Hut 8 Mining p(US:HUT) 智通财经网·2025-12-23 01:56Core Viewpoint - Hut 8's stock price surged significantly, rising by 19% at one point and closing up 14.21% at $50.39, following Benchmark's upgrade of its target price to $85, the highest on Wall Street [1] Group 1: Company Developments - Hut 8 recently secured a 15-year lease agreement to rent its River Bend data park's 245 megawatt capacity to Fluidstack, which is a key factor in the stock price increase [1] - Analyst Mark Palmer highlighted that the deal features superior economic terms compared to similar transactions, providing long-term, investment-grade guaranteed cash flow, and multiple embedded expansion options across three counterparties: Anthropic, Fluidstack, and Google [1] Group 2: Valuation and Ratings - Benchmark's initial valuation of the 245 megawatt River Bend portion is approximately $7.6 billion, reflecting the scarcity value of contract cash flows and investment-grade rated power resources suitable for artificial intelligence [2] - Palmer reiterated a "buy" rating for Hut 8 and raised the target price from $78 to $85 based on a classified aggregate valuation analysis [2]