MARA Holdings (NasdaqCM:MARA) Expands Partnership With Two Prime For Active Treasury Management

MARA Holdings (NasdaqCM:MARA) recently entered into a collaboration with LG Electronics’ LG NOVA-backed venture, PADO AI Orchestration, to improve energy management in data centers, and expanded its partnership with Two Prime, marking a shift toward active treasury management. Alongside, the company's May 2025 operating results revealed a significant rise in Bitcoin production to 950 BTC from 705 BTC in April. These developments contributed to a 17% increase in the company's share price over the last quarter. The market's focus on Fed decisions and geopolitical tensions, with a slight increase in stocks, reflects a stable backdrop for MARA’s advancements.

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MARA Holdings’ recent collaborations with LG NOVA and Two Prime could significantly influence its strategic transformation into a vertically integrated energy and technology solutions provider. These initiatives aim to optimize energy management in data centers and enhance treasury management, potentially improving operational efficiencies and reducing costs. Such developments are expected to have a positive impact on revenue and earnings forecasts, leveraging the company’s focus on AI and energy solutions to diversify revenue streams. As the company expands into new markets and enhances its asset base, anticipated revenue growth of 15.93% per year could support future earnings.

Over the past five years, MARA Holdings’ total return, combining share price gains and any dividends, has reached a very large value, indicating strong long-term growth. In contrast, over the past year, MARA underperformed the US software industry, which returned 18.6%. This discrepancy highlights the company's volatility and unique market position. Despite a recent 17% increase in share price, it remains 32.4% below the consensus analyst price target of US$19.46. The current discount to the price target suggests that while the market recognizes MARA’s potential, there remains skepticism regarding its ability to meet future revenue and earnings expectations amid execution and market risks.

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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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