TickerTalks
Browse all tickers →
TickerTalks›$BTBT
BTBTBT

Bit Digital, Inc.

$BTBT·$450M·Financial - Capital Markets·Financial Services
$1.01-6.0%YTD-44.6%1Y-73.4%
Price updated 5m ago·X counts updated 5d ago
BTBTBT
$BTBTBit Digital, Inc.
$1.02-6.02%200 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $BTBT 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.

200X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BTBT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-15

H.C. Wainwright reiterates Buy with a $4 PT flagging an ~25% NAV discount, and posters cite ETH treasury strength plus a WYFI AI-infrastructure stake as the catalysts. Setups eye a double-bottom trigger and squeeze-the-shorts framing tied to ETH's next leg.

Read what X is saying about $BTBT

  • 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
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

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

Bit Digital pivoting from Bitcoin to ETH treasury plus AI infrastructure — H.C. Wainwright $4 PT on 25% NAV discount.

Bit Digital is a Bitcoin miner now pivoting toward Ethereum treasury management and WYFI AI-infrastructure stake. The stock is down 51% TTM, consolidating around the 50-day MA with a specific NAV-discount narrative supporting an H.C. Wainwright $4 price target.

  • The P&L is in flux: revenue grew 11% YoY to $27.9M last quarter at a -78% operating margin — the Bitcoin mining economics are weak at current difficulty, and the pivot to ETH treasury + AI-infrastructure is just getting started.
  • The ~25% NAV discount H.C. Wainwright cites is the specific value anchor — if the ETH treasury holdings and the WYFI AI-infrastructure stake are credible, the market is pricing the business below the sum-of-parts.
  • No insider trading in the window; volume at 0.48x normal is light, meaning the chart is coiling on specific-catalyst waiting (ETH breakout, WYFI commercial milestones), not retail-driven speculation.

Coiling resolves higher if Nov 12 earnings confirm ETH treasury accumulation above $50M, WYFI AI-infrastructure revenue trajectory, and the NAV-discount closes. It resolves lower if Bitcoin mining losses widen or an additional dilutive raise lands; the setup is a NAV-arbitrage + ETH beta trade on an improving mix.

Agrees with X sentimentX bulls citing H.C. Wainwright's $4 PT, the ~25% NAV discount, ETH treasury strength, and the WYFI AI-infrastructure stake are reading the specific value elements correctly — the setup requires ETH to extend and WYFI to deliver, both of which are external to BTBT's own operations.

What to watch: Nov 12 earnings — ETH treasury position disclosure, WYFI AI-infrastructure revenue contribution, Bitcoin mining margin, and cash runway. Another dilutive raise or widening mining losses is what breaks the coil lower.

On the calendar: 2026-11-12 — Q3 FY26 earnings

Read the AI verdict on $BTBT

  • 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
Free, forever. No credit card.

What it does

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

Mines Bitcoin and operates GPU-based cloud computing infrastructure marketed for AI workloads.

Industry overviewAI analysisGenerated by AI from underlying data

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

Financial - Capital Markets · Financial Services

No material change from last week — digital-asset platforms drive growth as retail crypto trading and stablecoin adoption (USDC via CRCL) expand.

What this means for $BTBT

Neutral — Mines Bitcoin and operates GPU-based cloud computing infrastructure marketed for AI workloads.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.4%YTD
+2.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-3.2How 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
0.0%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
102%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
-298%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
4.9Same 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
-0.1%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
46.7%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
0.8Total 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 13, 2026$-0.31$-0.04-588.9%
Q1 2026May 14, 2026$-0.45$-0.04-1025.0%
Q4 2025Mar 31, 2026$-0.53$-0.02-2550.0%
Q3 2025Nov 14, 2025$0.47$-0.00+11850.0%
Next earningsThu, Nov 12·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$27.9M+11.2%20.7%-78.2%$-0.45$-170.3B
Q4 FY25$32.3M-60.5%55.7%-42.1%$-0.58$-206.0M
Q3 FY25$30.0M+32.2%59.6%473%$0.48$-256.8M
Q2 FY25$25.7M-11.4%48.6%45.7%$0.07$-64.5M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$150.3M$141.9M – $157.5M-$0.73-$0.75 – -$0.714
FY27$309.3M$293.5M – $325.0M-$0.03-$0.05 – -$0.013
FY28$405.6M$365.7M – $443.3M$0.18$0.16 – $0.211

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.0.7×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.-28.7%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.-36.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 352.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.0% 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.β3.845-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

No open-market buys or sells in the last 180 days.

