Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Marathon Digital Holdings, Inc. (MARA) came out with a quarterly loss of $0.32 per share versus the Zacks Consensus Estimate of a loss of $0.26. This compares to a loss of $0.38 per share a year ago.
MARA Holdings, Inc. ( MARA ) Q3 2025 Earnings Call November 4, 2025 9:30 AM EST Company Participants Robert Samuels - Vice President of Investor Relations Frederick Thiel - CEO & Executive Chairman Salman Khan - Chief Financial Officer Conference Call Participants Reginald Smith - JPMorgan Chase & Co, Research Division Presentation Operator Greetings. Welcome to MARA's Q3 2025 Earnings Conference Call.
Marathon Digital Holdings Inc (NASDAQ: MARA) reported Q3 2025 earnings before market open on Nov.
Marathon Digital's Q3 revenues are projected to surge 86% as its efficient Bitcoin mining and asset retention strategy drive steady growth.
In the closing of the recent trading day, Marathon Digital Holdings, Inc. (MARA) stood at $17.76, denoting a -5.93% move from the preceding trading day.
MARA Holdings has lagged peers YTD, while IREN quintupled on its AI pivot. I see it as an asymmetric bet, wrongly seen by the market as a Bitcoin treasury play. At a 1.20x mNAV premium versus MicroStrategy's 1.34x, MARA's ~53,000 BTC holdings worth $5.9B justify a higher multiple given its mining inflows and AI potential. MARA's mining business alone merits a ~$5B valuation, projecting 64,000 BTC mined through 2048 worth ~$7.4B at current prices or up to ~$48B+ in a bullish Bitcoin case.
In the closing of the recent trading day, Marathon Digital Holdings, Inc. (MARA) stood at $19.54, denoting a +1.66% move from the preceding trading day.
In the latest trading session, Marathon Digital Holdings, Inc. (MARA) closed at $22.84, marking a +2.7% move from the previous day.
Marathon Digital operates 1.1 GW of owned power capacity at $0.04/kWh, positioning it as a low-cost AI infrastructure play. The EDF Exaion acquisition gives MARA access to Tier-4, GDPR-compliant AI data centers and European enterprise clients. IREN re-rated on visible GPU contracts, while MARA awaits AI revenue from Exaion and TAE Power integration.
In the latest trading session, Marathon Digital Holdings, Inc. (MARA) closed at $20.25, marking a -1.56% move from the previous day.
MARA Holdings remains a Strong Buy with a 12-month price target of $25, driven by strong Bitcoin mining and strategic AI/HPC diversification. MARA's acquisition of a 64% stake in Exaion expands exposure to high-demand AI and high-processing computing, supporting long-term growth beyond Bitcoin. Despite recent outperformance, MARA trades at a discount versus peers, as the market has yet to fully price in its AI/HPC pivot and growing BTC treasury.