Why Bitdeer Technologies Group (BTDR) Is Up 30.8% After Reporting 33% Growth in Bitcoin Production

• Bitdeer Technologies Group announced unaudited operating results for August 2025, reporting a 33% rise in self-mined Bitcoin to 375 Bitcoins due to increased average self-mining hashrate from the energization of SEALMINERs.
• This operational jump underscores the company's expanding self-mining capabilities and the direct impact of new hardware on productivity.
• We will explore how the surge in monthly Bitcoin production is shaping Bitdeer's investment narrative and future prospects.

Find companies with promising cash flow potential yet trading below their fair value.

Bitdeer Technologies Group Investment Narrative Recap

Bitdeer Technologies Group’s investment case hinges on the belief that accelerating self-mining capacity and innovations in proprietary hardware will ultimately drive revenue and margin improvement. The recent 33% rise in self-mined Bitcoin is closely linked to the energization of SEALMINERs, a direct demonstration of how new ASIC technology can impact production. However, while this operational milestone supports the most important catalyst of margin expansion through proprietary hardware, the company’s high operating expenses remain the key short-term risk. At this stage, the impact of August’s production boost on overall earnings is positive but not individually material enough to offset the largest risk of persistent operating losses and cash burn. Among recent announcements, Bitdeer’s Q2 2025 results are especially relevant, they revealed sales of US$155.58 million (up from US$99.23 million a year ago), but also showed a net loss of US$147.73 million. This mirrors the challenge Bitdeer faces: new hardware and higher Bitcoin output are translating to growth in production and revenue, but the scale of growth has yet to outweigh the ongoing losses and investment in R&D. Investors focused on profitability will watch to see if operational milestones like August’s production surge can meaningfully improve the company’s bottom line in future quarters. In contrast, investors should also be aware that even as output grows, high R&D spending and operating inefficiencies remain unresolved...

Read the full narrative on Bitdeer Technologies Group (it's free!)

Bitdeer Technologies Group is projected to achieve $1.8 billion in revenue and $343.9 million in earnings by 2028. This forecast assumes annual revenue growth of 71.6% and represents a $664.2 million increase in earnings from the current level of $-320.3 million.

Uncover how Bitdeer Technologies Group's forecasts yield a $21.87 fair value, a 35% upside to its current price.

Exploring Other Perspectives

Seven separate fair value opinions from the Simply Wall St Community place Bitdeer’s shares between US$18.55 and US$180.25. While consensus highlights optimism around proprietary ASIC development, these diverse views reflect how much uncertainty remains over whether margin improvements will be enough for sustained profitability. Explore these differing approaches and see how your outlook aligns.

Explore 7 other fair value estimates on Bitdeer Technologies Group - why the stock might be worth just $18.55!

Build Your Own Bitdeer Technologies Group Narrative

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

• A great starting point for your Bitdeer Technologies Group research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Bitdeer Technologies Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bitdeer Technologies Group's 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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