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TickerTalks›$SLNH
SLSLNH

Soluna Holdings, Inc.

Rising onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$SLNH·$199M·Hardware, Equipment & Parts·Technology
$1.13+2.7%YTD-9.8%1Y+73.0%
Mentions · last 7 days
2026-07-10: 57 posts2026-07-11: 31 posts2026-07-12: 46 posts2026-07-13: 100 posts2026-07-14: 111 posts2026-07-15: 162 posts2026-07-16: 193 posts709+27%
Price updated 9m ago·X counts updated 22h ago
SLSLNH
$SLNHSoluna Holdings, Inc.
$1.13+2.73%709 posts+27%
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 $SLNH, 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 hypeWinding up for a moveAI verdict · as of 2026-07-16

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

Small-cap AI-power-bottleneck play with Mike Alfred adding size — real behind-the-meter thesis with real dilution.

Soluna Holdings is a small-cap that builds behind-the-meter compute infrastructure — data centers co-located with renewable energy sources to bypass grid interconnection constraints. The stock is up 45% over the past year on the AI-power-bottleneck thesis.

  • Revenue grew 58% YoY last quarter with a -177% operating margin — the top line is real and accelerating but the operating losses are still huge; this is a story stock with real customer wins hiding inside a deeply money-losing income statement.
  • Investor Mike Alfred's escalating disclosed insider buys (100K on April 29 → 2.15M on July 8) plus CFO purchases signal genuine conviction from the smart-money side — this is the alignment case bulls need for a small-cap turnaround.
  • The Series B Convertible Preferred conversion into 6.51M common shares (plus $2.1M accrued dividends) is real dilution on top of the recent share issuance — the cap table is expanding fast as growth capex arrives.
  • Officer William Phelan sold $195K across June 22 in three separate transactions — modest distribution vs Alfred's aggressive adds, but worth naming as a mixed insider signal.
  • 52-week position 15th percentile with 27M shares short on 70-100M float — the squeeze setup is genuine, but the fundamental case requires the behind-the-meter contracts to actually deliver revenue.

August 13 Q2 earnings is where the AI-power-bottleneck story either extends or contracts: revenue growth held above 40% plus continued cash-operating-loss reduction is what triggers the squeeze mechanics; a modest print or another dilutive raise is where the tape breaks new lows. Real small-cap turnaround with real dilution — the setup depends on execution translating the AI-narrative into actual contracted revenue.

Agrees with X sentimentThe bullish X take on Mike Alfred's escalating buys, CEO John Belizaire's behind-the-meter narrative, and the 27M-short-on-70-100M-float squeeze setup is analytically fair — Alfred's aggressive adds are one of the strongest smart-money signals available on a small-cap. The IHS wedge and $1.40 next target is a legitimate technical setup.

What to watch: Aug 13 Q2 earnings — need revenue growth held above 40% and continued cash-operating-loss reduction. A modest print or another dilutive raise is where the tape breaks new lows.

On the calendar: 2026-08-13 — Q2 earnings

X sentiment

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

Bullish sentiment46 posts analyzed · as of 2026-07-15

Soluna Holdings chatter frames a small-cap turnaround around the AI-power-bottleneck thesis. Bulls point to Mike Alfred's escalating disclosed insider buys (100K April 29 → 2.15M July 8) and CFO purchases, four straight quarters of increasing revenue, decreasing cash operating losses, and 27M+ shares short on a 70-100M float. CEO John Belizaire's narrative is that AI labs are rethinking data-center redundancy as power becomes the bottleneck, and Soluna's behind-the-meter strategy places compute where reliable renewable energy is already available. Traders describe an engulfing reversal on Tuesday's capitulation open at $1.16 closing +11% at $1.30, with a wedge-holding IHS setup targeting $1.40 next. Community is optimistic.

Read the AI verdict + X sentiment for $SLNH

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  • 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.

Builds modular data centers for cryptocurrency mining co-located with curtailed renewable energy, monetizing stranded power.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $SLNH.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $SLNH

Neutral — Builds modular data centers for cryptocurrency mining co-located with curtailed renewable energy, monetizing stranded power; the AI data center networking and compute hardware buildout does not materially affect this business's near-term earnings.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.3How 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
-28.0%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
-130%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
-18.6%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
8.1Same 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
-261%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
14.5%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
0.6Total 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 15, 2026$-0.24——
Q4 2025Mar 30, 2026$-0.20$-0.200.0%
Q3 2025Nov 14, 2025$-0.70$-0.61-14.8%
Q2 2025Aug 14, 2025$-0.69$-0.76+9.2%
Next earningsThu, Aug 13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.4M+58.3%-5.2%-177%$-0.24$-8.9M
Q4 FY25$9.2M+11.3%19.2%-131%$-0.17$-19.4M
Q3 FY25$8.4M+11.8%27.7%-92.5%$-1.14$-12.0M
Q2 FY25$6.2M-36.4%19.3%-108%$-0.69$-9.7M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$45.4M$45.4M – $45.4M-$0.46-$0.46 – -$0.461
FY27$45.4M$45.4M – $45.4M-$0.46-$0.46 – -$0.461

