KEEL

Keel Infrastructure Corp.

Nasdaq · CIK 0001812477

$5.13 -13.49% $3.6B

High Impact Filing (7/10)

Vol

Market Cap$3.6B

Cap SizeMid Cap

Analyst ConsensusStrong Buy (88%)

Reddit Sentiment56° Neutral

SEC Reports5

Exchange Nasdaq·CIK 0001812477·Prev Close $5.93

Recent Activity

Jun 5, 2026 SEC

Keel Infrastructure priced an upsized $400M offering of 1.250% convertible senior notes due 2032, increased from the pre

8-K — Impact 6/10

Jun 5, 2026 other

Keel Infrastructure Announces Pricing of Upsized $400 Million of Convertible Senior Notes

NEW YORK, June 05, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/T

Jun 4, 2026 SEC

Keel Infrastructure Corp. announced a proposed offering of $350 million aggregate principal amount of convertible senior

8-K — Impact 6/10

May 11, 2026 SEC

Keel Infrastructure reported Q1 2026 revenue of $37M, down 23% YoY, and a GAAP loss from continuing operations of $128M

8-K — Impact 7/10

Apr 2, 2026 Insider

Silverstein Rachel Rose sold 267,638 shares

EVP, Gen. Counsel & Corp. Sec. @ $0.00 ($0.00)

Apr 2, 2026 Insider

Freedman Amy sold 101,010 shares

Director @ $0.00 ($0.00)

Apr 2, 2026 Insider

Chang Andrew sold 101,010 shares

Director @ $0.00 ($0.00)

Price Targets

$5.63 +9.6% upside Buy

Current $5.13 Low $3.00 Median $5.75 High $8.00 8 analysts

$3.00 $8.00

Analyst Ratings

Strong Buy88% buy · 16 analysts

3Strong Buy

11Buy

2Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 11, 2026	HC Wainwright & Co.	MAINTAIN	Accumulate → Buy
May 11, 2026	Chardan Capital	MAINTAIN	Buy → Buy
May 11, 2026	Alliance Global Partners	MAINTAIN	Buy → Buy
Apr 27, 2026	Chardan Capital	INITIATE	Buy
Apr 9, 2026	Cantor Fitzgerald	MAINTAIN	Overweight → Overweight

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$-0.07 ▼ -55.6%	$-0.07 — $-0.07		1
Next Q	$-0.05 ▼ -11.1%	$-0.05 — $-0.05		1
Current FY	$-0.17 ▲ +5.6%	$-0.17 — $-0.17		1
Next FY	$-0.07 ▲ +31.6%	$-0.12 — $-0.01	62% YoY	2

Latest Reports

BEARISH 8-K 6/10

Keel Infrastructure priced an upsized $400M offering of 1.250% convertible senior notes due 2032, increased from the pre

Jun 5, 2026

BEARISH 8-K 6/10

Keel Infrastructure Corp. announced a proposed offering of $350 million aggregate principal amount of convertible senior

Jun 4, 2026

Recent Insider Trades

Date	Insider	Type	Value
Apr 2, 2026	Silverstein Rachel	A	$0.00
Apr 2, 2026	Freedman Amy	A	$0.00
Apr 2, 2026	Chang Andrew	A	$0.00
Apr 2, 2026	Duso Wayne	A	$0.00
Apr 2, 2026	Howlett Brian	A	$0.00

