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ABABTC

American Bitcoin Corp

$ABTC·$406M·Financial - Capital Markets·Financial Services
$5.48-6.6%YTD-77.6%1Y-92.8%
Mentions · last 7 days
2026-07-21: 31 posts2026-07-22: 19 posts2026-07-23: 37 posts2026-07-24: 26 posts2026-07-25: 14 posts2026-07-26: 16 posts2026-07-27: 12 posts155+12%
Price updated 8m ago·X counts updated 23h ago
ABABTC
$ABTCAmerican Bitcoin Corp
$5.48-6.64%155 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ABTC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-07-27

Falling on heavy selling — points lower unless it turns around.

The bitcoin miner is down 94% TTM with a 1-for-15 reverse split just executed — the classic distressed-crypto-equity setup.

American Bitcoin Corp (formed via American Data Centers + Hut 8 mining consolidation) is a small-cap bitcoin miner that's had a brutal 12 months — down 94% TTM with a 1-for-15 reverse split executed July 2. A distressed-crypto-equity setup.

  • The core is genuinely broken: Q1 revenue grew 403% YoY to $62M off a tiny prior base, but at 52% gross margin, -190% operating margin, and FCF -$43M — the burn far exceeds the operating leverage of the revenue growth.
  • The reverse split is a structural admission: July 2 1-for-15 reverse stock split effective — the specific mechanical action taken when a stock trades too low to remain listed, and it doesn't fix the underlying operating problems, only the tape optics.
  • Analyst estimates are lumpy: FY26 EPS of -$1.10, FY27 EPS of $0.10, FY28 EPS -$1.05 — a truly volatile EPS trajectory that the sell-side can't confidently project, so any actual print materially resets expectations.
  • Setup is completely broken: shares at 0.3% of the 52-week range (essentially at 52-week low), 50% below the 50-day, 80% below the 200-day, beta 3.8 — a name in genuine 'no bid' mode.

August 13 is unlikely to reverse this — another quarter of negative operating margin plus continued bitcoin exposure without concrete AI-hosting pivot commentary confirms the broken-story read; only a strategic acquisition announcement or dramatic operational reset could flip the tape. The '-94% TTM' framing is genuinely the base case, not just a bear talking point.

What to watch: August 13 Q2 earnings: watch revenue growth, hosting-vs-mining mix, cash-burn trajectory, and any strategic pivot or acquisition commentary; a dramatic operational reset is what's needed to change the read.

On the calendar: 2026-08-13 — Q2 earnings

at 52w lowreverse split executeddistressed crypto equity

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What it does

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

American Bitcoin Corp (ABTC) operates as a firm focused on strategically accumulating and mining Bitcoin. The company was established through the consolidation of American Data Centers and Hut 8’s mining division. Its core mission is to boost its Bitcoin holdings on a per-share basis, which it achieves through a two-pronged approach: maintaining robust, large-scale mining operations and executing tactical Bitcoin acquisitions when market conditions are favorable. ABTC commenced trading publicly on the Nasdaq exchange in September 2025, an event that occurred after its merger with Gryphon Digital Mining.

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 — Robinhood reporting its highest single-day signups confirms the retail infrastructure layer directly benefits from high-profile IPO cycles.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+4.8%YTD
+7.9%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
Q1 2026May 6, 2026$-1.20$0.07-1700.0%
Q4 2025Feb 26, 2026$0.23$0.15+50.0%
Q3 2025Nov 14, 2025$0.06$0.23-74.0%
Q2 2025Aug 14, 2025$-1.05$-0.80-31.3%
Next earningsThu, Aug 13·consensus EPS $0.01

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$275.7M$275.7M – $275.7M-$1.10-$1.10 – -$1.101
FY27$300.6M$300.6M – $300.6M$0.10$0.10 – $0.101
FY28$474.7M$474.7M – $474.7M-$1.05-$1.05 – -$1.051

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.0.8×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.0%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.-47.4%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.-79.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 64.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β3.825-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

BuyJun 15Richard BuschDirector450.0K sh$392KBuyMar 5Richard BuschDirector68.0K sh$78KBuyMar 4Richard BuschDirector90.0K sh$103KBuyMar 3Justin MateenDirector1.8M sh$1.9MBuyMar 3Richard BuschDirector240.0K sh$230K
+ 8 other (4 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
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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

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 proxys · 1 10-Q · 1 ARS) in window

Recent news

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

American Bitcoin Schedules Second Quarter 2026 Earnings Release and Conference Callprnewswire.com·19d agoAmerican Bitcoin Announces Effective Date of Reverse Stock Splitprnewswire.com·28d agoCoinbase Strategist: Bitcoin Has Survived “6 of These Cycles” in 15 Years and “Over 40 Countries” Hold Bitcoin247wallst.com·28d agoBitcoin's high conviction holders are turning into sellers as the crypto's price hits new lowscnbc.com·55d agoAmerican Bitcoin Corp. (ABTC) Reports Q1 Loss, Misses Revenue Estimateszacks.com·83d ago

In themes

Explore the broader themes this ticker is being talked about under.

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