🐝 🐝 5 Key Takeaways From HIVE Digital Technologies Earnings Report
✅ Q4 revenue more than doubled year over year to $71.8M, with HIVE’s full-year sales jumping 158% to $297.8M on soaring Bitcoin hashrate and growing GPU cloud and AI infrastructure.
✅ HIVE's High Performance Computing unit is planning a 320 MW AI “gigafactory” near Toronto, targeting over 100,000 GPUs and a 2H27 launch.
✅ Cantor Fitzgerald has twice raised its HIVE price target, now at $7.00 with an Overweight rating, tying upside potential to the company’s aggressive AI data-center strategy.
✅ B. Riley and Rosenblatt also lifted HIVE targets, seeing the stock as undervalued versus HPC peers
✅ The Wall Street consensus for the March 2026 quarter calls for 146% revenue growth.
HIVE isn’t just riding the AI wave — they’re building the infrastructure, delivering next-level GPU computing power, and positioning themselves at the absolute forefront of the AI and high-performance computing boom.
Disclosure: I am a biased, happy shareholder of $HIVE. This is entertainment, not advice