Riot Platforms (RIOT) Valuation After Activist Push Toward AI And High Performance Computing Data Centers

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Riot Platforms (RIOT) is back in focus after activist investor Starboard Value pressed management to accelerate its shift from bitcoin mining into AI and high performance computing data centers, ...

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See our latest analysis for Riot Platforms. Those calls for faster change come after a choppy year for Riot’s share price, with a recent 7 day share price return of 3.02% and a 30 day share price return of a 9.26% decline, set against a 1 year total shareholder return of 49.90% and a 3 year total shareholder return of 167.12%. This suggests long term holders have seen strong swings but positive overall momentum compared with more recent softness. If this AI pivot has you looking across the sector for similar ideas, it is a good time to scan 34 AI infrastructure stocks for potential data center and compute infrastructure opportunities. With Riot trading at $15.68 against an average analyst price target of $26.89, and with activism pushing for faster AI data center execution, is the stock still on sale, or are markets already pricing in years of future growth? AdvertisementMost Popular Narrative: 40.7% Undervalued Riot Platforms' most followed narrative pins fair value at about $26.44 per share, well above the last close of $15.68, framing a sizable valuation gap that hinges on how effectively the company turns its power footprint into AI and high performance computing cash flows.  Riot's aggressive build-out of a scalable data center business leverages its extensive, readily available power capacity in high-demand regions, which positions the company to benefit from surging demand for AI and cloud computing infrastructure. This is likely to drive higher revenue growth and improved valuation multiples over time.  Read the complete narrative. Curious what earnings path and margin shift are sitting behind that fair value, and how rich a future multiple this narrative leans on, the full story lays out the revenue ramp, profitability swing, and valuation bridge that need to line up for $26.44 to make sense. Result: Fair Value of $26.44 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story can crack if AI data center deals slip or if Bitcoin prices weaken, since both are central to these upside assumptions. Find out about the key risks to this Riot Platforms narrative. Another View: Multiples Point To A Richer Price If you step away from fair value models and just look at what you are paying today, Riot trades on a P/E of 35.5x. That is above the US Software average of 25.4x, above the peer average of 20.1x, and well above a fair ratio of 8.3x that markets could move toward. That gap suggests sentiment is already paying up for the story. How comfortable are you with that valuation risk if expectations cool? See what the numbers say about this price — find out in our valuation breakdown. NasdaqCM:RIOT P/E Ratio as at Feb 2026Next Steps Does this mix of optimism and concern fit with how you see Riot right now? Take a moment to review the key risks and rewards, then move quickly to weigh 2 key rewards and 3 important warning signs against your own expectations. Looking for more investment ideas? If Riot has sharpened your thinking, do not stop here. Broaden your watchlist with focused stock ideas that line up better with how you like to invest.  Target potential bargains by reviewing our list of 53 high quality undervalued stocks that pair stronger fundamentals with pricing that may still be catching up. Prioritize resilience first and stress test your caution by scanning 85 resilient stocks with low risk scores that aim to keep risk scores on a tighter leash. Get ahead of the crowd by checking out a screener containing 23 high quality undiscovered gems that has not yet drawn broad attention but screens well on quality.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}