Cipher Digital (1CIFR) 주식 개요는 자회사와 함께 미국에서 산업 규모의 데이터 센터를 개발 및 운영하고 있습니다. 자세히 보기1CIFR 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장6/6과거 실적0/6재무 건전성1/6배당0/6강점수익은 매년 83.93% 증가할 것으로 예상됩니다.위험 분석cash runway 경력이 1년 미만입니다.지난 3개월 동안 주가 변동성이 Italian 시장과 비교했을 때 매우 높았습니다.지난 3개월 동안 상당한 내부자 매도가 있었습니다.모든 위험 점검 보기1CIFR Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€20.02185.5% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b2b2016201920222025202620282031Revenue US$2.3bEarnings US$278.2mAdvancedSet Fair ValueView all narrativesCipher Digital Inc. 경쟁사TXT e-solutionsSymbol: BIT:TXTMarket cap: €457.8mSYS-DATSymbol: BIT:SYSMarket cap: €178.3mExpert.aiSymbol: BIT:EXAIMarket cap: €182.5mCreactives GroupSymbol: BIT:CREGMarket cap: €42.5m가격 이력 및 성과Cipher Digital 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$20.0252주 최고가US$21.6452주 최저가US$10.50베타3.151개월 변동31.70%3개월 변동48.81%1년 변동n/a3년 변동n/a5년 변동n/aIPO 이후 변동43.99%최근 뉴스 및 업데이트Recent Insider Transactions • May 11Independent Director recently sold €534k worth of stockOn the 6th of May, Wesley Williams sold around 28k shares on-market at roughly €18.94 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €611k. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.Breakeven Date Change • May 06Forecast to breakeven in 2028The 9 analysts covering Cipher Digital expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of US$452.3m in 2028. Average annual earnings growth of 105% is required to achieve expected profit on schedule.공시 • Apr 22Cipher Digital Inc. to Report Q1, 2026 Results on May 05, 2026Cipher Digital Inc. announced that they will report Q1, 2026 results Pre-Market on May 05, 2026Recent Insider Transactions • Mar 09Independent Chairman recently sold €611k worth of stockOn the 4th of March, James Newsome sold around 45k shares on-market at roughly €13.53 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €684k. James has been a net seller over the last 12 months, reducing personal holdings by €1.1m.New Risk • Feb 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$822m Forecast net loss in 2 years: US$182m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$702m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$182m net loss in 2 years). Significant insider selling over the past 3 months (€983k sold).Reported Earnings • Feb 25Full year 2025 earnings released: US$2.16 loss per share (vs US$0.14 loss in FY 2024)Full year 2025 results: US$2.16 loss per share (further deteriorated from US$0.14 loss in FY 2024). Revenue: US$223.9m (up 48% from FY 2024). Net loss: US$822.2m (loss widened US$777.6m from FY 2024). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy.더 많은 업데이트 보기Recent updatesRecent Insider Transactions • May 11Independent Director recently sold €534k worth of stockOn the 6th of May, Wesley Williams sold around 28k shares on-market at roughly €18.94 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €611k. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.Breakeven Date Change • May 06Forecast to breakeven in 2028The 9 analysts covering Cipher Digital expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of US$452.3m in 2028. Average annual earnings growth of 105% is required to achieve expected profit on schedule.공시 • Apr 22Cipher Digital Inc. to Report Q1, 2026 Results on May 05, 2026Cipher Digital Inc. announced that they will report Q1, 2026 results Pre-Market on May 05, 2026Recent Insider Transactions • Mar 09Independent Chairman recently sold €611k worth of stockOn the 4th of March, James Newsome sold around 45k shares on-market at roughly €13.53 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €684k. James has been a net seller over the last 12 months, reducing personal holdings by €1.1m.New Risk • Feb 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$822m Forecast net loss in 2 years: US$182m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$702m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$182m net loss in 2 years). Significant insider selling over the past 3 months (€983k sold).Reported Earnings • Feb 25Full year 2025 earnings released: US$2.16 loss per share (vs US$0.14 loss in FY 2024)Full year 2025 results: US$2.16 loss per share (further deteriorated from US$0.14 loss in FY 2024). Revenue: US$223.9m (up 48% from FY 2024). Net loss: US$822.2m (loss widened US$777.6m from FY 2024). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy.