BMNR BITMINE IMMERSION TECHNOLOGIES, INC.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 18, 2026 Processed 22d 16h ago SEC 0001493152-26-024088
8-K context-dependent: Items 7.01
Latest settled — T+5d
BMNR ▲ +2.51% at T+5d
NEUTRAL call ✓ call won +2.51% · α vs SPY +0.89% · entry $18.73 → $19.20
Next anchor: T+20d in 6d
Last close $16.85 (close Jun 8) · -10.04% from $18.73 entry
Entry anchored
May 18, 08:45 AM ET
via Databento tick
T+1d
-0.53%
call -0.53% · α +0.12%
$18.63
settled 22d ago
T+5d
+2.51%
call +2.51% · α +0.89%
$19.20
settled 15d ago
T+20d
call — · α —
in 6d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Bitmine Immersion Technologies disclosed its crypto and cash holdings as of May 17, 2026, totaling $12.6 billion, including 5.28 million ETH tokens (4.37% of total ETH supply) and $685 million in cash. The company also highlighted its staking operations generating $289 million in annualized staking revenue, its NYSE uplisting, and progress toward its goal of acquiring 5% of all ETH. This is a routine operational update with no new financial results or guidance.

Actionable Insight

This is a routine operational update with no new financial results or guidance. Monitor for the next quarterly filing to assess the impact of ETH price movements and staking revenue on the company's NAV per share.

Key Facts

  • Total crypto + cash + 'moonshots' holdings of $12.6 billion as of May 17, 2026
  • ETH holdings of 5,278,462 tokens, representing 4.37% of total ETH supply of 120.7 million
  • Total cash of $685 million
  • 4,712,917 staked ETH, representing $10.3 billion at $2,191 per ETH
  • Annualized staking revenue of $289 million
  • Acquired 71,672 ETH over the past week
  • Uplisted to NYSE from NYSE American effective April 9, 2026
  • Stock trades average daily dollar volume of $857 million (5-day avg), ranking #133 in US

Financial Impact

Total crypto and cash holdings of $12.6 billion; annualized staking revenue of $289 million

crypto holdingsstaking revenuecash position

Risk Factors

  • ETH price volatility directly impacts the value of the company's primary treasury asset
  • Regulatory uncertainty around the CLARITY Act and other crypto legislation
  • Concentration risk from holding 4.37% of total ETH supply

Market Snapshot

Exchange
NYSE
Sector
Finance Services
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-024088
Exhibit: ex99-1.htm0001493152-26-024088
Document: 0001493152-26-024088-index-headers.html0001493152-26-024088
Document: 0001493152-26-024088-index.html0001493152-26-024088
Document: 0001493152-26-024088.txt0001493152-26-024088
15 reports for BMNR
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+20▲ +10.63%Apr 6, 2026
Filters
Rows
Reports for BMNR — sortable, filterable
Type Now
Jun 8, 2026
1d ago
8-K
NEUTRAL ★ 4/10
$16.65 awaiting T+1awaiting T+1$16.85 (+1.20%)
Jun 5, 2026
4d ago
424B5
NEUTRAL ★ 4/10
$16.04 awaiting T+1awaiting T+1$16.85 (+5.05%)
Jun 3, 2026
6d ago
424B5
NEUTRAL ★ 4/10
$17.89 $15.90▼ −11.12%▼ −8.55%$16.85 (−5.81%)
Jun 2, 2026
7d ago
8-K
NEUTRAL ★ 2/10
$16.90 $17.89▲ +5.86%▲ +5.45%$16.85 (−0.30%)
Jun 1, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$18.85 $17.97▼ −4.67%▼ −4.81%$16.85 (−10.61%)
May 26, 2026
14d ago
8-K
NEUTRAL ★ 4/10
$19.20 $18.82▼ −1.98%▼ −1.99%$16.85 (−12.24%)
May 18, 2026
22d ago
8-K
NEUTRAL ★ 4/10
$18.73 $18.63▼ −0.53%▲ +0.12%$16.85 (−10.04%)
Apr 27, 2026
6w ago
8-K
BULLISH ★ 7/10
$21.55 $21.48▼ −0.32%▲ +0.16%$16.85 (−21.81%)
Apr 24, 2026
6w ago
S-3
NEUTRAL ★ 3/10
$21.55 $21.48▼ −0.32%▲ +0.16%$16.85 (−21.81%)
Apr 20, 2026
7w ago
8-K
BULLISH ★ 6/10
$22.53 $21.71▼ −3.64%▼ −2.99%$16.85 (−25.21%)
Showing 10 of 15

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