Market Cap
$2.2B
KEEL
Keel Infrastructure Corp.
$3.60 ▲ +4.51%
Prev close $3.44Market cap$2.2B
ConsensusStrong Buy
12-mo target$6.55 (+82.1%)
▲ Bullish
Analyst conviction 9/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions Crypto & Blockchain
Snapshot
The big-picture read on KEEL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$2.1B
Inst. Activity
30 buys / 0 sells
Insider Activity
$525.7K buy / $0.00 sell
Insider Net $
$525.7K
Social Sentiment
68° Warm
SEC Reports
12
Price chart 30d +15.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 9, 2026 ftd
Aug 22, 2026 SEC FTD: KEEL — 668,699 shares ($2.5M) failed to deliver
Settlement: 20260909, Price: $3.73, FTD Value: $2,494,247.27, KEEL INFRASTRUCTURE CORP COM
CEO Benjamin Gagnon and COO Liam Daniel Wilson made open-market purchases totaling ~$330K over a 5-day window, following
CLUSTER — Impact 3/10
KEEL's COO and CEO made open-market purchases totaling $296K within a 7-day window, coming 11 days after the company rep
CLUSTER — Impact 5/10
Aug 21, 2026 Insider
Gagnon Benjamin bought 38,888 shares
Chief Executive Officer @ $3.33 ($129.5K)
Aug 20, 2026 Insider
Aug 17, 2026 SEC WILSON LIAM DANIEL bought 30,769 shares
Chief Operating Officer @ $3.25 ($100.0K)
CEO Benjamin Gagnon and COO Liam Wilson made open-market purchases totaling $296K in Keel Infrastructure Corp. over a 5-
CLUSTER — Impact 5/10
Aug 17, 2026 Insider
WILSON LIAM DANIEL bought 26,472 shares
Chief Operating Officer @ $3.78 ($100.1K)
Jun 30, 2026 Inst.
BlackRock, Inc. — NEW
43,970,304 shares ($252.4M)
Analyst ratings buy % +2.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
89% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 22, 2026 | BTIG | INITIATE | Buy | 53% |
| Jun 24, 2026 | Citizens | INITIATE | Market Outperform | 38% |
| Jun 8, 2026 | Chardan Capital | MAINTAIN | Buy | 49% |
| May 11, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| May 11, 2026 | Chardan Capital | MAINTAIN | Buy | 49% |
| May 11, 2026 | Alliance Global Partners | MAINTAIN | Buy | 42% |
| Apr 27, 2026 | Chardan Capital | INITIATE | Buy | 49% |
| Apr 9, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% | |
| Aug 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% | |
| Jul 1, 2026 | 3 | 12 | 2 | 0 | 0 | 88% | |
| Jun 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Feb 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% |
Price targets
Where 11 covering analysts think KEEL trades over the next 12 months.
$6.55 +82.1% upside Strong Buy
Current$3.60 Low$4.50 Median$6.00 High$10.00 11 analysts
$4.50$10.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
68°
Warm
BearishNeutralBullish
Recent posts
KEEL?
▲ 1 · 💬 0· ⚡ 0.5
Keel Infrastructure (KEEL, formerly Bitfarms): a $2B bet on AI data centers that hasn't signed a single tenant yet
▲ 1 · 💬 7· ⚡ 0.5
Aug 19
▲ 1 · 💬 0· ⚡ 0.5
Nvidia plans $3 billion investment in infrastructure developer SB Energy to back OpenAI's massive data center campus
▲ 1 · 💬 5· ⚡ 0.5
Pump KEEL for me
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 2 bullish, 4 bearish, 2 mixed, 4 neutral · avg impact 4.8/10.
