MARA
MARA Holdings, Inc.
September 18, 2026 · intraday
- Rarity
- 1.40
- Peak move
- +13.99%
- Float cap
- $4.3B
An energy and digital infrastructure company that manages and allocates power to high-value uses, using Bitcoin mining as a flexible workload to monetize excess and underutilized energy. It also develops AI inference and high-performance computing data centers and secure cloud infrastructure for customers, operating across North America, the Middle East, Europe, and Latin America.
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What we found
13 events · 2 from SEC or newswire · 0 timed with the moveinsider_saleMARA officer Zabi Nowaid filed notice to sell 8,376 shares at an average price of $12.04, a market value of $100,869, under a 10b5-1 plan.
SEC144 0001957799-26-000177- Key event
peer_disclosureCleanSpark's wholly owned subsidiary CSDC Finance I plans to raise up to $2.227 billion via a private placement of senior secured notes due 2031 to complete the Sandersville, Texas data center and related purposes.
- Key event
crypto_moveThe US Senate blocked the CLARITY Act crypto market-structure bill in a 49-50 procedural vote, after which Bitcoin fell about 4% to $75,939 and MARA, CleanSpark and Core Scientific each fell 5% or more; MARA officer Zabi Nowaid separately filed notice to sell 8,376 shares at an average price of $12.04, a market value of $100,869, under a 10b5-1 plan.
macro_dataThe Federal Reserve raised its benchmark rate 25 basis points to a 3.75%-4.00% target range on September 16, its first increase since July 2023, with officials' projections implying one more hike this year; Bitcoin traded near $76,500 after falling as low as $75,355.
peer_disclosureListed Bitcoin miners cut roughly 56 EH/s (about 15%) of realized hashrate in the first half of 2026, redirecting power to AI/HPC, with HPC and AI segment revenue up 52% quarter over quarter and 14 firms spending $18.6 billion of capex in one quarter.
commodity_eventListed miners' average cost to mine one bitcoin rose to $75,500 in Q2 2026 versus a quarter-end BTC price of $58,400, pushing profitability below break-even, while Core Scientific paid $41.9 million to cancel a 15 EH/s equipment order and some smaller miners began shutting down.
- Key event
peer_disclosureBitdeer reported August Bitcoin production of 1,310 BTC, up 249% year over year, with self-operated hashrate of 79.9 EH/s and total self-owned hashrate of 84.1 EH/s, plus a 16-year Norway AI/HPC data center lease worth about $4.7 billion initially and up to $8 billion with extension.
peer_disclosureOlenox Industries' CS Digital operations mined about 15.63 Bitcoin in August 2026 at an average hashrate of roughly 1.03 EH/s, running 9,584 S21-class ASIC miners representing about 35 MW and 2.19 EH/s of nameplate capacity.
insider_saleMARA CEO Frederick G. Thiel filed a Form 144 on Sept. 17, 2026 proposing the sale of 27,505 common shares worth about $314,932 at an average price of $11.45 through the Thiel Living Trust under a Rule 10b5-1 plan adopted June 9, 2026.
Websec.govSEC144 0001959173-26-007026insider_saleMARA CFO Salman Hassan Khan filed a Form 144 on Sept. 17, 2026 proposing the sale of 16,000 common shares worth about $183,200 through the S&N Khan Family Trust under a Rule 10b5-1 plan adopted Sept. 11, 2025.
crypto_moveMARA Holdings received a 1,292 BTC transfer worth about $98.6 million via FalconX's OTC desk at an average $76,347 per coin on Sept 15-16, which the company clarified was repayment of loaned coins, not a new purchase.
analyst_ratingJPMorgan double-downgraded MARA Holdings to Underweight and cut its price target to $11 from $13, citing limited upside from MARA's capital-light AI/HPC data-center strategy and its Starwood Digital Ventures joint venture, which leaves MARA with only about half the venture's value.
regulatory_approvalERCOT gave MARA's Granbury and Garden City Texas sites conditional 'Base Load' status (about 280 MW and 200 MW), while its 2 GW Matagorda campus was submitted as 'Studied Load,' with final capacity possibly unknown until at least April 2027.