GREENIDGE GENERATION HOLDINGS INC (GREE)
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
$1.86+1.64%
Close 2026-08-20 · 1-day change
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
QuarterlyIQ Insights · GREE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -76.3% |
| Our one-year growth estimate | diamond | -8.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 68.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 15 industry peers · Company calendar date is not available
GREE — officer change
Dated 2026-07-20
Director — Timothy Lowe and Charles Zeynel: The resignations are tied to the Company’s entry into Subscription Agreements and are not due to any disagreement with the company.
Why it matters: A signed deal would move the Dresden power plan past its proposed stage. It would support the AI and data center plan.
Supportive ifGreenidge signs an agreement with NYSEG for 60MW of power at Dresden that cannot be cut off.
Worry ifNYSEG or Greenidge backs out of the proposed deal. Or, no signed agreement appears in the next company update.
Why it matters: The notes carry an October 2026 due date. A clear payment or refinance would resolve this near-term debt event.
Worry ifA company filing confirms the 2026 notes were paid or refinanced by their October 2026 due date.
Less concerning ifA filing reports missed payment, default, or no completed plan for the notes after the due date.
Why it matters: Power coming on would show progress at the Mississippi site. A delay would push back a stated growth step.
Supportive ifGreenidge reports that the planned 40MW load at Mississippi is energized in Q1 2027.
Worry ifThe company says the 40MW start date moved past Q1 2027. Or, the load is still not active after that quarter.
Why it matters: Q1 datacenter hosting revenue fell to $0.4 million, while the company still reported a net loss. A rebound would help show whether the shift is gaining ground.
Watch forThe next reported quarter shows datacenter hosting revenue above $0.4 million. Its net loss is below Q1’s $4.6 million.
Also watch forThe next reported quarter shows datacenter hosting revenue of $0.4 million or less. Its net loss is $4.6 million or more.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$326 on $10,000 · ±3.3% | How much price usually moves either way. |
| Bad day | $1,086 loss on $10,000 · 10.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,422 loss on $10,000 · 54.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A signed partner or site sale could turn the Mississippi plan into a concrete transaction. No deal would leave the plan open-ended.
Watch forGreenidge announces a signed joint venture, strategic partnership, or sale for the Mississippi site. It gives the terms.
Also watch forGreenidge reports that talks ended without a signed deal, or that it will not pursue a Mississippi transaction.