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HUHUT

Hut 8 Corp.

$HUT·$12B·Financial - Capital Markets·Financial Services
$91.45-0.5%YTD+91.1%1Y+313.4%
Mentions · last 7 days
2026-07-10: 206 posts2026-07-11: 65 posts2026-07-12: 139 posts2026-07-13: 225 posts2026-07-14: 118 posts2026-07-15: 133 posts2026-07-16: 90 posts1,003-5%
Price updated 2h ago·X counts updated 1d ago
HUHUT
$HUTHut 8 Corp.
$91.45-0.50%1.0k posts-5%
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 $HUT, 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.

Driven by hypeCooling offAI verdict · as of 2026-07-17

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

Bitcoin miner-turned-AI-power-supplier up 313% in a year, just gave back 11% today with $4.25B in fresh debt on the balance sheet.

Hut 8 is one of the largest publicly traded Bitcoin miners — but the narrative that has driven the equity's massive one-year run is the pivot to AI/HPC infrastructure, using the same low-cost power sites for data-center tenants. The company is now the second-largest 'Bitcoin miner by market cap' at $11.5B, entirely because the market values the AI-power optionality.

Where the setup gets nuanced:

  • The pivot is being funded with serious debt: subsidiary Beacon Point DC LLC just closed $4.25B of 6.129% senior secured notes on June 9 — that's the war chest to actually build AI/HPC capacity, and it also compounds interest expense that has to be earned back.
  • The revenue accounting is noisy: Q1 revenue at $71M with an operating margin of -105%, Q3 was $160M with +46% op margin — the volatility is real (Bitcoin price sensitivity + accounting for mined coin) and the average analyst FY27 EPS is negative $2.89.
  • Insider signal is small: one officer sale of $1.25M by Victor Semah in June — no cluster, but no accumulation either at 60% of the 52-week range.
  • Beta is enormous: 6.07 — this is one of the most volatile mid-caps on the tape, so 10%+ daily moves like today are the base rate.
  • The narrative peer group (CIFR, WULF, KEEL, CLSK, APLD, IREN) is what the community trades in a basket — the neocloud rebound has been the tape driver.

The forward view: the August 4 Q2 print is the referee. Any signed name-brand hyperscaler or AI-compute tenant contract on the Beacon Point capacity is what restarts the accelerating leg toward IREN-comparable valuations. What keeps it cooling: another quarter where the pivot is described in a slide deck but not in revenue disclosures. What breaks it lower: a Bitcoin price rollover combined with continued interest expense from the $4.25B notes — the leverage cuts both ways.

Agrees with X sentimentThe bullish X read on HUT as an AI-power-supplier basket play with IREN as the leader is directionally right. Our take agrees the pivot is real, but flags that the $4.25B in fresh secured debt makes leverage the deciding factor.

What to watch: August 4 Q2 earnings and any signed hyperscaler contract on Beacon Point capacity; a Bitcoin price rollover combined with interest-expense drag would break the cooling into a real reset.

On the calendar: 2026-08-04 — Q2 2026 earnings

X sentiment

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

Bullish sentiment13 posts analyzed · as of 2026-07-15

Hut 8 chatter is bullish AI-power-supplier conviction. HUT is now the second-largest Bitcoin miner by market cap at $11.9B (behind IREN at $15.4B). $111,592 of HUT $145C 9/18/26 calls purchased at $9.62. Community groups HUT alongside CIFR/WULF/KEEL/CLSK/APLD as former-Bitcoin-turned-AI-power suppliers benefiting from data-center bounce. Data centers are bouncing and memory stocks are bouncing together. Bulls note KEEL vs WULF vs HUT vs CIFR is the peer-comparison discussion. Community broadly long into the neocloud rebound.

Read the AI verdict + X sentiment for $HUT

  • 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 mining and HPC data centers pursuing both crypto mining and AI colocation revenue.

Industry overviewAI analysisGenerated by AI from underlying data

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

Financial - Capital Markets · Financial Services

No material change from last week — Robinhood reporting its highest single-day signups confirms the retail infrastructure layer directly benefits from high-profile IPO cycles.

