Hut 8 Corp.

NasdaqGS:HUT 株式レポート

時価総額:US$12.2b

Hut 8 マネジメント

マネジメント 基準チェック /04

Hut 8の CEO はAsher Genootで、 Feb2024年に任命され、 の在任期間は 2.42年です。 の年間総報酬は$ 239.91Mで、 0.2%給与と99.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の2.94%を直接所有しており、その価値は$ 358.25M 。経営陣と取締役会の平均在任期間はそれぞれ1.9年と2.7年です。

主要情報

Asher Genoot

最高経営責任者

US$239.9m

報酬総額

CEO給与比率0.23%
CEO在任期間2.4yrs
CEOの所有権2.9%
経営陣の平均在職期間1.9yrs
取締役会の平均在任期間2.7yrs

経営陣の近況

Recent updates

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.
Seeking Alpha Jul 23

Hut 8: The AI Infrastructure Story Enters The Execution Phase

Summary Hut 8 Corp. is upgraded to buy as contracted AI infrastructure capacity reaches ~949 MW, with ~$1.75 billion expected annual NOI under long-term leases. Securing ~$7.5 billion in non-recourse, project-level debt significantly de-risks financing and shields the parent balance sheet from project-specific liabilities. HUT’s valuation now reflects successful execution of current capacity; future rerating hinges on energization milestones and additional lease signings. Q2 earnings focus shifts to construction progress at River Bend and Beacon Point, capital allocation, and clarity on remaining equity commitments. Read the full article on Seeking Alpha
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.

CEO報酬分析

Hut 8 の収益と比較して、Asher Genoot の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$311m

Dec 31 2025US$240mUS$550k

-US$225m

Sep 30 2025n/an/a

US$204m

Jun 30 2025n/an/a

US$154m

Mar 31 2025n/an/a

-US$53m

Dec 31 2024US$10mUS$535k

US$339m

Sep 30 2024n/an/a

US$200m

Jun 30 2024n/an/a

US$195m

Mar 31 2024n/an/a

US$263m

Dec 31 2023US$2mUS$266k

US$22m

Sep 30 2023n/an/a

-US$69m

Jun 30 2023n/an/a

-US$66m

Mar 31 2023n/an/a

-US$89m

Dec 31 2022n/an/a

-US$111m

Sep 30 2022n/an/a

-US$32m

Jun 30 2022US$5mUS$250k

-US$32m

報酬と市場: Asherの 総報酬 ($USD 239.91M ) は、 US市場 ($USD 14.63M ) の同規模の企業の平均を上回っています。

報酬と収益: Asherの報酬は増加しましたが、会社は利益を上げていません。


CEO

Asher Genoot (30 yo)

2.4yrs
在職期間
US$239,909,042
報酬

Mr. Asher Kevin Genoot is Executive Chairman of American Bitcoin Corp since September 03, 2025. Mr. Genoot is Chief Executive Officer of Hut 8 Corp. from February 07, 2024. Mr. Genoot is Co-Founder and Non...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Asher Genoot
Co-Founder2.4yrsUS$239.91m2.94%
$ 358.2m
Michael Ho
Co-Founderno dataUS$121.22m5.62%
$ 685.0m
Sean Glennan
Chief Financial Officer1.9yrsUS$2.08m0.011%
$ 1.3m
Victor Semah
Chief Legal Officer & Corporate Secretary2.2yrsUS$2.24m0.028%
$ 3.4m
Mark Eidelman
Head of Investor Relations & Senior Vice President of Strategic Financeless than a yearデータなしデータなし
Matthew Saxon
Chief People Officerless than a yearデータなしデータなし
1.9yrs
平均在職期間
37yo
平均年齢

経験豊富な経営陣: HUTの経営陣は 経験豊富 とはみなされません ( 1.9年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Asher Genoot
Co-Founderno dataUS$239.91m2.94%
$ 358.2m
Michael Ho
Co-Founder5.6yrsUS$121.22m5.62%
$ 685.0m
Bill Tai
Independent Director2.7yrsUS$325.10k0.17%
$ 20.6m
Ernest O'Neal
Independent Chair of the Board of Directorsless than a yearUS$320.24k0.21%
$ 26.0m
Mayo Shattuck
Independent Director2.7yrsUS$339.65k0.097%
$ 11.8m
Carl Rickertsen
Independent Director2.7yrsUS$305.70k0.013%
$ 1.6m
Joseph Flinn
Independent Director2.7yrsUS$330.32k0.0093%
$ 1.1m
Amy Wilkinson
Independent Director3.5yrsUS$325.10k0.25%
$ 30.1m
2.7yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: HUTの 取締役会経験豊富 ではない ( 2.7年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/07/31 13:23
終値2026/07/31 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、レポートの活用方法に関するガイド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'OrnanoArete Research Services LLP
Mark PalmerBenchmark Company
Nicholas GilesB. Riley Securities, Inc.