Digitalization, Renewables And DeFi Will Fuel Bitcoin Mining

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

10 May 25

Updated

20 May 26

Views

161

20 May

US$23.65

AnalystHighTarget's Fair Value

US$45.91

48.5% undervalued

1Y

658.0%

7D

7.6%

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1Y

658.0%

7D

7.6%

You can edit this narrative until May 21 11:20 AM. Then, changes will post as Updates.

Author's Valuation

US$45.9148.5% undervalued

AnalystHighTarget Fair Value

Shared on 20 May 26

Fair value Increased 1.88%

CIFR: Long Duration AI Leases Will Reshape Future Earnings Profile

Cipher signs a long-term lease to build a new AI-focused data center for a major customer, and analysts grow more confident that these contracts could make future results steadier and easier to predict. Several firms raise their expectations after recent results and meetings, arguing the market may still be overlooking how much these long leases could matter over time.

17 views

Shared on 30 Apr 26

Fair value Increased 2.59%

CIFR: Long Duration AI Leases Are Expected To Reprice Future Earnings Profile

Analysts have raised their fair value estimate for Cipher Digital to $45.06 from $43.92, citing updated assumptions around profitability, a lower discount rate, and recent Street price target changes that highlight lease-driven earnings potential alongside differing views on future mining economics. Analyst Commentary Recent Street research on Cipher Digital shows a mix of target changes, but the underlying commentary often points to earnings potential tied to its lease model and existing site footprint.

18 views

Shared on 04 Mar 26

Fair value Increased 2.32%

CIFR: Long Duration AI Leases Are Expected To Reshape Earnings Profile

The analyst price target for Cipher Digital has shifted to $43.92 from $42.92, with analysts pointing to a recalibrated earnings profile tied to lease revenue visibility and a reset future P/E assumption as key drivers of the update. Analyst Commentary Bullish analysts are highlighting Cipher Digital's evolving earnings mix, especially the contribution from its lease arrangements, as a key factor behind their updated price targets and positive stance on the shares.

15 views

Shared on 06 Jan 26

Fair value Increased 377%

CIFR: AWS Lease Is Expected To Redefine AI Data Center Role

Analysts have lifted their price expectations for Cipher Mining to about US$43 from roughly US$9, citing the company’s large power capacity, new high performance compute and AI data center positioning, and the long term US$5.5b Amazon Web Services lease as key supports for higher assumed growth, lower margins, and a much higher future P/E multiple. Analyst Commentary Recent research coverage has converged on a broadly optimistic view of Cipher Mining, with several bullish analysts highlighting the company’s expanding role in high performance compute and AI data centers, as well as the long term Amazon Web Services lease.

26 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$45.91

48.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

61.67%

Historical revenue growth rate

N/A

Software revenue growth rate

1.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.80%

Calculation

US$744.99m

Earnings '29

x

37.86x

PE Ratio '29

=

US$28.20b

Market Cap '29

US$28.20b

Market Cap '29

/

460.24m

No. shares '29

=

US$61.28

Share Price '29

US$61.28 Share Price '29

Discounted to 2026 @ 10.12% p.a.

=

US$45.88

Fair Value '26