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.0.7×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.-29.3%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.-30.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 101.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today13.0% 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.β5.135-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 22William P PhelanDirector3.1K sh$34KSellJun 18William P PhelanDirector4.8K sh$53KSellJun 17William P PhelanDirector10.1K sh$109KSellJun 15Jessica L. ThomasChief Accounting Officer4.8K sh$8KSellJun 11Oreilly Mary JenniferChief People Officer1.1K sh$12KSellJun 10Oreilly Mary JenniferChief People Officer5.7K sh$62KSellJun 10Jessica L. ThomasChief Accounting Officer2.5K sh$27KSellJun 8Oreilly Mary JenniferChief People Officer6.6K sh$71KSellJun 1John BelizaireCEO1.0K sh$10KBuyMay 21Michael PicchiCFO100.0K sh$163K
1–10 of 11

See when $SLNH 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-KCharter amendmentJun 258-K — Item 5.03: Charter amendment
AI summary

Soluna Holdings completed the full conversion of its Series B Convertible Preferred Stock into 6,510,416 shares of common stock in 2026, paying $2.1 million in accrued dividends upon conversion. On June 23, 2026, Soluna filed a Withdrawal of Designation with Nevada's Secretary of State, formally eliminating the Series B preferred class from its Articles of Incorporation — no shares were outstanding at the time. This simplifies Soluna's capital structure and removes preferred-share overhang, a modestly positive housekeeping action.

8-KMaterial agreementJun 98-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Soluna Holdings (SLNH) entered into a joint venture agreement on June 3, 2026 with Metrobloks LLC (via DC Kati Venture LLC) to develop Project Kati 2, a multi-phase data center in Willacy County, Texas. The JV will develop a 100 MW Phase I critical IT data center followed by a 250 MW Phase II; Soluna contributed the Phase I property, a Phase II purchase agreement, and approximately $3.5 million in operating expenses in exchange for 100% of Class A interests (Metrobloks holds Class B). This transformative partnership materially expands Soluna's data center pipeline and signals a significant capital commitment to AI/HPC infrastructure development.

8-KMaterial agreementMay 208-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Soluna Holdings, Inc. (SLNH) filed an 8-K on May 19, 2026 disclosing a material definitive agreement (Item 1.01) and a Regulation FD disclosure (Item 7.01). Soluna is an Albany, New York-based sustainable computing infrastructure company listed on Nasdaq. The concurrent Reg FD filing likely includes an investor presentation accompanying the agreement announcement; for a small-cap green computing company, a new material agreement can be transformative.

8-KPress release / Reg FDMay 188-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Soluna Holdings, Inc. (SLNH) reported Q1 2026 financial results via press release on May 18, 2026 (Item 2.02) and posted an updated investor presentation to its investor relations website on the same date (Item 7.01). Financial figures are in Exhibit 99.1 and not visible in the available excerpt. This is a routine quarterly earnings and investor relations update for the sustainable computing and renewable energy company.

8-KPress release / Reg FDMay 78-K — Item 7.01: Press release / Reg FD
AI summary

SLNH filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-07. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

S-3Shelf registrationApr 29S-3
AI summary

SLNH filed a S-3 shelf registration statement dated 2026-04-29. This is primarily a resale shelf for existing stockholders — not new share issuance — limiting direct dilution to public investors. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

8-KPress release / Reg FDApr 288-K — Item 7.01: Press release / Reg FD
AI summary

SLNH filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-28. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDApr 218-K — Item 7.01: Press release / Reg FD
AI summary

SLNH filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-21. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 39 other (14 8-Ks · 4 EFFECTs · 4 CORRESPs · 3 UPLOADs) in window

Recent news

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

Soluna Appoints Microsoft Hyperscale Executive Ryan Carver to Lead Soluna's AIbusinesswire.com·2d agoSoluna Announces Monthly Business Updategurufocus.com·4d agoSoluna Announces Monthly Business Updatebusinesswire.com·4d agoMara Holdings vs. Soluna Holdings: Which AI Pivot Is More Compelling?fool.com·24d agoSoluna Announces Monthly Business Updatebusinesswire.com·39d 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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