Keel builds and owns data centers and energy infrastructure for AI computing in North America — think of it as a landlord that rents out computing space and power.
The company has no profitable business; revenue was USD 0.23B in 2025 but gross profit was negative USD 0.02B and net income was negative USD 0.28B.
No visible moat: Keel competes with Equinix, Digital Realty, and hyperscalers like Amazon Web Services and Microsoft Azure, all of which have far more capital, customers, and operating history.
Sell (sector percentile 3) — value F, growth D-, profitability F, momentum B+, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Executives' ongoing insider buying extends prior accumulation streak
Multiple independent analysts note Keel's large power portfolios and grid connections make it an attractive acquisition target
Details confirm revenue decline and loss, ample liquidity funds pivot
Multiple X users and analysts note Keel's miner power assets could back AI compute deals
Seven firms cover; BTIG initiates Buy with $8 PT, highlighting power portfolio value
Q1 2026 revenue was $37 million, down 23% year-over-year; operating loss was $98 million including $28 million noncash depreciation
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Keel Infrastructure Corp. is seeing insider buying from its CEO and COO, totaling $500K in August, which is seen as a positive signal compared to other companies where executives are selling.
Main discussion
Different voices
$KEEL (Max Pain: 3.5 | Spot: 3.32) - Leaning long, but not on structure There's only a small gap here to 3.5 — the level where the most options expire worthless — and five trading days is enough time for a gap that size to close on its own. Below 3, the put side is basically empt
$KEEL 最近有高管用自有资金买入自家股票 CEO、COO 在 8 月里，一共抄底 $500K，真不算少数了 相比之下，CRWV 高管会抓住一切机会卖股票！ https://t.co/8mshaiHk3w
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