공시 • Feb 25Canaan Inc. (NasdaqGM:CAN) acquired 49% stake in Alborz LLC, Bear LLC and Chief Mountain LLC from Cipher Mining Inc. (NasdaqGS:CIFR) for $39.8 million.Canaan Inc. (NasdaqGM:CAN) acquired 49% stake in Alborz LLC, Bear LLC and Chief Mountain LLC from Cipher Mining Inc. (NasdaqGS:CIFR) for $39.8 million on February 23, 2026. The total consideration for the transaction is approximately $39.75 million. To preserve the Canaan Inc's financial flexibility, the transaction was funded through the issuance of 806,439,900 Canaan Inc. Class A ordinary shares to Cipher, equivalent to 53,762,660 American Depositary Shares ("ADS"), priced at $0.7394 per ADS and subject to a lock-up period of six months. The joint venture comprising Alborz LLC, Bear LLC, and Chief Mountain LLC collectively, the "ABC Projects". Following the acquisition, Canaan now owns a 49% stake in the ABC Projects, while WindHQ LLC maintains its 51% stake in the ABC Projects. The team of Cleary Gottlieb Steen & Hamilton LLP led by James Jian Hu, Chase Kaniecki, Bill McRae, Helena Grannis, Shuangjun Wang and Puja Patel acted as legal advisor for Canaan Inc. Canaan Inc. (NasdaqGM:CAN) completed the acquisition of 49% stake in Alborz LLC, Bear LLC and Chief Mountain LLC from Cipher Mining Inc. (NasdaqGS:CIFR) on February 23, 2026.New Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$505m free cash flow). Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€1.6m sold).Breakeven Date Change • Feb 24Forecast breakeven date pushed back to 2028The 14 analysts covering Cipher Mining previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$21.3m in 2028. Average annual earnings growth of 16% is required to achieve expected profit on schedule.공시 • Feb 12Cipher Mining Inc. Appoints Thomas Duda to Its Board of DirectorsCipher Mining Inc. announced the appointment of Thomas Duda to its Board of Directors. Mr. Duda has more than twenty years of real estate-focused investment experience, further strengthening the Board as Cipher executes its pivot to becoming a world leader in data center development and operations. Mr. Duda currently serves as Vice President of Real Estate at Henry Crown and Company, where he leads the firm’s real estate investment and asset management activities, and is a member of the Investment and Management Committee. Previously, he held senior roles at Hunt Companies Inc., where he focused on commercial real estate and infrastructure investments, and at One William Street Capital Management as a Managing Director of Investments.공시 • Feb 10Cipher Mining Inc. to Report Q4, 2025 Results on Feb 24, 2026Cipher Mining Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 24, 2026공시 • Jan 07Cipher Mining Inc. Announces Executive AppointmentsCipher Mining Inc. has appointed Lee Bratcher as Head of Policy and Government Affairs and Drew Armstrong as Head of Strategic Initiatives. Mr. Bratcher brings to Cipher extensive industry experience and a deep understanding of the Texas and federal energy regulatory landscape. He previously served as President and Founder of the Texas Blockchain Council, a leading industry association representing more than one-hundred member companies and hundreds of individual stakeholders focused on making Texas the jurisdiction of choice for digital asset innovation. In this role, Mr. Bratcher worked closely with policymakers, regulators, and industry leaders in the energy and data center spaces, contributing to the research and development of two pieces of legislation passed during the 87th Texas Legislative Session, as well as two additional bills enacted during the 88th Session and signed into law. At Cipher, Mr. Bratcher will lead the Company’s strategy on energy policy, represent Cipher in its ERCOT membership, bolster Cipher’s community and regulatory engagement efforts, and help the Company continue its record of excellence in refining electrical power into compute. He will report to Cipher’s Co-President, Will Iwaschuk. The Company also announced that Drew Armstrong has joined as Head of Strategic Initiatives, reporting to Cipher’s other Co-President, Patrick Kelly. In this capacity, Mr. Armstrong will lead strategic projects that drive growth to support the Company’s continued expansion into the HPC industry and leadership at the intersection of compute and power. Prior to joining Cipher, Mr. Armstrong was President, Chief Operating Officer, and Chairman of Cathedra Bitcoin. Prior to Cathedra Bitcoin, Mr. Armstrong was a founding member of Galaxy Digital's bitcoin mining business unit, where he developed their equipment lease product and led initial investments in bitcoin mining infrastructure. He began his career at Barclays, where he worked on securitized esoteric products origination, including the first data center asset backed security offering in the United States.Recent Insider Transactions • Dec 25Independent Director recently sold €684k worth of stockOn the 19th of December, Wesley Williams sold around 50k shares on-market at roughly €13.72 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.Recent Insider Transactions • Dec 03Independent Director recently sold €410k worth of stockOn the 26th of November, Cary Grossman sold around 25k shares on-market at roughly €16.39 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.Board Change • Nov 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Rob Flatley was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.