MARA Holdings (MARA) Aandelenoverzicht
MARA Holdings, Inc. is actief als energie- en digitaal infrastructuurbedrijf in Noord-Amerika, het Midden-Oosten, Europa en Latijns-Amerika. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 1/6 |
| Dividenden | 0/6 |
MARA Community Fair Values
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Analyst Price Targets
MARA Holdings, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$14.03 |
| 52 Week Hoogtepunt | US$23.45 |
| 52 Week Laag | US$6.66 |
| Bèta | 5.38 |
| 1 maand verandering | -2.43% |
| 3 maanden verandering | 74.50% |
| 1 Jaar Verandering | -10.64% |
| 3 jaar verandering | -8.42% |
| 5 jaar verandering | -52.79% |
| Verandering sinds IPO | -86.64% |
Recent nieuws en updates
Narratiefupdate • Jun 25
MARA: AI Data Center Pivot And Long Ridge Deal Will Drive Upside
Analysts have trimmed the fair value estimate for MARA Holdings slightly to $18.16 from $18.17 as updated models incorporate recent financial results, a modestly higher discount rate, more cautious revenue assumptions, and a higher future P/E multiple supported by growing interest in the company’s shift toward high performance computing capacity. Analyst Commentary Recent Street commentary on MARA Holdings presents a mixed picture, with some analysts focused on the company’s push into high performance computing and others more cautious about execution risk and the reset in assumptions following recent financial results.Analyseartikel • Jun 19
MARA Holdings (MARA) Stock Could Be 21.7% Undervalued After Its AI Pivot
MARA Holdings (MARA) is reshaping its business after a period of declining Bitcoin mining profitability, selling Bitcoin to reduce debt, selectively repurchasing coins and pushing further into artificial intelligence and high performance computing. See our latest analysis for MARA Holdings. Against this repositioning, MARA Holdings’ share price has moved sharply in recent months, with a 30 day share price return of 8.14% and a 90 day share price return of 68.09%, while the 1 year total...
Narratiefupdate • Jun 08
MARA: Bitcoin Weakness And AI Pivot Execution Risks Will Restrain Future Returns
Analysts have lowered the central analyst price target for MARA Holdings to $7 from $8.50, citing updated models after recent Q1 results that point to softer revenue expectations, slightly higher profit margins, and a lower assumed P/E multiple along with a reduced discount rate. Analyst Commentary Recent research updates on MARA Holdings show a split view, with some firms lifting their targets on the stock and others cutting them, often using the same Q1 results to support different conclusions.Recent updates
Narratiefupdate • Jun 25
MARA: AI Data Center Pivot And Long Ridge Deal Will Drive Upside
Analysts have trimmed the fair value estimate for MARA Holdings slightly to $18.16 from $18.17 as updated models incorporate recent financial results, a modestly higher discount rate, more cautious revenue assumptions, and a higher future P/E multiple supported by growing interest in the company’s shift toward high performance computing capacity. Analyst Commentary Recent Street commentary on MARA Holdings presents a mixed picture, with some analysts focused on the company’s push into high performance computing and others more cautious about execution risk and the reset in assumptions following recent financial results.Analyseartikel • Jun 19
MARA Holdings (MARA) Stock Could Be 21.7% Undervalued After Its AI Pivot
MARA Holdings (MARA) is reshaping its business after a period of declining Bitcoin mining profitability, selling Bitcoin to reduce debt, selectively repurchasing coins and pushing further into artificial intelligence and high performance computing. See our latest analysis for MARA Holdings. Against this repositioning, MARA Holdings’ share price has moved sharply in recent months, with a 30 day share price return of 8.14% and a 90 day share price return of 68.09%, while the 1 year total...Narratiefupdate • Jun 08
MARA: Bitcoin Weakness And AI Pivot Execution Risks Will Restrain Future Returns
Analysts have lowered the central analyst price target for MARA Holdings to $7 from $8.50, citing updated models after recent Q1 results that point to softer revenue expectations, slightly higher profit margins, and a lower assumed P/E multiple along with a reduced discount rate. Analyst Commentary Recent research updates on MARA Holdings show a split view, with some firms lifting their targets on the stock and others cutting them, often using the same Q1 results to support different conclusions.Seeking Alpha • Jun 04
MARA Holdings: A $1.5 Billion Acquisition Just Transformed Its Identity
Summary MARA Holdings maintains sector-leading energy costs at $0.04/kWh for owned sites, critical for Bitcoin mining competitiveness. MARA's total cost per acquired Bitcoin rose to $40,047 in Q1 2026, reflecting global hashrate growth, but energy cost discipline remains strong. MARA is pivoting towards AI infrastructure by acquiring Long Ridge Energy & Power, securing a 505 MW gas asset with expansion potential beyond 1 GW. Diversifying into AI data center power provision positions MARA to reduce reliance on volatile Bitcoin mining while retaining industry leadership. Read the full article on Seeking AlphaNarratiefupdate • May 25
MARA: AI Data Center Pivot And Starwood Partnership Will Drive Future Upside
Analysts lifted their fair value estimate for MARA Holdings from $16.48 to $18.17, pointing to updated Q1 research that factors in higher modeled revenue growth, a lower discount rate, and a higher assumed future P/E multiple, even as they highlight mixed views on execution risks around the pivot toward high-performance computing and AI infrastructure. Analyst Commentary Street research on MARA Holdings reflects a wide spread of views, with recent fair value and price target changes clustering around how quickly the company can execute on its pivot toward high performance computing and AI infrastructure while managing exposure to Bitcoin mining.
