Cantor Fitzgerald cuts Bitdeer stock target to $13 from $17

Published 14/04/2025, 13:04
Cantor Fitzgerald cuts Bitdeer stock target to $13 from $17

On Monday, Cantor Fitzgerald analyst Brett Knoblauch revised the price target on Bitdeer Technologies Group (NASDAQ:BTDR) shares to $13.00, down from the previous $13.00, while retaining an Overweight rating on the stock. Currently trading at $7.95, InvestingPro analysis suggests the stock is slightly undervalued. The adjustment follows Bitdeer’s recent March production update, which was released on April 9, 2025. The company reported mining 114 Bitcoin in March, averaging 3.7 Bitcoin per day, a slight decrease from 3.9 Bitcoin per day in February. Worth noting, InvestingPro data shows the stock has demonstrated significant price volatility, with a beta of 2.25.

Bitdeer’s self-mining hash rate showed improvement, increasing to 11.5 EH/s, up from 9 EH/s. This growth was attributed to the expanded deployment of SEALMINER A1 mining rigs. Bitdeer anticipates integrating an additional 1.0 EH/s of A1 rigs in April. Despite the positive development in hash rate, Bitdeer has decided to temporarily halt the disclosure of wafer capacity, citing the aim to maximize shareholder value amidst current market uncertainties and a notable slowdown in demand for mining rigs. According to InvestingPro data, the company maintains a strong liquidity position with a current ratio of 14.58, though it’s currently experiencing rapid cash burn.

The company, however, remains on track to meet its ambitious year-end hash rate target of 40 EH/s. Additionally, Bitdeer’s A3 mining rig has achieved an initial tape out efficiency of 9.7 J/TH. Looking ahead, the A4 mining rig is expected to undergo its initial tape out in the fourth quarter of 2025, with an efficiency goal of approximately 5 J/TH. These advancements signal Bitdeer’s ongoing efforts to improve its mining technology and efficiency. InvestingPro analysts project significant revenue growth of 47% for FY2025, though profitability remains a challenge. For deeper insights into Bitdeer’s financial health and growth prospects, including 13 additional ProTips, check out the comprehensive Pro Research Report available on InvestingPro.

In other recent news, Bitdeer Technologies Group has reported significant developments across its operations. The company achieved a mining milestone in March 2025, producing 114 Bitcoins and increasing its managed hash rate to 24.2 EH/s. Bitdeer also announced the completion of mass production for its SEALMINER A1 rigs, with an energized hashrate of 2.8 EH/s. Additionally, the company has launched the SEALMINER A2 Pro series, which features improved energy efficiency and noise reduction.

In terms of financial projections, Rosenblatt Securities adjusted Bitdeer’s stock price target to $12 while maintaining a Buy rating, and Needham set a new target of $15, also maintaining a Buy rating. Meanwhile, Cantor Fitzgerald revised its price target to $13, keeping an Overweight rating, reflecting a recalibration in response to declining peer multiples and revised financial forecasts. Bitdeer has secured regulatory approval for its Tydal, Norway site and plans to expand its operations in Ethiopia with a new 50 MW mining datacenter.

The company continues to engage Northland Capital Markets for advice on its high-performance computing and artificial intelligence data center strategy. Despite some downward adjustments in financial expectations, analysts express confidence in Bitdeer’s potential, particularly in its ASIC manufacturing and AI/HPC segments.

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