MARA Falls 3.4% as Bitcoin Miner Stocks Slide and Investors Weigh Recent Project Update
Marathon Digital Holdings (MARA) shares dropped 3.4% due to sector-wide weakness in Bitcoin mining stocks and ongoing investor scrutiny regarding a recent project update. This update detailed significant capital commitments and execution risks related to a Texas project, including a $100 million security deposit for power capacity and a potential aggregate purchase price of up to $600 million. Insider trading data shows substantial insider sales, while institutional investors show mixed activity with some adding and others removing MARA shares.
MARA Holdings: The Bitcoin No Longer Covers The Debt (NASDAQ:MARA)
MARA Holdings is transitioning from Bitcoin mining to AI data center infrastructure, having sold significant Bitcoin and repaid debt. The company's mining costs now exceed Bitcoin prices, and a large portion of its remaining Bitcoin is collateralized. The current valuation of MARA, at $11.81 per share, heavily anticipates future success in AI infrastructure, leading to a "Sell" rating and a $5.35 price target due to high execution risk in AI leasing and insufficient financial safety margins.
MARA Holdings, Inc. (MARA) company profile and facts - Yahoo Finance
This Yahoo Finance page provides a company profile for MARA Holdings, Inc. (MARA). However, critical information such as key executives, company description, and upcoming events are not available. The page does show the current stock price and corporate governance scores from ISS.
MARA Holdings Inc. Research & Ratings | MARA
This article provides detailed research and ratings for MARA Holdings Inc. (MARA), a digital asset technology company focused on the Bitcoin ecosystem. It includes analyst ratings, price targets, stock performance data, financial metrics, and earnings estimates. The consensus among analysts is a "Buy" with an average price target of $18.31.
Mara Holdings CEO Fred Thiel sells $308,606 in Mara shares
Mara Holdings CEO Fred Thiel sold 27,505 shares of MARA common stock for $308,606 on October 1, 2026, as part of a Rule 10b5-1 trading plan. Additionally, 63,101 shares were withheld on September 30, 2026, to cover tax liabilities from restricted stock unit vesting, valued at $714,934. Following these transactions, Mr. Thiel directly beneficially owns 4,217,586 shares.
Form 4 MARA Holdings Inc For: 2 October By Investing.com
This article reports on a Form 4 filing for MARA Holdings Inc. on October 2, 2026. The filing indicates insider transactions for the company. It also lists the current stock performance of MARA, showing a 0.18% change.
MARA Holdings Stock Jumps Friday: What's Going On?
MARA Holdings shares are trading higher after Clear Street reiterated its Hold rating and $10 price target following a meeting with the company's CFO. The analyst highlighted Marathon's significant power capacity and potential future growth in high-performance computing, though build costs and Texas energization delays remain key risks. A first signed HPC lease and the Long Ridge close are identified as crucial upcoming milestones for the company.
MARA Holdings Stock Jumps Friday: What's Going On?
MARA Holdings (NASDAQ: MARA) shares rose on Friday after Clear Street reiterated its Hold rating and $10 price target. The firm met with MARA's CFO to discuss AI, high-performance computing demand, and the company's Bitcoin holdings, noting MARA's significant power capacity. Key risks include high build costs and Texas energization delays, with a first signed lease for its HPC business seen as a potential catalyst.
Clear Street maintains Hold on MARA Holdings stock, $10 target
Clear Street has reiterated a Hold rating and a $10.00 price target for MARA Holdings Inc (NASDAQ:MARA). The firm views MARA primarily as a power owner with significant GW capacity and is awaiting a first signed lease for its AI/HPC projects and the Long Ridge close as key upcoming milestones. While InvestingPro data suggests MARA is undervalued, it also highlights the company's negative levered free cash flow.
MARA Holdings Inc. Advanced Charts | MARA
This page provides advanced charts and detailed market data for MARA Holdings Inc. (MARA), a digital asset technology company focused on cryptocurrency mining. It includes key financial metrics, analyst ratings, sentiment, and information about the company's operations. The data sources and disclaimers for various market information are also outlined.
