Key Takeaways
- Bitcoin Rebound: MARA stock jumped 14% Friday as bitcoin surged near $81,000.
- Split Verdict: Six buys, two outperforms, four holds, one underperform and one sell make up the 14 analysts TIKR tracks on MARA stock, whose mean target of $18 sits 39% above Friday’s close.
- Wall Street Reframe: Morgan Stanley nearly doubled its target on MARA stock to $11 from $6 while still rating it Underweight, tying the new number to the company’s pivot into AI data center power.
Why MARA Stock Jumped 14% on Bitcoin’s Friday Rally
MARA Holdings (MARA) stock jumped 14% on Friday, September 18, 2026, closing at $13.24 as bitcoin ripped roughly 6% higher, near $81,000 and pulled the entire crypto mining sector along with it. MARA stock wasn’t chasing this move alone. Coinbase, Strategy and Robinhood all rallied the same session, and rival miners moved in step.
The rally had a second leg. The same day, Morgan Stanley raised its price target on MARA stock to $11 from $6, nearly doubling the number while keeping its Underweight rating in place. The bank tied the new target to MARA Holdings’ shift away from pure Bitcoin mining and into AI data center power, pointing to the Matagorda County project in Texas, planned for up to two gigawatts of capacity, and the $1.5 billion purchase of Ohio’s Long Ridge power plant.
That framing landed four days after a very different call. On Monday, September 14, JPMorgan cut MARA stock to Underweight from Overweight and slashed its own target to $11 from $13. So Wall Street enters this rally without agreeing on what the AI pivot actually adds to the stock. Friday’s 14% move priced in the crypto rebound. It didn’t settle that argument.
MARA Stock’s Analyst Split Grows More Combative Since Spring
Six analysts rate MARA stock a buy and two more call it an outperform. Four hold ratings, one underperform and one sell round out the 14 analysts TIKR tracks as of September 18.
Their mean target sits at $18, 39% above Friday’s close of $13.
That gap would have looked unremarkable a year ago. What changed is the shape of the coverage, not just its average. Back in September 2025, the mean target ran to $23 while MARA stock closed near $18. Then the stock cratered, falling past $9 by December and to $8 by March 2026, a decline of more than half its value in six months. The Street barely moved in that first quarter of the drop, cutting its mean target from $23 to just $22. The real cut came later, when the mean fell to $17 as the stock kept sliding toward its low.
Since March, both numbers have climbed back together. MARA stock recovered to $14 by June and sits near $13 now, and the mean target rose to $18, roughly where it stands today. But the coverage itself has grown more contested rather than more settled. September marks the first quarter in this table carrying an underperform rating on MARA stock, arriving through JPMorgan’s Monday downgrade just four days before Friday’s rally. Even Morgan Stanley’s new target keeps an Underweight attached. The bulls at H.C. Wainwright hold a $20 target. The stock just jumped 14%, and the analysts covering it are further apart than they were in the spring.
Should You Invest in MARA Holdings, Inc.?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up MARA Holdings, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
You can build a free watchlist to track MARA Holdings, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
Access Professional Tools to Analyze MARA stock on TIKR for Free →
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
