Bitdeer Technologies Group recently announced unaudited operating results for September 2025, reporting that it mined 452 Bitcoins, a rise of approximately 20.5% from August, driven by increased self-mining capacity following the energization of SEALMINERs.
This operating update comes as sector optimism grows, with attention on data center demand and AI-driven computing partnerships possibly benefiting industry players like Bitdeer.
With Bitdeer’s self-mining gains and momentum in high-performance computing demand, we’ll assess how these developments affect the company’s broader investment narrative.
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To be a shareholder in Bitdeer Technologies Group, one needs to believe in the company’s ability to scale its self-mining capacity and commercialize its proprietary ASIC technology amid rising demand for high-performance computing. The recent news of a 20.5% increase in Bitcoin mined boosts short-term confidence, but it does not materially change the core catalyst, growing revenue and margins from ASIC commercialization, nor does it reduce the key risk of persistent losses and high operating expenses.
The September operating update most directly ties to the recent launch of the SEALMINER A3 series, which underpins Bitdeer’s growth in self-mining hashrate and supports the narrative around technological advancement improving capital efficiency. As Bitdeer pushes further into ASIC development and ramp-up, this connection highlights how delivering on technical improvements remains intertwined with realizing forecast revenue growth and addressing margin pressures.
However, despite these production gains, investors should not overlook the risk stemming from high operating expenses and ongoing losses, especially if future ASIC sales do not keep pace with growing costs…
Read the full narrative on Bitdeer Technologies Group (it’s free!)
Bitdeer Technologies Group’s narrative projects $1.8 billion revenue and $343.9 million earnings by 2028. This requires 71.6% yearly revenue growth and a $664.2 million increase in earnings from the current -$320.3 million.
Uncover how Bitdeer Technologies Group’s forecasts yield a $28.05 fair value, a 21% upside to its current price.
Seven individual fair value estimates from the Simply Wall St Community for Bitdeer span US$18.55 to US$324.62, highlighting a broad spectrum of conviction. With high expenses a persistent concern, you can explore how fellow investors weigh these risks before forming your outlook.