A proposed sale of 27,505 MARA Holdings (MARA) shares is tied to The Thiel Living Trust.
Frederick G. Thiel, a trustee of The Thiel Living Trust, is proposing to sell 27,505 common shares of MARA Holdings, Inc. with an aggregate market value of $308,606.10, as detailed in a Form 144 SEC filing dated October 1, 2026. This proposed sale follows three prior sales of identical share amounts (27,505 shares each) from the same trust account on July 17, August 17, and September 17, 2026, with varying reported amounts. The filing provides key metrics for both proposed and past sales and clarifies terms like Rule 144 and Restricted Stock Vesting.
MARA Stock Drops As JPMorgan Slashes Price Target
MARA Holdings Inc. (NASDAQ: MARA) stock dropped by 3.79% after JPMorgan downgraded it from Overweight to Underweight and cut its price target from $13 to $11. JPMorgan's rationale was based on MARA's "capital-light" AI/data-center strategy creating less value compared to competitors directly converting bitcoin-mining power assets into high-performance computing. Despite this, the broader analyst consensus for MARA remains Overweight with an average price target of $17.58, indicating a battleground stock for traders.
Average basic shares outstanding of MARA Holdings, Inc. – HAN:M44
This article provides financial information for MARA Holdings, Inc. (HAN:M44) on TradingView, specifically focusing on its average basic shares outstanding. The page indicates that the market was closed and no trades were made at the time of viewing, suggesting it's a snapshot of financial data rather than a news update. The content also lists various features and services offered by TradingView.
Behavioral Patterns of MARA and Institutional Flows
This article provides an AI-driven analysis of Marathon Digital Holdings Inc. (NASDAQ: MARA), highlighting weak near-term and long-term sentiment but mid-term strength. It outlines specific institutional trading strategies for various risk profiles, including long, breakout, and short positions, along with multi-timeframe signal analysis and support/resistance levels. The report emphasizes an exceptional risk-reward setup targeting a 39.0% gain.
Which Public Companies Hold the Most Bitcoin?
This article identifies the top five US-listed public companies holding significant amounts of Bitcoin, led by Strategy with 846,000 BTC. It explains that while investing in these companies offers exposure to Bitcoin, it also carries additional risks like corporate debt and share dilution compared to direct Bitcoin ownership. The article highlights that these companies collectively own about 6.2% of the total Bitcoin supply.
Jones Trading initiates MARA Holdings stock with buy rating
Jones Trading initiated coverage on MARA Holdings Inc. (NASDAQ:MARA) with a Buy rating and a $22.00 price target, representing a 75% upside. The firm notes that while MARA has strategically shifted from Bitcoin mining to artificial intelligence, its valuation is currently impacted by the need for a major AI customer announcement. Despite a projected 22% revenue decline for fiscal 2026, the stock has seen a 56% surge over the past six months, and InvestingPro analysis suggests it is slightly undervalued.
$100 million is on deposit for power at MARA Holdings (MARA)'s Texas site. What is the deal's price?
MARA Holdings has amended its agreement for a Texas site purchase, with the aggregate price remaining $600 million if all milestones are met. A $100 million security deposit has been posted for 2,000 megawatts of power capacity, and the agreement now includes a right of first offer for the seller if certain sale triggers occur. The previous provisions for returning or reconveying membership interests if milestones were not met have been eliminated.
MARA slips as softer bitcoin prices add to pressure from a recent analyst downgrade
Marathon Digital Holdings (MARA) shares fell 4.8% due to a combination of weakening Bitcoin prices and lingering concerns from a recent analyst downgrade. The company's Q2 2026 results showed a significant revenue drop and a net loss, exacerbated by a large fair-value loss on digital assets, further impacting investor sentiment. Insider trading data also reveals numerous sales by executives over the past six months, with no purchases.
