CIFR - Cipher Mining Inc.
Cipher Digital has declined 27% since May, underperforming its benchmark, yet my Buy rating remains unchanged. CIFR trades at an 8.2x forward price-to-sales ratio, justified by anticipated triple-digit revenue growth versus sector peers. Despite a recent double-miss and ongoing volatility, I see no structural changes undermining CIFR's investment thesis.
Cipher Mining (NASDAQ:CIFR) stock is down 6% to $15.92 in the regular session this Thursday morning, leading the Bitcoin (CRYPTO:BTC) miner group lower on a broadly risk-off tape.
Concurrent Investment Advisors LLC raised its stake in Cipher Mining Inc. (NASDAQ: CIFR) by 215.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 67,916 shares of the company's stock after acquiring an additional 46,354 shares during the
Cipher Digital Inc. (CIFR) closed at $16.9 in the latest trading session, marking a -8.7% move from the prior day.
Cipher Mining Inc. (NASDAQ: CIFR - Get Free Report) saw unusually large options trading on Tuesday. Traders bought 180,265 call options on the company. This represents an increase of 53% compared to the average volume of 117,563 call options. Analyst Ratings Changes A number of equities research analysts recently issued reports on the company. Chardan Capital
Crypto mining stocks are breaking from their traditional playbook Tuesday afternoon, climbing hard even as the coin they exist to mine drifts lower.
Blue Owl just handed IREN a massive GPU financing deal, but the coupon rate buried in the fine print reveals something uncomfortable about how Wall Street really values this emerging asset class.
Cipher Digital stock sank in August following the release of the company's second-quarter report. Shares are rebounding in September following news of power-sourcing initiatives for the company's data centers.
Bitcoin-linked data center operators are rebounding today as Bitcoin (CRYPTO:BTC) stabilizes near recent lows, and none of the intraday moves trace to a fresh company announcement.
OpenAI CEO Sam Altman said “I am seeing the first signs of what feels to me like unsustainable silliness of random new neoclouds popping up, people claiming that they're going to build gigantic amounts of compute next year that I
Developing Lateral Pipelines Capable of Delivering Natural Gas Sufficient to Support Up to 2.5 GW of New Generation Across Multiple Sites
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
OpenAI CEO Sam Altman is sounding an alarm on the AI infrastructure boom — and traders in neocloud names like CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS) and IREN Ltd. (NASDAQ:IREN) are taking notice.
Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.
Rising long-term Treasury yields are pressuring the most capital-hungry corners of the AI infrastructure trade Tuesday morning, and the pain is landing on the pure-play buildout names rather than the broader data center category.
IREN Limited IREN and Cipher Digital Inc. CIFR started from the same advantage — access to large amounts of power built for Bitcoin mining. The infrastructure has become more valuable as AI developers and hyperscalers compete for data center capacity, turning both companies into increasingly direct plays on the shortage of powered sites.
Despite the seasonal summer volatility, underlying technical trends, sentiment metrics, and tech fundamentals continue to build a strong foundation for equities.
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
Crypto mining stocks are climbing Tuesday after Bitcoin (CRYPTO:BTC) topped $80,000, reaching a more than three-month high, but then dipped back below that key level.
Cipher Mining is down -6.9%, or -$1.19 to $16.02.