Aaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on TipRanks. Aaron previously co-founded a mobile gaming company (Absolute Games) that was acquired by PENN Entertainment. He used his analytical and modeling skills to design the in-game economic models for two mobile apps with over 30 million in combined installs. He is the author of the investing group Distressed Value Investing, which focuses on both value opportunities and distressed plays, with a signi ...

Core Viewpoint - IREN Limited and MARA Holdings are two leading bitcoin mining companies facing price volatility in the cryptocurrency market, prompting an analysis of their fundamentals, growth prospects, market challenges, future strategies, and valuations to identify which stock presents a better investment opportunity [1] Group 1: IREN Limited - IREN is recognized as one of the largest and lowest-cost bitcoin miners, reporting a 17% sequential increase in average operating Hash rate and a 12% increase in bitcoin mining for the first quarter of fiscal 2026 [2] - To mitigate the impact of cryptocurrency price fluctuations, IREN is diversifying into the AI Cloud Service Market, which is projected to grow at a CAGR of 19.4%, significantly outpacing the crypto mining sector [3] - IREN plans to convert its British Columbia facility to GPU-based AI compute by late 2026 and is developing a 200MW liquid-cooled data center in collaboration with Microsoft [4] - The company is investing $5.8 billion in GPUs for expansion, relying heavily on external funding sources, including $1.9 billion in customer prepayments and $2.5 billion through credit and contracts with Microsoft [5] - AI data center revenues contributed only $7.3 billion to IREN's total revenues of $240.3 billion, indicating a high exposure to crypto volatility and leading to downward revisions in earnings estimates [6][7] - IREN's shares have increased by 393.4% year-to-date, but the company faces challenges with shrinking margins and high capital expenditures [12][16] Group 2: MARA Holdings - MARA is focused on capitalizing on the institutionalization of AI and the acceptance of bitcoin as a strategic store of value, aiming to enhance operational efficiencies and scale its operations [8] - The company has a record-low cost structure, with energy costs at $39.2K per bitcoin and $0.04/kWh for power, which supports profitability in volatile markets [9] - MARA has acquired multiple sites across the U.S. at significantly lower costs than the industry average, enhancing its computing capacity and reducing reliance on third-party providers [9][10] - The company retains a significant portion of the bitcoin it mines, balancing immediate revenue generation with long-term asset accumulation, holding approximately $6.8 billion in cash and bitcoin at the end of Q3 2025 [11] - MARA's lower valuation, with a forward P/S multiple of 3.83X compared to IREN's 8.89X, makes it a more attractive investment option despite its shares falling by 33.7% year-to-date [12][14][16] Group 3: Comparative Analysis - Both companies view AI computing as a critical future growth area, but IREN is pursuing rapid AI integration while MARA focuses on a vertically integrated model with lower costs and disciplined site acquisitions [13] - IREN's current financial challenges and high capital expenditures necessitate caution, while MARA's strategic approach positions it favorably in the digital asset industry [16]

Key Takeaways POST approved a $500M repurchase plan effective Nov. 27, 2025, after canceling its prior program.Post Holdings generated $488.1M in FY25 free cash flow alongside solid operating cash.POST repurchased 6.4M shares for about $708.5M in fiscal 2025, marking a major use of capital.Post Holdings, Inc. ((POST) has approved a fresh $500 million share repurchase authorization, which becomes effective today. The decision follows the cancellation of the prior buyback program, under which the company had ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. To ensure this doesn't happen in the future, please enable Javascript and cookies in your browser. ...

Toronto, Ontario--(Newsfile Corp. - Le 27 novembre/November 2025) - P2P Group Ltd. (PPB) has announced the completion of a Change of Business and name and symbol change to Inturai Ventures Corp. (URAI). Shares will begin trading under the new name and symbol and with a new CUSIP number on November 28, 2025. Disclosure documents are available at www.thecse.com. Please note that all open orders will be canceled at the end of business on November 27, 2025. Dealers are reminded to re-enter their orders. ...

Key Takeaways IBKR sees rising trading revenues supported by strong DARTs and higher market participation.SCHW benefits from deep client assets, diversified revenues and stronger net interest margins.IBKR's tech investments lower costs and help drive steady client growth and net revenue gains.Two key online brokerage firms, Interactive Brokers Group (IBKR) and Charles Schwab (SCHW) , both offering broad retail and institutional trading services, cater to distinct segments of the market. While IBKR is known ...

Key Takeaways MongoDB expects Q3 revenues of $587M-$592M and non-GAAP EPS of 76-79 cents.MongoDB growth is supported by Atlas' strength and expanding AI-driven application adoption.MongoDB added 5,000 customers in H1 as new search tools and its AMP platform broadened uptake.MongoDB (MDB) is slated to release third-quarter fiscal 2026 results on Dec. 1. The company expects third-quarter fiscal 2026 revenues between $587 million and $592 million.The Zacks Consensus Estimate for the top line is currently pegge ...

Key Takeaways OLLI posts solid sales gains driven by loyal shoppers, brand closeouts and expanding store footprint.SFM sees slowing comps and margin pressure amid cautious consumers and tough year-over-year comparisons.OLLI's growth is backed by strong distribution, low-cost real estate and a high-performing loyalty program.With consumers becoming more selective about where they spend, Sprouts Farmers Market, Inc. (SFM) and Ollie’s Bargain Outlet Holdings, Inc. (OLLI) are two retailers gaining attention for ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Dollar General (DG) reports results for the quarter ended October 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on December 4, might help the stock move higher if these key numbers are better than expect ...