Hut 8（HUT）株式概要
Hut 8 Corp.は、その子会社とともに、米国とカナダでエネルギー集約型のユースケースに燃料を供給するため、電力、デジタルインフラ、コンピュートを大規模に統合するエネルギーインフラプラットフォームとして事業を展開している。 詳細
HUT Community Fair Values
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Analyst Price Targets
Hut 8 Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$80.79 |
| 52週高値 | US$140.80 |
| 52週安値 | US$20.69 |
| ベータ | 6.11 |
| 1ヶ月の変化 | -11.66% |
| 3ヶ月変化 | -16.29% |
| 1年変化 | 267.56% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | 611.81% |
最新ニュース
Seeking Alpha • Aug 17
Hut 8: Contract Extensions And A Better Entry Point
Summary Hut 8 Corp (HUT) upgraded to Buy after expanding its Beacon Point contract, potentially with NVIDIA, doubling installed capacity to 704 MW and backlog to $26.6B. HUT's transformation from crypto mining to AI data center hosting is accelerating, with major long-term contracts and secured energy supply supporting the investment thesis. Despite Q2 operational challenges and continued reliance on BTC mining, HUT's revenue rose 81% YoY; technical signals and multiple compression present an attractive entry point. Execution risk remains high, but I see current price weakness as a buying opportunity, expecting market recognition of HUT's AI infrastructure contracts in coming quarters. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 13
HUT: Beacon Point Lease Portfolio Will Reprice AI Data Center Pipeline
Hut 8's updated analyst price target has risen to $243.30. Analysts point to its AI focused data center pipeline, expanding contracted capacity, and high margin lease economics as key reasons for the change.分析記事 • Aug 07
Things Look Grim For Hut 8 Corp. (NASDAQ:HUT) After Today's Downgrade
Today is shaping up negative for Hut 8 Corp. ( NASDAQ:HUT ) shareholders, with the analysts delivering a substantial...Recent updates
Seeking Alpha • Aug 17
Hut 8: Contract Extensions And A Better Entry Point
Summary Hut 8 Corp (HUT) upgraded to Buy after expanding its Beacon Point contract, potentially with NVIDIA, doubling installed capacity to 704 MW and backlog to $26.6B. HUT's transformation from crypto mining to AI data center hosting is accelerating, with major long-term contracts and secured energy supply supporting the investment thesis. Despite Q2 operational challenges and continued reliance on BTC mining, HUT's revenue rose 81% YoY; technical signals and multiple compression present an attractive entry point. Execution risk remains high, but I see current price weakness as a buying opportunity, expecting market recognition of HUT's AI infrastructure contracts in coming quarters. Read the full article on Seeking Alphaナラティブ更新 • Aug 13
HUT: Beacon Point Lease Portfolio Will Reprice AI Data Center Pipeline
Hut 8's updated analyst price target has risen to $243.30. Analysts point to its AI focused data center pipeline, expanding contracted capacity, and high margin lease economics as key reasons for the change.分析記事 • Aug 07
Things Look Grim For Hut 8 Corp. (NASDAQ:HUT) After Today's Downgrade
Today is shaping up negative for Hut 8 Corp. ( NASDAQ:HUT ) shareholders, with the analysts delivering a substantial...
