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WhiteFiber, Inc.

NasdaqCM:WYFI Stock Report

Market Cap: US$736.9m

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

WhiteFiber Management

Management criteria checks 2/4

WhiteFiber's CEO is Sam Tabar, appointed in Feb 2025, has a tenure of 1.58 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 $4.35M. The average tenure of the management team and the board of directors is 1.6 years and 0.6 years respectively.

Key information

Sam Tabar

Chief executive officer

US$4.3m

Total compensation

CEO salary percentage9.83%
CEO tenure1.6yrs
CEO ownership0.6%
Management average tenure1.6yrs
Board average tenureless than a year

Recent management updates

Recent updates

User avatar
Narrative Update • Sep 03

WYFI: Q2 Cloud And Colocation Execution Will Shape Future AI Buildout

Analysts have lifted their WhiteFiber price target to $32 from $27, citing stronger Q2 cloud revenue, solid colocation trends, and growing confidence that the company can convert its expanded capacity pipeline into contracted, higher quality compute deals. Analyst Commentary Recent WhiteFiber research has centered on how dependable the Q2 cloud and colocation strength may be and what that could mean for valuation and growth risk.
Seeking Alpha • Aug 21

WhiteFiber: Down, Volatile, Yet Potentially Interesting

Summary WhiteFiber remains highly volatile, with shares oscillating between $10 and $40, now stabilizing near $20. Rapid revenue growth and major capacity expansions highlight significant upside, but heavy capex, rising debt, and modest EBITDA margins temper conviction. Recent convertible note issuances and aggressive expansion in North Carolina drive both opportunity and heightened financial risk. I am monitoring WhiteFiber for evidence of a sustained sales ramp and margin improvement before considering a position, given ongoing volatility. Read the full article on Seeking Alpha
Analysis Article • Aug 15

US$40.56 - That's What Analysts Think WhiteFiber, Inc. (NASDAQ:WYFI) Is Worth After These Results

A week ago, WhiteFiber, Inc. ( NASDAQ:WYFI ) came out with a strong set of quarterly numbers that could potentially...
User avatar
Narrative Update • Aug 13

WYFI: Capacity Pipeline And NC-1 Progress Will Drive Future Upside

Analysts have lifted the WhiteFiber fair value estimate from $35.44 to $40.11, pointing to stronger contracted cloud revenue, a larger data center capacity pipeline, and higher assumed revenue growth, which offset a lower modeled profit margin and a higher future P/E multiple. Analyst Commentary Recent research on WhiteFiber centers on how quickly the company can scale its data center footprint, secure long term cloud and colocation contracts, and manage capital needs as it moves from construction to revenue generation.
User avatar
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.
User avatar
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...
User avatar
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?
User avatar
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?
User avatar
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
Jun 30 2026n/an/a

-US$44m

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 ($USD4.28M) is about average for companies of similar size in the US market ($USD3.51M).

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


CEO

Sam Tabar (54 yo)

1.6yrs
Tenure
US$4,278,812
Compensation

Mr. Samir Tabar, also known as Sam, is Chief Executive Officer of WhiteFiber, Inc. from February 2025 and is its Director since August 1, 2026. Mr. Tabar served as Chief Strategy Officer at Bit Digital, In...


Leadership Team

NamePositionTenureCompensationOwnership
Samir Tabar
CEO & Director1.6yrsUS$4.28m0.59%
$ 4.3m
Billy Krassakopoulos
CEO of Enovum & President1.6yrsUS$3.14m0.049%
$ 359.3k
Erke Huang
Senior Advisor & Observer to the Boardless than a yearUS$4.22m0.52%
$ 3.9m
Justin Zhu
CFO and Principal Financial & Accounting Officer1.2yrsno data0.035%
$ 259.9k
Luna Tan
Head of Operations1.6yrsno datano data
Michael Francisco
Head of Marketing1.6yrsno datano data
William Schnier
Senior Vice President of Capital Markets & Corporate Strategyno datano datano data
Simon Hamelin-Choquette
Head of Data Centers Strategy1.6yrsno datano data
William Cladek
Head of Revenueno datano datano data
1.6yrs
Average Tenure
40.5yo
Average Age

Experienced Management: WYFI's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Samir Tabar
CEO & Directorless than a yearUS$4.28m0.59%
$ 4.3m
Erke Huang
Senior Advisor & Observer to the Boardless than a yearUS$4.22m0.52%
$ 3.9m
Ichi Shih
Independent Director1.9yrsUS$151.67k0.012%
$ 88.4k
Michael Rulf
Independent Directorless than a yearno datano data
Jiashu Xiong
Independent Director1.9yrsUS$1.67kno data
Pruitt Hall
Independent Director1.1yrsUS$114.00kno data
0.6yrs
Average Tenure
54.5yo
Average Age

Experienced Board: WYFI's board of directors are not considered experienced ( 0.6 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/20 01:15
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
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
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

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 12 analysts. 9 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
"Raimo LenschowBarclays
Nicholas GilesB. Riley Securities, Inc.

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