Cipher Digital Inc.

NasdaqGS:CIFR Stok Raporu

Piyasa değeri: US$6.9b

Cipher Digital Yönetim

Yönetim kriter kontrolleri 3/4

Cipher Digital CEO'su Rodney Page, Aug2021 tarihinde atandı, in görev süresi 4.67 yıldır. in toplam yıllık tazminatı $ 14.97M olup, şirket hissesi ve opsiyonları dahil olmak üzere 5.5% maaş ve 94.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 2.1% ine doğrudan sahiptir ve bu hisseler $ 143.94M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.3 yıl ve 4.7 yıldır.

Anahtar bilgiler

Rodney Page

İcra Kurulu Başkanı

US$15.0m

Toplam tazminat

CEO maaş yüzdesi5.51%
CEO görev süresi4.7yrs
CEO sahipliği2.1%
Yönetim ortalama görev süresi4.3yrs
Yönetim Kurulu ortalama görev süresi4.7yrs

Son yönetim güncellemeleri

Recent updates

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.

Cipher Digital's $9B Pivot To AI Infrastructure Is Still Undervalued

Apr 07

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Cipher Mining: Running Out Of Runway

Mar 07

SoftBank Just Supercharged Cipher Mining's Pivot Beyond Crypto

Feb 03

Cipher Mining: Capitalizing On Bitcoin, AI, And HPC Trends (Upgrade)

Dec 28

CEO Tazminat Analizi

Rodney Page'un ücretlendirmesi Cipher Digital'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025US$15mUS$825k

-US$822m

Sep 30 2025n/an/a

-US$71m

Jun 30 2025n/an/a

-US$154m

Mar 31 2025n/an/a

-US$124m

Dec 31 2024US$17mUS$825k

-US$45m

Sep 30 2024n/an/a

-US$52m

Jun 30 2024n/an/a

US$17m

Mar 31 2024n/an/a

US$19m

Dec 31 2023US$6mUS$563k

-US$26m

Sep 30 2023n/an/a

-US$88m

Jun 30 2023n/an/a

-US$10m

Mar 31 2023n/an/a

-US$26m

Dec 31 2022US$1mUS$300k

-US$39m

Sep 30 2022n/an/a

-US$63m

Jun 30 2022n/an/a

-US$125m

Mar 31 2022n/an/a

-US$96m

Dec 31 2021US$103mUS$225k

-US$79m

Tazminat ve Piyasa: Rodney 'nin toplam tazminatı ($USD 14.97M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 8.56M ).

Tazminat ve Kazançlar: Rodney 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Rodney Page (49 yo)

4.7yrs
Görev süresi
US$14,968,623
Tazminat

Mr. Rodney Tyler Page serves as the Chief Executive Officer and Director of Cipher Digital Inc. (formerly known as Cipher Mining Inc.) since August 27, 2021. From 2020 to 2021, he was Head of Business Deve...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Rodney Page
CEO & Director4.7yrsUS$14.97m2.1%
$ 143.9m
Patrick Kelly
Co-President & COO4.7yrsUS$5.07m0.37%
$ 25.4m
William Iwaschuk
Co-President4.7yrsUS$5.07m0.36%
$ 24.8m
Gregory Mumford
Chief Financial Officerless than a yearUS$7.54m0.0025%
$ 169.0k
John Franceski
Chief Accounting Officer1.7yrsVeri yokVeri yok
Bryan Keller
Chief Technology Officer4.3yrsVeri yokVeri yok
Olivia Stennett
Chief Administrative Officerno dataVeri yokVeri yok
Courtney Knight
Head of Investor Relationsno dataVeri yokVeri yok
Daniel Cho
Director of Corporate Development & Strategyno dataVeri yokVeri yok
Samy Biyadi
Head of Origination & Leasingno dataVeri yokVeri yok
Courtney Frazier
Head of Asset Management4.3yrsVeri yokVeri yok
Chris Totin
Chief Construction Officer4.3yrsVeri yokVeri yok
4.3yrs
Ortalama Görev Süresi
47yo
Ortalama Yaş

Deneyimli Yönetim: CIFR 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Rodney Page
CEO & Director4.7yrsUS$14.97m2.1%
$ 143.9m
Cary Grossman
Independent Director4.7yrsUS$399.75k0.042%
$ 2.9m
James Newsome
Independent Chairman4.7yrsUS$448.28k0.031%
$ 2.2m
Robert Flatley
Independent Director2.7yrsUS$409.31k0.034%
$ 2.3m
Caitlin Long
Independent Director4.7yrsUS$399.31k0.056%
$ 3.8m
Thomas Duda
Independent Directorless than a yearVeri yok0.0075%
$ 517.2k
Wesley Williams
Independent Director4.7yrsUS$396.08k0.039%
$ 2.7m
Holly Evans
Independent Director4.7yrsUS$395.78k0.048%
$ 3.3m
4.7yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CIFR 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.7 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/30 07:29
Gün Sonu Hisse Fiyatı2026/04/30 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Cipher Digital Inc. 16 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andrew Charles BealeArete Research Services LLP
Gregory LewisBTIG
Joseph VafiCanaccord Genuity