ナラティブ更新 • Jul 30
HUT: Beacon Point Leases Will Anchor Future AI Data Center Expansion
Hut 8's analyst fair value estimate has increased from $126.94 to $156.82, as analysts highlight stronger economics at the Beacon Point data center, robust demand for AI and high performance computing colocation, and a growing pipeline of power-backed development projects as key factors supporting higher price targets. Analyst Commentary Recent research on Hut 8 centers on the economics of its Beacon Point data center, the pace of its development pipeline, and how AI and high performance computing demand may influence valuation.ナラティブ更新 • Jul 16
HUT: Beacon Point Lease And Multi Gigawatt Pipeline Will Reprice AI Infrastructure
The analyst fair value estimate for Hut 8 has been revised from $156.00 to about $202.00. This change reflects a series of higher Street price targets that highlight analyst focus on the company's data center buildout momentum, power access, and multi-gigawatt development pipeline.ナラティブ更新 • Jul 02
HUT: Beacon Point Power Leases Will Anchor Future AI Colocation Expansion
Hut 8's analyst fair value estimate has shifted from $115.75 to about $126.94 as analysts factor in higher price targets, which are tied to growing interest in its power-first data center model and AI colocation potential. Analyst Commentary Recent research on Hut 8 highlights a cluster of higher price targets centered on the company’s power-first data center approach, AI colocation focus, and development pipeline.分析記事 • Jun 18
Hut 8 (HUT) Stock Could Be 3% Overvalued After Its AI Infrastructure Push
Hut 8 (HUT) is drawing fresh attention after a series of AI focused moves, including large investment grade project financing, long term data center leases, and the appointment of E. Stanley O’Neal as board chair. See our latest analysis for Hut 8. Against that backdrop of board changes, large bond financing and long term AI data center leases, Hut 8’s 1 day share price return declined 2.14% to $118.88. Its 90 day share price return of 137.10% and very large 1 year total shareholder return...ナラティブ更新 • Jun 18
HUT: Beacon Point Lease And Financing Will Reprice AI Infrastructure
Analysts have lifted their Hut 8 price target to $156, with recent moves from firms including Keefe Bruyette to $138, B. Riley to $130, and Jefferies initiating at $156.ナラティブ更新 • Jun 03
HUT: River Bend And Beacon Point Execution Will Reprice AI Infrastructure
Narrative Update: Hut 8 Analyst Price Target Shift The updated Hut 8 analyst price target of $156, up from $110.72 in the prior narrative, reflects analysts' views that stronger AI data center demand, high value long term leases like Fluidstack and Beacon Point, and an expanded development pipeline support higher expected revenue growth, profit margins, and a lower future P/E multiple in current models. Analyst Commentary Bullish analysts have been lifting their Hut 8 price targets, pointing to AI data center demand, the economics of key leases, and the size of the development pipeline as key drivers in their research views.ナラティブ更新 • May 17
HUT: Beacon Point Power Leases Will Drive Future AI Infrastructure Expansion
Hut 8's analyst fair value estimate has moved from $75.94 to $115.75 as analysts factor in higher assumed revenue growth, a wider profit margin profile, and continued build out of its AI data center and power focused leasing model. Analyst Commentary Recent Street research on Hut 8 has largely focused on the company’s shift toward an AI focused data center and power leasing model, with multiple firms updating price targets and valuation frameworks to reflect this approach.
ナラティブ更新 • May 02
HUT: AI Power Projects And Bitcoin Exposure Will Pressure Future Returns
The updated analyst fair value estimate for Hut 8 has increased from $56.96 to $65.00. Analysts cite a series of price target increases across firms and an emphasis on the company's AI infrastructure pipeline, high performance computing capacity, and Bitcoin related assets as key factors behind the change.ナラティブ更新 • Apr 18
HUT: River Bend Execution And AI Capacity Are Expected To Reprice Infrastructure
Hut 8's analyst fair value estimate has moved from $85.00 to about $110.72. Analysts point to higher price targets across firms that reference progress on River Bend, growing contracted AI infrastructure capacity, and the company's high performance computing and Bitcoin related assets as key supports for this reset.ナラティブ更新 • Apr 04
HUT: River Bend Power Contracts Will Support AI Infrastructure Expansion
Analysts have lifted the Hut 8 fair value estimate from $56.13 to $75.94, citing updated views on high performance computing capacity, AI infrastructure contracts, and Bitcoin related assets as key factors behind higher price targets in recent research. Analyst Commentary Street research on Hut 8 has recently focused on the mix of high performance computing, AI infrastructure contracts, and Bitcoin related exposure, with several price targets now clustered around the mid to high US$70 range.ナラティブ更新 • Mar 20
