$KEEL (Keel Infrastructure Corp.) — investor discussion on X

Five-factor rating: Sell (sector percentile 5.0%)

Graded daily on value F, growth D-, profitability F, momentum C, revisions A. Sector-relative, identical for every user.

Most active credible voices on $KEEL

@mcnalliem (McNallie Money) — 221 mentions · 12.7K followers
@leaderinvests (TheGentleTraveler) — 133 mentions · 18.5K followers
@investnorthwise (Northwise Project) — 80 mentions · 7.2K followers

Recent headlines featuring $KEEL

2026-09-10: Canada to pitch 167 projects worth tens of billions of Canadian dollars to investors

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$KEELKeel Infrastructure Corp. · Information Technology Services · $1.3B

$2.06

+7.9%

Event thread

Key events, in time order

12 items

2026-11-05Earnings
Keel Infrastructure Reports Q3 2026 Results, Advances Permitting and Commercialization
Company release and earnings call transcript confirm Q3 results, with advanced lease negotiations across three near-term sites
D1 -21.4% · since +15.8%
2026-11-058-K filing
8-K: Item 2.02, Item 9.01
D1 -21.4% · since +15.8%

10 earlier events

2026-11-05Earnings
Earnings report
D1 -21.4% · since +15.8%
2026-09-09CompanyBull
PowerSecure signs backup power agreement with Keel
Custom standby power for Moses Lake campus, boosting energy resilience
D1 -0.5% · +5d -8.4%
2026-08-15 → 08-25CapitalBull
Keel CEO buys $129.5K more; multiple insiders buy within month
CEO purchase is 2nd insider buy in 30 days, reinforcing insider conviction
D1 +7.4% · +5d -13.8%
7 waves of this story
- 2026-08-15 Insider buying signals management confidence
- 2026-08-16 Independent sources confirm CEO purchase, aligning with recent insider buying trend
- 2026-08-18 COO buys $100k worth, CEO bought last week, consecutive insider purchases
- 2026-08-22 COO Liam Daniel bought another $100K at $3.25/sh; cumulative insider buys near $400K
- 2026-08-22 Direct purchase (not 10b5-1) signals insider conviction
- 2026-08-23 Executives' ongoing insider buying extends prior accumulation streak
- 2026-08-25 CEO purchase is 2nd insider buy in 30 days, reinforcing insider conviction
2026-08-18CapitalBull
KEEL flagged as potential acquisition target by multiple analysts
Multiple independent analysts note Keel's large power portfolios and grid connections make it an attractive acquisition target
D1 -16.2% · +5d +11.1%
2026-07-27 → 08-11EarningsBear
Keel Q2 Misses, Net Loss $65M, Liquidity $819M
Details confirm revenue decline and loss, ample liquidity funds pivot
D1 -4.9% · +5d +3.7%
6 waves of this story
- 2026-07-27 Company to hold call on Aug 10 to discuss Q2 results.
- 2026-07-27 Earnings call set for Aug 10; investors await updates on data center deals.
- 2026-08-10 Q2 revenue $30M miss, EPS -$0.11, op loss $141M, new president appointed
- 2026-08-10 Revenue down 50% YoY, losses widen as Bitcoin wind-down continues
- 2026-08-11 Q2 revenue of $30.4M misses estimates; net loss of $65M as legacy mining winds down
- 2026-08-11 Details confirm revenue decline and loss, ample liquidity funds pivot
2026-08-11Earnings
Earnings report
D1 -3.2% · +5d -4.0%
2026-08-108-K filing
8-K: Item 2.02, Item 9.01
D1 -12.4% · +5d +10.9%
2026-08-10Earnings
Earnings report
D1 -12.4% · +5d +10.9%
2026-07-15 → 07-31CompanyBull
Keel gets approval for 96MW data center land and power near Montreal
Multiple X users and analysts note Keel's miner power assets could back AI compute deals
D1 -3.1% · +5d +7.8%
3 waves of this story
- 2026-07-15 Multiple sources confirm approval to consolidate power from three Bitcoin mining sites into a 96MW campus, plus land purchase agreement expected to close Q1 2027.
- 2026-07-22 Multiple X users and analysts note Keel's miner power assets could back AI compute deals
- 2026-07-31 Keel Secures 96MW Data Center Site & Power Approval East of Montreal
2026-07-22AnalystBull
Keel Gets Consensus 'Moderate Buy' Rating, Average PT $5.90
Seven firms cover; BTIG initiates Buy with $8 PT, highlighting power portfolio value
D1 +0.9% · +5d -32.2%

