TradesZ

Is HIVE a buy? — what our data shows

⚡ TradesZ research ·Updated June 22, 2026 ·~2 min read ·Grounded in SEC data

HIVE Digital Technologies mines Bitcoin using data centers powered by renewable energy — but it's now making a serious push into renting out computing power to AI companies that need it.

What our data shows

Our data on HIVE pulls in two directions at once, which is why we land neutral. On the exciting side: 141 big investment funds report holding it, and the list includes heavyweights like Berkshire Hathaway, Tiger Global, and Coatue — that's not casual money. The story we track is a real pivot: HIVE built a whole new subsidiary and snapped up a massive power site to go after the AI computing boom, and power at that scale is genuinely hard to come by. But our red flags are hard to ignore — their financial report is running late with no clean explanation yet, and the company keeps issuing new shares, which chips away at what existing shareholders own. That combination of smart-money interest and real execution question marks is exactly what makes this one tricky.

🟢 Institutional ownership (13F)
What you see
141 13F filings name HIVE — including top funds Berkshire Hathaway, Tiger Global Management, Coatue Management.
What it means
Large, well-known funds hold a long position here.
How to read it
13F positions are long positions (often read as bullish) — they lag ~45 days and guarantee nothing.
→ See smart money
⚪ Our research
What you see
HIVE: Riding the Bitcoin halving with AI‑ready data centers
What it means
Catalysts we track: Q2 FY2026 earnings release (covering quarter to June 30, 2026) with AI/HPC revenue breakout and updated Bitcoin cost metrics, expected August 2026.; Ramp‑up of Sweden power expansion adding ~30 MW capacity for mining and AI hosting through 2H 2026, with first racks fully energized by Q4 2026.; Deployment of next‑gen Bitcoin miners to reach targeted 5+ EH/s fleet capacity by late 2026, improving efficiency and production per megawatt..
How to read it
This is our research view (our own tier scoring) — not a smart-money flow signal and not advice.
→ Read the full analysis

The takeaway

⚪Neutral

The AI pivot is the whole bet here, so the thing to watch is whether HIVE can actually sign real AI customers and get its books in clean order — those two things together would change the story considerably.

But watch out
Late-filing notification (NT 10-K) — financials may be delayed or restated.
Sources → HIVE analysis→ Smart-money hub

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Informational research, not personalized investment advice.