Hut 8 Corp.

NasdaqGS:HUT 株式レポート

時価総額:US$13.7b

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 2.33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$ 401.66M 。経営陣と取締役会の平均在任期間はそれぞれ1.8年と2.6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2.3yrs
CEOの所有権2.9%
経営陣の平均在職期間1.8yrs
取締役会の平均在任期間2.6yrs

経営陣の近況

Recent updates

Seeking Alpha Jun 11

You're Up 160% On Hut 8 Corp -- Here's Why I'm Buying This Dip Again

Summary Hut 8 Corp (HUT) is executing a power-first, repeatable AI infrastructure model, securing power before tenants to de-risk and monetize capacity flexibly. HUT's Beacon Point and River Bend projects demonstrate rapid scaling, with $16.8B in contracted revenue and long-term, triple-net, take-or-pay leases underpinning predictable cash flows. The recent $4.25B project-level, non-recourse debt for Beacon Point, backed by an AA-rated tenant, signals institutional confidence and reduces refinancing risk. Despite premium valuation and near-term losses driven by crypto volatility, I remain bullish on HUT’s long-term, infrastructure-like earnings profile and recommend buying on weakness. Read the full article on Seeking Alpha
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
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新しいナラティブ Dec 01

AI Expansion Fuels Future Revenue Amidst Bitcoin Volatility And Margin Squeeze Risks

Expansion in AI datacenter capacity and GPU-as-a-Service is expected to drive significant future revenue growth and fulfill emerging market needs.
Seeking Alpha Nov 13

Hut 8: A Third Quarter Earnings Review

Summary Hut 8 reported $43.7 million in top-line revenue for third quarter 2024. Breaking revenue out by segment, 'Managed Services' had the largest nominal increase - mainly attributed to a $13.5 million payment from MARA. Digital Mining revenue was down 25% year over year and HPC revenue came in at just $3.4 million. With Bitcoin (BTC-USD) over $90k per coin, mining economics have improved dramatically since the end of September. Read the full article on Seeking Alpha

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 14.67M ) 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)

2.3yrs
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-Founder2.3yrsUS$239.91m2.94%
$ 401.7m
Michael Ho
Co-Founderno dataUS$121.22m5.62%
$ 768.0m
Sean Glennan
Chief Financial Officer1.8yrsUS$2.08m0.011%
$ 1.5m
Victor Semah
Chief Legal Officer & Corporate Secretary2.1yrsUS$2.24m0.037%
$ 5.0m
Mark Eidelman
Head of Investor Relations & Senior Vice President of Strategic Financeno data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
1.8yrs
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 ( 1.8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%
$ 401.7m
Michael Ho
Co-Founder5.5yrsUS$121.22m5.62%
$ 768.0m
William Tai
Independent Director2.6yrsUS$325.10k0.15%
$ 21.1m
Ernest O'Neal
Independent Chair of the Board of Directorsno dataUS$320.24k0.20%
$ 27.3m
Mayo Shattuck
Independent Director2.6yrsUS$339.65k0.083%
$ 11.3m
Carl Rickertsen
Independent Director2.6yrsUS$305.70k0%
$ 0
Joseph Flinn
Independent Director2.6yrsUS$330.32k0.0087%
$ 1.2m
Amy Wilkinson
Independent Director3.4yrsUS$325.10k0.23%
$ 31.8m
2.6yrs
平均在職期間
62yo
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 ( 2.6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2026/06/17 14:38
終値2026/06/16 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

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

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.