MARA Holdings reported its unaudited production results for September, producing 736 Bitcoin during the month. This operational update comes as the company continues to attract attention for both its growth strategy and community engagement.

See our latest analysis for MARA Holdings.

MARA Holdings has been in the spotlight lately, not just for its monthly Bitcoin production but also for its expansion into data centers and energy, as well as ongoing community discussions around its mining sites. Over the past year, the company delivered a strong 16% total shareholder return. With a 19% jump in the last 30 days, momentum seems to be returning despite a few recent pullbacks.

If you want to get a sense of what’s gaining traction beyond digital assets, this could be the perfect opportunity to discover fast growing stocks with high insider ownership

But with the stock up nearly 20% this month and analysts still seeing upside, is MARA Holdings presenting a genuine buying opportunity now, or has the market already accounted for its future growth potential?

Compared to the last closing price of $18.65, the narrative consensus fair value of $23.32 suggests there is still meaningful upside in MARA Holdings. This perspective reflects ambitious growth prospects beyond mining, even as the market continues to debate just how sustainable those gains are.

MARA’s strategic expansion into AI infrastructure and partnerships with leading AI and grid management companies positions the firm to benefit from the accelerating adoption of artificial intelligence and the growing demand for high-performance, energy-efficient compute. This is likely to unlock new, recurring revenue streams outside traditional bitcoin mining.

Read the complete narrative.

Curious how they get to that number? The narrative relies on projections most investors might not expect and bold margins unlikely in most tech stories. Want the inside track on what is driving consensus? The financial roadmap here is anything but conventional. Click to see what could really lift MARA’s valuation next.

Result: Fair Value of $23.32 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, ongoing reliance on bitcoin mining and the risk of stricter crypto regulations could quickly undermine forecasts and alter MARA Holdings’ growth narrative.

Find out about the key risks to this MARA Holdings narrative.

If you think there’s another side to the story or want to dig into the numbers yourself, crafting your own view takes just a few minutes. Do it your way