+ 8 other (4 awards · 2 exempts · 2 others) in window

See when $BTBT 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 FDSep 98-K — Item 7.01: Press release / Reg FD
AI summary

Bit Digital (BTBT) is presenting its investor deck at the Moody Capital Solutions conference (September 9–10) and the H.C. Wainwright Global Investment Conference (September 14–16). The filing is a routine Regulation FD investor-relations disclosure.

SC 13D/AActivist amendmentAug 25SC 13D/A
AI summary

Bit Digital, Inc. (BTBT) filed Amendment No. 1 to its Schedule 13D for WhiteFiber, Inc. on August 21, 2026, reporting 27,043,750 ordinary shares (59.9%) following entry into a lock-up agreement in connection with WhiteFiber's convertible senior note offering arranged by Barclays. Bit Digital's percentage decreased solely due to the issuance of additional WhiteFiber shares, with Bit Digital's own holdings unchanged. Bit Digital remains a 59.9% controlling holder of WhiteFiber but is now subject to lock-up restrictions, limiting near-term flexibility.

SC 13D/AActivist amendmentAug 24SC 13D/A
AI summary

Geney Development Limited (BVI, 12.2%) and Erke Huang (CFO/Director, 15.2% combined) filed Amendment No. 2 to their Schedule 13D for Bit Digital, Inc. (BTBT) on August 18, 2026. Geney holds 50M ordinary shares (sole voting) with limited dispositive power (1M), while Huang directly holds 12.665M shares and shares power over Geney's 50M shares; preference shares were issued to Geney in exchange for 1,000,000 ordinary shares. These are significant insider/strategic holders; the amendment reflects an internal share structure update through a preference share conversion.

8-KPress release / Reg FDAug 138-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Bit Digital (BTBT) filed an 8-K on August 13, 2026 covering Items 2.02 and 7.01, reporting financial results and a concurrent Regulation FD disclosure. Body unavailable — earnings details are in Exhibit 99.1, which is not included in the excerpt. Bit Digital is a digital-asset mining and AI infrastructure company; the Reg FD item typically accompanies a press release or investor presentation. The filing covers both earnings disclosure and simultaneous investor communication obligations.

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

BTBT announced a leadership Departure involving Certain Officers, who serves as Director. Item 5.02 mandates timely disclosure of executive and director transitions, which can significantly affect BTBT's strategic direction and investor confidence.

8-KCharter amendmentJul 308-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

BTBT (BTBT) disclosed an amendment to its articles of incorporation or bylaws (Item 5.03, filed 2026-07-30). Charter amendments may affect voting rights, anti-takeover provisions, or governance procedures. Review the specific changes for any impact on shareholder rights.

8-KPress release / Reg FDJun 308-K — Item 7.01: Press release / Reg FD
AI summary

Bit Digital (Cayman Islands crypto miner, Nasdaq-listed) furnished an investor presentation under Reg FD on June 30, 2026. The filing is a standard investor-relations disclosure with no material new operating data extractable from the available excerpt. Routine Reg FD furnishing.

8-KMaterial agreementMay 278-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Bit Digital, Inc.'s wholly-owned subsidiary Bit Digital Capital, Inc. entered into a Delayed Draw Term Loan Facility on May 20, 2026, lending up to $100 million (expandable to $150 million) to Enovum NC-1 Venture, LLC, an indirect subsidiary of WhiteFiber Inc., for building out the first phase of an HPC data center in Madison, North Carolina. The loan bears interest at 9.5% per annum (reducing to 8% after a Rate Step Down Event) with a nine-month initial term, extendable by three months. Bit Digital is acting as a lender to a related HPC infrastructure partner, positioning it within the AI/HPC data center buildout trend while earning interest income rather than taking on construction risk directly.

+ 10 other (5 proxys · 2 10-Qs · 1 RW · 1 S-8) in window

Recent news

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

Bit Digital, Inc. (BTBT) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·7d agoBit Digital (NASDAQ:BTBT) Shares Down 5.2% – Here’s Whydefenseworld.net·9d agoBit Digital, Inc. (BTBT) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.com·11d agoBit Digital, Inc. (BTBT) Stock Declines While Market Improves: Some Information for Investorszacks.com·21d agoBit Digital, Inc. (BTBT) is Attracting Investor Attention: Here is What You Should Knowzacks.com·22d ago

In themes

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

Crypto Equity Plays

More in Financial - Capital Markets

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$HOOD$GOLD$CRCL$GS$BMNR$MARA$NMR$WULF
Voices on X · top 3 · last 7 days

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.

PrivacyTermsSupport