MARA MARA Holdings, Inc.

bullish · high conviction track record → $10.47 -0.02 (-0.2%)

Mkt Cap $4B 52wk $6.66 - $23.45 Earnings 2026-05-07 2h ago

Insider selling: $16,736,112 sold by 12 insiders (30d)

Est. revisions: -488.5%

Factor Model (net -3.5)

Factor Model

net -3.5 6.6 / 10

Est. Revisions

-1.0

Insider Activity

+0.0

Momentum

-0.3

Analyst Rev.

-1.0

Narrative Gap

-0.5

MARA pivots with 1.9GW AI power plan

Watch: Track quarterly data center build rates and how quickly AI capacity ramps, signaling success of the pivot away from Bitcoin mining.

MARA shares rose 6% to above $11 as it shifts from Bitcoin mining to AI and data center infrastructure. The company acquired 64% of Exaion to build AI inference facilities in Europe and partnered with Starwood to deliver over 1 gigawatt of IT capacity with potential 50% ownership. It sold 15,133 Bitcoin for $1.1 billion and used proceeds to cut debt by 30%.

MARA is transforming from a pure Bitcoin miner into an AI infrastructure player, diversifying revenue streams and leveraging Bitcoin assets as financial fuel to fund massive data center expansion.

Evidence

2h ago MARA Rises 6%: Bitcoin Miner Turned AI Infrastructure Play Has the Market Divided and Buzzing - 24/7 Wall St. google-news-ai-infra

7d ago MARA Sold 15,133 Bitcoins to Escape the Mining Trap. Now Comes the Hard Part yahoo-finance

10d ago Stocks making the biggest moves premarket: Netflix, Soleno Therapeutics, Strategy & more cnbc-finance

12d ago Trouble at MARA? 15% Mining Giant Forced To Cut Staff, Dump BTC amid $1.3B Loss yahoo-finance

12d ago MARA Holdings (MARA) Jumps 8.3% on AI-HPC Drive yahoo-finance

20d ago MARA Sells $1B In Bitcoin At A Loss To Pay Down Debt As Hedge Fund CIO Warns: 'Just The Beginning' benzinga

21d ago MARA Holdings’ Stock Jumps On Plan To Reduce Debt yahoo-finance

25d ago Analysts Remain Bullish on MARA Holdings (MARA) Amid Company’s Strategic Transition to AI yahoo-finance

7 older signals

32d ago MARA Holdings (MARA) Climbs 6.4% as Bitcoin Comes Back Strong

35d ago MARA Holdings, Inc. (MARA) Target Lowered to $9 at Clear Street Amid Mining Challenges

37d ago Mara Holdings call volume above normal and directionally bullish

40d ago Two Sigma 13F (2025Q4):. New position in KMB ($246,383,469) +382 more. Exited NB

42d ago Fred Thiel Says MARA Holdings Will Leverage Bitcoin Holdings For 'Financial Flexibility' As Firm Pivots Beyond Pure-Play Mining

44d ago Stocks Recover as Iran War Pushes Energy and Defense Stocks Higher - Nasdaq

44d ago Stocks Recover as Iran War Pushes Energy and Defense Stocks Higher - TradingView

Fundamentals & Data ▾

MARA Holdings, Inc. Financial Services · Capital Markets

Mkt Cap

$4B

Beta

5.30

52w Range

$6.66 - $23.45

Short Interest

114.4M 38.58%

Days to Cover

2.4 +3%

Technicals downtrend

from 52w Hi

-0.2%

1w return

+10.2%

Insiders

selling 0B / 13S

EPS Estimate

$-0.51 -488.5% 30d 0up / 1dn

Est. Dispersion

137% 2 analysts

Analyst Target

$16 $8 - $30

Options P/C

0.26

Insider Cluster

strong sell 0B / 5S

Fund Convergence

strong Citadel, Renaissance, D.E. Shaw, Two Sigma

Financials

Revenue

$202M -6% YoY

FCF

$-389M

Gross Margin

75%

Op Margin

-164%

Momentum: decelerating

Top Holders

Citadel $163M

Renaissance $17M

D.E. Shaw $3M

Two Sigma

Recent Filings & Data

insider trade 86

net selling · $16,736,112 sold

12 insiders · 86 transactions (30d)

