Added to YB: 2026-09-08
Pitch date: 2026-09-05
HIVE [bullish]
HIVE Digital Technologies Ltd.
Author Info
No bio for this author
Company Info
HIVE Digital Technologies Ltd., a technology company, builds and operates data centers powered by green energy in Bermuda, Paraguay, Sweden, and Canada.
Market Cap
CAD 846.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.00
P/E
-2.32
EV/Sales
3.02
Sector
Software
Category
growth
I bought HIVE Digital Technologies
HIVE: HIVE is becoming a dual-engine Bitcoin-mining and GPU-cloud infrastructure company, while still being priced mostly as a miner. A five-year, $350M AI-cloud contract adds roughly $70M of annualized revenue and lifts contracted GPU-cloud ARR to about $180M versus a $200M year-end 2026 target; management cites 75%+ GPU-side EBITDA margins. The bet hinges on timely deployment and revenue recognition, while Bitcoin exposure, financing and execution risk justify an under-1% allocation.
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