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HIHIVE

HIVE Digital Technologies Ltd.

$HIVE·$814M·Information Technology Services·Technology
$2.56-6.9%YTD-3.8%1Y-60.9%
Price updated 5h ago·X counts updated 4d ago
HIHIVE
$HIVEHIVE Digital Technologies Ltd.
$2.56-6.91%1.1k posts1.5×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HIVE 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.

1,094X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1.5×
QuietNormal · 1×Loud

How loud $HIVE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 95% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-10-02

The $HIVE feed is Hivemind — a Base-chain AI/NFT project, not HIVE Digital — and holders are bullish on three live products: the HivemindOS SuperAgent API (with 15% revenue going to buyback and burn), the HivePunkz 721T agentic NFT collection (1,011/1,111 minted) that drips weekly $NVDA rewards, and the dev-supply fully burned. Pitch is "best risk/reward in crypto." No visible bear voice; the thread is pure early-stage build-and-burn conviction.

Read what X is saying about $HIVE

  • 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 $HIVE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

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

A bitcoin miner trying to graft an AI-cloud business onto the back of its power base — the pivot is real, the math isn't yet.

HIVE Digital is a bitcoin miner whose 2026 pivot is BUZZ HPC — a sovereign-AI cloud business targeting enterprise and SMB customers across North America and Europe, with a strengthened board and the ProCogia partnership announced in September.

  • The business economics still look like a miner, not an AI-cloud: Q4 revenue grew 130% YoY to $72M but at a -227% operating margin and an EPS miss of 157% — the pivot is real on the strategic level, but the dollars haven't shown up in the P&L.
  • The chart confirms the market is waiting for proof: at 20% of its 52-week range and roughly on the 200-day with volume at 0.6x average, this is a stock priced like a bitcoin-cycle laggard, not a credible AI-infra story.

Nov 13 earnings is the first chance for BUZZ HPC revenue to show up as a line item worth modeling. Named enterprise customers plus a disclosed HPC revenue number is the trigger for a re-rate; another all-mining-metrics print without BUZZ dollars keeps the stock stalled regardless of bitcoin's price.

What to watch: Nov 13 Q1 earnings — BUZZ HPC disclosed revenue, named enterprise customers, operating-cash-burn direction, and any sovereign-AI contract wins. Named customers plus a disclosed HPC revenue line is the trigger; mining-only metrics is the invalidation.

On the calendar: 2026-11-13 — Q1 earnings

event ahead 30dpivot in progress

Read the AI verdict on $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)
  • 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 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

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $HIVE

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

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
-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$-0.07$-0.01-660.0%
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$369.4M$336.1M – $414.2M-$0.92-$1.05 – -$0.814
FY28$522.9M$481.8M – $564.0M-$0.32-$0.47 – -$0.174

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.0.8×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.14%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.-13.2%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.-11.7%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 today4.0% 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.β3.775-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

SellOct 7Dave PerrillDirector12.5K sh$34KSellAug 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
+ 27 other (27 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-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDSep 168-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
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.

+ 17 other (5 13Gs · 4 routine 8-Ks · 2 earnings 8-Ks · 2 10-Ks) in window

Recent news

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

BlockchAIn Digital Infrastructure Says Nebius Prepayment Funds $800M Data Center Buildmarketbeat.com·18h agoHead-To-Head Survey: Radware (NASDAQ:RDWR) vs. HIVE Digital Technologies (NASDAQ:HIVE)defenseworld.net·4d agoHIVE Digital strengthens BuzzHPC board for AI growth - ICYMIproactiveinvestors.com·20d agoHIVE Digital strengthens BuzzHPC board for AI growth - ICYMIproactiveinvestors.com·21d agoRETRANSMISSION: HIVE's BUZZ HPC Partners with ProCogia to Deliver End-to-End Sovereign AI to Enterprise and SMB Clients Across Canada, the U.S., and Europenewsfilecorp.com·23d ago

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Voices on X · last 7 days

No standout posts about $HIVE on X in the 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.

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