What this means for $HUT

Neutral — Operates Bitcoin mining and HPC data centers pursuing both crypto mining and AI colocation revenue; the retail trading surge and IPO/crypto market cycle does not materially affect this business's near-term earnings.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+4.7%YTD
+8.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-39.9How 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
5.0%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
55.1%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
-2.6%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
44.4Same 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
-20.6%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
32.2%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
0.3Total 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 2026May 6, 2026$-1.98$-0.33-498.6%
Q4 2025Feb 25, 2026$0.36$-0.15+340.0%
Q3 2025Nov 4, 2025$-0.07$-0.16+56.3%
Q2 2025Aug 7, 2025$-0.14$-0.15+6.7%
Next earningsTue, Aug 4·consensus EPS $-0.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$71.0M+225.5%64.0%-105%$-1.98$-63.0M
Q4 FY25$-313.4M-192.2%111%138%$-2.64$-243.8M
Q3 FY25$160.1M+266.1%79.8%46.3%$0.48$-351.3M
Q2 FY25$41.3M-212.8%47.3%455%$1.32$-94.2M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$323.0M$321.8M – $324.6M-$2.89-$3.45 – -$2.329
FY27$628.3M$530.5M – $726.1M-$1.81-$2.15 – -$1.509
FY28$1.4B$1.4B – $1.4B$2.08-$28.06 – $16.216
FY29$2.1B$1.8B – $2.4B$0.20$0.16 – $0.235
FY30$3.2B$2.7B – $3.6B$3.54$2.94 – $4.213

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.1.1×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.60%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.-16.9%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.+38.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 86.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.1% 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.β6.075-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 17Victor SemahChief Legal Officer10.0K sh$1.3MSellJun 12Joseph FlinnDirector7.7K sh$910KSellJun 11Joseph FlinnDirector30.5K sh$3.5MSellMay 21Wilkinson Amy MarieDirector20.0K sh$2.0MSellMay 13Rick RickertsenDirector17.5K sh$1.9MSellMay 11Rick RickertsenDirector16.5K sh$1.7MSellMay 4Victor SemahChief Legal Officer10.5K sh$808KSellMar 10Glennan Sean JosephCFO4.6K sh$227KSellMar 10Victor SemahChief Legal Officer5.5K sh$270K
+ 17 other (9 exempts · 8 awards) in window

See when $HUT 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-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Hut 8 Corp. held its 2026 Annual Meeting on June 11, 2026, with 83,316,655 shares represented (quorum achieved). Shareholders voted on four proposals including director elections, auditor ratification, and other matters per the April 28, 2026 proxy. Routine annual governance filing for the Bitcoin mining and high-performance computing company — no contested proposals noted in the filing.

8-KMaterial agreementJun 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Hut 8 Corp's subsidiary Beacon Point DC LLC closed a private offering of $4,250 million aggregate principal of 6.129% Senior Secured Notes due 2042 on June 9, 2026, issued at par with Wilmington Trust as trustee. Proceeds will fund development of a 352 MW turnkey data center (six halls, ~521 acres in Nueces County, Texas) plus a substation, to be leased to an AA- or higher-rated tenant under the Lease Agreement. This is a transformative $4.25B infrastructure financing that effectively converts Hut 8's data center build into a project-financed, investment-grade lease structure.

8-KPress release / Reg FDJun 48-K — Item 7.01: Press release / Reg FD
AI summary

HUT (HUT) disclosed its addition to Nasdaq Stock Market LLC Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 under 8-K Item 8.01 (other events). Index inclusions are significant because they trigger automatic buying from passive index funds and ETFs that track the benchmark, often resulting in increased share price and trading volume. Index providers typically announce additions in advance of the effective rebalancing date, giving institutions time to adjust their holdings. The event increases HUT's institutional ownership base and enhances its market visibility and liquidity profile.

8-KMaterial agreementMay 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

HUT entered into a purchase agreement (8-K Item 1.01, dated 2026-05-01). Counterparty: Issuer and J.P. Morgan Securities LLC as the representative (the “R. Size: approximately $3,250 million. Rate: 6.192%. Due 2042. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KPress release / Reg FDApr 278-K — Item 7.01: Press release / Reg FD
AI summary

HUT filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-27. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

424B5Prospectus supplement (offering)Feb 25424B5
+ 15 other (4 13Gs · 3 routine 8-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Bitcoin Miners Cash In as AI Hits a Power Bottlenecketftrends.com·2d agoPIZZA HUT INTRODUCES NEW THROWBACK VALUE MENU TO CELEBRATE ITS MOST ICONIC MENU ITEMSprnewswire.com·4d agoHut 8 Schedules Second Quarter 2026 Earnings Release and Conference Callprnewswire.com·5d agoHut 8 vs. Riot Platforms: Which Bitcoin Miner Turning Data Center Developer Is the Better Stock Now?fool.com·12d agoCoinbase Strategist: Bitcoin Has Survived “6 of These Cycles” in 15 Years and “Over 40 Countries” Hold Bitcoin247wallst.com·17d ago

In themes

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

AI InfrastructureCrypto Equity PlaysAI Neocloud & GPU Cloud

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Voices on X · top 6 · 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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