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MARA Holdings stock falls 48% despite growth plans and Long Ridge acquisition potential.

Analyst Insights
31 Aug 2026
Seeking Alpha
View Source
Bullish
MARA Holdings stock falls 48% despite growth plans and Long Ridge acquisition potential.

MARA Holdings has seen its stock price drop 48% since the last coverage, underperforming the market's 14% gain. Despite challenges from Bitcoin-related revenue headwinds and inconsistent execution, management remains optimistic with plans to expand its power portfolio to 4.8 GW by year-end. The recent $1.5 billion acquisition of Long Ridge is expected to initiate a new revenue cycle, supporting a bullish long-term outlook driven by scalability and AI potential. The analyst maintains a Strong Buy rating based on these growth ambitions and multi-year tailwinds.

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