KEEL Stock Jumps Onto Retail Radar As Investors Eye First Data Center Lease Announcement

• Gagnon said Keel Infrastructure had met with 168 investors throughout 2025. 
• Retail investors on Stocktwits are speculating about a major data center lease announcement after Gagnon said that the company would “have to pump the brakes on further investor calls.”
• Bitfarms Ltd. rebranded to Keel Infrastructure Corp. in April, pivoting from Bitcoin mining to high-performance computing (HPC) and AI infrastructure.

Keel Infrastructure Corp. (KEEL), formerly known as Bitfarms Ltd., garnered significant retail attention as investors speculated about a data center lease announcement with a major hyperscaler, following CEO Benjamin Gagnon's social media post saying Keel Infrastructure had engaged with an unusually high number of investors after its first-quarter earnings call.

“We have now spoken with 129 investors since our Q1 earnings call on May 11. For comparison in the entirety of 2025, we met with 168 investors,” Gagnon said in a post on X last week.  “While we always strive to make ourselves accessible to investors, we have to pump the brakes on further investor calls.”

KEEL Stock: Retail Interest

On Stocktwits, retail sentiment around KEEL stock jumped to ‘extremely bullish’ territory over the past week amid ‘high’ message volumes.

One bullish user noted the CEO’s comment, saying that it did not “sound like normal IR activity.” The user added that it “feels more like management entering a sensitive stage around potential MNPI ahead of a major HPC/AI contract, partnership, or strategic event.”

Another bullish user said, “deal announcements over the next 2 weeks.”

A third user said the company’s shares were undervalued, noting that “The stock price is way below valuation per its MC. This should be around 13.00 ($).” The company’s shares closed at $5.68 on Friday.

Bitfarms Rebrands To Keel Infrastructure

Former Bitcoin miner Bitfarms rebranded as Keel Infrastructure Corp. in April, noting that it is no longer focused solely on Bitcoin mining and is instead pivoting toward high-performance computing (HPC) and AI infrastructure.

As part of the transition, Keel completed its redomiciliation from Canada to the United States, incorporating in Delaware and establishing its sole principal executive office in New York City.

Keel now oversees a portfolio of approximately 2.2 gigawatts of secured and energized capacity across multiple sites in the U.S., including Washington and Pennsylvania, as well as Québec, positioning itself to capitalize on growing demand for AI infrastructure.

As part of its strategy, the company exited its Latin American assets by closing the sale of the Paso Pe site, streamlining the portfolio to focus on high-growth HPC and AI opportunities in North America.

“Our new name reflects how we think about infrastructure, how we’re building this company, and how we want to serve our future customers,” Gagnon said at the time.

“It represents our commitment to becoming an infrastructure partner that enables customers to achieve their goals in the HPC/AI revolution that will continue for years to come. We are no longer a Bitcoin company, we are an infrastructure-first owner and developer for HPC/AI data centers across North America,” he added.

KEEL Earnings

For the latest quarter, the company posted revenue of $37 million, down 23% year over year due to a shift away from its digital asset operations and the classification of Paso Pe as a discontinued operation.

The company also posted an operating loss of $98 million and a loss per share of $0.21 due to its operational changes.

The stock has posted four consecutive months in the green, and its value has more than doubled so far in 2026.

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