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BMBMNP

Bitmine Immersion Technologies, Inc.

$BMNP·$9.9B·Financial - Capital Markets·Financial Services
$89.31+0.1%
Mentions · last 7 days
2026-07-30: 8 posts2026-07-31: 3 posts2026-08-01: 4 posts2026-08-02: 1 posts2026-08-03: 9 posts2026-08-04: 0 posts2026-08-05: 0 posts25
Price updated 3m ago·X counts updated 22h ago
BMBMNP
$BMNPBitmine Immersion Technologies, Inc.
$89.31+0.06%25 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BMNP, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-06

The move is getting stronger, with heavier trading behind it.

Bitmine Immersion Q2 revenue $46.5M grew 22x YoY — the bitcoin-mining and immersion-cooling story is at $9.9B market cap, PS 172x on rapid growth.

Bitmine Immersion Technologies is a bitcoin-mining and immersion-cooling infrastructure company — a story-driven equity where the recent revenue acceleration reflects the mining/hosting expansion but the $9.9B market cap is extremely rich relative to fundamentals.

Where the tape stands:

  • Growth is enormous: Q2 revenue $46.5M grew 22x year over year and 3.2x quarter over quarter — decisive scaling.
  • Margins are strong at the gross line: gross margin 88%, operating margin -25% — mining-services economics with the operating scaling.
  • Beat cadence data is unusable: 0, 0 surprises.
  • Positioning metrics not fully meaningful: recently public with limited history.
  • PS ratio 172x is nosebleed — the equity is pricing forward growth aggressively.
  • Multiple 8-K Reg FD disclosures throughout July (Jul 13, 16, 20, 27; Aug 3) suggest active investor engagement — either capital markets or partnership announcements.
  • Insider signal is broad M-Exempt on Jul 23 (multiple insiders converting options) — routine.
  • The Jul 13 articles-amendment 8-K plus change in fiscal year is corporate-restructuring signal.
  • Nov 20 next earnings — analyst estimate $0.06 EPS.

Nov 20 earnings decides whether the tape holds current — clean mining-hash-rate growth and continued revenue scaling keeps this working; a bitcoin-price rollover or operational stumble cools this sharply given the extreme valuation.

Differs from X sentimentNo meaningful X sentiment sample exists for BMNP — a story-driven bitcoin-mining-plus-cooling equity with the enormous 172x PS multiple. The absence itself is informative: no organic discovery narrative has formed around the current story yet, so the extreme valuation is driven by institutional-flow or corporate-action mechanics rather than retail-attention.

What to watch: Nov 20 earnings — clean mining-hash-rate growth and continued revenue scaling holds current levels; a bitcoin-price rollover or operational stumble cools this sharply given the extreme valuation.

On the calendar: 2026-11-20 — Q4 FY26 earnings

Read the AI verdict + X sentiment for $BMNP

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

Industry overviewAI analysisGenerated by AI from underlying data

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

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
+5.0%YTD
+9.5%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
-76.4%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
-145%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
-2.8%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
171.5Same 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
-84.6%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
83.5%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
0.0Total 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 2026Jul 14, 2026$-0.04$-0.040.0%
Q1 2026Apr 14, 2026$0.09——
Next earningsFri, Nov 20·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$46.5M+2167.9%87.7%-25.5%$-0.15$29.0M
Q2 FY26$11.0M+627.6%87.1%-34980%$-8.40$-88.2M
Q1 FY26$2.3M+91.0%55.3%-237863%$-15.98$-228.7M
Q4 FY25$1.3M+94.1%-45.7%33699%$1.62$-6.6M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$125.2M$125.2M – $125.2M-$15.82-$15.82 – -$15.821
FY27$429.9M$429.9M – $429.9M$0.50$0.50 – $0.501
FY28$441.7M$441.7M – $441.7M$0.00$0.00 – $0.001

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.0.4×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.—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.—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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 556.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% 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.β0.005-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuyApr 20Lori LoveDirector227 sh$5KBuyApr 16Lori LoveDirector474 sh$10K
+ 10 other (10 exempts) in window

See when $BMNP 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

8-KPress release / Reg FDAug 38-K — Item 7.01: Press release / Reg FD
AI summary

BMNP made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all BMNP investors.

8-KPress release / Reg FDJul 278-K — Item 7.01: Press release / Reg FD
AI summary

BMNP made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all BMNP investors.

8-KPress release / Reg FDJul 208-K — Item 7.01: Press release / Reg FD
AI summary

BMNP made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all BMNP investors.

8-KPress release / Reg FDJul 168-K — Item 7.01: Press release / Reg FD
AI summary

BMNP made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all BMNP investors.

8-KCharter amendmentJul 138-K — Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

BMNP amended its articles of incorporation or bylaws. Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. Governance document amendments affect shareholder rights and corporate rules, and Item 5.03 requires prompt public disclosure of any such material changes.

8-KPress release / Reg FDJul 68-K — Item 7.01: Press release / Reg FD
AI summary

BMNP made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all BMNP investors.

8-KPress release / Reg FDJun 298-K — Item 7.01: Press release / Reg FD
AI summary

BMNP made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all BMNP investors.

8-KPress release / Reg FDJun 228-K — Item 7.01: Press release / Reg FD
AI summary

BMNP made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all BMNP investors.

+ 49 other (33 8-Ks · 2 10-Qs · 2 CERTs · 2 8-A12Bs) in window

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Voices on X · last 7 days

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