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BTBTDR

Bitdeer Technologies Group

$BTDR·$2.6B·Software - Application·Technology
$9.72-6.5%YTD-14.9%1Y-51.3%
Price updated 5h ago·X counts updated 4d ago
BTBTDR
$BTDRBitdeer Technologies Group
$9.72-6.54%324 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BTDR 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.

324X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BTDR'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 data7 posts analyzed · as of 2026-09-15

Bitdeer converts its Tydal site to 180 MW AI colocation with an 8-year option toward $8B, and posters call it the cheapest-valued AI-data-center company. Miner-to-AI valuation rerate framing benefits BTDR alongside CIFR and RIOT.

Read what X is saying about $BTDR

  • 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 $BTDR — 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.

Bitcoin miner pivoting to AI hosting with a 180MW Tydal conversion — the IREN/CIFR playbook, cheaper.

Bitdeer Technologies is a Singapore-based Bitcoin miner now pivoting toward AI data-center hosting — the same playbook as IREN and Cipher Mining, but at a smaller market cap and cheaper on sales multiples. The stock is roughly flat YTD, down 41% TTM, consolidating around the 50-day moving average.

  • The P&L is still unprofitable but revenue is scaling: revenue grew 169% YoY to $189M last quarter at a -27% operating margin and barely-positive 3.4% gross margin — the business is in flux between Bitcoin mining and AI hosting economics.
  • The Tydal 180MW AI colocation conversion with an 8-year option toward $8B is the specific commercial catalyst — if the AI-hosting demand materializes at the modeled dayrates, Bitdeer re-rates sharply higher as a pure-play AI infrastructure name.
  • The $1B equity raise (Aug 10, 424B5) is significant dilution — Bitdeer is funding the pivot through capital markets rather than operating cash flow, which is standard for the cohort but keeps the overhang real.

Coiling resolves higher if Nov 9 earnings show signed AI-hosting contracts with named counterparties (hyperscalers, neoclouds) and the Tydal conversion stays on schedule. It resolves lower if revenue stays Bitcoin-mining-weighted without signed AI contracts, or if another dilutive raise lands before AI revenue converts. This is a mid-pivot story that needs commercial validation.

Agrees with X sentimentX bulls citing Tydal 180MW conversion and the cheapest-valued AI-data-center framing have the thesis right — Bitdeer is cheaper than IREN or CIFR on sales multiples, and the pivot is comparable; the gap is the market needs a signed hyperscaler contract before the re-rate converges.

What to watch: Nov 9 earnings — AI hosting revenue contribution, Tydal 180MW conversion status, any signed hyperscaler contract, and cash position after the $1B raise. A Bitcoin-mining-only quarter or more dilution without AI contracts is what breaks the coil lower.

On the calendar: 2026-11-09 — Q3 FY26 earnings

Read the AI verdict on $BTDR

  • 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.

Operates bitcoin mining data centers and sells cloud hashrate; also developing proprietary ASIC chips and cloud computing infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $BTDR.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $BTDR

Partial — Operates bitcoin mining data centers and sells cloud hashrate; also developing proprietary ASIC chips and cloud computing infrastructure.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+2.9%YTD
-5.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-8.1How 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
-7.2%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
-27.4%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
-51.9%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
5.5Same 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
-70.0%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
3.4%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
2.8Total 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 10, 2026$-0.37$-0.36-1.6%
Q1 2026May 14, 2026$-0.68$-0.46-48.1%
Q4 2025Feb 12, 2026$-0.73$-0.15-386.7%
Q3 2025Nov 10, 2025$-1.28$-0.22-481.8%
Next earningsMon, Nov 9·consensus EPS $-0.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$188.9M+169.4%-20.7%-56.1%$-0.68$-440.6M
Q4 FY25$224.8M+225.8%4.7%-35.1%$0.31$-650.3M
Q3 FY25$169.7M+173.6%24.1%4.0%$-1.28$-580.0M
Q2 FY25$155.6M+56.8%8.2%-16.0%$-0.76$-446.4M

