MARA Holdings (MARA) Faces Pressure After Bitcoin Drop

Group 1 - MARA Holdings, Inc. (NASDAQ:MARA) is identified as one of the 12 stocks expected to rebound according to Wall Street analysts, despite a price target reduction from $22 to $15 by Rosenblatt, which maintained a Buy rating on the stock [1] - Bitcoin miners, including MARA, have faced significant challenges in 2025 due to high network competition and a sharp decline in Bitcoin prices, leading to increased pressure on pure play miners [2] - The recent downturn in the crypto market has negatively impacted crypto mining companies, including MARA, which previously benefited from long-term contracts for cheap electricity; many are now pivoting towards AI data centers for large tech firms [3] Group 2 - Matthew Sigel, portfolio manager of VanEck Onchain Economy ETF, highlighted that stocks like MARA combine the themes of digital assets through Bitcoin exposure and AI, although the macro environment has shifted, resulting in punishment for these companies [4] - While MARA shows potential as an investment, certain AI stocks are perceived to offer greater upside potential with less downside risk, indicating a competitive landscape for investment opportunities [5]