US · Financial Services · Capital Markets
EPS came in at -0.70 against a street estimate of -0.56 — a miss of 25.0%.
Analysts rate Marathon Digital Holdings Inc a buy (9 buy, 4 hold, 2 sell out of 15) with an average price target of $18.61.
CONFIDENT MARA pivoting from Bitcoin mining toward AI infrastructure via power-asset portfolio expansion. Long Ridge acquisition pending; Matagorda site adds 2GW capacity. Q2 revenue down 27% YoY due to Bitcoin price decline, but operational metrics improving. Q2 FY26 Portfolio spans 19 data centers across 4 continents. Matagorda and Long Ridge transformational for US capacity; Exaion enables EU regulatory compliance. Analysts probed Long Ridge timing (no delays expected), Hannibal lease contingency (progressing independently), and Matagorda regulatory risk (audit beneficial to MARA's queue position). Thiel emphasized tenant demand exceeds supply, Starwood partnership outperforming, and financial flexibility via BTC-backed leverage. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.59% |
| Vanguard Portfolio Management, LLC | 7.09% |
| Vanguard Capital Management, LLC | 4.28% |
| State Street Corp | 4.12% |
| Geode Capital Management, LLC | 2.81% |
| D. E. Shaw & Co LP | 2.69% |
| Marex Group Ltd | 2.06% |
| Morgan Stanley - Brokerage Accounts | 1.75% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 MARA HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Total acquisition purchase price: $600 million (assuming all project milestones are achiev | 2026-09-25 |
| Quarterly report · Q2 2026 MARA HOLDINGS, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $4.35 billion (June 30, 2026) vs. $7.29 billion (December 31, 2025) — de | 2026-08-06 |
| Results announced · Q3 2026 MARATHON DIGITAL HOLDINGS Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Revenues decreased 27% to $174.9 million in Q2 2026 from $238.5 mill | 2026-08-06 |
| Board / officer change · Q3 2026 MARA HOLDINGS, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Two board members resigned on personal grounds (not due to operational disagr | 2026-08-04 |
| Material agreement · Q3 2026 MARA HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Total potential acquisition value: $600.0 million in milestone-based payments for membersh | 2026-07-09 |
| Company announcement · Q2 2026 MARA HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company acquiring Long Ridge Energy & Power LLC for approximately $1.5 billion base purcha | 2026-06-25 |
| Quarterly report · Q1 2026 MARA HOLDINGS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $4,949.3 million (March 31, 2026) vs. $7,286.9 million (December 31, 202 | 2026-05-11 |
| Proxy statement · Q2 2026 MARA HOLDINGS, INC. — PROXY STATEMENT SUMMARY CEO COMPENSATION • Fred Thiel (CEO and Chairman) total compensation: Not explicitly stated in provided | 2026-04-30 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquires membership interests in project company holding Texas data center site MARA Holdings' subsidiary Volt Texas LLC amended its agreement to acquire a Texas data center project from HIF USA LLC. Originally signed July 2, 2026, the September 21, 2026 amendment restr | 2026-09-25 |
| Acquires digital infrastructure project company for up to $600 million MARA Holdings acquired control of MAT 1177 LLC, which owns/controls a large Texas site for developing a digital infrastructure campus. The site includes land parcels and a utility agreement | 2026-07-09 |
| Company to acquire another business; transaction pending third-party approvals This 8-K filing from Marathon Holdings (MARA) announces a transaction, likely an acquisition or major business deal, though the specific details are not fully disclosed in this excerpt. The | 2026-06-25 |
| Company enters into purchase agreement to acquire business A company announced a transaction (acquisition or major deal) on April 30, 2026, and secured financing to support it. Key details: The company obtained a $785 million bridge loan commitment | 2026-04-30 |
| Forms joint ventures with Starwood for bitcoin mining data center development Marathon Digital (MARA) entered a strategic partnership with Starwood Capital Group on February 26, 2026, to develop its U.S. bitcoin mining data centers into commercial hyperscale facilitie | 2026-02-26 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Marathon Digital Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.