Added to YB: 2026-06-29
Pitch date: 2026-06-25
CIFR [neutral]
Cipher Digital Inc.
-30.99%
current return
Author Info
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Company Info
Cipher Digital Inc., together with its subsidiaries, develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.
Market Cap
$9.5B
Pitch Price
$24.94
Price Target
32.00 (+86%)
Dividend
N/A
EV/EBITDA
89.37
P/E
-10.13
EV/Sales
64.47
Sector
Software
Category
growth
$CIFR: Eleven Billion In Leases, Nineteen Million In Revenue, And The One Asset Nobody Else Can Copy
CIFR (watchlist): AI power landlord pivot from BTC mining; $11.4B contracted leases (AWS 15yr/$5.5B IG; Fluidstack 10yr/$3.8B Google-backstopped startup) on scarce ERCOT power. But $10.7B cap vs $19M '26 AI rev, ATM, crowded, only 22% upside to Bernstein $32. Energization risk H2'26. Wants pullback.
Read full article (15 min)