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Last updated 1 hour ago

CIFR·Cipher Mining Inc.

$.
+. (+.%)
High
$24.65
Open
$23.23
Market Cap
8.99B
52W High
$25.52
Low
$22.35
P. Close
$21.97
P/E
-
52W Low
$3.08
Fwd P/E
32.79
Mean Target
-
Technical Score (1D)
100
BUY
News Sentiment
69
BULLISH
Cipher Digital is actively leasing hyperscale AI capacity, signaling a strategic shift beyond its core Bitcoin mining operations to capitalize on the burgeoning AI infrastructure market. This move is supported by the company's rebranding and its success in securing long-term contracts with investment-grade hyperscale tenants. Cipher Digital's business model now focuses on accumulating power capacity to sign more deals, positioning it as a fundamental component of AI infrastructure with predictable revenue streams and scalability. Investors should watch for further contract announcements as the company continues to build out its AI data center capabilities. This strategic pivot comes after a recent trading day where CIFR shares saw a notable increase, influenced by upward revisions to analyst price targets from firms like HC Wainwright and Morgan Stanley. While the recent price action was positive, trading volume was lower than the session average, suggesting less conviction behind the move.
Earnings Summary
Cipher Mining Inc. is a U.S.-based company established in 2021, specializing in the development and operation of large-scale data centers. The company's core business focuses on providing infrastructure for data processing, aiming to capitalize on the increasing demand for high-performance computing resources within the rapidly evolving data processing landscape. In its most recent reported quarters, Cipher Mining demonstrated mixed performance. For Q1 2026, the company reported an actual EPS of -0.28 against an estimate of -0.2392, and revenue of $34.84 million against an estimate of $36.73 million. This followed Q4 2025 where actual EPS was -1.92 compared to an estimate of -0.03, and revenue was $59.71 million against an estimate of $88.58 million. Prior to this, Q3 2025 saw actual EPS of 0.10 versus an estimate of 0.10667, with revenue at $71.71 million, and Q2 2025 reported actual EPS of 0.08 against an estimate of 0.06, with revenue at $43.57 million. The company has shown a pattern of missing EPS estimates in its most recent quarters, particularly in Q4 2025 and Q1 2026, while revenue has also seen declines in the latest reported periods. Looking at its historical streak, Cipher Mining has experienced a deceleration in EPS performance, with recent quarters showing significant misses against analyst expectations. While revenue showed growth from Q1 2025 to Q3 2025, the most recent periods indicate a downward trend. The company has missed EPS estimates in its last two reported quarters (Q4 2025 and Q1 2026) and also missed revenue estimates in Q4 2025 and Q1 2026. Recent news highlights a strategic pivot towards AI data centers, which has led to analyst upgrades and increased price targets, with firms like Morgan Stanley raising their outlook. This strategic shift is supported by securing hyperscale tenant leases and significant financing, including a $200 million revolving credit facility. However, the company's Q1 2026 results showed a wider-than-expected net loss and year-over-year revenue decline, partly due to unrealized digital asset losses. Investors will be watching for the company's execution of its AI data center strategy and its ability to translate this pivot into improved financial results and profitability in upcoming quarters, especially given the recent analyst optimism contrasted with the latest reported earnings. Key will be the company's ability to demonstrate revenue growth and a path towards positive EPS in the face of ongoing market pressures.

EPS

EstBeatMiss
$-2.22$-1.57$-0.91$-0.25$0.41Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$-0.08 - -
Q1'26$-0.24$-0.28-17.1%
Q4'25$-0.03$-1.92-6300.0%
Q3'25$0.11$0.10-6.3%
Q2'25$0.06$0.08+33.3%
Q1'25$0.04$0.02-46.7%

Revenue

EstBeatMiss
$25M$43M$61M$79M$97MQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$34M - -
Q1'26$37M$35M-5.1%
Q4'25$89M$60M-32.6%
Q3'25 - $72M -
Q2'25 - $44M -
Q1'25 - $49M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CIFR Stock Snapshot

CIFR is currently trading at $23.84, giving Cipher Mining Inc. a market cap of 8.99B. Today's range spans $22.35–$24.65, with shares opening at $23.23 and moving up $1.86 (8.5%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 69/100.

Over the past year CIFR has traded between $3.08 and $25.52 - the current price is +673.9% off the 52-week low and -6.6% from the high.

Event-driven catalysts are within reach for Cipher Mining Inc. (CIFR) - a small-cap in Financial Services with 8.99B in market cap sitting on a bullish technical setup (100/100, BUY) and bullish sentiment (69/100). Price: $23.84 (near 52-week highs in $3.08–$25.52). At this capitalization level, a single material announcement - earnings surprise, partnership, product update - can deliver a return that takes a mega-cap years to generate. The technical setup is the timing signal.

News sentiment (69/100, bullish) plays a larger role in small-cap price discovery than in mega-cap names, because the analyst coverage base is narrower and each incremental news item carries more weight in the information set. For CIFR — 8.99B in Financial Services market cap, technical score 100/100 (BUY), price $23.84 (near 52-week highs) — a sustained improvement in the news backdrop could accelerate the bullish technical thesis toward the upper end of the $3.08–$25.52 range faster than fundamental models would suggest.

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