HIVE Research | Milton Maxwell

HIVE

HIVE Digital Technologies Ltd.

2.7800

+0.0000+0%

Dec 16, 4:00:00 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q3 '26

HPC execution details clarified.

2/16/26Feb 16, 2026

Q&A offered granular color on HPC execution without contradicting prepared remarks' bullish scaling outlook. Management pegged GPU cloud ROI at 2.5 years post-costs, citing strong residual values from prior Ethereum-era sales, while confirming hyperscaler talks for New Brunswick's tier-three conversion—now in design and permitting, eyeing $80M ARR at $130/kW monthly. CapEx stays light via single-digit lease-to-own GPU financing, enabling quick Manitoba reloads after the 504-GPU Blackwell cluster goes live this quarter; Paraguay's 100MW advances cautiously amid $30-35 hash prices, with a telco HPC proof-of-concept underway. Depreciation runs at recent incremental levels. HIVE stays nimble. Investors will eye HPC ramp timelines.

Key Stats

Market Cap

661.55M

P/E (TTM)

12.09

Basic EPS (TTM)

0.23

Dividend Yield

About

HIVE Digital Technologies Ltd., a technology company, engages in the building and operating data centers powered by green energy in Bermuda. The Company operates the mining and sale of digital currencies and performance computing hosting. It also provides infrastructure solutions, such as computational capacity to distributed networks in the blockchain industry. The company was formerly known as HIVE Blockchain Technologies Ltd. and changed its name to HIVE Digital Technologies Ltd. in July 2023. HIVE Digital Technologies Ltd. was incorporated in 1987 and is headquartered in San Antonio, Texas.

CEO

Mr. Frank Edward Holmes

IPO

2/2/2011

Website

https://hivedigitaltechnologies.com

Employees

Sector

Financial Services

Industry

Capital Markets