Keel Infrastructure Shares Rise 9.26% to $5.61
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 49 minutes ago
0mins
Moderately bullish activity in Keel Infrastructure Corp. (KEEL), with shares up 48c, or 9.26%, near $5.61. Options volume roughly in line with average with 64k contracts traded and calls leading puts for a put/call ratio of 0.05, compared to a typical level near 0.15. Implied volatility (IV30) is higher by 0.1 points near 119.71,and above the 52wk median, suggesting an expected daily move of $0.42. Put-call skew steepened, indicating increased demand for downside protection.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy KEEL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on KEEL
Wall Street analysts forecast KEEL stock price to rise
0 Analyst Rating
0 Buy
0 Hold
0 Sell
Current: 5.130
Low
Averages
High
Current: 5.130
Low
Averages
High
About KEEL
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.
TeraWulf Shares Surge 12% After Acquiring Kentucky Data Center
- Data Center Acquisition: TeraWulf's acquisition of the 1 GW 'Muskie Data Campus' in Kentucky led to a more than 12% surge in its stock on Tuesday, marking a significant strategic shift towards high-performance computing (HPC).
- Future Capacity Plans: The campus is expected to support 500 MW of power by the second half of 2028, with an additional 500 MW planned for 2030, indicating the company's proactive positioning in response to future AI market demands.
- Infrastructure Advantage: CEO Paul Prager highlighted that power infrastructure and transmission access are the biggest constraints in the AI market, and the project's dedicated 345 kV substation will connect to the existing 765 kV transmission network, ensuring a faster path to power than competing projects.
- Positive Market Reaction: TeraWulf's stock reached $25 in early morning trading, with retail investor sentiment shifting from neutral to bullish, reflecting market confidence in the management's execution capabilities.
See More
Keel Infrastructure Transitions to AI Market, Stock Surges 75%
- Stock Surge: Keel Infrastructure's stock has surged 75% year-to-date, nearing a $2.5 billion market cap, indicating strong investor confidence in its pivot to AI infrastructure and reflecting positive market expectations for crypto miners transitioning to new sectors.
- Power Pipeline Advantage: With a 2.2-gigawatt power pipeline, including a 1.3-gigawatt project in Scrubgrass, Pennsylvania, Keel is well-positioned to generate stable annual revenue for its AI cloud services, further solidifying its market position among tech giants.
- Leasing Agreement Outlook: Keel expects to sign three leasing agreements this year for AI data centers with capacities of 350 megawatts, 110 megawatts, and 18 megawatts, and while it has yet to secure a major tech partnership, these potential contracts could significantly enhance its market value.
- Capital Raising Strategy: Operating in a capital-intensive industry, Keel raised $500 million through convertible notes with a 1.375% annual yield, providing necessary funding for future infrastructure expansion while minimizing costs associated with AI chip supply.
See More
Keel Infrastructure's Growth Dynamics
- Pipeline Expansion: Keel Infrastructure has a 2.2 gigawatt pipeline and expects to sign leases with three tech tenants by year-end, which will provide stable revenue streams and enhance market competitiveness.
- Sufficient Liquidity: The company currently holds $533 million in liquidity, sufficient to support lease execution at three sites, demonstrating its flexibility in capital management and ability to respond to market changes.
- Strong Market Performance: Keel's stock has risen 75% year-to-date, approaching a $2.5 billion market cap, reflecting investor confidence in its pivot to AI infrastructure, with a remarkable 260% increase over the past year.
- Future Growth Potential: With the ongoing demand for AI data centers, Keel anticipates that its 1.3 gigawatt Scrubgrass site will be a key driver of long-term growth, although the approval process is lengthy, successful completion will significantly enhance the company's market position.
See More
Keel Infrastructure Shares Rise 8.31% Despite Revenue Decline
- Stock Performance: Keel Infrastructure's shares rose 8.31% to $4.30, despite reporting a revenue decline and wider losses in Q1, indicating market confidence in its future transformation.
