The 11 Wall Street analysts covering Keel Infrastructure Corp. hold a median 12-month price target of $6 — +183.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 4 of 100 as at 4 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Keel Infrastructure Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (57): The shares have been drifting up relative to others.
Issuance (7): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on KEEL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +183.7% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $5.00 → $4.00 |
| 22 July 2026 | BTIG | Initiates | Buy | $8.00 |
| 22 July 2026 | BTIG | Initiates | Buy | — |
| 24 June 2026 | Citizens | Initiates | Market Outperform | — |
| 24 June 2026 | Citizens | Initiates | Market Outperform | $10 |
| 8 June 2026 | Chardan Capital | Maintains | Buy | — |
| 11 May 2026 | Alliance Global Partners | Maintains | Buy | — |
| 11 May 2026 | Chardan Capital | Maintains | Buy | — |
| 11 May 2026 | HC Wainwright & Co. | Maintains | Buy | — |
| 27 Apr 2026 | Chardan Capital | Initiates | Buy | — |
| 9 Apr 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 2 Apr 2026 | Alliance Global Partners | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
KEEL appears in the Radar on the weeks it earns a place.
AI cloud capacity
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AI chips
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AI networking and serversIn full
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 90% of US stocks
Cheaper than 17% of US stocks
Cheaper than 23% of US stocks
Cheaper than 92% of US stocks
Higher than 5% of US stocks
Higher than 8% of US stocks
Higher than 1% of US stocks
Higher than 11% of US stocks
Higher than 2% of US stocks
Higher than 16% of US stocks
Higher than 28% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Keel Infrastructure Corp. has a market value of $1.4B and an enterprise value of $1.7B.
Revenue in the twelve months to 30 June 2026: $186.9M. The latest quarter shrank 50.0% year on year.
Net income over the same four quarters: −$356.3M, a −190.6% net margin.
Free cash flow in the twelve months to 30 June 2026: −$409.2M.
Trailing P/E: −4.2×; forward P/E: −5.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Keel Infrastructure Corp. employs 0 people.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Keel Infrastructure Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool reported that Keel Infrastructure stock fell sharply on Monday. The analyst expressed concerns about financing upcoming projects but did not downgrade his recommendation.
Why it matters — The financing concerns may be relevant to KEEL watchers assessing the company’s upcoming projects.
Keel Infrastructure will report its third-quarter 2026 financial results before the market opens on November 5, 2026. Management will host a conference call at 8:00 a.m. Eastern, with results materials available beforehand on the company’s investor site.
Why it matters — KEEL watchers can note when the company will publish its quarterly results and discuss them with management.
Keel Infrastructure is shifting from Bitcoin mining to AI infrastructure, but Q2 2026 revenue fell 50% year over year and adjusted EBITDA was a $24 million loss. The company reported $819 million in liquidity and $1.05 billion in low-coupon convertible notes, which the excerpt says provide runway through 2028 for site development and lease signings.
Why it matters — KEEL watchers may weigh the near-term financial pressure and execution risks against the available liquidity as the company seeks to monetize its power pipeline.
Bitcoin miners faced a costly second quarter, with average cash production costs of about $75,500 per coin while bitcoin ended June at $58,400, well below its October 2025 record high. The article notes miners are shifting from mining rigs toward AI operations as power access becomes the central competitive factor.
Why it matters — The pivot of bitcoin miners toward AI and power-intensive operations highlights the rising value of electrical infrastructure, which could affect demand and positioning for KEEL's power-related assets.
Keel Infrastructure's stock has risen 27.7% year over year as its high-performance computing strategy gains traction, with permitting advancing, tenant talks progressing, and $819 million in liquidity supporting site development. The item questions whether this momentum can continue through 2026.
Why it matters — A KEEL watcher would care because the report highlights concrete progress on permitting, tenant negotiations, and liquidity backing site development, which underpin the company's HPC growth strategy going forward.
The 11 Wall Street analysts covering Keel Infrastructure Corp. have a median 12-month price target of $6, with estimates ranging from $3 to $10. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering Keel Infrastructure Corp., 10 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Keel Infrastructure Corp. 4 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Keel Infrastructure Corp. ranks 4 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (57 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +183.7% from the last close, and Ticker Nerd's factor model ranks Keel Infrastructure Corp. 4 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Keel Infrastructure Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KEEL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $3 to $10 over the next 12 months.
Keel Infrastructure Corp. is a North American digital infrastructure and energy company focused on building and operating data centers and related power assets for high-performance computing and artificial intelligence workloads.
The most recent item we track (The Motley Fool, 3 Nov 2026): "Why Keel Infrastructure Stock Got Mashed on Monday". The Motley Fool reported that Keel Infrastructure stock fell sharply on Monday. The analyst expressed concerns about financing upcoming projects but did not downgrade his recommendation.
Keel Infrastructure Corp. is a North American digital infrastructure and energy company focused on building and operating data centers and related power assets for high-performance computing and artificial intelligence workloads. The company develops infrastructure in key power-constrained markets across the United States and Canada, with sites supporting large-scale computing capacity and grid-connected energy needs. Its business centers on providing the facilities, electricity access, and operating environment required for compute-intensive applications, including AI and other enterprise digital workloads. Keel Infrastructure Corp. also maintains exposure to complementary energy and infrastructure services tied to its operations, positioning it within the broader market for scalable digital infrastructure. Headquartered in New York, New York, and founded in 2017, Keel Infrastructure Corp. serves a specialized role in the evolving landscape of data center and power infrastructure.
CEO Mr. Benjamin J. Gagnon · United States · https://www.keelinfra.com
