Rosenblatt lowers Canaan stock price target to $4 on U.S. tariff impact

Published 15/08/2025, 12:50
Rosenblatt lowers Canaan stock price target to $4 on U.S. tariff impact

Investing.com - Rosenblatt has reduced its price target on Canaan Inc. (NASDAQ:CAN) to $4.00 from $5.00 while maintaining a Buy rating on the bitcoin mining equipment manufacturer. The stock, which has declined over 56% in the past six months, is currently trading below its InvestingPro Fair Value.

The price target adjustment reflects concerns about U.S. tariff policies that are negatively impacting demand for the company’s bitcoin mining rigs in the American market, according to Rosenblatt.

Canaan has begun producing equipment domestically in response to these tariff challenges, though the firm notes this comes with higher production costs compared to its manufacturing operations in Malaysia and China.

Despite these headwinds, Rosenblatt acknowledges that Canaan has benefited from a general rebound in demand for bitcoin mining equipment and growth in its self-mining bitcoin operations.

The research firm believes rising global bitcoin hashrate and price could help accelerate worldwide demand, but has revised revenue estimates downward to reflect what it expects to be a more gradual recovery in U.S. demand.

In other recent news, Canaan Inc . reported its second-quarter revenue, which reached $100.2 million. This figure exceeded the company’s own guidance and marked a 39.5% year-over-year increase. However, it fell short of analyst expectations, which had projected revenue of $109.45 million. Despite achieving record mining revenue, the results did not meet the forecasted figures by analysts. The company did not provide additional commentary on the earnings report. These developments are part of the recent updates surrounding Canaan Inc.

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