MARA Holdings Slides As JPMorgan Slashes Price Target
JPMorgan double downgraded MARA Holdings from Overweight to Underweight and significantly cut its price target from $13 to $11, citing concerns over the company's capital-light AI/data-center strategy. This downgrade caused MARA stock to fall by about 3.9%, though trading volume remained consistent, indicating a controlled sell-off rather than panic. Despite JPMorgan's bearish stance, the broader analyst consensus remains Overweight with an average target of $17.58, creating a divided outlook for the stock.
MARA Holdings Drops As JPMorgan Slashes Price Target
MARA Holdings' stock dropped by 3.22% after JPMorgan double downgraded it from Overweight to Underweight and cut its price target from $13 to $11. This downgrade reflects concerns about MARA's "capital-light" AI strategy compared to peers converting bitcoin-mining assets. While JPMorgan is bearish, the broader analyst consensus remains Overweight with a higher average price target, setting up a battleground for traders.
MARA Holdings, Inc. (MARA) stock price, news, quote and history
This page provides an overview of MARA Holdings, Inc. (MARA) stock, including its current price, recent news, and historical performance data. The stock closed at 13.35 USD on September 23rd, 2026, and showed a slight decline in overnight trading. The news section highlights various articles concerning MARA, often related to Bitcoin and broader crypto market movements.
ETFs Investing in MARA Holdings, Inc. Stocks
This article lists various ETFs that hold MARA Holdings, Inc. stocks, providing key financial data for each fund such as market value, weight of MARA, issuer, management style, expense ratio, AUM, price, change, relative volume, and 3-year NAV total return. The ETFs cover a range of investment strategies including small-cap, information technology, and crypto/blockchain themes. The data helps investors identify funds offering diversified exposure to MARA Holdings, Inc. at potentially lower risk.
MARA Stock Pops As Wall Street Reprices Its AI Pivot
Mara Holdings Inc. (MARA) stock saw a significant jump after announcing a strategic acquisition and a pivot towards AI data centers. H.C. Wainwright initiated coverage with a "Buy" rating and a $20 target, while Morgan Stanley raised its target to $11 but maintained an "Underweight" rating due to concerns about a key asset. The company's preliminary Q2 2026 update rebrands it as a digital infrastructure and energy tech player focusing on high-performance computing and AI, appealing to traders despite negative profit margins.
Mara Holdings CEO Thiel sells $314,932 of company stock
Frederick G. Thiel, CEO of MARA Holdings, Inc., sold 27,505 shares of common stock for $314,932 on September 17, 2026, under a Rule 10b5-1 trading plan. This sale occurred while the stock was surging, despite InvestingPro indicating the company is overvalued and quickly burning cash. The article also touches on Marathon Digital's significant Q2 2026 net loss, its AI expansion, and recent downgrades from JPMorgan and Guggenheim's maintained Neutral rating.
MARA Holdings (NASDAQ: MARA) officer moves to sell stock grant shares
An officer at MARA Holdings, Nowaid Zabi, has filed a Rule 144 notice to sell 8,376 shares of common stock, which were received as a stock grant in December 2024. This follows similar sales by Zabi in July and August 2026, each for 8,376 shares, totaling approximately $100,000 per sale. The filing indicates a planned aggregate market value of $100,868.87 for the upcoming sale.
Is It Too Late to Buy MARA Holdings Inc (MARA) After 13.8% Rally? GF Value Says Undervalued
MARA Holdings Inc (MARA) shares recently surged by 13.8% to $13.24. Despite this rally, GuruFocus' GF Value™ indicates the stock is "modestly undervalued" at $13.24 compared to its GF Value of $14.93. However, the company faces significant challenges, including unprofitability, negative cash flow, weak financial strength, and low growth potential, tempered by an above-average GF Score™ of 61/100 and mixed sentiment from gurus and insiders.
