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Keel Infrastructure Corp. Stock Price

NasdaqGM:KEEL Community·US$2.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author

KEEL Share Price Performance

US$3.54
2.27 (178.74%)
US$6.55
Fair Value
US$3.54
2.27 (178.74%)
46.0% undervalued intrinsic discount
US$6.55
Fair Value
Price US$3.54
AnalystConsensusTarget US$6.55
AnalystHighTarget US$9.94
AnalystLowTarget US$4.50

KEEL Community Narratives

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Fair Value US$6.55 49.5% undervalued intrinsic discount

Secured Power Capacity And Hyperscaler Leasing Will Reshape This AI Data Center Platform

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Fair Value US$9.94 66.7% undervalued intrinsic discount

Long Term Power Access And AI Data Center Leases Will Drive A Transformational Future

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Fair Value US$4.5 26.4% undervalued intrinsic discount

Power Constraints And Cost Pressures Will Challenge Long Term AI Infrastructure Ambitions

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Trending Discussion

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Updated Narratives

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KEEL: Power Capacity Pivot To AI Hosting Will Drive Future Rerating

Fair Value: US$4.5 26.4% undervalued intrinsic discount
1 users have set this as their fair value
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KEEL: AI Power Pivot And HPC Colocation Pipeline Will Drive Upside

Fair Value: US$6.55 49.5% undervalued intrinsic discount
8 users have set this as their fair value
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KEEL: Repurposed Power Capacity Will Support Rising AI Compute Demand

Fair Value: US$9.94 66.7% undervalued intrinsic discount
11 users have set this as their fair value
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Snowflake Analysis

Low risk with limited growth.

3 Risks
1 Reward

Keel Infrastructure Corp. Key Details

US$188.1m

Revenue

US$316.5m

Cost of Revenue

-US$128.4m

Gross Profit

US$246.5m

Other Expenses

-US$374.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.61
-32.26%
-199.25%
312.1%
View Full Analysis

About KEEL

Founded
2017
Employees
n/a
CEO
Benjamin Gagnon
WebsiteView website
www.keelinfra.com

Keel Infrastructure Corp. operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States. It primarily owns and operates data centers housing computers to validate transactions on the bitcoin blockchain, as well as sells computational power used for hashing calculations for cryptocurrency mining. The company also provides electrician services to commercial and residential customers in Quebec, Canada. It also undertakes hosting of third-party mining hardware. The company was founded in 2017 and is based in New York, New York.

Recent KEEL News & Updates

Narrative Update Aug 11

KEEL: Power Capacity Pivot To AI Hosting Will Drive Future Rerating

Keel Infrastructure's analyst price target has been revised from $3.00 to $4.50, with analysts pointing to recalibrated cash burn expectations and evolving views on high performance compute and AI colocation demand as key drivers of the change. Analyst Commentary Recent Street research on Keel Infrastructure shows a mix of optimism on high performance compute and AI colocation demand alongside rising questions about funding needs, cash burn and execution timing.
Seeking Alpha Aug 11

Keel Infrastructure: Beware Delta-Of-Ruin Profile

Summary Keel Infrastructure is rated Avoid/Hold due to a high-risk capital structure and regulatory headwinds threatening long-term viability. KEEL's strategy to withhold 2027 capacity aims to extract premium lease rates but exposes the company to liquidity burn and refinancing risks. Regulatory crackdowns on behind-the-meter load defection, especially FERC/PJM tariffs, could compress margins and disrupt the company's yield-on-cost assumptions. Monitoring lease structure outcomes, liquidity runway, and regulatory developments is critical for reassessing KEEL's risk/reward profile. Read the full article on Seeking Alpha

Recent updates

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