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    Bitdeer Technologies Group (BTDR) Secures Malaysia AI Capacity, Is The Valuation Gap Compelling?

    Simply Wall St·10/17/2026 15:34:41
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    Bitdeer Technologies Group (BTDR) is back in focus after Bitdeer AI signed long term agreements for large AI cloud data centers in Malaysia, adding secured megawatts across Cyberjaya and a new A901 campus.

    Despite the fresh Malaysia data center commitments and a new US$100m buyback authorization announced on 8 October 2026, Bitdeer Technologies Group’s share price has retreated. The 30 day share price return is down 30% and the 1 year total shareholder return is down 67.86%, which signals fading momentum in the short term compared with its much stronger 3 year total shareholder return of 141.25%.

    Scan how Bitdeer Technologies Group compares with other AI infrastructure plays by reviewing our hand picked list of 55 AI infrastructure stocks in the same high compute build out race.

    Bitdeer Technologies Group now pairs a falling share price with fresh Malaysia AI build outs and a new US$100m buyback in place. Does that set up a reasonable entry today, or a case for waiting on cheaper terms before the valuation work starts?

    Most Popular Narrative: 64% Undervalued

    Against a last close of $7.72, the most followed narrative puts Bitdeer Technologies Group’s fair value at $21.52. This frames a wide gap that investors now have to judge against the Malaysia AI build out and Bitcoin heavy business mix.

    The planned commercialization of SEALMINER ASICs, coupled with a high demand for energy-efficient mining machines, represents a diversification of revenue streams and is likely to enhance revenue growth as Bitdeer becomes a key player in the ASIC market. The planned ramp-up to 40 exahash in self-mining capacity by Q4 2025, leveraging newly developed ASICs and expanded power capacity, is expected to significantly increase Bitcoin production, thereby driving revenue and potentially improving margins due to economies of scale.

    See why 47 investors see Bitdeer Technologies Group as 64% undervalued.

    Result: Fair Value of $21.52 (UNDERVALUED)

    Still, weak recent revenue and a reported IFRS net loss of $531.9 million could quickly undermine the Bitdeer Technologies Group undervaluation story if these pressures persist.

    Find out about the key risks to this Bitdeer Technologies Group narrative.

    Next Steps

    Sentiment around Bitdeer Technologies Group is clearly split, which is exactly why it pays to move quickly and review the raw numbers yourself. Weigh both sides of the story by reviewing the 2 key rewards and 4 important warning signs.

    Looking for more investment ideas beyond Bitdeer Technologies Group?

    If Bitdeer Technologies Group sits on your radar, widen your opportunity set today with fresh stock ideas tailored to different risk levels and return goals.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.