Bitfarms Expands AI Data Center Infrastructure with 2.1GW Energy Pipeline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 10 2026
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Source: NASDAQ.COM
- Revenue Growth Potential: Bitfarms is experiencing rapid revenue growth, particularly driven by its push into AI data center infrastructure, and while full transformation may take years, the company is already profitable in Bitcoin mining, demonstrating strong market adaptability.
- Strategic Asset Sale: Bitfarms recently sold its Paraguay data center for up to $30 million, freeing up capital to focus on projects in the U.S., particularly in Pennsylvania, Washington, and Canada, enhancing its operational efficiency.
- Energy Pipeline Advantage: With a 2.1GW energy pipeline, approximately 90% of which is located in the U.S., Bitfarms is well-positioned to meet future AI infrastructure demands, which is expected to generate substantial annual recurring revenue as the energy becomes fully operational.
- Market Competitiveness: Compared to Nano Nuclear Energy, Bitfarms has a more proven business model in the marketplace, and while nuclear energy companies are worth monitoring, investors may prefer to back a company that is already profitable and ready to capitalize on current market opportunities.
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Analyst Views on BITF
Wall Street analysts forecast BITF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BITF is 5.67 USD with a low forecast of 4.00 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 2.600
Low
4.00
Averages
5.67
High
7.00
Current: 2.600
Low
4.00
Averages
5.67
High
7.00
About BITF
Bitfarms Ltd. is a Canada-based global Bitcoin and vertically integrated data center company that sells its computational power to one or more mining pools from which it receives payment in Bitcoin. It develops, owns, and operates vertically integrated mining facilities with in-house management and Company-owned electrical engineering, installation service, and multiple onsite technical repair centers. Its proprietary data analytics system delivers operational performance and uptime. The Company operates through the cryptocurrency mining segment. The activities of the Company mainly consist of selling its computational power used for hashing calculations for the purpose of cryptocurrency mining in multiple jurisdictions. Volta, a wholly owned subsidiary of the Company, assists the Company in building and maintaining its data centers. The Company operates Bitcoin data centers in four countries: the United States, Canada, Paraguay, and Argentina.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Keefe Downgrades Bitfarms to Market Perform with $3 Price Target
- Rating Downgrade: Keefe Bruyette downgraded Bitfarms from ‘Outperform’ to ‘Market Perform’ while raising the price target to $3, reflecting concerns over the company's liquidity risks.
- Liquidity Risks: Analysts noted that Bitfarms is unlikely to secure a leasing agreement until the second half of 2026, coupled with rising leverage and elevated capex pressures, leading to a more than 1% decline in after-hours trading on Monday.
- Capital Raises: In October, Bitfarms closed a $588 million offering of 1.375% convertible senior notes due 2031, with interest payable semi-annually starting July 15, 2026, indicating proactive financing efforts by the company.
- LatAm Exit Deal: Bitfarms entered into a $30 million share purchase agreement to sell its 70 MW site in Paraguay to Sympatheia Power Fund, expecting to receive $9 million in cash upon closing in Q1 2026, with potential additional payments based on milestones.
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