Narratiefupdate • May 19
MARA Holdings – $1.5bn Acquisition of Long Ridge Energy
Transformational Expansion into AI Infrastructure, Power Generation & Digital Compute Ecosystems Analyst: Qudus Adebara (Head of Equity, Wane Trading Club) Transaction Overview MARA Holdings Inc has entered into a definitive agreement to acquire Long Ridge Energy & Power LLC from FTAI Infrastructure Inc in a transaction valued at approximately US$1.5 billion , including assumed debt. The acquisition marks a major strategic shift for MARA beyond Bitcoin mining into: AI infrastructure High-performance computing (HPC) Integrated energy and digital infrastructure development Transaction Highlights Deal Value Total transaction value: ~US$1.5 billion Includes assumption of at least: US$785 million debt Core Assets Acquired The transaction includes: 505 MW combined-cycle gas power plant (CCGT) 1,600+ acres of contiguous land Integrated digital infrastructure campus Water, fiber, fuel supply, rail infrastructure, and grid interconnection assets Location Hannibal, Ohio Positioned within: PJM Interconnection market One of the most active AI and data center infrastructure corridors in the U.S. Expected Closing Second half of 2026 Subject to: Hart-Scott-Rodino approval Federal Energy Regulatory Commission (FERC) approval Other customary conditions Strategic Rationale 1.Narratiefupdate • May 03
MARA: Bitcoin Volatility And Slow AI Leases Will Pressure Power-Heavy Margins
Analysts have raised the fair value estimate on MARA Holdings to $8.50 from $8.00, citing updated assumptions around discount rates, profitability and long term P/E multiples that reflect recent mixed but generally constructive price target moves across the Street. Analyst Commentary Recent Street research around MARA Holdings reflects a mixed setup, with some firms lifting price targets while others emphasize risks around execution, the balance between bitcoin mining and new business lines, and the pace of AI and data center initiatives.Narratiefupdate • Apr 23
MARA Holdings Inc. – Strategic Expansion into AI, HPC Infrastructure and Data Center Scale
MARA Holdings Inc. has accelerated its transition from a Bitcoin mining-focused company into a broader digital infrastructure platform through a series of strategic investments, acquisitions, and partnerships spanning AI, high-performance computing (HPC), and data center operations.Narratiefupdate • Apr 21
MARA Holdings Inc. Delivers Strong Q3 2025 Turnaround as Bitcoin Price Surge, Hash Rate Expansion, and Energy Strategy Drive Profitability
Analyst: Qudus Adebara (Head of Research, Wane Trading Club) Executive Summary MARA Holdings Inc. recorded a strong financial turnaround in Q3 2025 , supported by surging Bitcoin prices, significant expansion in energized hash rate, and disciplined capital deployment.Narratiefupdate • Apr 18
MARA: AI Data Center Expansion Will Drive Future Optional Upside Potential
Analysts have trimmed the price target for MARA Holdings by $1, reflecting updated assumptions for a slightly lower fair value and P/E multiple as they weigh bitcoin exposure against the company’s push into high performance computing and AI related infrastructure. Analyst Commentary Street research on MARA Holdings has recently tilted cautious, with several bearish analysts cutting price targets and reassessing the balance between bitcoin mining exposure and the move into high performance computing and AI related infrastructure.Narratiefupdate • Mar 21
MARA: AI And Data Center Shift Will Drive Future Upside Potential
Analysts have reset expectations for Mara Holdings with a large cut in the average price target. They generally cite weaker bitcoin assumptions, mixed execution on the shift toward high performance computing and AI, and ongoing uncertainty around how quickly new data center partnerships will translate into meaningful revenue.Narratiefupdate • Mar 07
MARA: AI Data Center Pivot Is Expected To Unlock Future Upside
Analysts have cut their blended fair value estimate for Mara Holdings by about $5.85 to $16.57, reflecting lower bitcoin price assumptions, reduced revenue growth expectations, and a view that the company's pivot to high performance computing and AI driven data centers introduces additional execution risk, even as it improves projected profit margins and trims the future P/E multiple. Analyst Commentary Recent Street research on Mara Holdings has tilted more cautious, with several firms trimming price targets and one downgrade to Neutral.Narratiefupdate • Mar 05
