Bitdeer Technologies' Strong Growth Potential Highlighted By Analysts Amid Bitcoin Bull Market
Bitdeer Technologies' Strong Growth Potential Highlighted By Analysts Amid Bitcoin Bull Market
Bitdeer Technologies Group (NASDAQ:BTDR) shares are trading lower on Tuesday.
比特鹿科技集團（納斯達克:BTDR）股價週二下跌。
Yesterday, the company reported third-quarter results, where total revenue was $62.0 million, compared to $87.3 million in the year-ago period. Gross profit was $2.8 million, compared to $21.1 million in the year-ago period.
昨天，公司報告了第三季度業績，總營業收入爲6200萬美元，低於去年同期的8730萬美元。毛利潤爲280萬美元，低於去年同期的2110萬美元。
Here are the analyst's takes on the earnings performance:
以下是分析師對業績表現的看法：
Needham analyst John Todaro reiterated the Buy rating on the stock, with a price forecast of $14.
Needham分析師約翰·託達羅重申對該股的買入評級，並給出了14美元的價格預測。
The analyst praised the increased transparency with the full management team on the earnings call, but Todaro expressed disappointment over the lack of concrete details on potential HPC sites.
該分析師讚揚了在業績會上全體管理團隊增加的透明度，但託達羅對潛在HPC站點的缺乏具體細節表示失望。
Todaro remains bullish on the stock due to the bitcoin bull market, maintaining a Buy rating.
由於比特幣牛市，託達羅仍看好該股，維持買入評級。
The analyst notes that Bitdeer ranks mid-to-lower among public bitcoin miners in production costs, offering strong gross margins with bitcoin above $50-60k. The stock is expected to re-rate in 2025, driven by hash rate expansion, new generation mining machines sourced at production cost, and a growing presence in U.S. capital markets.
分析師指出，比特鹿在公開比特幣礦工中的生產成本中等偏低，隨着比特幣價格超過5-6萬美元，提供強勁的毛利率。預計該股將在2025年重新定價，推動因哈希率擴大、生產成本採購新一代礦機和在美國資本市場擴大存在而實現。
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Benchmark analyst Mark Palmer reiterated the Buy rating on the company, with a price forecast of $16.
Benchmark分析師Mark Palmer重申了對該公司的買入評級，並預測股價爲16美元。
The analyst highlights that Bitdeer has started mass production of its SEALMINER A2 rigs, targeting 18 EH/s, with deliveries expected in 1Q25. Additionally, BTDR's SEAL03 chip, designed for improved efficiency at 10 J/TH, will enter testing with samples expected by 2Q25, enabling the SEALMINER A3 rig to achieve 11-12 J/TH efficiency in 2Q25, Palmer adds.
分析師指出，Bitdeer已經開始大規模生產其SEALMINER A2挖礦機，目標爲18 EH/s，預計交付時間爲2025年第1季度。此外，BTDR的SEAL03芯片，設計用於提高效率至10 J/TH，在2025年第2季度預計將開始測試樣品，Mark Palmer補充稱，這將使SEALMINER A3挖礦機在2025年第2季度實現11-12 J/TH的效率。
HC Wainwright analyst Mike Colonnese reiterated the Buy rating on Bitdeer, raising the price forecast to $18 from $17. The analyst estimates Bitdeer could nearly triple its self-mining capacity to ~23 EH/s by 2025, up from 8.4 EH/s in October, though management withheld official guidance.
HC Wainwright分析師Mike Colonnese重申了對Bitdeer的買入評級，並將價格預測從17美元上調至18美元。該分析師估計Bitdeer在2025年之前可以將自身挖礦產能增加近三倍，達到約23 EH/s，而這一數字高於10月份的8.4 EH/s，儘管管理團隊沒有提供官方指導意見。
The 2024 revenue estimate was lowered to $342.9 million from $381.2 million, driven by lower hosting revenues, partially offset by higher self-mining revenues. The revised estimate includes $157.6 million in self-mining revenues (up from $153.6 million) and reduced hosting revenues of $129.3 million (down from $171.6 million).
2024年的營業收入預估從38120萬美元下調至34290萬美元，主要受到託管收入減少的影響，部分抵消了自挖收入增加的影響。修訂後的預估包括15760萬美元的自挖收入（較之前的15360萬美元增加）以及12930萬美元的託管收入（較之前的17160萬美元減少）。
Price Action: BTDR shares are trading lower by 3.25% to $11.47 at last check Tuesday.
股價走勢：週二最新交易時，BTDR股價下跌3.25%，至11.47美元。
Image via Shutterstock
圖片來源：shutterstock
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譯文內容由第三人軟體翻譯。
