DGXX
INSIDER BUYDigi Power X Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeDigi Power X secured major AI infrastructure wins (Cerebras $1.1B colocation deal, SubQ AI GPU contract, $20M NVIDIA B300 purchase) and upgraded guidance to $250–300M fiscal 2027 revenue, validating its pivot to GPU-as-a-Service. However, Q1 2026 core financials deteriorated sharply with revenue down 27% YoY and losses widening, while the company relies heavily on dilutive equity raises (ATM program) to fund rapid capex expansion.
Red flags
- •Q1 2026 revenue missed analyst estimates by 39% and declined 27% YoY despite AI pivot narrative
- •EPS missed estimates by 40%; net loss widened to ($4.65M) from ($1.63M) YoY
- •Elevated execution risk: company must deploy capex and achieve 90 MW colocation + 10 MW GPU capacity by 2027 to justify valuation
- •$175M ATM program creates significant shareholder dilution risk to fund expansion
- •Mixed analyst sentiment: 'speculative buy' at 8.32x EV/Sales forward vs. conservative 'Hold' consensus at $3.17 price target
- •Q2 2026 results pending (August 14, 2026) — critical test of whether revenue stabilizes or continues declining
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Amar Michel | Chief Executive Officer | BUY | 20K | $3.60 | $0.07M | 2026-08-19 | ↗ |
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Citadel Advisors | SC 13G/A | −1.4M | 2.3% | +0.5% vs SPY -1.3% abs | 2026-08-14 | ↗ |
| Citadel Advisors | SC 13G | NEW | 4.9% | -45.0% vs SPY -40.0% abs | 2026-05-12 | ↗ |