LM Funding America

Q1 FY2026 EarningsQ2 FY2026 operational update suggests performance likely below consensus expectations: Bitcoin production slowed to 8.7 BTC in June due to seasonal heat, with total Q2 mining output appearing insufficient to meet the $2.3M revenue target at current BTC prices. While the Bitcoin HODL value of $0.72 per share represents a significant premium to the $0.15 stock price, aggressive share issuance via the ATM program (approx. 4.4M shares in June alone) will likely weigh on EPS, potentially missing the -$0.14 consensus.