NEUTRALCLUSTER3/10
CEO Benjamin Gagnon and COO Liam Daniel Wilson made open-market purchases totaling ~$330K over a 5-d
Aug 22, 2026
BULLISHCLUSTER5/10
KEEL's COO and CEO made open-market purchases totaling $296K within a 7-day window, coming 11 days a
Aug 21, 2026
BULLISHCLUSTER5/10
CEO Benjamin Gagnon and COO Liam Wilson made open-market purchases totaling $296K in Keel Infrastruc
Aug 17, 2026
MIXEDPRESS-RELEASE6/10
Keel Infrastructure reported Q2 2026 revenue of $30M, down 50% YoY, and a GAAP loss of $0.11 per sha
Aug 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 9, 2026
ftd
FTD: KEEL — 668,699 shares ($2.5M) failed to deliver
Settlement: 20260909, Price: $3.73, FTD Value: $2,494,247.27, KEEL INFRASTRUCTURE CORP COM
Sep 3, 2026
ftd
FTD: KEEL — 382,825 shares ($1.2M) failed to deliver
Settlement: 20260903, Price: $3.11, FTD Value: $1,190,585.75, KEEL INFRASTRUCTURE CORP COM
Sep 2, 2026
ftd
FTD: KEEL — 198,075 shares ($0.6M) failed to deliver
Settlement: 20260902, Price: $3.07, FTD Value: $608,090.25, KEEL INFRASTRUCTURE CORP COM
Sep 1, 2026
ftd
FTD: KEEL — 722,962 shares ($2.3M) failed to deliver
Settlement: 20260901, Price: $3.15, FTD Value: $2,277,330.3, KEEL INFRASTRUCTURE CORP COM
Aug 31, 2026
ftd
FTD: KEEL — 1,130,738 shares ($3.6M) failed to deliver
Settlement: 20260831, Price: $3.22, FTD Value: $3,640,976.36, KEEL INFRASTRUCTURE CORP COM
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.08 | $-0.11–$-0.06 | — | +30.3% | — | $0.0B | 3 |
| Next Q | $-0.07 | $-0.12–$-0.05 | 35.0% | +38.9% | — | $0.0B | 3 |
| Current FY | $-0.51 | $-0.51–$-0.51 | — | -200.0% | 0↑ 1↓ | $0.1B | 1 |
| Next FY | $-0.29 | $-0.53–$-0.17 | 43.1% | -22.5% | 0↑ 1↓ | $0.1B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.077 | — |
| 7d ago | $-0.110 | +0.033 |
| 30d ago | $-0.110 | +0.033 |
| 60d ago | $-0.060 | -0.017 |
| 90d ago | $-0.050 | -0.027 |
Institutional ownership
Which big funds own KEEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.1B total value (367,415,547 shares) as of 2026-Q2. Top holders: BlackRock,, Situational, JANE. Net buying activity: 30 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 43,970,304 | $252.4M | 11.8% | NEW |
| Situational Awareness LP | 26,451,393 | $151.8M | 7.1% | NEW |
| JANE STREET GROUP, LLC | 23,183,128 | $133.1M | 6.2% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 15,604,009 | $113.5M | 5.3% | NEW |
| JANE STREET GROUP, LLC | 17,234,900 | $98.9M | 4.6% | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,197,100 | $93.0M | 4.4% | NEW |
| WELLS FARGO & COMPANY/MN | 15,000,000 | $86.1M | 4.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,852,890 | $79.5M | 3.7% | NEW |
| STATE STREET CORP | 13,606,205 | $78.1M | 3.7% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,096,088 | $75.2M | 3.5% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | NEW | — | 43,970,304 | — | $252.4M |
| Situational Awareness LP | NEW | — | 26,451,393 | — | $151.8M |
| JANE STREET GROUP, LLC | NEW | — | 23,183,128 | — | $133.1M |
| GEODE CAPITAL MANAGEMENT, LLC | NEW | — | 15,604,009 | — | $113.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | — | 13,852,890 | — | $79.5M |
| STATE STREET CORP | NEW | — | 13,606,205 | — | $78.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | NEW | — | 13,096,088 | — | $75.2M |
| MORGAN STANLEY | NEW | — | 12,682,283 | — | $72.8M |
| UBS Group AG | NEW | — | 9,618,335 | — | $55.2M |
| Hudson Bay Capital Management LP | NEW | — | 7,698,729 | — | $44.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 26 transactions. Net $525.7K — $525.7K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Gagnon Benjamin | Chief Executive Officer | BUY | 38,888 | $3.33 | $129.5K |
| Aug 20, 2026 | WILSON LIAM DANIEL | Chief Operating Officer | BUY | 30,769 | $3.25 | $100.0K |
| Aug 17, 2026 | WILSON LIAM DANIEL | Chief Operating Officer | BUY | 26,472 | $3.78 | $100.1K |
| Aug 13, 2026 | Gagnon Benjamin | Chief Executive Officer | BUY | 58,888 | $3.33 | $196.1K |
| Jul 10, 2026 | Silverstein Rachel Rose | EVP, General Counsel, Corp Sec | EXERCISE | 18,370 | — | — |
| Jul 10, 2026 | Silverstein Rachel Rose | EVP, General Counsel, Corp Sec | TAX W/H | 6,837 | $4.67 | $31.9K |
| Jul 10, 2026 | Ammann Marc-Andre | Principal Accounting Officer | EXERCISE | 28,480 | — | — |
| Jul 10, 2026 | Ammann Marc-Andre | Principal Accounting Officer | TAX W/H | 15,183 | $4.67 | $70.9K |
| Jul 10, 2026 | WILSON LIAM DANIEL | Chief Operating Officer | EXERCISE | 76,424 | — | — |
| Jul 10, 2026 | WILSON LIAM DANIEL | Chief Operating Officer | TAX W/H | 32,687 | $4.67 | $152.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KEEL.
Shares short
109,865,632
Settlement Sep 15, 2026
Change vs prior
-12.2%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈17.8%
Estimate — not % of float
All KEEL filing & press-release reports (12)
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 17, 2026
- PRESS-RELEASE reportAug 10, 2026
- 8-K reportAug 10, 2026
- PRESS-RELEASE reportJul 27, 2026
- 8-K reportJul 6, 2026
- 8-K reportJun 5, 2026
- 8-K reportJun 4, 2026
- 8-K reportMay 11, 2026
- PRESS-RELEASE reportMay 11, 2026
- PRESS-RELEASE reportApr 27, 2026