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TickerTalks›$ABTC
ABABTC

American Bitcoin Corp

Hot onTrending downwardX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$ABTC·$583M·Financial - Capital Markets·Financial Services
$8.03-1.2%YTD-69.4%1Y-94.2%
Price updated 12h ago·X counts updated 2d ago
ABABTC
$ABTCAmerican Bitcoin Corp
$8.03-1.23%548 posts6×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ABTC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

548X posts · last 7 days
Aug 27Sep 9
Chatter Meter
6×
QuietNormal · 1×Loud

How loud $ABTC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 98% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data30 posts analyzed · as of 2026-09-10

$ABTC posts are almost entirely the StonkFun 'Anime Bitcoin' meme on Solana — an anime waifu token paired with WBTC that pays holders in BTC — and the crowd is loudly bullish, quoting BTC airdrops of $150+, Elon-adjacent lore and 'severely undervalued' takes. American Bitcoin Corp's Nasdaq anniversary shows up once but is drowned out by the meme.

Read what X is saying about $ABTC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ABTC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-09-11

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The Trump-adjacent Bitcoin miner is down 94% and just lost its interim CFO — the thesis has cracked.

American Bitcoin Corp is a Bitcoin mining and treasury company that came to public markets on the political-crypto trade and has lost 94% of its value in the trailing year. The August interim CFO resignation compounds a story that was already fully broken.

  • The base is off very low levels: Q1 revenue grew 403% YoY off a tiny $62M base — that growth number sounds good until you note the FY26 EPS consensus of -$2.03 and the -190% operating margin, meaning the company burns ~2x its revenue in operating cost.
  • The corporate governance signal is loud: President and Interim CFO Matthew Prusak voluntarily resigned effective August 4 — an interim CFO leaving before a permanent replacement is on board is exactly the kind of departure that signals internal problems, and it lands right into a 94% drawdown.
  • The tape has coiled at survival levels: at 2.1% of the 52-week range and up 15% above the 50-day, meaning the stock has stopped falling but hasn't yet convinced anyone to accumulate — a coiled setup, but the coil is on top of a broken thesis.

The setup restarts only if a permanent CFO is named AND Bitcoin runs meaningfully higher into fresh highs. Absent both, the coil resolves to the downside; a director-buy cluster on top of a permanent CFO announcement is what would flip the tape.

Differs from X sentimentThe bullish X sentiment on $ABTC is almost entirely about 'Anime Bitcoin' — a StonkFun Solana meme paired with WBTC — not American Bitcoin Corp the miner. American Bitcoin's actual NYSE anniversary shows up once in the pool but is drowned out by the meme. There is essentially no useful crowd signal on this equity, which underlines that retail has walked away from a 94%-down miner as management transitions unresolved.

What to watch: Permanent CFO announcement — the missing piece that would signal the governance issue is resolved. Also watch for insider buying at these levels; two directors bought roughly $1M each in August, and another cluster would be a real accumulation signal. Nov 5 Q3 earnings is the next scheduled test.

On the calendar: 2026-11-05 — Q3 earnings

sentiment mismatch

Read the AI verdict on $ABTC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Bitcoin mining and accumulation company formed from merging Hut 8 and American Data Centers infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Financial - Capital Markets sits in its cycle right now — and what that implies for $ABTC.

Financial - Capital Markets · Financial Services

No material change from last week — equity market strength keeps the IPO backlog open and sponsor exits accelerating, lifting advisory and trading revenue across traditional brokers (GS, MS, SCHW). The digital-asset cohort rides crypto volume as a concurrent but separate amplifier.

