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Analysts Eye 40% Upside for Top Crypto Miners
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| 5 Stocks Under $5 (From TradingTips)Is 2026 The Year to Load Up on Crypto Miners?Written by Nathan Reiff on January 7, 2026 Key PointsMany Bitcoin mining companies saw share prices triple or more in the last year, despite some rockiness in the final weeks of 2025.Companies in this space remain highly speculative, particularly given the trend toward shifting operations in favor of AI and data center applications.IREN, TeraWulf, and Cipher Mining are all worth a closer look based on lucrative contracts and the potential for continued momentum.In 2025, Bitcoin soared to an all-time high of around $126,000 among other wins for the cryptocurrency industry—including easing regulations, new stablecoin legislation, and the impending launch of a flurry of new crypto-focused exchange-traded funds (ETFs). However, the world’s largest digital token couldn’t keep the rally up and has since plunged to below $94,000.Crypto enthusiasts are not deterred by the end-of-year pullback, expecting that a delayed response to the shift in regulations could send Bitcoin and other popular tokens soaring in 2026. At the same time, precious metals have largely continued their multi-quarter rally with minimal interruption—so are investors fleeing cash and traditional equities for these safe havens instead of the riskier speculative play that cryptos represent? While no one knows for sure, often-overlooked crypto mining companies have done tremendously well in the last year, and those bullish on digital tokens might expect these rallies to continue as well. Additionally, many crypto miners are taking advantage of their existing operations to pivot to high-demand data center and AI business, opening up new possibilities. Here are three companies that may be worth a closer look.Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.Largest Bitcoin Miner by Market Cap Toying With an AI PivotIREN Ltd. (NASDAQ: IREN) is a Bitcoin miner based in Australia and, at about $14 billion in market value, is the largest publicly traded miner in the world by this metric. After a tremendously volatile 2025 that started with shares hovering around $12 each and ended at more than three times at level, analysts see IREN stock continuing to head upward by more than 40% in the new year. Despite pulling back later in the year, there are signs that IREN is starting 2026 with a major rebound.Like many crypto miners, IREN has toyed with the idea of pivoting some or all of its operations toward data centers and AI. As a vertically integrated firm, the company benefits from owning land, hardware, and the data center operations themselves. It seems to be well on its way toward shifting to AI, thanks to a multi-year contract worth almost $10 billion with Microsoft Corp. (NASDAQ: MSFT).To be sure, sentiment on IREN is mixed. Though the company reported better-than-expected earnings per share (EPS) last quarter, it missed on revenue. Short interest has also spiked toward the end of the year, although it has improved by almost 7% in the last month. Change in focus toward AI or not, IREN remains highly speculative and risky.High Short Interest Could Be an Opportunity or a Risk in TeraWulf’s CaseShares of zero-carbon Bitcoin mining facility operator TeraWulf Inc. (NASDAQ: WULF) soared in the late summer and early fall last year, but the final weeks of 2025 brought zig-zagging share prices. Like IREN above, TeraWulf is known for its environmentally-conscious approach to crypto mining, focused on sustainable power generation through hydroelectric and similar operations.Also like IREN, TeraWulf is utilizing its pre-existing crypto mining infrastructure to shift toward AI and data center business. In the last quarter, for instance, the company signed a 10-year hosting agreement with FluidStack, which should generate an expected $670 million in average annual revenue. However, net losses widened on fair-value remeasurement of outstanding warrants, despite a 25% year-over-year improvement to non-GAAP adjusted EBITDA to $18.1 million.WULF shares have an exceptionally high level of short interest at 32.3% of the public float. Depending upon an investor’s risk tolerance and approach, this may constitute either an outstanding opportunity for a near-term breakout or a reflection of deeper risks that should be avoided. For what it’s worth, Wall Street remains optimistic, with a majority of ratings coming in at Buy or equivalent and a predicted 41% in upside potential.Executive Order 14330: Trump’s Biggest Yet (Ad)While President Trump’s official salary is $400,000 per year… his tax returns reveal he’s been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn’t touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies…Discover how to invest in the fund Trump uses to collect this income >>Major Contracts Could Fuel Cipher’s Continued RiseCipher Mining Inc. (NASDAQ: CIFR) has Bitcoin mining operations across the country, but like the firms above, its biggest moves in recent months have been toward the data center business. It recently signed a 15-year, 300-MW direct lease with Amazon (NASDAQ: AMZN) Web Services, which should generate about $5.5 billion in contract revenue over its initial term. It has also secured a deal with FluidStack as well.Financing these projects could be somewhat difficult, and supply chain and equipment timing concerns may impact timelines or increase costs. However, Cipher’s balance sheet is fairly strong and continues to generate cash flow through Bitcoin mining—the company generated about $72 million in revenue from mining in the last quarter. Like the other names on this list, Cipher’s shares skyrocketed throughout 