Why HIVE Digital Technologies (TSXV:HIVE) Is Up 46.6% After Boosting Bitcoin Output and Expanding Into AI Cloud

• HIVE Digital Technologies recently reported a 22% increase in Bitcoin mining output for August 2025, driven by the completion of Phase 2 at its Yguazu facility in Paraguay and enhanced efficiency in its operations.
• An important development is HIVE’s expansion into high-performance computing through a new AI cloud partnership with Bell Canada, underscoring diversification beyond cryptocurrency mining.
• We'll examine how HIVE's rapid scale-up of hydro-powered mining capacity informs its evolving investment narrative.

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What Is HIVE Digital Technologies' Investment Narrative?

For investors in HIVE Digital Technologies, the core thesis often hinges on believing in the long-term demand for cryptocurrency mining powered by renewable energy, and the company’s pivot toward high-performance computing (HPC) as a new source of revenue. HIVE’s latest results, particularly its 22% jump in Bitcoin output for August after ramping up hydro-powered capacity in Paraguay, directly strengthen near-term catalysts like rising BTC production and increased operational efficiency, both crucial for revenue momentum. The early completion of Phase 2 at Yguazu, combined with a new AI cloud partnership, suggests that short-term upside is more tangible now than before, especially since the company has already front-loaded much of its capital expenditure for this phase. That said, the risks are not insignificant: the business remains sensitive to shifts in Bitcoin prices, network difficulty, and energy costs, while its ambitious expansion comes with continued capital deployment. Recent price and revenue jumps may ease some concerns about execution risk, but do not soften exposure to external crypto market or regulatory shocks. On the flip side, regulatory uncertainty could still impact HIVE’s growth story, here’s what investors should consider next.

Insights from our recent valuation report point to the potential undervaluation of HIVE Digital Technologies shares in the market.

Exploring Other Perspectives

Nine members of the Simply Wall St Community estimate HIVE's fair value from US$18.17 million up to a very large US$181.68 million. This wide spread reflects sharply divided outlooks on the company’s future, just as recent operational milestones provide a fresh short-term catalyst for those betting on further upside. Contrasting views like these shine a light on how business risks and rapid sector shifts can alter the story quickly, there’s much more for you to weigh.

Explore 9 other fair value estimates on HIVE Digital Technologies - why the stock might be a potential multi-bagger!

Build Your Own HIVE Digital Technologies Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your HIVE Digital Technologies research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free HIVE Digital Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate HIVE Digital Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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