Analysts Remain Bullish on MARA Holdings (MARA) Amid Company’s Strategic Transition to AI

MARA Holdings, Inc. (NASDAQ:MARA) is one of the best blockchain infrastructure stocks according to analysts.

MARA Holdings, Inc. (NASDAQ:MARA) enjoys the confidence of 60% of covering analysts who remain bullish on the stock as of March 17, 2026. A roughly 30% upside potential is implied by the consensus price target of $12. The sentiment holds as the company works toward a strategic transition to AI and hyperscale data center infrastructure.

At the same time, MARA Holdings, Inc. (NASDAQ:MARA)’s growth narrative is surrounded by near-term execution risks related to its evolving business model.

Analysts at H.C. Wainwright project a lower Bitcoin price outlook in 2026, prompting analysts to make adjustments to expected network hash rate growth. The firm acknowledged that the company’s long-term growth story will be enhanced by its partnerships with Starwood Capital Group and by the Exaion acquisition. However, they believe the long-term value hinges on large data center leases, which may take time to materialize. For FY26, the analysts trimmed their sales forecast from $954.80 million to $851.10 million. The firm downgraded the stock from “Buy” to “Neutral.”

The previous day, MARA Holdings, Inc. (NASDAQ:MARA) marked a key milestone by partnering with Starwood Capital Group and Starwood Digital Ventures. With this move, the company aims to convert energy-rich infrastructure sites into AI and enterprise data centers. Management targets roughly 1 GW of short-term IT capacity, while eyeing potential expansion beyond 2.5 GW.

MARA Holdings, Inc. (NASDAQ:MARA), a digital asset technology company, engages in Bitcoin mining. The company operates data centers, develops mining software, and generates energy from renewable sources and methane capture.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years 

Disclosure: None. Follow Insider Monkey on Google News.