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    Bitdeer Technologies Group (BTDR) Secured A $4.7 Billion Volta Lease, Is It Still Undervalued?

    Simply Wall St·11/10/2026 19:20:23
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    Bitdeer Technologies Group (BTDR) is back in focus after reporting third quarter results that paired higher sales with a wider loss, against the backdrop of a long-term AI colocation deal in Norway.

    Bitdeer Technologies Group's latest earnings release and the long term Volta colocation agreement arrived after a tough period for holders, with the share price down 31.36% over 30 days and 42.77% year to date, contributing to a 62.55% decline in 1 year total shareholder return, even though the 3 year total shareholder return remains positive at 75.33%.

    Map out your next move by comparing Bitdeer Technologies Group with a curated batch of potential AI infrastructure beneficiaries in our 53 AI infrastructure stocks.

    Bitdeer Technologies Group now trades lower after a sharp slide, yet it has a 16-year, multibillion-dollar AI colocation contract in hand. Does it make more sense to step in today or wait for a cheaper reset before the numbers justify either choice?

    Most Popular Narrative: 70% Undervalued

    Bitdeer Technologies Group last closed at $6.61 while the analyst consensus Narrative on Simply Wall St points to a fair value of about $21.86. This frames the current slide against a much higher long term earnings and cash flow story.

    Bitdeer Technologies Group’s long term Tydal colocation lease with Volta, which is expected to generate about US$4.7b of base term revenue at a high site level margin once remaining capex of roughly US$500 million is deployed, provides a large contracted revenue stream that could support future earnings and cash flow.

    See why 51 investors see Bitdeer Technologies Group as 70% undervalued.

    Result: Fair Value of $21.86 (UNDERVALUED)

    Still, the story breaks quickly if Bitcoin mining keeps generating gross losses or if heavy debt and equity funding dilute the per share economics for Bitdeer Technologies Group.

    Find out about the key risks to this Bitdeer Technologies Group narrative.

    Next Steps

    Sentiment around Bitdeer Technologies Group is split, with both clear pressure points and real bright spots in the story. If you want to move quickly yet stay grounded in the data, weigh both sides of the ledger in the 2 key rewards and 4 important warning signs.

    Looking for more investment ideas beyond Bitdeer Technologies Group?

    Bitdeer Technologies Group might be your starting point, but a few curated stock lists can help you spot other opportunities before the crowd catches on.