MARA Holdings Inc. (MARA) reported first-quarter 2026 revenue of $174.6 million, down 18.4% year-over-year and below the consensus estimate of $182.7 million.
Overall, MARA's Q1 2026 results show weaker-than-expected top- and bottom-line performance, with a significant squeeze on gross profit and a sizable net loss. Balance-sheet cash improved year-over-year, but liabilities increased materially.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
MARA Holdings Inc. Insider Trading Activity
MARA Holdings Inc. insiders have traded $MARA stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $MARA stock by insiders over the last 6 months:
- FREDERICK G THIEL (Chief Executive Officer) has made 0 purchases and 6 sales selling 165,030 shares for an estimated $1,707,510.
- SALMAN HASSAN KHAN (Chief Financial Officer) has made 0 purchases and 5 sales selling 117,464 shares for an estimated $1,271,480.
- ZABI NOWAID (General Counsel) has made 0 purchases and 3 sales selling 67,203 shares for an estimated $903,687.
- DOUGLAS K MELLINGER sold 1,000 shares for an estimated $16,550
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
MARA Holdings Inc. Hedge Fund Activity
We have seen 205 institutional investors add shares of MARA Holdings Inc. stock to their portfolio, and 220 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TWO SIGMA ADVISERS, LP removed 7,393,707 shares (-99.6%) from their portfolio in Q4 2025, for an estimated $66,395,488
- D. E. SHAW & CO., INC. removed 4,422,906 shares (-74.6%) from their portfolio in Q4 2025, for an estimated $39,717,695
- AMERICAN CENTURY COMPANIES INC removed 4,372,799 shares (-94.7%) from their portfolio in Q4 2025, for an estimated $39,267,735
- FARALLON CAPITAL MANAGEMENT LLC removed 3,660,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $32,866,800
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 3,483,295 shares (-68.3%) from their portfolio in Q4 2025, for an estimated $31,279,989
- SQUAREPOINT OPS LLC removed 3,060,358 shares (-97.8%) from their portfolio in Q4 2025, for an estimated $27,482,014
- BANK OF AMERICA CORP /DE/ added 2,597,327 shares (+320.6%) to their portfolio in Q4 2025, for an estimated $23,323,996
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
MARA Holdings Inc. Analyst Ratings
Wall Street analysts have issued reports on $MARA in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 01/14/2026
- JP Morgan issued a "Overweight" rating on 11/24/2025
- Compass Point issued a "Buy" rating on 11/24/2025
To track analyst ratings and price targets for MARA Holdings Inc., check out Quiver Quantitative's $MARA forecast page.
MARA Holdings Inc. Price Targets
Multiple analysts have issued price targets for $MARA recently. We have seen 7 analysts offer price targets for $MARA in the last 6 months, with a median target of $15.0.
Here are some recent targets:
- Chris Brendler from Rosenblatt set a target price of $15.0 on 05/01/2026
- Brett Knoblauch from Cantor Fitzgerald set a target price of $10.0 on 04/09/2026
- Brian Dobson from Clear Street set a target price of $9.0 on 03/04/2026
- Paul Golding from Macquarie set a target price of $26.0 on 03/04/2026
- Patrick Moley from Piper Sandler set a target price of $16.0 on 01/14/2026
- Reginald Smith from JP Morgan set a target price of $13.0 on 11/24/2025
- Ed Engel from Compass Point set a target price of $30.0 on 11/24/2025