Reddit Sentiment

56°▲

Neutral

Bearish Neutral Bullish

30 mentions 10 bullish 6 bearish

∅

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

11 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Apr 2, 2026	Silverstein Rachel Rose	EVP, Gen. Counsel & Corp. Sec.	A	267,638	$0.00	$0.00
Apr 2, 2026	Freedman Amy	Director	A	101,010	$0.00	$0.00
Apr 2, 2026	Chang Andrew	Director	A	101,010	$0.00	$0.00
Apr 2, 2026	Duso Wayne	Director	A	101,010	$0.00	$0.00
Apr 2, 2026	Howlett Brian	Director	A	101,010	$0.00	$0.00
Apr 2, 2026	Philip Fanny	Director	A	101,010	$0.00	$0.00
Apr 2, 2026	Ammann Marc-Andre	Principal Accounting Officer	A	267,638	$0.00	$0.00
Apr 2, 2026	Hofmeister Edith	Director	A	101,010	$0.00	$0.00
Apr 2, 2026	Mir Jonathan	Chief Financial Officer	A	743,438	$0.00	$0.00
Apr 2, 2026	WILSON LIAM DANIEL	Chief Operating Officer	A	743,438	$0.00	$0.00
Apr 2, 2026	Gagnon Benjamin	Chief Executive Officer	A	1,665,300	$0.00	$0.00

5 SEC filing reports analyzed. Sentiment: 0 bullish, 4 bearish, 0 mixed, 1 neutral. Avg impact: 5.8/10.

BEARISH 8-K 6/10

Keel Infrastructure priced an upsized $400M offering of 1.250% convertible senior notes due 2032, in

Jun 5, 2026

BEARISH 8-K 6/10

Keel Infrastructure Corp. announced a proposed offering of $350 million aggregate principal amount o

Jun 4, 2026

BEARISH 8-K 7/10

Keel Infrastructure reported Q1 2026 revenue of $37M, down 23% YoY, and a GAAP loss from continuing

May 11, 2026

BEARISH PRESS-RELEASE 7/10

Keel Infrastructure reported Q1 2026 revenue of $37M (down 22% YoY) and GAAP EPS of -$0.21, a 425% m

May 11, 2026

NEUTRAL PRESS-RELEASE 3/10

Keel Infrastructure announced it will report Q1 2026 earnings on May 11, 2026, before market open. T

Apr 27, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 3 strong buy, 11 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$5.63 mean target +9.6% upside Buy (1.33)

$3.00 Low $8.00 High

Metric	Value
Current Price	$5.13
Target Low	$3.00
Target Mean	$5.63
Target Median	$5.75
Target High	$8.00
# Analysts	8
Recommendation	Buy (1.33)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$-0.07	$-0.07	$-0.07	—	-55.6%	0↑ 1↓	$0.0B	-59.1%	1
Next Q 2026-09-30	$-0.05	$-0.05	$-0.05	—	-11.1%	0↑ 1↓	$0.0B	-65.3%	1
Current FY 2026-12-31	$-0.17	$-0.17	$-0.17	—	+5.6%	—	$0.1B	-46.0%	1
Next FY 2027-12-31	$-0.07	$-0.12	$-0.01	61.8%	+31.6%	—	$0.2B	36.3%	2

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$-0.070
7d ago	$-0.047	-0.023
30d ago	$-0.045	-0.025
60d ago	$-0.010	-0.060
90d ago	$-0.010	-0.060

4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 11, 2026	HC Wainwright & Co.	MAINTAIN	Accumulate	Buy
May 11, 2026	Chardan Capital	MAINTAIN	Buy	Buy
May 11, 2026	Alliance Global Partners	MAINTAIN	Buy	Buy
Apr 27, 2026	Chardan Capital	INITIATE	—	Buy
Apr 9, 2026	Cantor Fitzgerald	MAINTAIN	Overweight	Overweight
Apr 2, 2026	Alliance Global Partners	MAINTAIN	Buy	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	3	11	2	88%
May 1, 2026	3	11	2	88%
Apr 1, 2026	3	10	2	87%
Mar 1, 2026	3	10	2	87%
Feb 1, 2026	3	10	2	87%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