MARA Holdings Jumps As Wall Street Backs AI Data Center Pivot
MARA Holdings stock surged over 11% after H.C. Wainwright initiated coverage with a Buy rating and a $20 price target, driven by the company's strategic pivot towards AI-focused data centers. The firm's preliminary Q2 2026 results highlight its transformation into a digital infrastructure and energy technology player, attracting significant trader interest and speculative momentum despite current unprofitability and high leverage. This shift is seen as aligning MARA with a strong market theme, fueling its recent price spike and drawing attention from Wall Street.
MARA Holdings Just Rallied 21% in a Month: Take Profits, or Buy More?
MARA Holdings has seen an unexplained 21% rally over the past month, significantly outperforming its peers Riot Platforms and CleanSpark, and the broader market. This unusual surge, lacking any clear company-specific catalyst, presents investors with a dilemma: whether to take profits or buy more. The article discusses both bullish and bearish perspectives, highlighting the stock's relative strength but also the risk associated with an unidentifiable reason for its performance.
MARA Holdings (MARA) Bought $100 Million In Bitcoin, Is It Still 38% Undervalued?
MARA Holdings recently acquired $100 million in Bitcoin, increasing its digital asset exposure, yet its share price has seen choppy trading with a 35.88% decline over the past year. Despite this, a common valuation narrative suggests MARA is 38% undervalued at $18.13, primarily due to its strategic pivot into AI infrastructure and diversified partnerships. However, concerns remain regarding potential weakening Bitcoin mining economics and high capital expenditure risks.
Coinbase Drops 6%, Strategy Slides 5%, MARA Holdings Slips 1% as Clarity Act Anxiety Builds
Coinbase, Strategy, and MARA Holdings experienced drops of 6%, 5%, and 1% respectively, as Bitcoin declined by 2.5% ahead of a critical Senate procedural vote on the CLARITY Act. This legislation aims to provide a clearer regulatory framework for digital assets, but its uncertain path is causing anxiety in the crypto market. The article highlights how these companies' stocks are sensitive to Bitcoin's performance and regulatory developments.
MARA Holdings Shares Fall After JPMorgan Downgrade
MARA Holdings' shares dropped following a downgrade by JPMorgan. The company specializes in digital infrastructure, primarily Bitcoin mining, and is expanding into AI and high-performance computing. This news is reserved for members, with a full article available upon login or subscription.
JPMorgan downgrades MARA Holdings stock rating on data center strategy
JPMorgan downgraded MARA Holdings Inc (NASDAQ:MARA) to Underweight from Neutral, lowering its price target to $11 from $13, citing concerns over MARA's capital-light data center strategy. The firm believes MARA's joint venture with Starwood Digital Ventures, where MARA primarily contributes powered land, places it at the bottom of the data center value chain and limits its value capture. JPMorgan also noted MARA's negative adjusted EBITDA and stated the company needs Bitcoin to maintain an $80,000 level to break even.
MARA Holdings Stock Pops As Traders Bet On HPC Pivot
MARA Holdings stock has risen by 4.81% due to positive sentiment surrounding its strategic pivot towards high-performance computing (HPC) and AI, moving away from Bitcoin mining. Despite significant financial losses and debt, traders are focusing on the company's potential in HPC, highlighted by a joint venture with Starwood and analysts' varying price targets. The stock's volatility and the narrative shift are attracting active traders looking for short-term opportunities.
Mara Holdings CFO Salman Khan sells $147,360 in company stock
Salman Khan, CFO of MARA Holdings, Inc., sold 16,000 shares of company stock for $147,360 on August 17, 2026, pursuant to a Rule 10b5-1 trading plan adopted in September 2025. Following the sale, Mr. Khan retains a substantial direct and indirect holding in the company. This news comes as Marathon Digital Holdings reported a significant net loss in Q2 2026, though Guggenheim maintained a Neutral rating on the company.
