Bitmine Immersion Technologies, Inc. (BMNR) · Oct 26, 2026 · Other events

Bitmine buyback and crypto update near 5% ETH target

4.95% ETH treasury — 6.052M ETH equals 4.95% of supply; 58,067 ETH short of 5%

Bitmine’s crypto update puts ETH holdings at 4.95% of supply and adds another buyback, but mostly confirms the existing treasury playbook.

Bitmine is building an Ethereum treasury at near-network scale while trying to turn staking infrastructure into a second business through MAVAN; its recent updates have followed the same pattern of weekly ETH purchases, staking expansion, and opportunistic buybacks.

The 5% ETH goal is now visibly close, but not yet achieved. Bitmine held 6,051,933 ETH, equal to 4.95% of the stated 122.2 million ETH supply, leaving roughly 58,000 ETH to reach 5% (Press Release — holdings). The company also bought 10,452 ETH during the week. 〔0〕 This advances the core treasury story, but the direction was already well established by prior weekly updates, making the incremental surprise limited.

Metric	October 25, 2026	Comparison / implication
ETH held	6,051,933	4.95% of stated ETH supply (Press Release — holdings)
ETH value	$14.26 billion	Based on $2,356 per ETH (Press Release — holdings)
Total cash and marketable securities	$514 million	Liquidity alongside the crypto treasury (Press Release — holdings)
“Moonshot” holdings	$256 million	$180M Beast Industries plus $76M Eightco Holdings (Press Release — holdings)
Total crypto, cash, securities and “moonshots”	$15 billion	Aggregate stated holdings (Press Release — holdings)
ETH staked	5,227,037	About 86% of ETH holdings; $12.3B at stated ETH price (Press Release — staking)
Weekly buyback	2.04 million shares	Average repurchase price of $22.48 (Press Release — buybacks)
2026 buybacks	22.9 million shares	$399.6 million at a $17.48 average price (Press Release — buybacks)

The buyback is the clearest new capital-allocation signal. The company repurchased 2.04 million shares in the past week and says it will continue buying when management views the stock as undervalued. 〔1〕 That supports per-share value if executed below the underlying treasury value, but the filing gives no remaining authorization or valuation measure, so the accretive claim cannot be independently assessed here.

Staking is becoming economically meaningful, but the headline revenue is still a projection. Bitmine says 5.23 million ETH is staked and estimates $318 million of annualized staking revenue at the current level, rising to $368 million if all ETH is staked. Those figures depend on fluctuating yields, full-staking execution, and continued operational performance; they are not reported revenue.

The aggregate asset value is not a clean improvement versus the standing story. The prior October 19 update already disclosed roughly 6.04 million ETH and $15.1 billion of combined holdings, so this release mainly confirms continued accumulation rather than introducing a new strategic turn. The current $15 billion headline also reflects volatile ETH and private-investment marks, not newly generated operating earnings.

Bottom line: This is a modestly constructive confirmation of Bitmine’s existing strategy: it is nearly at 5% of ETH supply, keeps buying, and is using buybacks to manage capital. The business story advances incrementally, but the filing is more progress report than surprise.

Original filing on SEC EDGAR

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Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Bitmine buyback and crypto update near 5% ETH target

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