- Surge in Trading Volume: Today's trading volume reached 60.8 million shares, approximately 86% above the three-month average of 32.6 million shares, reflecting ongoing investor interest in digital infrastructure and AI-related assets.
- Financial Position: Although Q1 financials fell slightly short of analysts' expectations, the company maintains a cash and Bitcoin balance of $533 million, demonstrating financial resilience during its transition.
- Infrastructure Development: Keel expects to finalize leases for three data center sites by year-end, with its “crown jewel” Scrubgrass site conducting a load study for 750 megawatts of capacity, exceeding the combined capacity of its current three sites, showcasing its strategic positioning in digital and energy infrastructure.
See More
Keel Infrastructure Reports Significant Q1 Loss
- Poor Financial Performance: Keel Infrastructure reported a Q1 2026 loss of $0.21 per share, significantly missing analysts' expectations of $0.07 by 400%, indicating substantial challenges during its transition phase.
- Revenue Decline: The company's revenue fell 23% year-over-year from $47.65 million to $37 million, primarily due to the shutdown of its Bitcoin mining operations, reflecting the decline of its traditional business model.
- Increased Net Loss: Net loss surged from $55.6 million a year ago to $145.4 million, largely driven by changes in the fair value of digital assets, highlighting financial pressures during the company's transformation.
- Strong Liquidity Position: As of May 8, the company reported total liquidity of $533 million, primarily to fund its 2.2-gigawatt HPC and AI development pipeline in Pennsylvania, Washington, and Quebec, showcasing its strategic focus on new business areas.
See More
Keel Infrastructure Shares Surge 16.71% on AI Pivot
- Significant Stock Surge: Keel Infrastructure (KEEL) shares rose 16.71% to $4.12 at Wednesday's close, reflecting market optimism regarding its pivot towards AI and high-performance computing infrastructure.
- Notable Trading Volume: The company experienced a trading volume of 61.5 million shares, approximately 86% above its three-month average of 33.2 million shares, indicating strong investor interest in its future prospects.
- Strategic Transformation Support: Chardan initiated coverage with a Buy rating and a $4.50 price target, highlighting the strategic significance of Keel's shift from bitcoin mining to North American power-backed data center infrastructure, which is expected to attract more investor attention.
- Asset Restructuring Progress: Keel's sale of its 70 MW Paso Pe site in Paraguay for approximately $13 million successfully reallocates capital from non-core mining assets, laying the groundwork for future AI and HPC data center business growth.
See More
TeraWulf Shares Surge 12% After Acquiring Kentucky Data Center
- Data Center Acquisition: TeraWulf's acquisition of the 1 GW 'Muskie Data Campus' in Kentucky led to a more than 12% surge in its stock on Tuesday, marking a significant strategic shift towards high-performance computing (HPC).
- Future Capacity Plans: The campus is expected to support 500 MW of power by the second half of 2028, with an additional 500 MW planned for 2030, indicating the company's proactive positioning in response to future AI market demands.
- Infrastructure Advantage: CEO Paul Prager highlighted that power infrastructure and transmission access are the biggest constraints in the AI market, and the project's dedicated 345 kV substation will connect to the existing 765 kV transmission network, ensuring a faster path to power than competing projects.
- Positive Market Reaction: TeraWulf's stock reached $25 in early morning trading, with retail investor sentiment shifting from neutral to bullish, reflecting market confidence in the management's execution capabilities.
See More
Keel Infrastructure Transitions to AI Market, Stock Surges 75%
- Stock Surge: Keel Infrastructure's stock has surged 75% year-to-date, nearing a $2.5 billion market cap, indicating strong investor confidence in its pivot to AI infrastructure and reflecting positive market expectations for crypto miners transitioning to new sectors.
- Power Pipeline Advantage: With a 2.2-gigawatt power pipeline, including a 1.3-gigawatt project in Scrubgrass, Pennsylvania, Keel is well-positioned to generate stable annual revenue for its AI cloud services, further solidifying its market position among tech giants.
