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PowerCompute (PWCM)
NASDAQ:PWCM
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PowerCompute (PWCM) AI Stock Analysis

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PWCM

PowerCompute

(NASDAQ:PWCM)

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Neutral 43 (OpenAI - 5.2)
Rating:43Neutral
Price Target:
$1.50
▼(-9.09% Downside)
Action:Reiterated
Date:08/04/26
The score is primarily held down by very weak financial performance (large persistent losses and negative operating/free cash flow) and bearish technicals (price well below major moving averages with negative MACD). Earnings-call commentary adds some support due to improving mining operations and a recovering Bitcoin treasury value, but ongoing net/EBITDA losses, BTC-price sensitivity, and near-term balance-sheet considerations limit the upside. Valuation is constrained by a negative P/E and no dividend yield.
Positive Factors
Scaled Mining Operations
Running the 2025-assembled platform at scale with record energized hash rate (~790 PH) improves fixed-cost absorption and operational reliability. Sustained higher hash rate and consistent monthly outputs raise potential BTC production per period, supporting longer-term margin improvement and scalable operations.
Negative Factors
Persistent Losses & Cash Burn
Ongoing large net losses and sustained negative operating/free cash flow indicate structural cash burn. Continued losses will erode equity, limit internal funding for upgrades or expansion, and increase dependence on external financing or asset sales, raising execution and solvency risk over the coming quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Scaled Mining Operations
Running the 2025-assembled platform at scale with record energized hash rate (~790 PH) improves fixed-cost absorption and operational reliability. Sustained higher hash rate and consistent monthly outputs raise potential BTC production per period, supporting longer-term margin improvement and scalable operations.
Read all positive factors

PowerCompute (PWCM) vs. SPDR S&P 500 ETF (SPY)

PowerCompute Business Overview & Revenue Model

Company Description
PowerCompute, Inc. operates as a cryptocurrency mining and specialty finance company. It operates through two segments: Specialty Finance and Mining and Treasury Operations. The company also engages in Bitcoin mining operations; and provides fundi...
How the Company Makes Money
LMFA generates revenue primarily through (1) specialty finance/assessment recovery and (2) bitcoin mining. In its specialty finance business, the company provides capital to community associations and, in return, obtains economic rights tied to th...

PowerCompute Earnings Call Summary

Earnings Call Date:May 15, 2026
(Q1-2026)
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% Change Since: |
Next Earnings Date:Aug 17, 2026
Earnings Call Sentiment Positive
The call emphasizes strong operational progress — record energized hash rate, highest monthly production, successful fleet upgrades, and meaningful post-quarter recovery in the Bitcoin treasury value — while noting the quarter's reported financial performance was materially impacted by Bitcoin price weakness and noncash fair value adjustments. Liquidity and near-term debt maturity are manageable but require monitoring. Seasonal headwinds and industry-driven price volatility present short-term challenges, but management portrays the company as well positioned to benefit if Bitcoin prices recover.
Positive Updates
Record Energized Hash Rate and Monthly Production
Energized hash rate reached ~790 PH in March, the highest in company history, and March produced 9.6 BTC, the strongest monthly output of the quarter.
Negative Updates
Revenue Decline Year-over-Year and Sequential Pressure
Total revenue was ~$2.1M in Q1 2026 versus $2.4M in both Q4 2025 and Q1 2025, representing an ~11% year-over-year decline, driven primarily by a significantly lower average Bitcoin price (average BTC ~$75.7k in Q1 2026 vs ~$99.7k in Q4 2025).
Read all updates
Q1-2026 Updates
Negative
Record Energized Hash Rate and Monthly Production
Energized hash rate reached ~790 PH in March, the highest in company history, and March produced 9.6 BTC, the strongest monthly output of the quarter.
Read all positive updates
Company Guidance
Guidance from the call focused on priorities for the remainder of 2026—grow Bitcoin production, improve fleet efficiency, increase Bitcoin-per-share and evaluate accretive 5–20 MW site acquisitions (including additional Mississippi capacity)—while preserving capital flexibility (Galaxy facility maturity extended to June 26, 2026). Key metrics cited: Q1 production 26.1 BTC (up 19% sequential from 22 BTC in Q4), energized hash rate rose from ~750 PH/s at year-end to a record ~790 PH/s with monthly outputs of ~8.7 BTC in February and 9.6 BTC in March; fleet changes included ~35 PH from a second BC40 Elite immersion unit (160 S21 immersion miners) and deployment of ~300 S19 XP units. Financial and balance-sheet metrics: revenue ≈ $2.1M, mining margin ≈ 24.1% (supported by ~$368k curtailment/energy sales and ~$305k earned in January, roughly equivalent to ~4 BTC), Q1 net loss ≈ $10.1M and core EBITDA loss ≈ $8.4M; March 31 treasury 338.2 BTC valued ≈ $23.1M ($1.06/diluted share), 334 BTC on April 30 ≈ $25.3M ($1.18/sh) and ≈ $27.3M ($1.27/sh) as of May 11 after a ~21% BTC price recovery; total assets ≈ $41.8M, total liabilities ≈ $22.7M (Galaxy loan $10.9M; other notes ≈ $8.7M), and cash ≈ $0.8M—with a caution about seasonal Q2 heat headwinds and plans for incremental upgrades to offset them.

PowerCompute Financial Statement Overview

Summary
Despite TTM revenue growth (+14.2%), financial quality is very weak: the company is deeply loss-making (about $32.0M net loss on ~$12.1M revenue) with persistently negative operating results. Cash generation is also poor with negative operating cash flow (~-$14.4M) and free cash flow (~-$16.1M), indicating ongoing cash burn. The balance sheet shows low absolute debt (~$0.6M) and a sizable equity base (~$20.8M), but sharply negative ROE (~-75.6%) and declining equity suggest continued losses could erode capital.
Income Statement
18
Very Negative
Balance Sheet
47
Neutral
Cash Flow
22
Negative
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

PowerCompute Technical Analysis

Technical Analysis Sentiment
Last Price1.65
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PWCM, the sentiment is undefined. The current price of 1.65 is equal to the 20-day moving average (MA) of ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a undefined sentiment for PWCM.

PowerCompute Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
55
Neutral
$29.97M8.168.70%16.82%-33.43%
52
Neutral
$460.91M6.9539.92%-36.17%
51
Neutral
$1.86M10.8113.83%
43
Neutral
$1.47M-0.04-95.89%-0.48%67.66%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PWCM
PowerCompute
1.56
-53.44
-97.16%
VSA
VisionSystems AI
3.05
-871.95
-99.65%
SPIR
Spire Global
13.38
3.80
39.67%
LICN
Lichen China Ltd. Class A
1.19
-2.94
-71.19%
INTJ
Intelligent Group Ltd
2.89
-18.51
-86.50%
YSXT
YSX Tech Co., Ltd Class A
0.98
-1.85
-65.37%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 04, 2026