KEEL - Keel Infrastructure Corp.
Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages Transcript
Keel Infrastructure Corp. (NASDAQ:KEEL), the former Bitfarms, has become one of the market's favorite speculative tickets on the AI data center boom.
Keel Infrastructure Corp (NASDAQ:KEEL) shares are trading higher Monday morning as traders look past the company's recent convertible-notes financing overhang and refocus on the stock's longer-term uptrend.
Keel Infrastructure Corp (KEEL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Keel Infrastructure Corp. (NASDAQ:KEEL) shares are trading higher on Wednesday as traders look past last week's financing overhang.
Keel Infrastructure aims to secure three key leases by 2026, but its valuation hinges on turning powered capacity into signed deals amid high infrastructure costs.
Keel Infrastructure Corp. (NASDAQ:KEEL) shares are trading higher on Tuesday as traders look past last week's financing overhang.
NEW YORK, June 09, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/TSX: KEEL), a North American digital and energy infrastructure company (“Keel” or the “Company”), today announced that it has closed its offering of $458 million aggregate principal amount of 1.250% convertible senior notes due 2032 (the “Convertible Notes”), which includes the exercise in full of the $58 million option granted to the initial purchasers of the Convertible Notes.
KEEL is pivoting from crypto to AI/HPC data centers, backed by big liquidity. Yet, forecasts weaken as rivals battle for power.
NEW YORK, June 05, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/TSX: KEEL), a North American digital and energy infrastructure company (“Keel” or the “Company”), today announced that it has priced its offering of $400 million aggregate principal amount of 1.250% convertible senior notes due 2032 (the “Convertible Notes”). Keel has also granted the initial purchasers of the Convertible Notes an option to purchase, for a 13-day period beginning on and including the date on which the Convertible Notes are first issued, up to an additional $58 million aggregate principal amount of the Convertible Notes. The aggregate principal amount of the offering was increased from the previously announced offering size of $350 million (or $408 million if the initial purchasers exercise their option to purchase the option in full). The payment obligations under the notes will be fully and unconditionally guaranteed, on a senior unsecured basis, by Bitfarms Ltd., a wholly owned subsidiary of Keel. The offering is expected to close, subject to market and other closing conditions on or about June 9, 2026.
NEW YORK, June 04, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/TSX: KEEL), a North American digital and energy infrastructure company (“Keel” or the “Company”), today announced that it intends to offer $350 million aggregate principal amount of convertible senior notes due 2032 (the “Convertible Notes”). The payment obligations under the notes will be fully and unconditionally guaranteed, on a senior unsecured basis, by Bitfarms Ltd., a wholly owned subsidiary of Keel. Keel also expects to grant the initial purchasers of the Convertible Notes an option to purchase, for a 13-day period beginning on and including the date on which the Convertible Notes are first issued, up to an additional $58 million aggregate principal amount of the Convertible Notes. The offering is subject to market and other conditions and there can be no assurance as to whether, when, or on what terms the offering may be completed.
Keel Infrastructure (KEEL) is transitioning from bitcoin mining to AI data center hosting, targeting a 2.2 GW pipeline by 2027. KEEL's conservative growth targets and focus on Nvidia-compatible infrastructure position it as an attractive, less overvalued peer in the sector. Despite Q1 2026 net losses of $145 million and negative adjusted EBITDA, I maintain a buy rating for KEEL, favoring moderate accumulation on pullbacks.
Keel Infrastructure ditches Bitcoin mining for HPC/AI data centers, but Q1 losses surged and management says lease-driven revenues will not start until 2027.
Here is how Keel Infrastructure Corp (KEEL) and Miami International Holdings, Inc. (MIAX) have performed compared to their sector so far this year.
The company has a 2.2 gigawatt pipeline and expects to sign three leases with tech tenants by the end of the year. Keel Infrastructure told investors its $533 million in liquidity is enough to execute leases at three of its sites.
Traders are piling into this AI data-center pivot even as fresh earnings highlight execution risks, today, May 11, 2026.
Keel Infrastructure Corp. (KEEL) Q1 2026 Earnings Call Transcript
Keel Infrastructure Corp. (NASDAQ:KEEL) shares are trading lower Monday after the company reported first-quarter financial results.
Zoning secured and site development on track across near-term sites: Panther Creek, Sharon, and Moses Lake Strong balance sheet with $533 million of liquidity as of May 8, 2026 to support site development through lease signing at near-term sites NEW YORK, May 11, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/TSX: KEEL) (“Keel Infrastructure” or “Keel”), a North American digital and energy infrastructure company, today reported its financial results for the quarter ended March 31, 2026. “Our rebranding to Keel Infrastructure marks the completion of a nearly two-year strategic transformation.
Keel's rally followed new analyst coverage focused on its shift from bitcoin mining toward power-backed AI/HPC infrastructure, with the next test centered on turning North American sites into leased data center revenue.