주주 수익률1CIFRIT SoftwareIT 시장7D8.2%2.6%1.0%1Yn/a7.7%19.4%전체 주주 수익률 보기수익률 대 산업: 1CIFR의 Italian Software 산업 대비 성과를 판단하기에 데이터가 부족합니다.수익률 대 시장: 1CIFR의 Italian 시장 대비 성과를 판단하기에 데이터가 부족합니다.주가 변동성Is 1CIFR's price volatile compared to industry and market?1CIFR volatility1CIFR Average Weekly Movement14.1%Software Industry Average Movement6.0%Market Average Movement5.2%10% most volatile stocks in IT Market8.8%10% least volatile stocks in IT Market3.3%안정적인 주가: 1CIFR의 주가는 지난 3개월 동안 Italian 시장보다 변동성이 컸습니다.시간에 따른 변동성: 1CIFR의 주간 변동성(14%)은 지난 1년 동안 안정적이었지만 Italian 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트202166Rodney Pagewww.cipherdigital.com는 자회사와 함께 미국에서 산업 규모의 데이터 센터를 개발 및 운영하고 있습니다. 이 회사는 2021년에 설립되었으며 미국 뉴욕에 본사를 두고 있습니다.더 보기Cipher Digital Inc. 기초 지표 요약Cipher Digital의 순이익과 매출은 시가총액과 어떻게 비교됩니까?1CIFR 기초 통계시가총액€8.29b순이익 (TTM)-€769.41m매출 (TTM)€179.86m46.1x주가매출비율(P/S)-10.8x주가수익비율(P/E)1CIFR는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표1CIFR 손익계산서 (TTM)매출US$209.82m매출원가US$183.86m총이익US$25.97m기타 비용US$923.55m순이익-US$897.58m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)-2.19총이익률12.37%순이익률-427.79%부채/자본 비율639.6%1CIFR의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/31 18:08종가2026/05/29 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cipher Digital Inc.는 18명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew Charles BealeArete Research Services LLPGregory LewisBTIGJoseph VafiCanaccord Genuity15명의 분석가 더 보기
Recent Insider Transactions • May 11Independent Director recently sold €534k worth of stockOn the 6th of May, Wesley Williams sold around 28k shares on-market at roughly €18.94 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €611k. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.
Breakeven Date Change • May 06Forecast to breakeven in 2028The 9 analysts covering Cipher Digital expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of US$452.3m in 2028. Average annual earnings growth of 105% is required to achieve expected profit on schedule.
공시 • Apr 22Cipher Digital Inc. to Report Q1, 2026 Results on May 05, 2026Cipher Digital Inc. announced that they will report Q1, 2026 results Pre-Market on May 05, 2026
Recent Insider Transactions • Mar 09Independent Chairman recently sold €611k worth of stockOn the 4th of March, James Newsome sold around 45k shares on-market at roughly €13.53 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €684k. James has been a net seller over the last 12 months, reducing personal holdings by €1.1m.
New Risk • Feb 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$822m Forecast net loss in 2 years: US$182m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$702m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$182m net loss in 2 years). Significant insider selling over the past 3 months (€983k sold).
Reported Earnings • Feb 25Full year 2025 earnings released: US$2.16 loss per share (vs US$0.14 loss in FY 2024)Full year 2025 results: US$2.16 loss per share (further deteriorated from US$0.14 loss in FY 2024). Revenue: US$223.9m (up 48% from FY 2024). Net loss: US$822.2m (loss widened US$777.6m from FY 2024). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy.
Recent Insider Transactions • May 11Independent Director recently sold €534k worth of stockOn the 6th of May, Wesley Williams sold around 28k shares on-market at roughly €18.94 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €611k. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.
Breakeven Date Change • May 06Forecast to breakeven in 2028The 9 analysts covering Cipher Digital expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of US$452.3m in 2028. Average annual earnings growth of 105% is required to achieve expected profit on schedule.
공시 • Apr 22Cipher Digital Inc. to Report Q1, 2026 Results on May 05, 2026Cipher Digital Inc. announced that they will report Q1, 2026 results Pre-Market on May 05, 2026
Recent Insider Transactions • Mar 09Independent Chairman recently sold €611k worth of stockOn the 4th of March, James Newsome sold around 45k shares on-market at roughly €13.53 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €684k. James has been a net seller over the last 12 months, reducing personal holdings by €1.1m.
New Risk • Feb 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$822m Forecast net loss in 2 years: US$182m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$702m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$182m net loss in 2 years). Significant insider selling over the past 3 months (€983k sold).
Reported Earnings • Feb 25Full year 2025 earnings released: US$2.16 loss per share (vs US$0.14 loss in FY 2024)Full year 2025 results: US$2.16 loss per share (further deteriorated from US$0.14 loss in FY 2024). Revenue: US$223.9m (up 48% from FY 2024). Net loss: US$822.2m (loss widened US$777.6m from FY 2024). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy.