MARA Holdings, Inc. Partners with Starwood Capital Group to Build Next-Generation Digital Infrastructure
Author: Qudus Adebara (Founder of Wane Investment House) Executive Summary MARA Holdings, Inc. has entered a strategic partnership with Starwood Capital Group and its data center platform, Starwood Digital Ventures (SDV) , to convert and expand select MARA sites into next-generation digital infrastructure.Narratiefupdate • Feb 21
MARA: West Texas Power Scale Will Face Softer Margins Under Tightening Crypto Rules
Analysts have lowered their price target on Mara Holdings to $8.00 from $11.25, citing updated assumptions that include a higher implied revenue decline, slightly softer profit margins, and a reduced forward P/E multiple despite a modestly lower discount rate. Analyst Commentary Recent research around Mara Holdings has tilted more cautious, with several bearish analysts resetting expectations through lower price targets and more conservative assumptions.Narratiefupdate • Feb 07
MARA: Vertically Integrated Expansion Will Support West Texas Power Capacity Under Evolving Crypto Rules
The analyst price target for MARA Holdings has been reduced by $1.75 to $11.25, as analysts factor in a higher discount rate, slightly softer long term profit margin assumptions, and a lower future P/E multiple following recent sector and company specific research updates. Analyst Commentary Recent street research on MARA Holdings shows a mix of views, but there are clear pockets of caution that focus on valuation, execution, and growth risks.
Narratiefupdate • Jan 24
MARA: Vertically Integrated Model Will Drive Future Upside From Recent Power Deal
Analysts have lifted their fair value estimate for MARA Holdings to $30 from $28, reflecting updated assumptions for slower revenue growth and slimmer profit margins, a higher discount rate, and a materially higher future P/E multiple. Analyst Commentary Street research on MARA Holdings has been mixed, but there are several clearly bullish signals that help explain why some investors are willing to underwrite a higher fair value, even with more conservative growth and margin assumptions.Narratiefupdate • Jan 09
MARA: Vertically Integrated Expansion Will Drive West Texas Power And Capacity Story
Analysts have updated their view on MARA Holdings to reflect a fair value of US$13.00, with a higher discount rate, a swing to a 6.64% revenue decline assumption, and a very large future P/E multiple. They cite mixed Street targets that range from US$16 to US$30 and varied opinions on execution timing and bitcoin sensitivity.Narratiefupdate • Dec 26
MARA: Vertical Integration And Power Buildout Are Expected To Unlock Future Upside
The analyst price target for Mara Holdings has been reduced by approximately $1.55 per share as analysts temper long term revenue growth and valuation assumptions, despite acknowledging the company's strategic shift toward vertical integration and recent rating upgrades. Analyst Commentary Analyst commentary on Mara Holdings reflects a mixed but evolving view as the company pivots toward a more vertically integrated model and faces ongoing sensitivity to bitcoin price assumptions.Narratiefupdate • Dec 18
MARA Accelerates Transformation with AI & HPC Expansion and Strategic MPLX Energy Partnership
Author: Qudus Adebara (Founder of Wane Investment House, Nigeria) MARA Holdings Inc. is executing a strategic pivot from a pure-play Bitcoin miner to a vertically integrated digital infrastructure company , anchored on AI & High-Performance Computing (HPC) expansion and energy-backed data center development.Narratiefupdate • Dec 12
MARA: Vertically Integrated Buildout Will Test Execution Amid Heightened Crypto Regulatory Backdrop
Analysts have trimmed their fair value estimate for MARA Holdings to $13, down from $18, as they factor in slower projected revenue growth, a higher discount rate, and execution that continues to lag vertically integrated mining peers despite the potential of its evolving strategy. Analyst Commentary Recent Street research on MARA Holdings reflects a mixed but increasingly nuanced view of the company, with the latest actions underscoring both the upside tied to bitcoin leverage and the persistent concerns around execution and capital deployment.Narratiefupdate • Nov 23
