASDAQ:BTDR) Stocks Shoot Up 31% But Its P/S Still Looks Reasonable

Bitdeer Technologies Group ( NASDAQ:BTDR ) shares have continued their recent momentum with a 31% gain in the last...
ナラティブ更新 Sep 16

ASIC Technology And Gas Plant Will Unlock New Opportunities

The consensus price target for Bitdeer Technologies Group was raised to $22.33 as analysts cited a strong Q2 revenue beat, management’s reiterated growth outlook for 2025 self-mining capacity, and expectations of accelerating sales momentum. Analyst Commentary Strong Q2 earnings report represents a positive inflection point in financial performance, highlighted by a major revenue beat.
ナラティブ更新 Aug 21

ASIC Technology And Gas Plant Will Unlock New Opportunities

Strong Q2 results, increased self-mining capacity guidance, and robust expansion expectations have led analysts to raise their price target for Bitdeer Technologies Group from $20.66 to $22.22. Analyst Commentary Strong Q2 results marked an inflection point in financial performance, with a substantial revenue beat.
分析記事 May 30

Bitdeer Technologies Group (NASDAQ:BTDR) Looks Just Right With A 45% Price Jump

Bitdeer Technologies Group ( NASDAQ:BTDR ) shares have had a really impressive month, gaining 45% after a shaky period...
分析記事 May 20

Is Bitdeer Technologies Group (NASDAQ:BTDR) Weighed On By Its Debt Load?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
User avatar
新しいナラティブ Apr 22

ASIC Technology And Gas Plant Will Unlock New Opportunities

Proprietary technology and vertical integration aim to reduce costs, drive revenue growth, and improve operational efficiency in the ASIC and Bitcoin mining markets.
分析記事 Apr 09

Positive Sentiment Still Eludes Bitdeer Technologies Group (NASDAQ:BTDR) Following 33% Share Price Slump

To the annoyance of some shareholders, Bitdeer Technologies Group ( NASDAQ:BTDR ) shares are down a considerable 33% in...
分析記事 Feb 05

Slammed 35% Bitdeer Technologies Group (NASDAQ:BTDR) Screens Well Here But There Might Be A Catch

The Bitdeer Technologies Group ( NASDAQ:BTDR ) share price has softened a substantial 35% over the previous 30 days...
Seeking Alpha Dec 30

Bitdeer: The Bitcoin Miner To Watch In 2025

Summary Bitdeer has shown impressive growth, up 233% since my June “buy” rating, driven by vertical integration and diversification into HPC and AI hosting. Bitdeer stands out with its all-in-one Bitcoin mining model, including self-hosting, cloud mining, ASIC hardware, and hosting services, ensuring year-round revenue. The company is expanding its capacity, targeting 2540 MW by 2026, with significant projects in Norway, Ohio, and Bhutan, aligning with its HPC and AI diversification. Despite high R&D costs, Bitdeer maintains strong short-term liquidity and is poised for revenue growth with the commercial rollout of SEALMINER machines in 2025. Read the full article on Seeking Alpha
分析記事 Nov 12

Bitdeer Technologies Group (NASDAQ:BTDR) Stock Catapults 50% Though Its Price And Business Still Lag The Industry

The Bitdeer Technologies Group ( NASDAQ:BTDR ) share price has done very well over the last month, posting an excellent...
分析記事 Sep 28

Bitdeer Technologies Group (NASDAQ:BTDR) Surges 28% Yet Its Low P/S Is No Reason For Excitement

Those holding Bitdeer Technologies Group ( NASDAQ:BTDR ) shares would be relieved that the share price has rebounded...
分析記事 Aug 13

The Market Doesn't Like What It Sees From Bitdeer Technologies Group's (NASDAQ:BTDR) Revenues Yet As Shares Tumble 28%

Bitdeer Technologies Group ( NASDAQ:BTDR ) shares have retraced a considerable 28% in the last month, reversing a fair...

業績と収益の成長予測

NasdaqCM:BTDR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,540-519-1262261
12/31/20271,528-13924-1427
12/31/20261,020-328-735-45710
12/31/202562066-2,006-1,739N/A
9/30/2025464-537-1,730-1,464N/A
6/30/2025357-320-1,270-1,035N/A
3/31/2025300-190-916-774N/A
12/31/2024350-599-749-622N/A
9/30/2024396-72-468-364N/A
6/30/2024421-24-409-321N/A
3/31/2024415-47N/AN/AN/A
12/31/2023369-57-398-272N/A
9/30/2023331-65N/AN/AN/A
6/30/2023320-85-374-273N/A
3/31/2023315-60N/AN/AN/A
12/31/2022333-60-331-268N/A
9/30/2022344-63N/AN/AN/A
6/30/2022355-56-318-204N/A
3/31/202237516N/AN/AN/A
12/31/202139583-142-52N/A
9/30/202135985-138-56N/A
6/30/202132387-134-59N/A
3/31/202125516-194-84N/A
12/31/2020186-56-253-109N/A
12/31/201989-28-123-57N/A

アナリストによる今後の成長予測

収入対貯蓄率: BTDRの収益は今後 3 年間で減少すると予測されています (年間-45.6% )。

収益対市場: BTDRの収益は今後 3 年間で減少すると予測されています (年間-45.6% )。

高成長収益: BTDRの収益は今後 3 年間で減少すると予測されています。

収益対市場: BTDRの収益 ( 34.8% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: BTDRの収益 ( 34.8% ) 20%よりも速いペースで成長すると予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: BTDR 3 年以内に赤字になると予測されています。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 15:44
終値2026/05/08 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Bitdeer Technologies Group 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Brian KinstlingerAlliance Global Partners
Mark PalmerBenchmark Company
Nicholas GilesB. Riley Securities, Inc.