공시 • Feb 25Canaan Inc. (NasdaqGM:CAN) acquired 49% stake in Alborz LLC, Bear LLC and Chief Mountain LLC from Cipher Mining Inc. (NasdaqGS:CIFR) for $39.8 million.Canaan Inc. (NasdaqGM:CAN) acquired 49% stake in Alborz LLC, Bear LLC and Chief Mountain LLC from Cipher Mining Inc. (NasdaqGS:CIFR) for $39.8 million on February 23, 2026. The total consideration for the transaction is approximately $39.75 million. To preserve the Canaan Inc's financial flexibility, the transaction was funded through the issuance of 806,439,900 Canaan Inc. Class A ordinary shares to Cipher, equivalent to 53,762,660 American Depositary Shares ("ADS"), priced at $0.7394 per ADS and subject to a lock-up period of six months. The joint venture comprising Alborz LLC, Bear LLC, and Chief Mountain LLC collectively, the "ABC Projects". Following the acquisition, Canaan now owns a 49% stake in the ABC Projects, while WindHQ LLC maintains its 51% stake in the ABC Projects. The team of Cleary Gottlieb Steen & Hamilton LLP led by James Jian Hu, Chase Kaniecki, Bill McRae, Helena Grannis, Shuangjun Wang and Puja Patel acted as legal advisor for Canaan Inc. Canaan Inc. (NasdaqGM:CAN) completed the acquisition of 49% stake in Alborz LLC, Bear LLC and Chief Mountain LLC from Cipher Mining Inc. (NasdaqGS:CIFR) on February 23, 2026.
New Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$505m free cash flow). Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€1.6m sold).
Breakeven Date Change • Feb 24Forecast breakeven date pushed back to 2028The 14 analysts covering Cipher Mining previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$21.3m in 2028. Average annual earnings growth of 16% is required to achieve expected profit on schedule.
공시 • Feb 12Cipher Mining Inc. Appoints Thomas Duda to Its Board of DirectorsCipher Mining Inc. announced the appointment of Thomas Duda to its Board of Directors. Mr. Duda has more than twenty years of real estate-focused investment experience, further strengthening the Board as Cipher executes its pivot to becoming a world leader in data center development and operations. Mr. Duda currently serves as Vice President of Real Estate at Henry Crown and Company, where he leads the firm’s real estate investment and asset management activities, and is a member of the Investment and Management Committee. Previously, he held senior roles at Hunt Companies Inc., where he focused on commercial real estate and infrastructure investments, and at One William Street Capital Management as a Managing Director of Investments.
공시 • Feb 10Cipher Mining Inc. to Report Q4, 2025 Results on Feb 24, 2026Cipher Mining Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 24, 2026
공시 • Jan 07Cipher Mining Inc. Announces Executive AppointmentsCipher Mining Inc. has appointed Lee Bratcher as Head of Policy and Government Affairs and Drew Armstrong as Head of Strategic Initiatives. Mr. Bratcher brings to Cipher extensive industry experience and a deep understanding of the Texas and federal energy regulatory landscape. He previously served as President and Founder of the Texas Blockchain Council, a leading industry association representing more than one-hundred member companies and hundreds of individual stakeholders focused on making Texas the jurisdiction of choice for digital asset innovation. In this role, Mr. Bratcher worked closely with policymakers, regulators, and industry leaders in the energy and data center spaces, contributing to the research and development of two pieces of legislation passed during the 87th Texas Legislative Session, as well as two additional bills enacted during the 88th Session and signed into law. At Cipher, Mr. Bratcher will lead the Company’s strategy on energy policy, represent Cipher in its ERCOT membership, bolster Cipher’s community and regulatory engagement efforts, and help the Company continue its record of excellence in refining electrical power into compute. He will report to Cipher’s Co-President, Will Iwaschuk. The Company also announced that Drew Armstrong has joined as Head of Strategic Initiatives, reporting to Cipher’s other Co-President, Patrick Kelly. In this capacity, Mr. Armstrong will lead strategic projects that drive growth to support the Company’s continued expansion into the HPC industry and leadership at the intersection of compute and power. Prior to joining Cipher, Mr. Armstrong was President, Chief Operating Officer, and Chairman of Cathedra Bitcoin. Prior to Cathedra Bitcoin, Mr. Armstrong was a founding member of Galaxy Digital's bitcoin mining business unit, where he developed their equipment lease product and led initial investments in bitcoin mining infrastructure. He began his career at Barclays, where he worked on securitized esoteric products origination, including the first data center asset backed security offering in the United States.
Recent Insider Transactions • Dec 25Independent Director recently sold €684k worth of stockOn the 19th of December, Wesley Williams sold around 50k shares on-market at roughly €13.72 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 03Independent Director recently sold €410k worth of stockOn the 26th of November, Cary Grossman sold around 25k shares on-market at roughly €16.39 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.
Board Change • Nov 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Rob Flatley was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
