Salud financiera de hoja de balance de Cipher Digital
Salud financiera controles de criterios 1/6
Cipher Digital tiene un patrimonio de los accionistas total de $739.9M y una deuda total de $4.7B, lo que sitúa su ratio deuda-patrimonio en 639.6%. Sus activos y pasivos totales son $6.4B y $5.7B respectivamente.
Información clave
639.59%
Ratio deuda-patrimonio
US$4.73b
Deuda
| Ratio de cobertura de intereses | n/a |
| Efectivo | US$715.20m |
| Patrimonio | US$739.87m |
| Total pasivo | US$5.65b |
| Activos totales | US$6.39b |
Actualizaciones recientes sobre salud financiera
No hay actualizaciones
Recent updates
Actualización de narrativa • May 20
CIFR: Long Duration AI Leases Will Reshape Future Earnings Profile
Analysts nudged their average price target for Cipher Digital higher by about $0.85 per share to reflect updated assumptions around stronger revenue growth, slightly higher profit margins, a higher discount rate, and a more conservative future P/E. They cited recent Q1 driven target hikes and new Buy initiations across the Street.Artículo de análisis • May 08
Cipher Digital Inc. (NASDAQ:CIFR) Just Reported And Analysts Have Been Lifting Their Price Targets
As you might know, Cipher Digital Inc. ( NASDAQ:CIFR ) last week released its latest first-quarter, and things did not...Seeking Alpha • May 06
Cipher Digital: 2 Tailwinds, 1 Undervalued Play
Summary Cipher Digital surged 36% since my last bullish call, outperforming benchmarks and validating my thesis. I maintain a Buy rating as CIFR's pivot to the AI niche is a multi-year tailwind, with several favorable catalysts developing. Forward P/S remains attractive given expectations for 270% revenue growth next year, supporting potential for multiple expansion. Recent earnings and expansion deals reinforce CIFR's significant top-line growth story, though risks remain present. Read the full article on Seeking AlphaActualización de narrativa • Apr 30
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.
Actualización de narrativa • Apr 16
CIFR: Long Duration Hyperscale Leases Will Support Post Mining Cash Flow Visibility
Narrative Update The analyst price target for Cipher Digital has shifted modestly alongside a recalibration of fair value to $27.61, as analysts weigh lower published price targets against expectations for lease driven earnings and updated assumptions for the discount rate and future P/E. Analyst Commentary Recent research has focused on how Cipher Digital's shift toward lease driven earnings and changes to long term assumptions feed directly into valuation.Actualización de narrativa • Apr 01
CIFR: Long Duration Hyperscale Leases Will Drive Post Mining Data Center Earnings
Analysts have nudged Cipher Digital's fair value estimate slightly higher to $27.10, while trimming Street price targets such as $22 to $20 and $34 to $32 as they factor in lower hash prices, higher spending, an anticipated exit from bitcoin mining in 2027, and a heavier tilt toward long duration lease revenues. Analyst Commentary Street research on Cipher Digital paints a mixed picture, with some analysts leaning into the long term lease story while others focus on execution risk around the pivot away from bitcoin mining.
Actualización de narrativa • Mar 18
CIFR: Long Duration AI Leases Will Define Post Mining Transition Outlook
Analysts trimmed their price targets on Cipher Digital to a range of about $20 to $32, reflecting lower long term revenue and EBITDA assumptions tied to reduced hash pricing and higher spending, while still highlighting the potential impact of long duration leasing income from large counterparties. Analyst Commentary Recent research on Cipher Digital highlights a mix of reduced expectations for core bitcoin mining operations and continued interest in the potential of its leasing model.Actualización de narrativa • Mar 04
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.Actualización de narrativa • Feb 17
CIFR: AI Colocation Deals And Power Buildout Will Shape Balanced Outlook
Analysts have nudged their price targets on Cipher Mining higher, with some moving as much as $9, as they factor in fresh coverage that highlights improved profit margin assumptions, slightly lower discount rates, and potential value from power capacity that could support high performance computing and artificial intelligence demand. Analyst Commentary The recent research on Cipher Mining has highlighted both upside scenarios tied to high performance computing and artificial intelligence, and a set of clear risks that readers should keep in mind.Actualización de narrativa • Feb 03
CIFR: AI Data Center Leases And HPC Power Buildout Will Drive Repricing
Analysts have lifted their fair value estimate for Cipher Mining from US$13.00 to US$18.00 per share, citing updated expectations around growth, profitability and future P/E multiples following recent research that highlights the group’s exposure to high performance computing and artificial intelligence demand. Analyst Commentary Recent research on Cipher Mining highlights growing interest in the company’s role in supplying power and infrastructure for high performance computing and artificial intelligence workloads.Actualización de narrativa • Jan 20
CIFR: Long Term Hyperscaler Lease Will Support Future AI Data Center Leadership
The analyst fair value estimate for Cipher Mining has edged down from US$27.25 to about US$26.68 as analysts factor in higher Street price targets tied to the Amazon Web Services AI infrastructure lease, along with emerging views on earnings visibility and valuation multiples in high density data centers. Analyst Commentary Recent Street research around Cipher Mining is clustering around the long term Amazon Web Services AI infrastructure lease and what it could mean for valuation, execution risk and growth in high density data centers.Actualización de narrativa • Jan 06
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.Actualización de narrativa • Dec 23
CIFR: AI Lease Surge Will Likely Outpace Realistic Execution Capacity
Analysts have raised their fair value estimate for Cipher Mining to $13.00 from $6.00, citing the company’s long term, high visibility AI infrastructure leases with hyperscalers and strong power market positioning that support faster revenue growth, higher margins, and a lower future earnings multiple. Analyst Commentary Recent Street research has turned decisively positive on Cipher Mining, with multiple firms lifting price targets and underscoring the strategic significance of the company’s AI focused power and data center portfolio.Actualización de narrativa • Dec 09