MARA Stock Pops As Bitcoin Hoard And HPC Pivot Draw Trader Focus
MARA Holdings Inc. (NASDAQ: MARA) stock surged by 5.72% following the announcement of a strategic acquisition, driven by its substantial bitcoin holdings and a pivot towards high-performance computing (HPC). The company holds 35,577 bitcoin, valued at approximately $2.1 billion, making it highly leveraged to cryptocurrency price movements. Analysts are divided on its valuation, with some trimming price targets due to the shift from bitcoin mining to HPC via a joint venture, while others anticipate growth from new HPC lease deals.
MARA Holdings Company Profile & Introduction
This article provides a company profile and introduction for MARA Holdings. It outlines key aspects of the company's operations, background, and business model. The content serves as a foundational overview for understanding MARA Holdings.
Marathon Digital Holdings, Inc. (MARA) Reports Q1 Loss, Misses Revenue Estimates
Marathon Digital Holdings, Inc. (MARA) reported a Q1 loss of $0.61 per share, missing the Zacks Consensus Estimate of a $0.46 loss and falling short of revenue estimates with $174.61 million against an expected $199.89 million. Despite this, MARA shares have gained 44.1% year-to-date, significantly outperforming the S&P 500's 8.1% gain. The company currently holds a Zacks Rank #3 (Hold), indicating an expectation for in-line market performance.
Nowaid Zabi, MARA Holdings general counsel, sells $100,512 in stock
Nowaid Zabi, General Counsel at MARA Holdings, Inc. (NASDAQ:MARA), sold 8,376 shares of common stock for $100,512 on August 21, 2026, at a price of $12 per share under a Rule 10b5-1 trading plan. This transaction occurred despite MARA appearing overvalued according to InvestingPro analysis, following a week with significant stock volatility. The company recently reported disappointing Q2 2026 financial results, missing analyst expectations with a net loss per share and lower-than-forecasted revenue.
MARA Holdings Inc (MARA) General Counsel Zabi Nowaid Sells 8,376 Shares
MARA Holdings Inc's General Counsel, Zabi Nowaid, sold 8,376 shares of the company for approximately $100,512. This sale is part of a broader trend of insider selling at MARA, with 34 insider sells and zero insider buys over the past year. Despite this, GuruFocus assesses MARA as "Modestly Undervalued" based on its GF Value, and some institutional investors ("gurus") have been increasing their positions, presenting a mixed signal for investors.
MARA Holdings | 4: Statement of changes in beneficial ownership of securities-Officer Nowaid Zabi
This document from MARA Holdings details a statement of changes in beneficial ownership of securities for Officer Nowaid Zabi. It is a standard regulatory filing indicating alterations in an executive's holdings within the company.
MARA Holdings Stock Jumps 16% After Major Energy Buyout Accelerates AI Expansion
Marathon Digital (MARA) stock surged 16% following its acquisition of Long Ridge Energy & Power, signaling a strategic shift towards high-performance computing and AI infrastructure, moving beyond exclusive Bitcoin mining. This move is reinforced by strong demand for AI data center capacity, as evidenced by CoreWeave's Q2 results, and MARA's substantial Bitcoin holdings also contribute to its market sensitivity. Despite a broader market downturn and mixed analyst opinions, investors reacted positively to the transformative acquisition, viewing it as a strong indicator of the company's future direction in the AI sector.
MARA Holdings (NASDAQ: MARA) exec plans 8,376-share sale
Nowaid Zabi, an officer at MARA Holdings, Inc. (NASDAQ: MARA), plans to sell 8,376 shares of common stock with an aggregate market value of $100,002.93 around August 21, 2026, as per a Rule 144 notice. The shares were originally acquired through a stock grant on December 31, 2024. The filing also details two prior sales by Zabi within the last three months.
