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Cipher Mining

Digitalization, Renewables And DeFi Will Fuel Bitcoin Mining

AN
AnalystHighTarget
AnalystHighTarget
Not Invested
Community Contributor
Published
10 May 25
Updated
06 Jan 26
Views
76
n/a
n/a
AnalystHighTarget's Fair Value
n/a
1Y
214.5%
7D
-0.7%
Loading
1Y
214.5%
7D
-0.7%

You can edit this narrative until Jan 7 5:10 AM. Then, changes will post as Updates.

Author's Valuation

US$42.9259.5% undervalued intrinsic discount

AnalystHighTarget Fair Value

Narrative
Updates1

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.
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AnalystHighTarget Fair Value
US$42.92
59.5% undervalued intrinsic discount
Future estimation in
PastFuture-124m2b202120222023202420252026202720282029Revenue US$1.9bEarnings US$21.3m
Growth p.a.
%
Decrease
Increase
Current revenue growth rate
35.48%
Software revenue growth rate
1.33%
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
8.84%
Calculation
US$21.30m
Earnings '29
x
1257.83x
PE Ratio '29
=
US$26.79b
Market Cap '29
US$26.79b
Market Cap '29
/
476.35m
No. shares '29
=
US$56.24
Share Price '29
US$56.24 Share Price '29
Discounted to 2026 @ 8.85% p.a.
=
US$43.61
Fair Value '26
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