Bitfarms stock: analyst reiterates Buy rating and $4 price target

As a seasoned crypto investor with a keen interest in the Bitcoin mining sector, I find HC Wainwright’s recent bullish stance on Bitfarms (BITF) stock quite intriguing. The analyst’s assertion that BITF is one of the most undervalued publicly traded Bitcoin miners is music to my ears, given my belief in the long-term potential of Bitcoin and the mining industry.


HC Wainwright maintains its recommendation to buy Bitfarms (NASDAQ:BITF) stock, setting a predicted price of $4.

Based on the analysis of HC Wainwright’s expert Mike Colonnese, Bitfarms stands out as having an especially appealing price among Bitcoin mining stocks at present.

If the company is open to a sale only if it benefits its shareholders the most, then any winning bid for BITF could be significantly higher than its current market price.

As a researcher following the Bitcoin mining sector closely, I initiated coverage for BITF’s stock earlier this month. In a research note published on June 17, I expressed a bullish outlook for BITF.

Analysts reiterate buy rating for Bitfarms stock

According to Michael Colonnese, an analyst at HC Wainwright, Bitfarm is among the underappreciated publicly traded companies in the Bitcoin mining industry.

The analyst interprets Bitfarm’s latest deal worth $3.7 million in stock, which grants them access to 120 MW of power, as evidence of the company’s strong expansion plans.

Last week, Bitfarms saw a significant surge in its stock value by approximately 15%, following the company’s announcement of expansion plans. According to reports, Bitfarms is set to add up to 120 MW of power capacity at its new mining site located in Sharon, Pennsylvania.

As a crypto investor, I can tell you that starting from the last quarter of 2024, Bitfarms will increase its mining capacity by an additional 0.6 EH/s. In the second half of 2025, this expansion is set to continue with a total increase of 8 EH/s.

As a crypto investor, I’m excited to learn that an additional 6 exahash per second (EH/s) of mining capacity is expected to come online in 2025 through Bitfarm’s recently announced expansion at Yguazu. With this development, Bitfarm’s projected managed capacity for the end of 2024 stands at 21 EH/s. Looking ahead, management anticipates reaching a capacity of 35 EH/s by the close of 2025.

The analyst projected that Bitfarms’ self-managed facilities would expand to approximately 650 MW in capacity by the year 2025. Considering the latest development project in Sharon, PA, our calculation indicates that Bitfarms is on track to amplify its total power output by around 170%, reaching a capacity of 648 MW in 2025 – up from the current operational level of 240 MW.

Risks

In spite of the volatile market conditions and the ongoing drama surrounding the Riot takeover, BITF’s stock price has surged by approximately 30% in June and an impressive nearly 24% over the past five days. Year to date, BITF has experienced a growth of around 5.7%.

However, HC Wainwright suggests there might be risks to BITF hitting the $4 price target.

Bitcoins’ price fluctuations, hold-ups at Bitfarms’ newly established mining sites, and the possible consequences of share issuances due to equity financing are among the factors that could be influential.

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2024-06-17 18:22