56°

Neutral

Bearish Neutral Bullish

30 mentions 10 bullish 6 bearish 30 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Bearish	Threads
Jun 5, 2026	1	60° Warm	1	0	1
Jun 5, 2026	1	60° Warm	1	0	1
Jun 3, 2026	1	60° Warm	1	0	1
Jun 3, 2026	1	60° Warm	1	0	1
May 30, 2026	1	40° Cool	0	1	1
May 30, 2026	1	40° Cool	0	1	1
May 29, 2026	1	50° Neutral	0	0	1
May 29, 2026	1	50° Neutral	0	0	1
May 28, 2026	1	50° Neutral	0	0	1
May 28, 2026	1	50° Neutral	0	0	1
May 28, 2026	1	50° Neutral	0	0	1
May 28, 2026	1	50° Neutral	0	0	1
May 27, 2026	1	50° Neutral	0	0	1
May 27, 2026	1	50° Neutral	0	0	1
May 27, 2026	1	40° Cool	0	1	1
May 27, 2026	1	40° Cool	0	1	1
May 22, 2026	1	60° Warm	1	0	1
May 22, 2026	1	60° Warm	1	0	1
May 13, 2026	1	50° Neutral	0	0	1
May 13, 2026	1	50° Neutral	0	0	1
May 12, 2026	1	50° Neutral	0	0	1
May 12, 2026	1	50° Neutral	0	0	1
May 11, 2026	1	40° Cool	0	1	1
May 11, 2026	1	40° Cool	0	1	1
May 9, 2026	1	60° Warm	1	0	1
May 9, 2026	1	60° Warm	1	0	1
May 8, 2026	1	60° Warm	1	0	1
May 8, 2026	1	60° Warm	1	0	1
May 6, 2026	1	50° Neutral	0	0	1
May 6, 2026	1	50° Neutral	0	0	1

Recent Reddit Threads

r/wallstreetbets Neutral 8d 20h ago

KEEL

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Neutral 9d 4h ago

Will it keep going up? KEEL

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 1mo ago

Found a 350MW data center scheduled approval vote tomorrow through YouTube channel with 36 views — $KEEL $BITF not priced in

▲ 1 💬 0 ⚡ 0.5

r/stocks Neutral 1mo ago

KEEL Deep Dive: NFLX ($NFLX)

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Neutral 7d 8h ago

KEEL, thoughts?

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 1mo ago

Found a 350MW data center scheduled approval vote today through YouTube channel with 36 views — $KEEL $BITF not priced in

▲ 1 💬 0 ⚡ 0.5

r/pennystocks Bullish 1mo ago

Last night I flagged a data center catalyst in Carbon County PA — $KEEL $BITF. Today's Planning Commission agenda confirmed it:"Palmerton Borough Zoning Amendment — NEW. Data Centers and Data Center Accessory Uses." Meeting minutes/youtube video expected tomorrow.

▲ 1 💬 0 ⚡ 0.5

r/stocks Bullish 1mo ago

40-Year Wall Street Vet: Why the "Digital Infrastructure" Breakout is the Real Story Today. ($KEEL, $MSOS, $OKLO, $USAR, $MU, $IREN, $CRWV)

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Neutral 7d 23h ago

$KEEL, speculative bitcoin miner to data center play backed by Leopold

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 27d 16h ago

Any one have $KEEL predictions?

▲ 1 💬 1 ⚡ 0.5

r/wallstreetbets Neutral 1mo ago

KEEL Deep Dive: NFLX (NFLX)

▲ 1 💬 0 ⚡ 0.5

r/investing Bearish 9d 16h ago

HIVE and/or KEEL (AI Data Centres)

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bearish 25d 6h ago

Eugene's back in the game with a high conviction bet: KEEL

▲ 1 💬 2 ⚡ 0.5

r/wallstreetbets Bullish 2d 8h ago

$KEEL: Leopold-Backed Vera Rubin AI Infra Setup Where 3 Leases Could Unlock a Multi-Bagger Rerate

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 1mo ago

Found a 350MW data center scheduled approval vote tomorrow through YouTube channel with 36 views — $KEEL $BITF not priced in

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 1mo ago

Found a 350MW data center scheduled approval vote tomorrow through YouTube channel with 36 views — $KEEL $BITF not priced in

▲ 1 💬 0 ⚡ 0.5

r/pennystocks Neutral 24d 17h ago

$KEEL highly shorted data center play.

