Cipher Digital (CIFR) Panoramica del titolo
Cipher Digital Inc. insieme alle sue consociate, sviluppa e gestisce centri dati su scala industriale per il mining di bitcoin e l'hosting di calcolo ad alte prestazioni (HPC) negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 0/6 |
CIFR Community Fair Values
Create NarrativeSee what 104 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Cipher Digital Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$19.87 |
| Massimo di 52 settimane | US$30.14 |
| Minimo di 52 settimane | US$4.55 |
| Beta | 3.2 |
| Variazione di 1 mese | -23.67% |
| Variazione a 3 mesi | 14.59% |
| Variazione di 1 anno | 216.91% |
| Variazione a 3 anni | 320.97% |
| Variazione a 5 anni | 100.30% |
| Variazione dall'IPO | 102.76% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento narrativa • Jul 07
CIFR: Long AI Lease Backlog And Power Access Will Shape Post Mining Transition
Cipher Digital's fair value estimate has been raised from $18.00 to $23.00 as analysts point to higher assumed revenue growth, a revised P/E framework, and continued confidence in the company's access to prompt power and AI colocation opportunities, which is reflected in a series of higher Street price targets. Analyst Commentary Recent Street research on Cipher Digital highlights a mix of enthusiasm around AI colocation and power access alongside reminders that execution and deal quality remain central to the story.
Aggiornamento narrativa • Jun 23
CIFR: Long Duration AI Leases Will Drive Post Mining Cash Flow Repricing
Analysts have nudged the fair value estimate for Cipher Digital slightly lower to $32.00 from about $32.33, while reiterating higher Street price targets that reflect expectations for a higher quality mix of AI and power-leasing deals and a richer future P/E profile. Analyst Commentary Street research around Cipher Digital paints a largely constructive picture, with price targets generally tracking above the updated US$32.00 fair value estimate as analysts recalibrate models for AI and power-leasing exposure.Seeking Alpha • Jun 21
Cipher Digital: $11.4B Backlog Built For Hyperscale
Summary Cipher Digital has pivoted from Bitcoin mining to a hyperscale HPC platform, securing three long-term leases totaling 700 MW contracted capacity. Q1 2026 headline revenue decline reflects planned mining wind-down; the core story is $11.4B in contracted revenue and a visible $787M average annualized NOI ramp. Capital structure is derisked by $5.2B in project-level non-recourse debt, $715M unrestricted cash, and a new $200M undrawn corporate revolver with major banks. We rate CIFR a Buy with a $40 price target (~30% upside), anchored on contracted NOI and pipeline option value, while monitoring tenant concentration and ERCOT batch 0 risks. Read the full article on Seeking AlphaArticolo di analisi • Jun 16
Cipher Digital (CIFR) Stock Could Be 19.5% Undervalued After AWS Backed Stingray Financing
Cipher Digital (CIFR) is back in focus after the company completed a private placement of senior secured notes to finance its Stingray high performance computing data center, backed by a 15 year lease to Amazon Web Services. See our latest analysis for Cipher Digital. The recent private placement and long term Amazon Web Services lease come against a backdrop of strong momentum for Cipher Digital, with a 30 day share price return of 28.04% and a year to date share price return of 60.68%,...Aggiornamento narrativa • Jun 04
CIFR: Long Duration AI Data Center Leases Will Underpin Post Mining Cash Flows
Analysts have increased the average price target for Cipher Digital stock by about $4.73 to $32.33, reflecting updated views on its power development pipeline, lease model and anticipated AI related revenue mix. Analyst Commentary Recent Street research on Cipher Digital clusters around its power development pipeline, lease based model, and growing focus on AI related revenue, with a mix of optimistic and cautious signals on valuation and execution risk.
Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Rendimenti per gli azionisti
| CIFR | US Software | US Mercato | |
|---|---|---|---|
| 7D | -9.1% | 1.8% | 0.8% |
| 1Y | 216.9% | -20.7% | 20.5% |
Ritorno vs Industria: CIFR ha superato il US Software che ha restituito -20.7 % nell'ultimo anno.
Rendimento vs Mercato: CIFR ha superato il mercato US che ha restituito 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| CIFR volatility | |
|---|---|
| CIFR Average Weekly Movement | 14.7% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di CIFR è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 15% ) di CIFR è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2021 | 66 | Rodney Page | www.cipherdigital.com |
Cipher Digital Inc. insieme alle sue consociate, sviluppa e gestisce centri dati su scala industriale per il mining di bitcoin e l'hosting di calcolo ad alte prestazioni (HPC) negli Stati Uniti. Sviluppa strutture di data center HPC in vari siti per affittuari hyperscaler; gestisce l'alimentazione di un data center per il mining di bitcoin e mantiene una pipeline in vari siti. La società era precedentemente nota come Cipher Mining Inc. e ha cambiato nome in Cipher Digital Inc. nel febbraio 2026.
Cipher Digital Inc. Riepilogo dei fondamenti
| CIFR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$8.13b |
| Utili (TTM) | -US$897.58m |
| Ricavi(TTM) | US$209.82m |
38.7x
Rapporto P/S-9.1x
Rapporto P/ECIFR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CIFR Conto economico (TTM) | |
|---|---|
| Ricavi | US$209.82m |
| Costo del fatturato | US$183.86m |
| Profitto lordo | US$25.97m |
| Altre spese | US$923.55m |
| Utili | -US$897.58m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -2.19 |
| Margine lordo | 12.37% |
| Margine di profitto netto | -427.79% |
| Rapporto debito/patrimonio netto | 639.6% |
Come si è comportato CIFR nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/15 03:39 |
| Prezzo dell'azione a fine giornata | 2026/07/15 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cipher Digital Inc. è coperta da 19 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Gautam Chhugani | Bernstein |
| Gregory Lewis | BTIG |