CIFR: Long Term Hyperscaler Lease Will Drive Future AI Power Leadership
The analyst price target for Cipher Mining has been increased to $30, up from a prior range anchored near $20. Analysts cite the transformative $5.5B AWS lease, Fluidstack backed by Google, and growing recognition of Cipher's scarce, large scale power capacity for AI and high performance computing as key drivers of higher earnings visibility and multiple expansion.Actualización de narrativa • Nov 25
CIFR: Major Hyperscaler Lease Will Drive Power Market Leadership In AI Hosting
Analysts have raised their price target for Cipher Mining from $26.58 to $27.25, reflecting confidence in the company’s expanding AI infrastructure partnerships and increasing visibility from new high-profile data center agreements. Analyst Commentary Recent research coverage of Cipher Mining reflects renewed bullishness on the company’s ability to execute on its high performance computing and AI infrastructure strategies.Actualización de narrativa • Nov 09
CIFR: AI Leasing Deal With Major Hyperscaler Will Shape Expansion Trajectory
Cipher Mining's analyst price target has surged from approximately $19.88 to $26.58. Analysts cite the company's landmark $5.5 billion AI infrastructure deal, expanded data center partnerships, and strengthened market credibility as key drivers behind this upward revision.Actualización de narrativa • Oct 26
Power Assets And AI Demand Will Drive New Phases Of Expansion
Analysts have raised their price target for Cipher Mining from approximately $16.88 to $19.88 per share, citing strengthened prospects from transformative HPC partnerships and attractive lease terms, as highlighted in recent industry updates. Analyst Commentary Bullish analysts have revised their views on Cipher Mining, highlighting several factors that may drive further upside in share value and operational growth.Actualización de narrativa • Oct 12
Black Pearl Phases Will Increase Flexible Bitcoin Mining Capacity
The analyst price target for Cipher Mining has increased significantly, rising from $11.38 to $16.88 per share. Analysts cite major milestones and attractive project economics as key drivers of this upward revision.Actualización de narrativa • Sep 28
Black Pearl Phases Will Increase Flexible Bitcoin Mining Capacity
Analysts have raised Cipher Mining's price target from $7.91 to $11.38, citing strong value creation potential from AI hosting site re-designations, sector-wide validation of mining infrastructure amid rising AI demand, and positive peer transaction signals. Analyst Commentary Bullish analysts cite Cipher's Barber Lake and Black Pearl Phase 2 sites being re-designated for AI hosting as creating significant short- to mid-term value opportunities.Actualización de narrativa • Sep 13
Black Pearl Phases Will Increase Flexible Bitcoin Mining Capacity
Analysts have raised Cipher Mining’s price target to $7.91—reflecting increased optimism for miners with high-value compute infrastructure following the Core Scientific-CoreWeave deal, which highlights asset re-rating potential and heightened sector interest in high-performance computing opportunities. Analyst Commentary The Core Scientific sale to CoreWeave is seen as a validation of high-value powered land assets for AI compute, with favorable implications for valuations of peer miners like Cipher Mining.Actualización de narrativa • Aug 29
Black Pearl Phases Will Increase Flexible Bitcoin Mining Capacity
Analyst price targets for Cipher Mining have edged higher to $7.73, reflecting increased confidence in the valuation of powered land assets and energised megawatt capacity following a major industry acquisition, though tempered by ongoing concerns over deal structures and Cipher's relative ability to seize sector growth opportunities. Analyst Commentary Positive sentiment from a major acquisition in the industry is seen as a validation of powered land assets, implying higher valuation potential for players like Cipher Mining engaged in AI compute infrastructure.Seeking Alpha • Mar 07
Cipher Mining: Running Out Of Runway
Summary Cipher Mining grew topline revenue from Bitcoin mining substantially in the fourth quarter from $24.1 million to $42.2 million sequentially. Q4 generated positive net income. For the full year, the company lost $44.6 million and had an estimated breakeven cost of nearly $94k. Four months of that production came pre-halving. 'Sats per share' backing CIFR stock, while up year over year, have fallen considerably over the last two quarters. More than 300 BTC have been subsequently sold since EOY. SoftBank's $50 million cash infusion in January came via dilution and those shares have already been registered for sale. However, hedge fund balances were higher in Q4. Read the full article on Seeking AlphaAnálisis de la situación financiera
Pasivos a corto plazo: Los activos a corto plazo ($3.9B) de CIFR superan a sus pasivos a corto plazo ($1.2B).
Pasivo a largo plazo: Los activos a corto plazo ($3.9B) de CIFR no cubren sus pasivos a largo plazo ($4.4B).
Historial y análisis de deuda-patrimonio
Nivel de deuda: La relación deuda neta-capital de CIFR (542.9%) se considera alta.
Reducción de la deuda: El ratio deuda-patrimonio de CIFR ha crecido de 0% a 639.6% en los últimos 5 años.
Hoja de balance
Análisis de cash runway
En el caso de las empresas que de media han sido deficitarias en el pasado, evaluamos si tienen al menos 1 año de cash runway.
Cash runway estable: CIFR tiene menos de un año de cash runway basado en su flujo de caja libre actual.
Pronóstico de cash runway: CIFR tiene menos de un año de cash runway si el flujo de caja libre sigue reduciéndose a tasas históricas de 38.4% cada año
Descubre empresas con salud financiera
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 10:56 |
| Precio de las acciones al final del día | 2026/05/26 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Cipher Digital Inc. está cubierta por 18 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Gregory Lewis | BTIG |
| Joseph Vafi | Canaccord Genuity |