①

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

12 items

2026-11-05Earnings
Keel Infrastructure Reports Q3 2026 Results, Advances Permitting and Commercialization
Company release and earnings call transcript confirm Q3 results, with advanced lease negotiations across three near-term sites
D1 -21.4% · since +15.8%
2026-11-058-K filing
8-K: Item 2.02, Item 9.01
D1 -21.4% · since +15.8%
2026-11-05Earnings
Earnings report
D1 -21.4% · since +15.8%
2026-09-09CompanyBull
PowerSecure signs backup power agreement with Keel
Custom standby power for Moses Lake campus, boosting energy resilience
D1 -0.5% · +5d -8.4%
2026-08-15 → 08-25CapitalBull
Keel CEO buys $129.5K more; multiple insiders buy within month
CEO purchase is 2nd insider buy in 30 days, reinforcing insider conviction
D1 +7.4% · +5d -13.8%
7 waves of this story
- 2026-08-15 Insider buying signals management confidence
- 2026-08-16 Independent sources confirm CEO purchase, aligning with recent insider buying trend
- 2026-08-18 COO buys $100k worth, CEO bought last week, consecutive insider purchases
- 2026-08-22 COO Liam Daniel bought another $100K at $3.25/sh; cumulative insider buys near $400K
- 2026-08-22 Direct purchase (not 10b5-1) signals insider conviction
- 2026-08-23 Executives' ongoing insider buying extends prior accumulation streak
- 2026-08-25 CEO purchase is 2nd insider buy in 30 days, reinforcing insider conviction

7 earlier events

2026-08-18CapitalBull
KEEL flagged as potential acquisition target by multiple analysts
Multiple independent analysts note Keel's large power portfolios and grid connections make it an attractive acquisition target
D1 -16.2% · +5d +11.1%
2026-07-27 → 08-11EarningsBear
Keel Q2 Misses, Net Loss $65M, Liquidity $819M
Details confirm revenue decline and loss, ample liquidity funds pivot
D1 -4.9% · +5d +3.7%
6 waves of this story
- 2026-07-27 Company to hold call on Aug 10 to discuss Q2 results.
- 2026-07-27 Earnings call set for Aug 10; investors await updates on data center deals.
- 2026-08-10 Q2 revenue $30M miss, EPS -$0.11, op loss $141M, new president appointed
- 2026-08-10 Revenue down 50% YoY, losses widen as Bitcoin wind-down continues
- 2026-08-11 Q2 revenue of $30.4M misses estimates; net loss of $65M as legacy mining winds down
- 2026-08-11 Details confirm revenue decline and loss, ample liquidity funds pivot
2026-08-11Earnings
Earnings report
D1 -3.2% · +5d -4.0%
2026-08-108-K filing
8-K: Item 2.02, Item 9.01
D1 -12.4% · +5d +10.9%
2026-08-10Earnings
Earnings report
D1 -12.4% · +5d +10.9%
2026-07-15 → 07-31CompanyBull
Keel gets approval for 96MW data center land and power near Montreal
Multiple X users and analysts note Keel's miner power assets could back AI compute deals
D1 -3.1% · +5d +7.8%
3 waves of this story
- 2026-07-15 Multiple sources confirm approval to consolidate power from three Bitcoin mining sites into a 96MW campus, plus land purchase agreement expected to close Q1 2027.
- 2026-07-22 Multiple X users and analysts note Keel's miner power assets could back AI compute deals
- 2026-07-31 Keel Secures 96MW Data Center Site & Power Approval East of Montreal
2026-07-22AnalystBull
Keel Gets Consensus 'Moderate Buy' Rating, Average PT $5.90
Seven firms cover; BTIG initiates Buy with $8 PT, highlighting power portfolio value
D1 +0.9% · +5d -32.2%

$KEEL — what investors on X are saying · SpikePanel

$KEEL (Keel Infrastructure Corp.) — investor discussion on X

Five-factor rating: Sell (sector percentile 5.0%)

Most active credible voices on $KEEL

Recent headlines featuring $KEEL

$KEEL (Keel Infrastructure Corp.) — investor discussion on X

Five-factor rating: Sell (sector percentile 5.0%)

Most active credible voices on $KEEL

Recent headlines featuring $KEEL

Keel Infrastructure Reports Q3 2026 Results, Advances Permitting and Commercialization

8-K: Item 2.02, Item 9.01

Earnings report

PowerSecure signs backup power agreement with Keel

Keel CEO buys $129.5K more; multiple insiders buy within month

KEEL flagged as potential acquisition target by multiple analysts

Keel Q2 Misses, Net Loss $65M, Liquidity $819M

Earnings report

8-K: Item 2.02, Item 9.01

Earnings report

Keel gets approval for 96MW data center land and power near Montreal

Keel Gets Consensus 'Moderate Buy' Rating, Average PT $5.90

Bull vs bear

Discussion

Keel Infrastructure Reports Q3 2026 Results, Advances Permitting and Commercialization

8-K: Item 2.02, Item 9.01

Earnings report

PowerSecure signs backup power agreement with Keel

Keel CEO buys $129.5K more; multiple insiders buy within month

KEEL flagged as potential acquisition target by multiple analysts

Keel Q2 Misses, Net Loss $65M, Liquidity $819M

Earnings report

8-K: Item 2.02, Item 9.01

Earnings report

Keel gets approval for 96MW data center land and power near Montreal

Keel Gets Consensus 'Moderate Buy' Rating, Average PT $5.90