Canaan secures major U.S. order for over 50,000 bitcoin miners

Published 02/10/2025, 14:22
Canaan secures major U.S. order for over 50,000 bitcoin miners

SINGAPORE - Canaan Inc. (NASDAQ:CAN) has received a purchase order from a U.S.-based bitcoin miner for more than 50,000 Avalon A15 Pro mining machines, the company announced Thursday. The news has contributed to the stock’s impressive 31.21% gain over the past week, according to InvestingPro data.

The order, described as the largest for Canaan in the past three years, is scheduled for delivery in the fourth quarter of 2025. The company did not disclose the financial terms of the deal. Based on InvestingPro’s Fair Value analysis, Canaan’s stock currently appears slightly undervalued, suggesting potential upside from current levels.

"This milestone order represents a significant win for Canaan and reflects the robust resurgence of the U.S. market," said Nangeng Zhang, chairman and CEO of Canaan, in a press release statement.

The Avalon A15 Pro is Canaan’s latest generation bitcoin mining machine, which the company says offers efficiency and reliability for institutional miners.

Canaan, established in 2013 and listed on the Nasdaq Global Market since 2019, specializes in ASIC high-performance computing chip design and production of cryptocurrency mining equipment.

The Singapore-based company positions itself as a provider of mining infrastructure for institutional-scale operations. According to the announcement, the substantial order reinforces Canaan’s market position as bitcoin mining activity continues to develop in the United States.

The company’s stock has experienced volatility in recent years, tracking broader fluctuations in cryptocurrency markets and mining profitability, which are influenced by bitcoin prices and global computing power competition. InvestingPro data shows the stock’s beta of 3.45, indicating significantly higher volatility than the broader market. Despite challenges, the company maintains a healthy current ratio of 1.78 and analysts project 70% revenue growth for fiscal year 2025. Get access to 13 additional InvestingPro Tips and comprehensive analysis in the Pro Research Report, available exclusively to subscribers.

In other recent news, Canaan Inc. reported its Q2 2025 earnings, which showed a significant revenue miss. The company revealed revenue of $71.86 million, falling short of the expected $109.45 million, a 34.34% miss. However, the earnings per share (EPS) surprised analysts with a result of -1.02, compared to the forecasted -0.04, marking a 2450% surprise. Canaan also announced a strategic partnership with Soluna Holdings to deploy 20 megawatts of Avalon A15 XP Bitcoin miners at a wind-powered site in Texas, expected to begin in the first quarter of 2026. Additionally, Canaan reported a 10% increase in its monthly bitcoin mining, with a treasury holding of 1,547 bitcoins as of August 31, 2025. The company further partnered with Luxor Technology Corporation to offer financing for Avalon bitcoin mining machines, facilitating the sale of over 5,000 units to a U.S.-based institutional miner. Benchmark has reiterated its Buy rating on Canaan stock, maintaining a price target of $2.00.

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