What this means for $ABTC

Neutral — US Bitcoin miner driven entirely by BTC price and hash rate economics; equity market activity has no direct effect on mining returns.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+5.4%YTD
+8.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-16.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-101%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-27.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-29.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$-0.80$-0.07-1085.2%
Q1 2026May 6, 2026$-1.20$0.07-1700.0%
Q4 2025Feb 26, 2026$-0.92$0.23-510.0%
Q3 2025Nov 14, 2025$0.06$0.23-74.0%
Next earningsThu, Nov 5·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$62.1M+403.5%52.4%-190%$-1.20$-43.0M
Q4 FY25$78.3M+400.2%53.1%-134%$-0.91$-36.5M
Q3 FY25$64.2M+453.1%32.3%27.9%$0.06$-38.4M
Q2 FY25$1.4M-75.0%-54.2%-177%$-5.25$-879K

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$296.8M$296.8M – $296.8M-$2.03-$2.03 – -$2.031
FY27$455.1M$455.1M – $455.1M$0.31$0.31 – $0.311
FY28$217.2M$217.2M – $217.2M-$0.47-$0.47 – -$0.471

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+15.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-53.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 66.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 6Justin MateenDirector162.4K sh$1.0MBuyAug 5Justin MateenDirector144.5K sh$925KBuyJun 15Richard BuschDirector450.0K sh$392K
+ 7 other (3 awards · 3 exempts · 1 other) in window

See when $ABTC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 73
AI summary

Paul Sacks filed an initial Form 3 as Interim CFO of American Bitcoin Corp., reporting beneficial ownership of 56,497 restricted stock units (RSUs) granted May 4, 2026. The RSUs vest ratably in three equal annual installments on the first, second, and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of Class A Common Stock, or cash, at the company's discretion. This is a routine officer ownership disclosure for the newly registered insider of the publicly traded bitcoin mining company.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
AI summary

American Bitcoin Corp. (ABTC) disclosed that President and Interim CFO Matthew Prusak voluntarily resigned effective August 4, 2026, to pursue a role in his hometown of Austin, Texas. The departure was not the result of any disagreement with the company. Zach Sacks was simultaneously appointed as Interim CFO, after previously serving in undisclosed roles; he holds a BBA from UMass Amherst. An indemnification agreement was entered with Sacks in connection with his appointment as executive officer. This is a leadership transition with no disclosed financial terms and low immediate financial impact.

8-KCharter amendmentJul 68-K — Item 3.03 · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

American Bitcoin Corp. (ABTC) filed an 8-K on July 6, 2026 reporting that it amended its Delaware certificate of incorporation to effect a 1-for-15 reverse stock split, effective July 2, 2026, with shares trading on a split-adjusted basis under a new CUSIP (02462A 203) beginning July 6, 2026. Stockholders had approved the split at the June 22, 2026 Annual Meeting, authorizing a ratio between 1-for-5 and 1-for-40; the Board selected 1-for-15. No fractional shares were issued; holders receive a cash payment instead. The reverse split reduces share count by 93%, which typically aims to boost the per-share price to meet exchange minimum price requirements or attract institutional investors.

8-KShareholder voteJun 248-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

American Bitcoin Corp. (ABTC) reported results from its June 22, 2026 Annual Meeting, where 93.56% of voting power participated. Stockholders elected Asher Genoot as a Class I director (for ~6.85 trillion votes in favor), ratified KPMG LLP as auditor for 2026, and approved a reverse stock split authorization at a ratio between 1-for-5 and 1-for-40 at the Board's discretion. The approval of the reverse split authorization — at ratios as aggressive as 1-for-40 — gave the Board wide latitude to address what was presumably a very low per-share price, and the Board subsequently implemented the 1-for-15 split effective July 2, 2026.

+ 9 other (2 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why American Bitcoin (ABTC) Stock Is Sliding Fridaybenzinga.com·7d agoInsider Buying: American Bitcoin (NASDAQ:ABTC) Director Buys $1,005,491.22 in Stockdefenseworld.net·32d agoInsider Buying: American Bitcoin (NASDAQ:ABTC) Director Acquires $925,075.20 in Stockdefenseworld.net·32d agoAmerican Bitcoin Corp. (ABTC) Q2 2026 Earnings Call Transcriptseekingalpha.com·37d agoAmerican Bitcoin Q2 Earnings: A Better Miner, Not Yet A Better Investmentseekingalpha.com·37d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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