Axe Compute Inc.

AI-generated fair value estimate for this company.

Method: Forward EV/Revenue comparable-multiple approach. Management has disclosed over $3B in 2026 signed AI/GPU-compute contract value (TCV) implying more than $696M in annualized run-rate revenue upon full deployment; applied a 20% realization discount (execution, customer-concentration, and financing risk in building out GPU clusters) -> $139.2M estimated realized annual revenue; applied a 1.5x EV/Revenue multiple (well below established neocloud peers CoreWeave/Nebius at 8-15x, reflecting AGPU's tiny scale, one-quarter operating history under this business model, and its unusual digital-asset treasury strategy) -> EV $208.8M; plus net cash and digital assets $41.84M (cash $21.9M + digital assets $21.6M - debt $1.66M) -> equity value $250.6M / 11.59M shares outstanding = $21.62/share.

Reasoning: AGPU (formerly Predictive Oncology) is a real, currently-trading company with real (if very recent and lumpy) revenue, a hard cash balance, and genuine signed contracts backed by customer prepayments, but cash flows are far too unpredictable and short-track-recorded for a standard DCF, so a heavily risk-discounted comparable multiple on the company's own disclosed backlog is more appropriate given real governance/concentration risk.