MARA Stock Gains $722 Million Amid Bitcoin Climb and AI-Focused Push
Marathon Digital Holdings (NASDAQ: MARA) saw its stock climb 19.4% over two sessions, adding an estimated $722 million to its market capitalization, significantly outpacing the gains from its Bitcoin holdings alone. This surge is attributed not only to Bitcoin's 11.3% rise but also to investor valuation of MARA's power and data-center offerings, signaling a market premium for its AI-focused strategy. Analysts remain split on MARA's future, with an average "Buy" rating but a wide range of price targets, reflecting varied expectations for its high-performance computing leases and Bitcoin exposure.
MARA Holdings stock surges 15 percent on Trump crypto push
MARA Holdings Inc. stock surged 15.5% after President Trump pushed for the Clarity Act, which aims to create a regulatory framework for cryptocurrencies. Despite the single-day rally, the company faces significant financial challenges, including a $609.7 million net loss in Q2 and high debt. The upcoming procedural vote on the Clarity Act on September 15th is identified as a critical event that could determine the company's future trajectory.
MARA Holdings, Inc. stock Analysis: Rally & Resistance in August 2026
MARA Holdings, Inc. stock surged 15.54% to $11.15 following renewed hopes for the Clarity Act, though it remains below key long-term moving averages. The daily chart indicates fading downside momentum, but shorter timeframes (1-hour and 15-minute) show overbought conditions near resistance, suggesting a potential pullback. The stock is at an inflection point, with immediate resistance at $11.19–$11.25 and insider selling by CEO Fred Thiel adding a cautious note.
MARA Holdings (MARA) Is Up 21.0% After Swinging To Q2 Loss Amid AI Infrastructure Pivot – Has The Bull Case Changed?
MARA Holdings (MARA) recently reported a significant swing to a Q2 2026 net loss of US$609.69 million, down from a net income of US$808.24 million, as sales also declined. This shift reflects the company's strategic pivot from bitcoin mining towards AI and high-performance computing infrastructure. Investors are now evaluating whether MARA's AI infrastructure supercycle strategy can justify these substantial losses and capital expenditures, with a partnership with Starwood Capital Group being a key element of their non-bitcoin revenue growth plan.
MARA Holdings Stock Surges Thursday: What's Driving the Action?
Shares of MARA Holdings Inc (NASDAQ: MARA) surged on Thursday due to a broader rally in crypto markets, specifically Bitcoin breaking above $72,000. MARA's stock benefits significantly from Bitcoin's performance as it is a large corporate holder of the digital asset. Additionally, the company is strategically transforming into a vertically integrated digital energy and AI infrastructure provider, expanding beyond pure-play Bitcoin mining.
MARA Holdings (MARA) Is Up 21.0% After Swinging To Q2 Loss Amid AI Infrastructure Pivot – Has The Bull Case Changed?
MARA Holdings (MARA) reported a significant swing to a Q2 2026 net loss of US$609.69 million, down from a net income of US$808.24 million a year prior, as sales declined to US$174.88 million. This financial shift comes amidst the company's pivot from bitcoin mining to AI and high-performance computing infrastructure, raising questions about its investment narrative and the efficiency of converting its digital infrastructure pipeline into cash-generative AI leases. Investors are now evaluating whether optimistic analyst forecasts remain valid given the deepening losses and the company's continued reliance on bitcoin mining volatility.
Trending Industry Today: MARA Holdings Leads Gains In Crypto Mining Stocks
This article highlights MARA Holdings' significant gains, leading the crypto mining stock sector. It notes a 7.9% increase in MARA Holdings' stock price, indicating a positive trend within the cryptocurrency mining industry today.
MARA jumps as Bitcoin rally lifts crypto-linked equities
MARA Holdings (MARA) saw an 11.4% increase in its stock price, primarily driven by a sharp rally in Bitcoin, which amplifies gains for crypto miners due to their close ties to the cryptocurrency's price. The company's recent financing and energy-infrastructure initiatives also contributed to the bullish reaction. Insider trading data shows significant insider selling, while institutional investors have a mixed but active stance on MARA stock.
