WhiteFiber, Inc.

NasdaqCM:WYFI Stock Report

Market Cap: US$1.0b

WhiteFiber Management

Management criteria checks 2/4

WhiteFiber's CEO is Sam Tabar, appointed in Feb 2025, has a tenure of 1.42 years. total yearly compensation is $4.28M, comprised of 9.8% salary and 90.2% bonuses, including company stock and options. directly owns 0.59% of the company’s shares, worth $6.02M. The average tenure of the management team and the board of directors is 1.4 years and 1.8 years respectively.

Key information

Sam Tabar

Chief executive officer

US$4.3m

Total compensation

CEO salary percentage9.83%
CEO tenure1.4yrs
CEO ownership0.6%
Management average tenure1.4yrs
Board average tenure1.8yrs

Recent management updates

Recent 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.
Narrative Update Jun 26

WYFI: Future Data Center Execution Risk May Challenge Overheated AI Hopes

WhiteFiber's analyst price target has moved higher to $50 from $35. Analysts point to growing interest in data center power capacity, progress at the NC-1 site, and an expanding AI colocation and cloud pipeline as key supports for the revised valuation outlook.
Analysis Article Jun 19

WhiteFiber (WYFI) Stock Looks 9% Overvalued After $100 Million AI Infrastructure Loan

WhiteFiber (WYFI) drew fresh investor attention after securing a $100 million delayed-draw term loan facility from majority owner Bit Digital, with the potential to expand to $150 million, to support its AI infrastructure buildout. See our latest analysis for WhiteFiber. That funding headline has arrived alongside sharp gains in WhiteFiber’s stock, with a 1-day share price return of 14.8% and a 90-day share price return of 177.9%. This points to strong recent momentum after a slower start to...
New Narrative Jun 18

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

Catalysts About WhiteFiber WhiteFiber develops and operates retrofit data centers and AI-focused cloud infrastructure for high-performance computing customers. What are the underlying business or industry changes driving this perspective?
New Narrative Jun 04

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

Catalysts About WhiteFiber WhiteFiber develops and operates retrofit data centers and high-performance cloud infrastructure tailored for AI workloads. What are the underlying business or industry changes driving this perspective?
New Narrative May 20

AI Infrastructure Constraints And Retrofit Execution Will Challenge Overoptimistic Expectations

Catalysts About WhiteFiber WhiteFiber develops and operates retrofit data centers and AI-focused cloud infrastructure. What are the underlying business or industry changes driving this perspective?

CEO Compensation Analysis

How has Sam Tabar's remuneration changed compared to WhiteFiber's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$38m

Dec 31 2025US$4mUS$421k

-US$25m

Sep 30 2025n/an/a

-US$24m

Jun 30 2025n/an/a

-US$9m

Mar 31 2025n/an/a

US$2m

Dec 31 2024US$5mUS$500k

US$1m

Compensation vs Market: Sam's total compensation ($USD4.28M) is about average for companies of similar size in the US market ($USD3.61M).

Compensation vs Earnings: Sam's compensation has been consistent with company performance over the past year.


CEO

Sam Tabar (54 yo)

1.4yrs
Tenure
US$4,278,812
Compensation

Mr. Samir Tabar, also known as Sam, is Chief Executive Officer of WhiteFiber, Inc. from February 2025. Mr. Tabar served as Chief Strategy Officer at Bit Digital, Inc. since March 31, 2021 until March 31, 2...


Leadership Team

NamePositionTenureCompensationOwnership
Samir Tabar
Chief Executive Officer1.4yrsUS$4.28m0.59%
$ 6.0m
Billy Krassakopoulos
CEO of Enovum & President1.4yrsUS$3.14m0.049%
$ 497.1k
Erke Huang
CFO & Director1.4yrsUS$4.22m0.53%
$ 5.3m
Luna Tan
Head of Operations1.4yrsno datano data
Justin Zhu
Senior VP of Finance & Chief Accounting Officer1yrno datano data
Thomas Sanfilippo
Chief Technology Officer1.4yrsUS$1.65m0.045%
$ 454.6k
Michael Francisco
Head of Marketing1.4yrsno datano data
William Schnier
Senior Vice President of Capital Markets & Corporate Strategyno datano datano data
Simon Hamelin-Choquette
Head of Data Centers Strategy1.4yrsno datano data
William Cladek
Head of Revenueno datano datano data
1.4yrs
Average Tenure
44yo
Average Age

Experienced Management: WYFI's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Erke Huang
CFO & Director1.8yrsUS$4.22m0.53%
$ 5.3m
Ichi Shih
Independent Director1.8yrsUS$151.67k0.018%
$ 185.3k
David Andre
Independent Directorless than a yearUS$317.84k0.0015%
$ 15.4k
Jiashu Xiong
Independent Director1.8yrsUS$1.67kno data
Pruitt Hall
Independent Directorless than a yearUS$114.00kno data
1.8yrs
Average Tenure
53yo
Average Age

Experienced Board: WYFI's board of directors are not considered experienced ( 1.8 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/31 04:21
End of Day Share Price 2026/07/31 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WhiteFiber, Inc. is covered by 10 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Raimo LenschowBarclays
Nicholas GilesB. Riley Securities, Inc.
Gregory LewisBTIG