Analyst reiterates ‘Buy’ rating on Bitfarms stock despite selloff

As a seasoned researcher with years of experience in the dynamic world of cryptocurrency and blockchain technology, I find myself intrigued by the recent developments at Bitfarms. While the company’s delay in its expansion plans has caused a temporary dip in its stock price, I remain optimistic about its future prospects.


H.C. Wainwright & Co. analysts reiterated their “Buy” rating on Bitcoin mining company Bitfarms. 

As a crypto investor, I’ve noticed a dip of 15% in the stock price following Bitfarms’ announcement about the delay in achieving their year-end 2024 expansion goals, as reported in a recent note circulated among crypto news outlets.

Bitfarms recently revealed an 8% increase in their third-quarter earnings, bringing total revenue to $44.9 million. However, the company has decided to push back its planned hash rate goal – a measure of its Bitcoin mining computing power – from late 2024 to early 2025. Additionally, they have abandoned their previous prediction for a 2025 hash rate of 35 exahashes per second, attributing the change to logistical difficulties.

The management explained that the delays were due to issues with construction, hold-ups in mineral delivery, and the requirement for fixing underperforming machinery’s warranties.

According to the analyst note, Bitfarms currently operates at a hash rate of 11.9 EH/s.

Analyst: recent upgrades will positively impact future plans

In spite of the challenges, analysts pointed out that Bitfarms made substantial improvements by replacing around 50,000 outdated mining devices with modern, energy-efficient alternatives in a total of ten data centers.

This year, the company’s upgrade significantly increased its hash rate capability by approximately 83%, and enhanced fleet productivity by around 40%. As a result, it managed to achieve an energy efficiency in mining of just 21 joules per terahash, which is a metric for measuring energy efficiency.

As we move forward, Bitfarms is considering various opportunities beyond just Bitcoin mining. These possibilities include potentially growing into fields like advanced computing and artificial intelligence solutions.

The business has just taken over some new locations in Pennsylvania, setting it up for more expansion within the U.S. In addition, even with rising Bitcoin mining costs due to seasonal and regional changes in energy prices, Bitfarms managed to decrease their electricity cost per terahash, which suggests improved mining efficiency.

2024 revenue projections for Bitfarms have been upgraded by analysts to approximately $190.7 million due to a favorable Bitcoin price trajectory. However, their 2025 predictions have been scaled down to around $388.9 million, as they anticipate a more gradual increase in hash rate growth than initially anticipated.

The analysts remain confident in Bitfarms’ long-term position, reiterating a $4 price target.

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2024-11-15 00:05