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 1mo ago

Run it back Turbo Americano - Keel Industries ($KEEL)

▲ 1 💬 1 ⚡ 0.5

r/wallstreetbets Bearish 6d ago

Market is pricing $KEEL like a dead crypto miner because boomer algos literally cant read a ticker change

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 14d 4h ago

KEEL INFRASTRUCTURE - The next Leopold 100x $KEEL

▲ 1 💬 0 ⚡ 0.5

Jun 5, 2026

other

Keel Infrastructure Announces Pricing of Upsized $400 Million of Convertible Senior Notes

NEW YORK, June 05, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/TSX: KEEL), a North American digital and energy inf

Jun 4, 2026

other

Keel Infrastructure Announces Proposed Offering of $350 Million of Convertible Senior Notes

NEW YORK, June 04, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/TSX: KEEL), a North American digital and energy inf

May 18, 2026

earnings_calendar

KEEL Q1 2026 Earnings Scheduled — 2026-05-18

May 11, 2026

earnings

Keel Infrastructure Reports First Quarter 2026 Results

Zoning secured and site development on track across near-term sites: Panther Creek, Sharon, and Moses Lake

May 8, 2026

short_interest

FTD: KEEL — 150,368 shares ($0.6M) failed to deliver

Settlement: 20260508, Price: $4.01, FTD Value: $602,975.68, KEEL INFRASTRUCTURE CORP COM

May 1, 2026

short_interest

FTD: KEEL — 387,237 shares ($1.2M) failed to deliver

Settlement: 20260501, Price: $3.03, FTD Value: $1,173,328.11, KEEL INFRASTRUCTURE CORP COM

Apr 28, 2026

other

Keel Infrastructure To Present at Needham Technology, Media, & Consumer Conference in NYC

NEW YORK, April 28, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/TSX: KEEL) (“Keel Infrastructure” or “Keel”), a No

Apr 27, 2026

earnings

Keel Infrastructure Schedules First Quarter 2026 Conference Call on May 11, 2026

NEW YORK, April 27, 2026 (GLOBE NEWSWIRE) -- Keel Infrastructure Corp. (NASDAQ/TSX: KEEL) (“Keel Infrastructure” or “Keel”), a No

Apr 22, 2026

short_interest

FTD: KEEL — 233,649 shares ($0.7M) failed to deliver

Settlement: 20260422, Price: $2.80, FTD Value: $654,217.2, KEEL INFRASTRUCTURE CORP COM

Apr 20, 2026

short_interest

FTD: KEEL — 197,845 shares ($0.6M) failed to deliver

Settlement: 20260420, Price: $2.88, FTD Value: $569,793.6, KEEL INFRASTRUCTURE CORP COM

Apr 13, 2026

short_interest

FTD: KEEL — 3,260,742 shares ($7.0M) failed to deliver

Settlement: 20260413, Price: $2.14, FTD Value: $6,977,987.88, KEEL INFRASTRUCTURE CORP COM

Apr 10, 2026

short_interest

FTD: KEEL — 4,237,886 shares ($8.9M) failed to deliver

Settlement: 20260410, Price: $2.10, FTD Value: $8,899,560.6, KEEL INFRASTRUCTURE CORP COM

Apr 9, 2026

short_interest

FTD: KEEL — 4,403,493 shares ($9.3M) failed to deliver

Settlement: 20260409, Price: $2.11, FTD Value: $9,291,370.23, KEEL INFRASTRUCTURE CORP COM

Apr 7, 2026

short_interest

FTD: KEEL — 1,737,456 shares ($3.8M) failed to deliver

Settlement: 20260407, Price: $2.16, FTD Value: $3,752,904.96, KEEL INFRASTRUCTURE CORP COM

Apr 6, 2026

short_interest

FTD: KEEL — 3,018,410 shares ($3.0M) failed to deliver

Settlement: 20260406, Price: $1.00, FTD Value: $3,018,410, KEEL INFRASTRUCTURE CORP COM