2025 before some turbulence at the end of the year, but analysts expect positive trends and 37% upside going forward.Read this article online ›Further Reading3 Stocks With Analyst Revisions That Could Drive Earnings Surprises4 Stocks That Could Soar Under Trump’s New Tariffs (From The Financial Newsletter)Biotech Is Heating Up—These 2 Red-Hot Stocks Stand Out7 High-Yield Dividend Stocks You Need to See (From TradingTips)Higher-for-Longer Rates Could Reward These 3 Overlooked Stocks3 of the Most Important Charts to Watch Right NowRocket Lab’s Rally Isn’t Random—Big Catalysts Are Ahead Did you learn something from this article? Exclusive News2025’s Most Upgraded Stocks—And What 2026 Might Hold Submitted by Leo Miller. Originally Published: 1/5/2026. What You Need to KnowSnowflake and CrowdStrike rode 2025’s AI-driven software demand wave, but 2026 upside depends on margins and recurring-revenue durability.Alphabet drew the most upgrades as investors rewarded AI improvements in Search, YouTube, and Cloud, even as near-term upside looked tighter.Tech and Communication Services led 2025 sector performance, helping concentrate upgrades in a handful of mega-cap and high-growth names.In 2025, Wall Street analysts showered many stocks in the technology and communicationsectors—the two best-performing sectors of the year—with upgrades. Tech took the top spot: the Technology Select Sector SPDR Fund (NYSEARCA: XLK) returned 24.6%, while the Communication Services Select Sector SPDR Fund (NYSEARCA: XLC) was a close second at 23.1%.Within these two sectors, Wall Street gravitated toward three specific names. Below, we detail MarketBeat’s three most upgraded stocks of 2025 and the consensus price targets looking ahead.After 100+ Upgrades, Analysts Still See Strong Upside in SNOWThe 7 Warning Signals Flashing Red Right Now (Ad)A free report revealing the 7 key indicators that have predicted every major economic collapse since 1929. Right now, all seven are flashing red simultaneously for the first time since 2007. These aren’t the signals you’ll see on CNBC.Claim Your Free Report Now »MarketBeat’s third most upgraded stock of 2025 was the tech and data analytics company Snowflake (NYSE: SNOW), which received 110 analyst upgrades. Snowflake performed strongly in 2025, rising roughly 42%.Snowflake consistently beat estimates on revenue and adjusted earnings per share (EPS) each quarter. Its Aug. 27 report was particularly strong: the company posted solid beats and raised full-year revenue-growth guidance from 25% to 27%, sending shares up more than 20% the next day.The company’s artificial intelligence (AI) offerings have resonated with customers, accounting for about half of bookings, according to its Dec. 3 report. Snowflake also reached a $100 million annualized revenue run rate for AI products one quarter earlier than expected. Still, shares sold off 11% after the report when margin guidance disappointed. More than a dozen analysts raised price targets on Snowflake following the announcement.The consensus price target for SNOW sits near $275, implying roughly 25% upside. Targets updated after the Dec. 3 report are slightly more bullish, averaging about $278, or roughly 28% upside.CRWD’s Guidance Boost Sends Shares SoaringComing in second is cybersecurity and cloud-security leader CrowdStrike (NASDAQ: CRWD). The company logged 114 analyst upgrades, and shares climbed 37% in 2025.Unlike Snowflake, CrowdStrike’s earnings releases were not the primary drivers of its stock performance. In fact, the shares fell an average of about 1.5% the day after each of the company’s four earnings reports.The biggest catalyst arrived on Sept. 18 during the company’s investor day, when shares jumped nearly 13% after management issued ambitious long-term guidance.CrowdStrike expects its annual recurring revenue (ARR) to grow by at least 20% in 2027 and projects ARR will double to $10 billion by 2031. Over the trailing 12 months, ARR was just over $4.9 billion.The consensus price target for CRWD sits just above $555, suggesting roughly 22% upside. Targets updated after the company’s Dec. 3 earnings report are slightly lower—averaging about $543, which still implies near 20% upside.GOOGL Tops 2025 Upgrade Rankings, Posting AI Wins Across the BoardAt the top of the list is Google’s parent, Alphabet (NASDAQ: GOOGL), which received 120 upgrades and delivered a total return of about 66% in 2025.Although often called a tech stock, Alphabet is classified in the communications sector because most of its revenue comes from delivering information and content via Google Search and YouTube. Still, the 2025 enthusiasm centered on its technological edge.AI advancements drove strong growth in Search and YouTube, and external demand for AI infrastructure helped Google Cloud accelerate. The firm’s Gemini 3 model is among the leading general-purpose AI models, and Alphabet has stepped up efforts in semiconductors.Its tensor processing units (TPUs) could attract significant demand from external customers in 2026, offering a possible alternative to NVIDIA’s (NASDAQ: NVDA) chips for certain tasks.The consensus price target of just under $318 implies less than 1% upside. However, 10 analysts raised their price targets in December; the average among those updates is about $362, implying roughly 15% upside.Google’s Long-Term Prospects Are Difficult to IgnoreEven with the lowest implied near-term upside among the three, Google remains a difficult stock to bet against. Beyond AI—where meaningful growth still remains—Alphabet is a leader in quantum computing research and autonomous-vehicle technology. Those businesses provide two additional levers for long-term growth in areas that are still early in their development. |
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