MARA Holdings MARA

• Short termnext 1–4 weeks

  ▲Bullish Bias

  Q2 was weak on the headline (a $611 million net loss driven by a $343 million unrealized Bitcoin markdown), but the drop was already priced in and the operation improved, with 2,422 BTC mined and hashrate up 22%. With the bad print behind it and the treasury intact, the near-term view turns to a bullish bias.

  Short term, next 1–4 weeks: Bullish Bias. Conditions lean positive: upside scenarios are more likely than downside ones, without dominating. Q2 was weak on the headline (a $611 million net loss driven by a $343 million unrealized Bitcoin markdown), but the drop was already priced in and the operation improved, with 2,422 BTC mined and hashrate up 22%. With the bad print behind it and the treasury intact, the near-term view turns to a bullish bias.

  generated 17 Aug 2026, 20:08outdated

  Generated 2026-08-17T18:08:11Z. This view is outdated.

• Medium termnext 1–6 months

  ▲Bullish Bias

  Exaion, Starwood and the growing powered-site portfolio still offer multiple paths to monetize energy; the medium-term case rests on signed tenants and contracted megawatts.

  Medium term, next 1–6 months: Bullish Bias. Conditions lean positive: upside scenarios are more likely than downside ones, without dominating. Exaion, Starwood and the growing powered-site portfolio still offer multiple paths to monetize energy; the medium-term case rests on signed tenants and contracted megawatts.

  generated 7 Aug 2026, 11:01outdated

  Generated 2026-08-07T09:01:00Z. This view is outdated.

• Long termnext 1–3 years

  ▲Strong Bullish

  MARA still pairs large-scale mining with controlled power infrastructure and an emerging AI/HPC platform, underpinning substantial long-term compute optionality.

  Long term, next 1–3 years: Strong Bullish. The model sees clearly positive conditions: upside scenarios dominate this horizon. MARA still pairs large-scale mining with controlled power infrastructure and an emerging AI/HPC platform, underpinning substantial long-term compute optionality.

  generated 7 Aug 2026, 11:01outdated

  Generated 2026-08-07T09:01:00Z. This view is outdated.

Last update 17 Aug 2026, 20:08stale