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HIHIVE

HIVE Digital Technologies Ltd.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthBullish-leaning chatter
$HIVE·$896M·Asset Management - Cryptocurrency·Financial Services
$2.90-9.2%YTD+20.3%1Y+48.1%
Mentions · last 7 days
2026-07-09: 74 posts2026-07-10: 58 posts2026-07-11: 29 posts2026-07-12: 56 posts2026-07-13: 110 posts2026-07-14: 661 posts2026-07-15: 145 posts1,144+33%
Price updated 10m ago·X counts updated 21h ago
HIHIVE
$HIVEHIVE Digital Technologies Ltd.
$2.91-9.22%1.1k posts+33%
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 $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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-15

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-HPC colocation with a Sweden 32MW LOI and Aschenbrenner endorsement — smaller version of the CORZ trade.

HIVE Digital Technologies operates green-powered data centers running Bitcoin mining and increasingly AI/HPC compute colocation. It's a smaller, earlier-stage version of the neocloud pivot story, with a Bermuda tax structure and a Swedish AI-HPC LOI now on the tape.

How the setup shows up:

  • Revenue is growing off a small base: Q1 revenue grew 130% year-over-year to $72M — real acceleration, but the gross margin flipped from +35% two quarters ago to -160% in Q1, reflecting hashprice pressure and pre-scale AI capex ramp costs.
  • The AI-HPC pivot has a specific signpost: a 10-year, 32MW letter-of-intent with a Swedish tech company for co-location at Boden combined with a Paraguay expansion study — small numbers today, but the structural bet is that hyperscalers keep chasing power-scarce green-energy sites.
  • The financing is prepping the balance sheet: $130M of 0% Exchangeable Senior Notes due 2031 issued in June — zero coupon, but dilutive on conversion. The Aschenbrenner Situational Awareness fund tracking HIVE as a hold is the specific institutional endorsement.

Aug 13 earnings decides direction: a firm-up of the Swedish LOI into a signed contract combined with any additional Aschenbrenner-tracked disclosures would push shares above $3.50 toward the $4.23 area holders reference, while another wide EPS miss combined with continued gross-margin pressure would keep this coiled at $3 waiting for the next catalyst.

Agrees with X sentimentAgree with the bullish framing — the 10-year 32MW Sweden LOI, the Paraguay expansion study, the Aschenbrenner endorsement, and the $3.50 breakout level are all consistent with the fundamentals. The Q3 October update as the next scheduled catalyst is a fair specific gate.

What to watch: Aug 13 earnings and Sweden LOI progression: signed contract announcement, gross-margin trajectory, and any additional HPC customer color. Another wide EPS miss with continued margin pressure keeps this coiled at $3.

On the calendar: 2026-08-13 — Q1 FY27 earnings

X sentiment

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

Bullish sentiment26 posts analyzed · as of 2026-07-15

HIVE Digital chatter is bullish accumulation. Leopold Aschenbrenner is now a disclosed HIVE holder, and community treats the position as under-appreciated versus his more talked-about SNDK/NBIS/SHAZ trades. HIVE Digital signed an LOI for up to a 10-year 32MW AI/HPC colocation in Sweden and community is bullish on trading below the $100/share equivalent framing. HIVE is +60% over the past three months but pulled back ~10% in the past month; traders target $3.50 as a breakout with $3.84 and $4.23 as levels above. Bulls also frame HIVE Blockchain (crypto Layer-1 Delegated Proof-of-Stake) as under-$30M mcap despite six years post-fork and steady content-social utility.

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
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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 Asset Management - Cryptocurrency sits in its cycle right now — and what that implies for $HIVE.

Asset Management - Cryptocurrency · Financial Services

No material change from last week — CleanSpark's renewable-powered mining is outperforming the stock market, confirming sustainable Bitcoin mining as a premium asset.

What this means for $HIVE

Direct beneficiary — Operates Bitcoin and Ethereum mining data centers powered by renewable energy in Canada, Sweden, and Iceland; core operations sit in the path of the Bitcoin treasury strategy and renewable-powered mining premium.

Industry benchmark

4-name peer basket
+9.3%YTD
-14.9%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
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%
Q2 2025Aug 14, 2025$-0.06$-0.08+25.0%
Next earningsThu, Aug 13·consensus EPS $-0.20

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$400.1M$343.4M – $447.2M-$0.70-$0.78 – -$0.624
FY28$499.3M$447.8M – $553.3M-$0.46-$0.52 – -$0.403

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.24%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.-12.5%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.-3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 264.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.1% 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.β3.725-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

SellJun 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
+ 24 other (24 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
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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-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.

3New insider — initial holdingsMar 313
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIVE on 2026-03-31, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 32 other (12 6-Ks · 9 3s · 4 routine 8-Ks · 3 13Gs) in window

Recent news

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

Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride247wallst.com·15d agoHIVE Announces Closing of Private Offering of $130 Million of 0% Exchangeable Senior Notes Due 2031newsfilecorp.com·16d agoDave Perrill Sells 175,000 HIVE Digital Blockchain Shares. What Does This Mean for Investors?fool.com·16d agoHIVE Digital Technologies' Buzz HPC joins Bell and Cohere for Canadian AI factory - ICYMIproactiveinvestors.com·19d agoHIVE Digital Technologies upsizes convertible note offering to support GPU purchases, data center expansionproactiveinvestors.com·20d ago

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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.

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