Bitcoin has not been doing properly over the previous month, persevering with to fall after falling beneath $100,000. Crypto mining shares additionally felt the ache as their income are closely tied to Bitcoin, however among the similar shares may nonetheless rise as a consequence of their involvement in synthetic intelligence and different initiatives.
These 3 Crypto Mining Shares Might Nonetheless Rise Regardless of Bitcoin’s Correction. A future rebound in Bitcoin can also be a very good set off for these inventory picks.
Nevius (NBIS)
Nebius is considered one of a number of crypto miners that has pivoted to AI information facilities. As the corporate grapples with the vitality and computing bottlenecks confronted by tech giants, it’s investing closely in two manufacturers that leverage AI to succeed in extra prospects.
Nebius inventory value year-to-date. Supply: Google Finance
Self-driving automotive developer Avride and edtech firm TripleTen are two long-term investments that would improve the worth of NBIS inventory.
However Nebius is not sitting round ready for its massive stakes in these corporations to achieve worth.
Nebius just lately signed a five-year settlement with Meta Platforms valued at roughly $3 billion. The partnership comes on the heels of a multibillion-dollar cope with Microsoft.
Though these partnerships aren’t totally mirrored in present income numbers, Nebius nonetheless achieved 355% year-over-year income development within the third quarter.
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The phrases “Bitcoin” and “Crypto” by no means appeared in Nebius’ Q3 press releases or letters to shareholders. The AI firm seems to have utterly pivoted away from Bitcoin because it shifts its focus to AI infrastructure.
Goldman Sachs just lately raised its value goal to $155 per share from $137 and reiterated its purchase score on the inventory. “The imbalance between provide and demand for AI helps the continued power of our core enterprise,” the corporate stated within the examine.
For these doubtful, try Goldman Sachs’ three-page report on $NBIS.
This improve was pushed by a rise in gross sales forecasts and an unchanged CY27E EV/Gross sales a number of of 7x.
The corporate lowered its 2026 income forecast from $6.6 billion to $3.8 billion.
The corporate raised its 2027 income forecast from $5.8 billion to $7.7 billion. https://t.co/9ZizWHW6hO pic.twitter.com/aaB0MDQBTo
— MV Cunha (@mvcinvesting) November 14, 2025
Airen (Airen)
Whereas Nebius has diversified into different investments and likewise presents software program stacks to its prospects, IREN is solely targeted on offering AI cloud providers.
Like Nebius, it solves the AI vitality bottleneck, however advantages from a 3.2 gigawatt pipeline and the power to construct AI information facilities at scale.
IREN additionally signed a serious contract with Microsoft value $9.7 billion over 5 years. The deal offers Microsoft entry to 200 megawatts. As soon as IREN leverages its whole pipeline, will probably be in a position to help 16 offers, together with the cope with Microsoft.
IREN inventory value for the previous 6 months. Supply: Google Finance
IREN continues to be mining Bitcoin, accounting for 97% of its income in Q1 2026. AI cloud providers income didn’t change a lot year-over-year, however the partnership with Microsoft may drive vital development on this area.
For now, IREN nonetheless depends closely on Bitcoin, however has pivoted to AI information facilities.
RothMKM analyst Darren Aftahi reiterated his score on the inventory as a “purchase” in November and set a value goal of $94. This value goal means that IREN will greater than double its present ranges.
Terra Wolf (WULF)
Terrawolf is nearer to IREN than Nevius. It’s a crypto miner that additionally depends on cryptocurrencies, however it has a giant expertise deal that units it up for a transition to AI. The cryptocurrency miner plans to extend its contracted capability by 250 to 500 megawatts per yr.
For context, Terawulf allotted 168 megawatts to Fluidstack in a 25-year lease for $9.5 billion.
Fluidstack is backed by Google, which may open the door to additional offers. Lease funds shall be $380 million per yr, or $2.26 million per megawatt per yr.
Terrawolf inventory value. Supply: Google Finance
Utilizing this change price, Terawulf’s plan to extend capability by 250 to 500 megawatts per yr may result in an extra $565 million to $1.13 billion in annual recurring income. Bitcoin costs drove its third-quarter outcomes, however its long-term AI information heart ambitions captivated buyers.
“We keep our purchase score and $17 value goal primarily based on our bullishness on TeraWulf securing websites and executing HPC builds,” Compass Level stated in a analysis be aware.
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