TickerTalks
Browse all tickers →
TickerTalks›$HIVE
HIHIVE

HIVE Digital Technologies Ltd.

$HIVE·$777M·Information Technology Services·Technology
$2.78+0.2%YTD+12.8%1Y-5.8%
Mentions · last 7 days
2026-08-22: 27 posts2026-08-23: 37 posts2026-08-24: 49 posts450+7%
Price updated 7h ago·X counts updated 7d ago
HIHIVE
$HIVEHIVE Digital Technologies Ltd.
$2.78+0.18%450 posts+7%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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

Comeback attemptCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Miner-to-AI-landlord pivot with $570M of GPU contracts — the tape is testing whether it holds.

HIVE Digital is a Bitcoin miner in the middle of a pivot to selling GPU/HPC compute capacity through its BUZZ subsidiary. The stock is +13% YTD but off 9% today, and the whole story is about whether the AI-infrastructure contract stack scales fast enough to matter against a still-cyclical mining base.

  • The mining P&L is bouncy but recovering: quarterly revenue ran $46M to $87M to $93M to $72M, gross margin ranged from -21% to positive, with quarterly EPS between $-0.40 and $0.19 — analysts model $306M in full-year revenue and a $0.53 EPS loss, so the equity is priced on the AI-pivot optionality, not the mining line.
  • The GPU-cloud contract disclosure is the real driver: $570M of GPU-cloud contracts secured since June — roughly 90% of the $200M AI ARR target with four months left in the year — and BUZZ's five-year deal disclosed via 8-K on Aug 17 give the pivot a hard-number backbone that similar peers still lack.
  • The mining side keeps the base afloat: Q1 FY2027 mining margins of 36% at $60K BTC rising to 52% at $80K, 3,483 BTC mined with production +62% YoY, and a scale trajectory from 6EH to 25EH being re-applied to AI — those numbers say the miner can bridge to the AI-shell business.

A Nov 13 print that shows first AI ARR recognition and any incremental hyperscaler-type contract disclosure extends the pivot; a soft mining quarter with delayed GPU-cloud revenue is what turns 'cooling' into another false-start turnaround.

Agrees with X sentimentX's bullish framing lines up with the mechanics — the $570M GPU-cloud contract stack, the mining-margin math at BTC $80K, and the 'peaked near $8 with none of the HPC news yet' comp are real; the sample tone is missing a sector-cycle-risk voice, which is the honest counter.

What to watch: The Nov 13 Q1 print — first AI ARR recognition, mining margin, and any hyperscaler-type contract disclosure. A delay in AI ARR recognition with a soft mining quarter is what caps the tape.

On the calendar: 2026-11-13 — fiscal Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment45 posts analyzed · as of 2026-08-31

Bullish, driven by HIVE Digital's dual Bitcoin-mining plus AI/HPC narrative. Posters cite $570M in GPU cloud contracts since June, closing in on the "$200 million in contracted ARR" target, 3,483 BTC mined with production up 62% since July, and the BUZZ HPC $350M deal. Bearish notes point to a "$142.9 million net loss in the June quarter," 11.7M share dilution, and a chart still fighting EMA200 with the "sell signal" on.

Read the AI verdict + X sentiment for $HIVE

  • 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
Free, forever. No credit card.

What it does

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

Operates Bitcoin and Ethereum mining data centers powered by renewable energy in Canada, Sweden, and Iceland.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $HIVE.

Information Technology Services · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $HIVE

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is HIVE Digital Technologies Ltd.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-5.7How 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
-19.9%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
-40.2%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
-10.6%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
3.4Same 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
-26.1%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
-21.0%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
0.1Total 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 14, 2026$-0.54$-0.21-157.1%
Q1 2026Jun 2, 2026$-0.28$-0.21-33.3%
Q4 2025Feb 12, 2026$-0.38$-0.07-442.9%
Q3 2025Nov 14, 2025$-0.02$-0.01-100.0%
Next earningsFri, Nov 13·consensus EPS $-0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$71.8M+130.5%-160%-227%$-0.40$-21.8M
Q3 FY26$93.1M+218.6%34.5%17.9%$-0.38$-9.0M
Q2 FY26$87.3M+285.3%4.7%-10.5%$-0.07$-38.9M
Q1 FY26$45.6M+41.5%34.7%78.2%$0.19$-37.1M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$306.0M$300.7M – $311.2M-$0.53-$0.56 – -$0.484
FY27$380.1M$326.2M – $424.8M-$0.66-$0.74 – -$0.594
FY28$498.9M$445.6M – $555.8M-$0.42-$0.48 – -$0.363

