Analysts expect Bitfarms Ltd. (now rebranded as Keel Infrastructure) to report Q2 2026 revenue of $35.00 million and a consensus EPS loss of -$0.08, while the current stock price of $3.81 remains well below the average analyst price target of $6.25. Investors are primarily focused on the company's strategic pivot to High-Performance Computing (HPC) and AI data centers as it moves away from its legacy Bitcoin mining roots.
The anticipated 55.1% year-over-year revenue decline reflects the active decommissioning of older mining sites in Latin America and Washington to repurpose power capacity for next-generation compute infrastructure. Recent volatility follows a period of heavy capital expenditure for U.S. redomiciliation and fleet upgrades, with shareholders watching for execution updates on the Panther Creek HPC campus.