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WhiteFiber, Inc. Stock Price

NasdaqCM:WYFI Community·US$1.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author

WYFI Share Price Performance

US$27.86
11.64 (71.76%)
US$35.44
Fair Value
US$27.86
11.64 (71.76%)
21.4% undervalued intrinsic discount
US$35.44
Fair Value
Price US$27.86
AnalystConsensusTarget US$35.44
AnalystLowTarget US$27.00
AnalystHighTarget US$50.00

WYFI Community Narratives

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Fair Value US$35.44 21.4% undervalued intrinsic discount

AI Data Center Retrofits And Cloud Pipeline Will Reshape Long Term Earnings Profile

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·
Fair Value US$27 3.2% overvalued intrinsic discount

AI Infrastructure Constraints And Retrofit Execution Will Challenge Overoptimistic Expectations

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Fair Value US$50 44.3% undervalued intrinsic discount

WhiteFiber Stock Will Ride Retrofit Data Centers And AI Cloud Demand Over The Long Term

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Trending Discussion

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Updated Narratives

WYFI logo

WYFI: Future Data Center Buildout Delays May Undercut AI Supercluster Hype

Fair Value: US$27 3.2% overvalued intrinsic discount
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WYFI logo

WhiteFiber Stock Will Ride Retrofit Data Centers And AI Cloud Demand Over The Long Term

Fair Value: US$50 44.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
WYFI logo

AI Data Center Retrofits And Cloud Pipeline Will Reshape Long Term Earnings Profile

Fair Value: US$35.44 21.4% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential and slightly overvalued.

2 Risks
2 Rewards

WhiteFiber, Inc. Key Details

US$82.7m

Revenue

US$10.5m

Cost of Revenue

US$72.2m

Gross Profit

US$110.3m

Other Expenses

-US$38.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.99
87.26%
-46.12%
63.1%
View Full Analysis

About WYFI

Founded
2024
Employees
83
CEO
Samir Tabar
WebsiteView website
www.whitefiber.com

WhiteFiber, Inc. provides artificial intelligence (AI) infrastructure solutions. It operates through two segments, cloud services and colocation services. The company designs, develops, and operates data centers. It also offers hosting, colocation, and cloud-based high-performance computing (HPC) graphics processing unit (GPU) services. In addition, the company provides data center infrastructure and cloud services for enterprises, research institutions, and AI and machine learning (ML) driven businesses. Further, it serves healthcare, finance, and technologies; and GPU cloud customers. The company was formerly known as Celer, Inc. and changed its name to WhiteFiber, Inc. in October 2024. The company was incorporated in 2024 and is headquartered in New York, New York. WhiteFiber, Inc. is a subsidiary of Bit Digital, Inc.

Recent WYFI News & Updates

Seeking Alpha Jul 15

WhiteFiber: Contracted Capacity Supports A Speculative Buy

Summary WhiteFiber Inc. earns a buy rating for its rapid conversion of powered industrial sites into AI-ready data center capacity, addressing urgent infrastructure bottlenecks. NC-1’s ten-year, $865M contract validates WYFI’s model, with phased revenue ramping from Q2 2026 and a clear path for scaling via an additional 45 MW expansion. Longer cloud contracts and customer prepayments de-risk capital requirements, supporting growth without overburdening WYFI’s balance sheet. Valuation targets ~$1.5B firm value (~$35/share), contingent on successful project financing and execution of the next NC-1 tranche. Read the full article on Seeking Alpha
Narrative Update Jul 15

WYFI: Future Data Center Buildout Delays May Undercut AI Supercluster Hype

Analysts have lifted their fair value estimate for WhiteFiber from $20.00 to $27.00, citing rising Street price targets and growing confidence in its data center buildout progress and AI colocation contract pipeline as the key drivers of the change. Analyst Commentary Recent Street research on WhiteFiber highlights a mix of optimism around its data center buildout and AI colocation positioning, alongside a more cautious read on execution, capacity timing, and the cloud business.

Recent updates

No updates