HUT: River Bend AI Leases Will Drive Future Cash Flow Conversion
The analyst price target for Hut 8 has moved higher toward $70, as analysts point to River Bend execution, expanded high performance computing capacity, and favorable AI data center lease terms as key drivers of their updated views. Analyst Commentary Recent Street research on Hut 8 centers on how the company executes against its River Bend project, high performance computing buildout, and AI focused leasing activity, with several firms recalibrating their price targets to around $70 and, in one case, to $76.ナラティブ更新 • Mar 06
HUT: AI Power And Bitcoin Assets Will Shape River Bend Execution
Hut 8's analyst fair value estimate has moved from $37.71 to $56.96 as analysts factor in higher price targets tied to expected benefits from the River Bend deal, expanding AI infrastructure capacity, and the value of the broader power and Bitcoin asset base. Analyst Commentary Recent Street research on Hut 8 has centered on how the River Bend transaction, AI infrastructure build out, and the company’s Bitcoin and power assets are being reflected in valuation targets.ナラティブ更新 • Feb 20
HUT: River Bend AI Campus Will Underpin Future Infrastructure Repricing
Analysts have lifted their average price target on Hut 8 by $20, reflecting updated assumptions around revenue, profit margins, and future P/E multiples following a series of recent target hikes and a new Buy initiation. Analyst Commentary Recent research updates on Hut 8 point to a more constructive stance from bullish analysts, who are sharpening their assumptions around revenue, margins, and P/E multiples in light of new deals and revised price targets.ナラティブ更新 • Feb 06
HUT: River Bend AI Campus Will Support Future Infrastructure Repricing
Analysts have lifted their Hut 8 price targets by roughly $20 per share in recent updates, citing the December River Bend deal and the partnership with Fluidstack and Anthropic as key reasons for their more constructive view. Analyst Commentary Recent research updates show a cluster of bullish calls around Hut 8, centered on the December River Bend deal and the partnerships with Fluidstack and Anthropic.ナラティブ更新 • Jan 23
HUT: AI Pipeline Euphoria Will Likely Outrun River Bend Contract Execution
Analysts have lifted their price targets on Hut 8 into the US$60 to US$76 range, pointing to the December River Bend deal, new AI related partnerships, and the value of the company’s development pipeline as key reasons behind the updated valuation inputs. Analyst Commentary Recent Street research on Hut 8 has centered on how the company’s development pipeline, River Bend transaction, and AI related partnerships might translate into long term value.ナラティブ更新 • Jan 08
HUT: Multi Gigawatt Power Pipeline Will Drive Future AI Infrastructure Repricing
Analysts have lifted their implied fair value range for Hut 8 from about $36 to roughly $85, pointing to higher Street price targets in the $60 to $65 area. These reflect expectations for 2026 contract signings, the potential of its multi gigawatt power pipeline, and growing interest in high performance computing and AI related infrastructure owners.ナラティブ更新 • Dec 25
HUT: AI Power Pipeline Euphoria Will Likely Outrun Real Contract Execution
Analysts have lifted their consolidated price target on Hut 8 from about $24 to roughly $37.43 per share, citing the company’s expanding high performance computing pipeline, improving profitability assumptions, and enhanced valuation support from sector wide AI infrastructure demand. Analyst Commentary Recent Street research has turned increasingly constructive on Hut 8, with multiple firms sharply lifting price targets to a range of about $60 to $65 while reiterating positive ratings.ナラティブ更新 • Dec 11
HUT: Multi Gigawatt Pipeline Will Drive AI Infrastructure Scale Despite Power Policy Headwinds
Analysts have modestly trimmed their average fair value estimate for Hut 8 to approximately $56 from about $58, even as they lift headline price targets into the $60 to $65 range on expectations that the company will unlock greater value from its multi-gigawatt development pipeline and expanding high performance computing opportunities. Analyst Commentary Recent research updates reflect a meaningfully more constructive stance on Hut 8, with multiple firms lifting price targets into the low to mid $60s as they recalibrate assumptions for the company’s high performance computing and power infrastructure platform.ナラティブ更新 • Nov 27
HUT: Expanding Development Pipeline Will Drive Platform Scale Amid Power Access Reforms