Recent transactions

THIEL FREDERICK G · sell · $252,496

KHAN SALMAN HASSAN · sell · $146,880

THIEL FREDERICK G · award

KHAN SALMAN HASSAN · award

NOWAID ZABI · award

THIEL FREDERICK G · award

KHAN SALMAN HASSAN · award

NOWAID ZABI · award

THIEL FREDERICK G · sell · $210,688

KHAN SALMAN HASSAN · sell · $122,560

MELLINGER DOUGLAS K · award

ANTOUN GEORGES J · award

HUMPTON BARBARA · award

LEUPP JAY P · award

GEORGE JANET · award

MEALER-BURKE VICKI · award

THIEL FREDERICK G · sell · $297,054

THIEL FREDERICK G · sell · $296,229

KHAN SALMAN HASSAN · sell · $398,723

THIEL FREDERICK G · sell · $329,785

KHAN SALMAN HASSAN · sell · $416,437

MELLINGER DOUGLAS K · sell · $16,550

NOWAID ZABI · sell · $480,220

THIEL FREDERICK G · sell · $538,273

KHAN SALMAN HASSAN · sell · $789,806

MELLINGER DOUGLAS K · sell · $20,710

THIEL FREDERICK G · sell · $927,744

KHAN SALMAN HASSAN · sell · $564,048

MELLINGER DOUGLAS K · sell · $16,100

MEALER-BURKE VICKI · sell · $226,580

THIEL FREDERICK G · sell · $420,276

KHAN SALMAN HASSAN · sell · $546,334

MELLINGER DOUGLAS K · sell · $16,210

THIEL FREDERICK G · sell · $536,898

KHAN SALMAN HASSAN · sell · $661,645

MELLINGER DOUGLAS K · sell · $17,420

THIEL FREDERICK G · sell · $420,826

KHAN SALMAN HASSAN · sell · $550,518

MELLINGER DOUGLAS K · sell · $16,000

THIEL FREDERICK G · sell · $431,278

KHAN SALMAN HASSAN · sell · $261,856

MELLINGER DOUGLAS K · sell · $48,000

THIEL FREDERICK G · sell · $825,150

KHAN SALMAN HASSAN · sell · $501,000

NOWAID ZABI · sell · $26,680

KHAN SALMAN HASSAN · sell · $255,677

MELLINGER DOUGLAS K · award

THIEL FREDERICK G · award

ANTOUN GEORGES J · award

HUMPTON BARBARA · award

LEUPP JAY P · award

GEORGE JANET · award

KHAN SALMAN HASSAN · award

NOWAID ZABI · award

MEALER-BURKE VICKI · award

THIEL FREDERICK G · sell · $458,783

THIEL FREDERICK G · sell · $495,365

MELLINGER DOUGLAS K · sell · $17,000

HUMPTON BARBARA · award

GEORGE JANET · award

THIEL FREDERICK G · sell · $646,368

KHAN SALMAN HASSAN · sell · $392,450

MELLINGER DOUGLAS K · sell · $23,800

LEUPP JAY P · sell · $203,320

LEUPP JAY P · sell · $303,072

THIEL FREDERICK G · sell · $544,599

KHAN SALMAN HASSAN · other

KHAN SALMAN HASSAN · sell · $330,660

MELLINGER DOUGLAS K · sell · $24,060

THIEL FREDERICK G · sell · $481,338

KHAN SALMAN HASSAN · sell · $292,250

MELLINGER DOUGLAS K · sell · $16,770

THIEL FREDERICK G · sell · $431,938

KHAN SALMAN HASSAN · sell · $262,190

MELLINGER DOUGLAS K · sell · $16,050

OUISSAL SAID · sell · $209,448

MELLINGER DOUGLAS K · award

DENUCCIO KEVIN A · award

THIEL FREDERICK G · award

ANTOUN GEORGES J · award

OUISSAL SAID · award

LEUPP JAY P · award

JAMES SARITA M · award

KHAN SALMAN HASSAN · award

NOWAID ZABI · award

MEALER-BURKE VICKI · award

ⓘ Filing analysis pending — next scan runs every 12 hours

ⓘ Transcript analysis coming soon

15 signals · latest 2h ago

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