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$945.9M$857.6M – $1.1B-$1.71-$1.89 – -$1.539
FY27$1.7B$1.3B – $2.0B-$0.50-$0.78 – -$0.388
FY28$1.5B$932.7M – $2.4B-$1.36-$1.67 – -$1.053

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.0.9×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.13%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.-11.0%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.-19.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 131.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.2% 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.β2.565-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

BuyAug 14Basit Haris FozanChief Strategy Officer25.0K sh$221KBuyAug 12Michael G PotterCFO25.0K sh$226K
+ 6 other (6 awards) in window

See when $BTDR 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
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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

424B5Prospectus supplement (offering)Aug 10424B5
AI summary

BTDR (BTDR) filed a prospectus supplement (Form 424B5) on 2026-08-10 for an immediate offering of shares at disclosed pricing, raising approximately $1,000,000,000 . Use of proceeds: general corporate purposes. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

SC 13D/AActivist amendmentJun 30SC 13D/A
AI summary

Tether Global Investments Fund Ltd. holds 37,729,510 Class A shares (19.7%) of Bitdeer Technologies Group as of June 12, 2026, through its subsidiary Tether International S.A. de C.V. This is Tether's 13th Schedule 13D amendment for Bitdeer, reflecting continued maintenance of a significant strategic stake in this Bitcoin mining equipment and cloud computing company. The concentrated position signals Tether's ongoing strategic bet on Bitdeer's infrastructure.

SC 13D/AActivist amendmentJun 16SC 13D/A
AI summary

An activist or significant holder filed an amended Schedule 13D on Bitdeer Technologies Group (BTDR) on June 16, 2026. Body unavailable — excerpt contains only XBRL/cover page header without disclosing the filer's name, stake percentage, or updated investment intent.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of BTDR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at BTDR.

3/ANew insider — initial holdingsApr 303/A
AI summary

Bitdeer Technologies Group (BTDR) filed an amended Form 3/A correcting the initial beneficial ownership statement for Chief Technology Officer Ma Yuling, who holds no shares of common stock. The amendment addresses a technical correction or updated disclosure for the newly appointed CTO. This is part of Bitdeer's batch of Form 3 filings for its Singapore-based executive team. No derivative securities were reported.

SC 13D/AActivist amendmentApr 20SC 13D/A
AI summary

Bitdeer Technologies Group (BTDR) received an amended Schedule 13D/A (Amendment No. 2) from Shinning Stone International Capital Ltd. (a BVI entity) updating its beneficial ownership in the Bitcoin mining company. The amendment reflects changes in Shinning Stone's holdings or disclosed intentions regarding Bitdeer. As a BVI-based entity filing an active 13D rather than passive 13G, Shinning Stone may have strategic intentions regarding the Singapore-headquartered miner. Current share totals and purpose of transaction are detailed.

+ 26 other (18 6-Ks · 6 13Gs · 1 F-3ASR · 1 20-F) in window

Recent news

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

Bitdeer AI Expands Southeast Asia Footprint with A901, a New 67MW AI Data Center Campus in Malaysia; Active AI Cloud Pipeline Exceeds $10 Billionglobenewswire.com·8h agoNOTICE TO DISREGARD -- Bitdeer Technologies Groupglobenewswire.com·9h agoA Look at Bitdeer Technologies Group (BTDR) After 4.7% Decline -- GF Value $12.35 vs Price $10.40gurufocus.com·1d agoBitdeer Stock Jumps as H.C. Wainwright Highlights $1.7 Billion AI Cloud Revenue Commitmentsbenzinga.com·7d agoBitdeer completes $100 million Texas land purchasedefenseworld.net·8d ago

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Voices on X · last 7 days

No standout posts about $BTDR on X in the last 7 days.

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