The analyst price target for Hut 8 has increased from $56 to approximately $58, as analysts cite growing commercial opportunities in the company's development pipeline as well as increased demand for high-performance computing and AI-driven data center infrastructure. Analyst Commentary Recent commentary from Wall Street analysts highlights both the opportunities and ongoing challenges facing Hut 8 as it expands its footprint in high-performance computing and digital infrastructure.ナラティブ更新 • Nov 12
HUT: Advancing US Site Development Will Drive Platform Scale Amid Power Policy Shifts
The analyst price target for Hut 8 has risen from approximately $49.27 to $56.00 per share. Analysts cite anticipated contract signings, a robust development pipeline, and growing demand for high-performance computing and AI infrastructure as key drivers behind the upward revision.分析記事 • Nov 11
We Think You Should Be Aware Of Some Concerning Factors In Hut 8's (NASDAQ:HUT) Earnings
The market shrugged off Hut 8 Corp.'s ( NASDAQ:HUT ) solid earnings report. We did some digging and believe investors...ナラティブ更新 • Oct 28
Future Power Capacity And AI Demand Will Drive Sector Leadership
The consensus analyst price target for Hut 8 rose significantly from approximately $34 to $49.27, as analysts cite strengthening demand for AI-related data center power, recent industry re-ratings, and ongoing expansion of the company’s development pipeline. Analyst Commentary Recent notes from Street research highlight increasing optimism surrounding Hut 8’s growth prospects, as well as some cautions regarding execution and sector dynamics.ナラティブ更新 • Oct 14
Long-Term Energy And AI Will Advance Future Despite Bitcoin Risks
Analysts have raised their price target for Hut 8 from approximately $32.53 to $34.00 per share, citing an expanded development pipeline and increased growth potential as key factors for the positive adjustment. Analyst Commentary Recent analyst research on Hut 8 highlights shifting sentiment surrounding the company's valuation and future prospects.ナラティブ更新 • Sep 19
Long-Term Energy And AI Will Advance Future Despite Bitcoin Risks
Hut 8’s price target has been raised to $32.53 as analysts cite transformative capacity expansion, strategic moves into AI/HPC and diversified energy, increased credit flexibility, and visibility from long-term energy contracts—repositioning the company for sustained growth and improved valuation. Analyst Commentary Bullish analysts are raising price targets due to Hut 8 advancing 1.5GW of pipeline capacity into the development phase and expanding its platform potential to 2.5GW across 19 sites, signifying transformative growth in scale and digital infrastructure.ナラティブ更新 • Sep 04
Long-Term Energy And AI Will Advance Future Despite Bitcoin Risks
Analysts raised Hut 8’s price target to $28.60 due to its expanded U.S. development pipeline, enhanced power infrastructure, improved funding through a doubled credit facility, and greater operational stability, reflecting higher long-term growth expectations. Analyst Commentary Bullish analysts cite Hut 8’s expansion of its U.S. development pipeline, with four new sites totaling 1.53 GW added, more than doubling platform potential and accelerating diversification into energy and digital infrastructure, including AI/high-performance computing.株主還元
| HUT | US Software | US 市場 | |
|---|---|---|---|
| 7D | -9.0% | -2.8% | -0.3% |
| 1Y | 267.6% | -7.4% | 19.9% |
業界別リターン: HUT過去 1 年間で-7.4 % の収益を上げたUS Software業界を上回りました。
リターン対市場: HUT過去 1 年間で19.9 % の収益を上げたUS市場を上回りました。
価格変動
| HUT volatility | |
|---|---|
| HUT Average Weekly Movement | 14.3% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: HUTの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: HUTの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2020 | 248 | Asher Genoot | www.hut8.com |
Hut 8 Corp.は、その子会社とともに、米国およびカナダでエネルギー集約的なユースケースに燃料を供給するため、電力、デジタルインフラ、コンピュートを大規模に統合するエネルギーインフラプラットフォームとして事業を展開している。電力、デジタル・インフラストラクチャー、コンピュート、その他の分野で事業を展開している。同社は、エネルギー・インフラ開発のためのマネージド・サービスを提供している。例えば、サイトの設計、調達、建設管理、ソフトウェアの自動化、プロセス設計、人材採用、チーム・トレーニング、ユーティリティ契約、ホスティング業務、顧客管理、エネルギー・ポートフォリオの最適化と戦略的イニシアティブ、財務、会計、安全サービスなど。また、コンピュート・インフラの運営、マイニング機器の提供、ホスティング、監視、トラブルシューティング、修理、メンテナンス、販売も行っている。さらに、ビットコインマイニング、コロケーションサービスを含むデータセンターおよびクラウドインフラストラクチャサービス、ASICコンピュート、従来型クラウド、AIクラウドサービスも提供している。Hut 8 Corp.は2020年に設立され、フロリダ州マイアミを拠点としている。
Hut 8 Corp. 基礎のまとめ
| HUT 基礎統計学 | |
|---|---|
| 時価総額 | US$10.85b |
| 収益（TTM） | -US$599.24m |
| 売上高(TTM) | US$317.95m |
31.3x
P/Sレシオ-16.6x
PER（株価収益率HUT は割高か？
公正価値と評価分析を参照収益と収入
| HUT 損益計算書（TTM） | |
|---|---|
| 収益 | US$317.95m |
| 売上原価 | US$119.78m |
| 売上総利益 | US$198.18m |
| その他の費用 | US$797.41m |
| 収益 | -US$599.24m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -4.86 |
| グロス・マージン | 62.33% |
| 純利益率 | -188.47% |
| 有利子負債／自己資本比率 | 435.5% |
HUT の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/08/18 12:33 |
| 終値 | 2026/08/18 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Hut 8 Corp. 14 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。22
| アナリスト | 機関 |
|---|---|
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Mark Palmer | Benchmark Company |
| Nicholas Giles | B. Riley Securities, Inc. |