MARA: Future Integration Efforts Are Expected To Unlock Shareholder Value
Analysts have lowered their price target for MARA Holdings from $18 to $16, citing reduced future revenue and EBITDA forecasts. They also noted ongoing uncertainties around the company’s shift to a more vertically integrated business model.Narratiefupdate • Nov 01
MARA: Expanding Industry Leadership Will Drive Long-Term Sector Opportunity
The analyst price target for MARA Holdings has increased slightly from $23.78 to $24.14, as analysts cite the company's industry leadership while noting a more cautious outlook following revised expectations for revenue growth and profit margins. Analyst Commentary Recent analyst reports offer a mixed view on MARA Holdings, highlighting both optimism and caution in their assessments.Narratiefupdate • Oct 18
AI Infrastructure And Renewable Energy Will Unlock New Markets
The analyst price target for MARA Holdings has increased from $34 to $39 per share, reflecting analysts' confidence in the company's growing bitcoin treasury and its strong capital market position. Analyst Commentary Recent research updates highlight renewed optimism among analysts regarding MARA Holdings, as reflected in higher price targets and continued favorable ratings.Narratiefupdate • Sep 04
AI Infrastructure And Renewable Energy Will Unlock New Markets
With no analyst reasoning provided and the top valuation metrics—Discount Rate (9.73%) and Net Profit Margin (3.98%)—remaining stable, MARA Holdings’ consensus analyst price target is unchanged at $23.87. What's in the News The White House has issued an order directing regulators to expand 401(k) access to crypto and other alternative investments, increasing risk exposure in retirement portfolios (Reuters, 2025-08-10).Analyseartikel • Jul 17
MARA Holdings, Inc.'s (NASDAQ:MARA) 27% Jump Shows Its Popularity With Investors
Despite an already strong run, MARA Holdings, Inc. ( NASDAQ:MARA ) shares have been powering on, with a gain of 27% in...Rendement voor aandeelhouders
| MARA | US Software | US Markt | |
|---|---|---|---|
| 7D | -4.6% | -0.3% | 0.3% |
| 1Y | -10.6% | -22.5% | 19.9% |
Rendement versus industrie: MARA overtrof de US Software industrie, die het afgelopen jaar een rendement -22.5 % opleverde.
Rendement versus markt: MARA presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 19.9 % opleverde.
Prijsvolatiliteit
| MARA volatility | |
|---|---|
| MARA Average Weekly Movement | 10.1% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: MARA heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 10% ) van MARA is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2010 | 266 | Fred Thiel | www.mara.com |
MARA Holdings, Inc. is actief als energie- en digitaal infrastructuurbedrijf in Noord-Amerika, het Midden-Oosten, Europa en Latijns-Amerika. Het bedrijf maakt gebruik van Bitcoin Mining en kunstmatige intelligentie om overtollige energie en onderbenutte stroom te gelde te maken, energiebeheer te optimaliseren en AI-inferentietoepassingen te ondersteunen. Het bedrijf was voorheen bekend als Marathon Digital Holdings, Inc. en veranderde zijn naam in MARA Holdings, Inc. in augustus 2024.
MARA Holdings, Inc. Samenvatting
| MARA fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$5.35b |
| Inkomsten(TTM) | -US$2.04b |
| Inkomsten(TTM) | US$867.82m |
6.2x
P/S-verhouding-2.6x
Koers/WinstverhoudingIs MARA overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| MARA resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$867.82m |
| Kosten van inkomsten | US$474.40m |
| Brutowinst | US$393.42m |
| Overige uitgaven | US$2.43b |
| Inkomsten | -US$2.04b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -5.35 |
| Brutomarge | 45.33% |
| Nettowinstmarge | -234.83% |
| Schuld/Eigen Vermogen Verhouding | 103.6% |
Hoe presteerde MARA op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/30 19:44 |
| Aandelenkoers aan het einde van de dag | 2026/06/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
MARA Holdings, Inc. wordt gevolgd door 25 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ramsey El-Assal | Barclays |
| Gautam Chhugani | Bernstein |
| Gregory Lewis | BTIG |