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HUHUT

Hut 8 Corp.

$HUT·$9.5B·Financial - Capital Markets·Financial Services
$67.75-11.0%YTD+74.7%1Y+38.9%
Price updated 7h ago·X counts updated 5d ago
HUHUT
$HUTHut 8 Corp.
$67.75-10.96%549 posts1.3×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HUT 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.

549X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $HUT'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 93% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-10-02

The Hut 8 crowd is bullish — HUT is the $140M winning bidder for Poolin's two idle West Texas sites (Pyote and Tarbush, though DGXX just objected on Friday), and S&P reaffirmed the River Bend campus at BBB− with a Positive Outlook (the first single-site rating of its kind). A weekly swing-trade recap showed +$20.5 on HUT from 90 to 110.5. Clean technical retest holding; no visible bear voice.

Read what X is saying about $HUT

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

Driven by hypeCooling offAI verdict · as of 2026-10-03

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

Energy platform first, Bitcoin miner second — the AI/HPC pivot is now funded by a $1.07B non-dilutive credit line and a BBB- rating.

Hut 8 is a Canadian-American Bitcoin miner pivoting faster than most into AI/HPC data-center infrastructure — energy platform first, mining second. The stock has nearly doubled this year on the pivot, a credible rating upgrade and non-dilutive capital.

  • The pivot is now funded, not aspirational: a $1.07B senior-secured revolving credit facility (non-dilutive) and S&P reaffirming the River Bend campus at BBB- with a Positive Outlook — the first single-site rating of its kind in the sector.
  • Capacity is accumulating: Hut 8 was the $140M winning bidder for Poolin's two idle West Texas sites (Pyote and Tarbush) — land + power that converts directly into AI-compute capacity, though a DGXX objection on Friday is the first visible friction on the auction.
  • The P&L is still messy: Q4 had a -$313M swing on hedge accounting and Q1 EPS was -$1.98 — the pivot is working but reported numbers won't normalize until contracted AI revenue is on the books.

A signed AI tenant for the Texas sites takes the stock back above $100 fast; a loss on the DGXX objection or further mining-economic pressure and the cooling extends.

Agrees with X sentimentX cites the Poolin bid, the S&P BBB- single-site rating, and the clean technical retest — all real and backed by filings. The crowd isn't centering the DGXX objection that landed Friday, which is a visible execution risk on the capacity accumulation.

What to watch: Nov 3 Q3 earnings — any signed AI/HPC tenant announcement for River Bend or the Poolin sites, mining EH/s capacity updates, and the resolution of the DGXX objection on the Poolin auction. A clean tenant win takes the stock through $100.

On the calendar: 2026-11-03 — Q3 2026 earnings

Read the AI verdict on $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)
  • 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 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 — digital-asset platforms drive growth as retail crypto trading and stablecoin adoption (USDC via CRCL) expand.

What this means for $HUT

Partial — Operates Bitcoin mining and HPC data centers pursuing both crypto mining and AI colocation revenue.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.4%YTD
+3.3%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
Q2 2026Aug 4, 2026$-1.27$-0.55-130.9%
Q1 2026May 6, 2026$-1.98$-0.33-498.6%
Q4 2025Feb 25, 2026$-2.42$-0.15-1516.7%
Q3 2025Nov 4, 2025$0.43$-0.16+368.7%
Next earningsWed, Nov 4·consensus EPS $-0.81

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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$291.0M$267.3M – $315.3M-$4.77-$5.60 – -$4.2615
FY27$568.9M$459.1M – $730.5M-$4.00-$7.50 – -$1.8013
FY28$1.3B$957.9M – $1.6B-$1.11-$3.26 – $3.0812
FY29$2.1B$1.6B – $2.5B-$0.57-$0.74 – -$0.3910
FY30$3.4B$2.6B – $4.2B$1.63$1.12 – $2.116

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.33%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.-23.0%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.-17.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 103.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.0% 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.β5.925-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

SellSep 24Mayo A ShattuckDirector20.0K sh$2.0MSellAug 24Glennan Sean JosephCFO6.4K sh$508KSellJun 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$808K
+ 17 other (8 exempts · 8 awards · 1 other) 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

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

Michael Ho amended its Schedule 13D for Hut 8 Corp (HUT) on 2026-09-30, reporting it holds 6,326,412 shares. A Schedule 13D is required when a party crosses 5% ownership with intent to influence management; an amendment signals a change in position size or stated intent, making this material for tracking activist or strategic holder activity.

8-KMaterial agreementSep 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Hut 8 Corp. (HUT) entered into a material definitive agreement (8-K Item 1.01) filed on 2026-09-28. Also filed under: creation of direct financial obligation, Regulation FD disclosure. The excerpt contains only the filing cover page; the full terms of the agreement are in the attached exhibit. Material definitive agreements are binding corporate commitments that can alter strategy, capital structure, or partnerships in ways that matter for equity holders.

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.

+ 13 other (3 routine 8-Ks · 2 earnings 8-Ks · 2 10-Qs · 2 13Gs) in window

Recent news

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

Hut 8 Corp (HUT) Shares Fall 11.0% -- What GF Score of 37 Tells Investorsgurufocus.com·9h agoInside Hut 8's AI Data Center Boom While Wall Street Panics Over Debtyoutube.com·16h agoHut 8: Separating The Winners From The Losers In The Neocloud Sell-Offseekingalpha.com·2d agoThis AI stock could '10-20x' in the next 5 years: Expertyoutube.com·7d agoBitcoin Slide Meets 5.7% Bond Yields: Neoclouds Get Hit From Both Sidesbenzinga.com·9d ago

In themes

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AI InfrastructureCrypto Equity PlaysAI Neocloud & GPU Cloud

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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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