- Leasing Agreement Outlook: Keel expects to sign three leasing agreements this year for AI data centers with capacities of 350 megawatts, 110 megawatts, and 18 megawatts, and while it has yet to secure a major tech partnership, these potential contracts could significantly enhance its market value.
- Capital Raising Strategy: Operating in a capital-intensive industry, Keel raised $500 million through convertible notes with a 1.375% annual yield, providing necessary funding for future infrastructure expansion while minimizing costs associated with AI chip supply.
See More
Keel Infrastructure's Growth Dynamics
- Pipeline Expansion: Keel Infrastructure has a 2.2 gigawatt pipeline and expects to sign leases with three tech tenants by year-end, which will provide stable revenue streams and enhance market competitiveness.
- Sufficient Liquidity: The company currently holds $533 million in liquidity, sufficient to support lease execution at three sites, demonstrating its flexibility in capital management and ability to respond to market changes.
- Strong Market Performance: Keel's stock has risen 75% year-to-date, approaching a $2.5 billion market cap, reflecting investor confidence in its pivot to AI infrastructure, with a remarkable 260% increase over the past year.
- Future Growth Potential: With the ongoing demand for AI data centers, Keel anticipates that its 1.3 gigawatt Scrubgrass site will be a key driver of long-term growth, although the approval process is lengthy, successful completion will significantly enhance the company's market position.
See More
Keel Infrastructure Shares Rise 8.31% Despite Revenue Decline
- Stock Performance: Keel Infrastructure's shares rose 8.31% to $4.30, despite reporting a revenue decline and wider losses in Q1, indicating market confidence in its future transformation.
- Surge in Trading Volume: Today's trading volume reached 60.8 million shares, approximately 86% above the three-month average of 32.6 million shares, reflecting ongoing investor interest in digital infrastructure and AI-related assets.
- Financial Position: Although Q1 financials fell slightly short of analysts' expectations, the company maintains a cash and Bitcoin balance of $533 million, demonstrating financial resilience during its transition.
- Infrastructure Development: Keel expects to finalize leases for three data center sites by year-end, with its “crown jewel” Scrubgrass site conducting a load study for 750 megawatts of capacity, exceeding the combined capacity of its current three sites, showcasing its strategic positioning in digital and energy infrastructure.
See More
Keel Infrastructure Reports Significant Q1 Loss
- Poor Financial Performance: Keel Infrastructure reported a Q1 2026 loss of $0.21 per share, significantly missing analysts' expectations of $0.07 by 400%, indicating substantial challenges during its transition phase.
- Revenue Decline: The company's revenue fell 23% year-over-year from $47.65 million to $37 million, primarily due to the shutdown of its Bitcoin mining operations, reflecting the decline of its traditional business model.
- Increased Net Loss: Net loss surged from $55.6 million a year ago to $145.4 million, largely driven by changes in the fair value of digital assets, highlighting financial pressures during the company's transformation.
- Strong Liquidity Position: As of May 8, the company reported total liquidity of $533 million, primarily to fund its 2.2-gigawatt HPC and AI development pipeline in Pennsylvania, Washington, and Quebec, showcasing its strategic focus on new business areas.
See More
Keel Infrastructure Shares Surge 16.71% on AI Pivot
- Significant Stock Surge: Keel Infrastructure (KEEL) shares rose 16.71% to $4.12 at Wednesday's close, reflecting market optimism regarding its pivot towards AI and high-performance computing infrastructure.
- Notable Trading Volume: The company experienced a trading volume of 61.5 million shares, approximately 86% above its three-month average of 33.2 million shares, indicating strong investor interest in its future prospects.
- Strategic Transformation Support: Chardan initiated coverage with a Buy rating and a $4.50 price target, highlighting the strategic significance of Keel's shift from bitcoin mining to North American power-backed data center infrastructure, which is expected to attract more investor attention.
- Asset Restructuring Progress: Keel's sale of its 70 MW Paso Pe site in Paraguay for approximately $13 million successfully reallocates capital from non-core mining assets, laying the groundwork for future AI and HPC data center business growth.
See More