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.0.6×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.17%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.-11.4%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.-4.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 264.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.7% 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.β3.805-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

SellAug 19Dave PerrillDirector100.0K sh$272KSellAug 19Dave PerrillDirector100.0K sh$272KSellJul 15Darcy DaubarasCFO100.0K sh$320KSellJun 19Dave PerrillDirector175.0K sh$821KSellJun 19Susan B McgeeDirector125.0K sh$531KSellJun 17Susan B McgeeDirector83.3K sh$353KSellJun 8Luke RossyCOO215.0K sh$854KSellJun 3Susan B McgeeDirector16.7K sh$74KSellJun 3Luke RossyCOO66.7K sh$305K
+ 25 other (25 exempts) in window

See when $HIVE 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 198-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

HIVE Digital Technologies (HIVE) disclosed via Reg FD on August 17, 2026 that its wholly-owned subsidiary BUZZ High Performance Computing Inc. signed a five-year GPU cloud services agreement with an unnamed enterprise customer described as having a high investment-grade credit profile. The contract supports HIVE's HPC/AI infrastructure business. A five-year, investment-grade GPU cloud contract for BUZZ provides meaningful revenue visibility and validates HIVE Digital's strategy to monetize its computing infrastructure in the AI/HPC market.

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

HIVE Bermuda 2026 Ltd. (HIVE Digital subsidiary) issued $130M of 0% Exchangeable Senior Notes due 2031 (including full $15M over-allotment exercise) on June 30, 2026, as general unsecured obligations fully guaranteed by HIVE Digital. Zero-coupon structure raises $130M without cash interest cost; exchange feature creates equity dilution risk.

8-KPress release / Reg FDJun 258-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

HIVE Digital Technologies signed a non-binding letter of intent with an unnamed Swedish technology company on June 25, 2026 to co-locate at HIVE's 32 MW data center in Boden, Sweden under an 8-to-10 year lease covering approximately 25 MW of usable IT load. The LOI is non-binding and subject to negotiation of a definitive agreement. If finalized, the deal would monetize idle HPC/AI capacity at the Boden facility — potentially significant recurring revenue for a mining company diversifying into AI infrastructure.

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

British Columbia 001-40398 98-1831411 entered into a material at-the-market equity distribution agreement on 2026-06-22 for $300000000, $214696023. Narrative: nitive Agreement. On June 16, 2026, HIVE Digital Technologies Ltd. a British Columbia corporation (the "Company" or "HIVE") amended and restated its existing Equity Distribution Agreement with Keefe, Bruyette & Woods, Inc., Cantor Fitzgerald & Co., Canaccord Genuity LLC, Roth Capital Partners LLC, B... British Columbia 001-40398 98-1831411 disclosed: nitive Agreement. On June 16, 2026, HIVE Digital Technologies Ltd. a British Columbia corporation (the "Company" or "HIVE") amended and restated its existing Equity Distribution Agreement with Keefe, Bruyette & Woods, Inc., Cantor Fitzgerald & Co., Canaccord Genuity LLC, Roth Capital Partners LLC, B. Riley Securities, Inc., Northland Securities, Inc., and Rosenblatt Securities Inc. (the "U.S. Agents"), Stifel Nicolaus Canada Inc., Cantor Fitzgerald Canada Corporation, Canaccord Genuity Corp. and.

8-KCharter amendmentMay 128-K — Item 3.03 · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

HIVE filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-12. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KMaterial agreementApr 228-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

HIVE entered into a indenture (8-K Item 1.01, dated 2026-04-22). Counterparty: Issuer, the Company, as guarantor, and U.S. Bank Trust Company. Size: approximately $115 million. Due 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

3New insider — initial holdingsApr 13
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIVE on 2026-04-01, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2031 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsApr 13
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIVE on 2026-04-01, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2028 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 31 other (10 3s · 5 13Gs · 4 routine 8-Ks · 4 6-Ks) in window

Recent news

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

HIVE Digital: Re-Rated, But Still Undervaluedseekingalpha.com·10d agoTraders Buy Large Volume of HIVE Digital Technologies Call Options (NASDAQ:HIVE)defenseworld.net·13d agoHIVE Digital Technologies Q1 Earnings Call Highlightsdefenseworld.net·13d agoHIVE Q1 Earnings Call Focuses on GPU Cloud Contract Rampzacks.com·14d agoHIVE Digital Stock Tests $3 Resistance: Can $350M NVIDIA Deal Drive a Breakout?benzinga.com·14d ago

In themes

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

Crypto Equity Plays

More in Information Technology Services

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

$AI$IREN$BR$KEEL$WYFI$APLD$IBM$AUR
Voices on X · top 15 · 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