Hut 8 Corp.

NasdaqGS:HUT 株式レポート

時価総額:US$11.9b

Hut 8 将来の成長

Future 基準チェック /56

Hut 8は、51.5%と38.3%でそれぞれ年率51.5%で利益と収益が成長すると予測される一方、EPSはgrowで51%年率。

主要情報

51.5%

収益成長率

51.02%

EPS成長率

Software 収益成長20.2%
収益成長率38.3%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日24 Jun 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha Jun 29

Hut 8: The 8,375 MW Pipeline Is Free Optionality

Summary Hut 8 has executed a successful transformation from Bitcoin mining to digital infrastructure, validated by strong Q1 results and repeatable project finance. Gross margin expanded from 14% to 64% YoY, driven by compute segment growth and high-margin digital infrastructure contracts with investment-grade tenants. Two major AI data center leases (River Bend and Beacon Point) secure $16.8B in contracted revenue, with a project finance model proven by two investment-grade bonds. We rate HUT a Buy with a $175 price target, reflecting $139/share from contracted NOI and $35–$40/share in pipeline optionality, with River Bend delivery as the key near-term catalyst. Read the full article on Seeking Alpha
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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 Jul 20

Market Participants Recognise Hut 8 Corp.'s (NASDAQ:HUT) Revenues Pushing Shares 29% Higher

Despite an already strong run, Hut 8 Corp. ( NASDAQ:HUT ) shares have been powering on, with a gain of 29% in the last...
Seeking Alpha Mar 05

Hut 8: This Fast-Growing Crypto Miner Does More Than Just Bitcoin Mining

Summary Reiterating a bullish stance on Hut 8 with a $30 price target, citing improved fundamentals and diversification beyond Bitcoin mining. Hut 8's strategic shift includes revenue from AI, data centers, and power generation, reducing dependency on Bitcoin's volatile price. Strong 2024 earnings showed significant growth in net income and adjusted EBITDA, despite a decline in quarterly revenue due to Bitcoin halving. The stock trades at a cheap valuation with a P/E of 4.14x, presenting an attractive investment opportunity with high growth potential. Read the full article on Seeking Alpha
Seeking Alpha Jan 22

Hut 8: The Data Centre Services Story Is Compelling

Summary The company is richly valued. The rise in the company's stock price has exceeded the rise in the company's holdings of Bitcoin. The growth of the company's data centre related services makes a compelling reason to buy. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:HUT - 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
12/31/20281,398352-5,9273626
12/31/2027646-267-3,426-11413
12/31/2026337-329-1,753-19213
3/31/2026284-311-323-133N/A
12/31/2025235-225-357-139N/A
9/30/2025178204-290-104N/A
6/30/2025139154-365-108N/A
3/31/2025132-53-291-76N/A
12/31/2024162339-232-69N/A
9/30/2024169200-195-69N/A
6/30/2024147195-80-62N/A
3/31/2024132263-64-50N/A
12/31/20239622-24-22N/A
9/30/202363-69-22-20N/A
6/30/202382-66-44-29N/A
3/31/202384-89-77-66N/A
12/31/202290-111-72-47N/A
9/30/2022103-32-76-47N/A
6/30/202274-32-222-43N/A
6/30/20217-16-9-9N/A

アナリストによる今後の成長予測

収入対貯蓄率: HUTは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: HUT今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: HUT今後 3 年以内に収益を上げることが予想されます。

収益対市場: HUTの収益 ( 38.3% ) US市場 ( 12.7% ) 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: HUTの収益 ( 38.3% ) 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: HUTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


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2026/07/02 03:24
終値2026/07/02 00:00
収益2026/03/31
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

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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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. 13 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。20

アナリスト機関
Pierre-Marie D'OrnanoArete Research Services LLP
Mark PalmerBenchmark Company
Nicholas GilesB. Riley Securities, Inc.