Gekko Brief
AI summaryOct 12 close
Bitdeer continues expanding its AI data center footprint, announcing a new 8-year data center services agreement for the A103 facility at its Cyberjaya, Malaysia campus, bringing secured AI Cloud capacity to approximately 333.5MW. This follows an earlier announcement of the A901 campus, a 67MW expansion that had pushed secured capacity to approximately 273.5MW, with an active AI Cloud pipeline exceeding $10 billion. A notice was also issued asking readers to disregard an earlier release tied to the A103 facility's capacity figures.
Shares close at $9.26, down 3.8%, sitting below both the 50-day average of $10.87 and the 200-day average of $11.99, with the 50-day below the 200-day. The stock has fallen 22.6% over one month and 54.9% over the past year, trading well off its 52-week high of $27.80. The GekkoIndex reads 67.8, placing it in the Accumulation zone, while price sits 37.4% below Gekko Fair Value of $14.79.
Bitdeer next reports earnings on 9 November 2026, before the open, 28 days away and inside a typical 20-trading-day holding window; the prior report saw a 20.1% reaction. Over the last 90 days, there have been 2 open-market insider purchases totaling $447,000. Seasonality over the next 20 trading days has averaged +1.3% across 5 years, rising in 4 of them. Consensus among 10 firms stands at 9 buy and 1 hold, with a consensus target of $22.