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CICIFR

Cipher Mining Inc.

$CIFR·$9.0B·Financial - Capital Markets·Financial Services
$17.72-10.8%YTD+18.4%1Y+182.6%
Mentions · last 7 days
2026-07-09: 266 posts2026-07-10: 166 posts2026-07-11: 72 posts2026-07-12: 105 posts2026-07-13: 239 posts2026-07-14: 229 posts2026-07-15: 328 posts1,417+4%
Price updated 11h ago·X counts updated 1d ago
CICIFR
$CIFRCipher Mining Inc.
$17.72-10.82%1.4k posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CIFR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Three sites in ERCOT Batch 0 with the final decision next month — the AI-power-contract kicker is loaded.

Cipher Mining is the Bitcoin-mining + AI-datacenter power operator whose 2026 tape has ridden the ERCOT Batch 0 AI power-contract narrative to a $233% t12m rally. The setup is accelerating with a specific ERCOT decision expected next month.

  • The revenue base is small but the growth optionality is real: Q1 2026 revenue fell 29% YoY to $34.8M (bitcoin-mining cycle drag), operating margin was -140%, and FCF yield of -10% shows the business is still capex-heavy — but the specific ERCOT-Batch-0 pivot into AI power hosting is what's driving the tape.
  • The ERCOT Batch 0 catalyst is genuinely dated: CEO confirms three sites positioned for ERCOT Batch 0 with a final decision expected next month — this is a specific dated catalyst that would transform the revenue trajectory if awarded, and the $28.83M-share single-session volume validates institutional positioning.
  • The technical setup is confirming: clean bounce off the $19.31-20.01 Fibonacci zone, developing cup-and-handle on the daily, and a break of $26.2 unlocks the next leg — real technical structure behind the specific catalyst thesis.

The August 6 Q2 earnings are the near-term arbiter — Q2 revenue trajectory (Bitcoin-cycle sensitivity), any specific ERCOT-Batch-0 award announcement pre-print, and updated AI-power-contract pipeline commentary extend the setup toward $40+ by year-end. An ERCOT loss or capex-inflation commentary resets the multiple hard back toward $15.

Agrees with X sentimentX is bullish and event-driven, cites CEO confirming three sites positioned for ERCOT Batch 0 with a decision expected next month, +16% weekly move, +28.83M shares on a single session, and $40+ year-end targets on AI-power contract announcements. Mechanics support the trajectory: real technical structure (cup-and-handle at Fibonacci zone), and the specific ERCOT catalyst is a genuine binary. The tension: Q1 revenue -29% YoY reflects Bitcoin-cycle drag — the ERCOT award has to affirm.

What to watch: The August 6 Q2 earnings and any pre-print ERCOT Batch 0 award announcement. Watch Q2 revenue trajectory and updated AI-power-contract pipeline. ERCOT loss or capex-inflation resets multiple back to $15; an award + clean AI pipeline extends toward $40+ by year-end.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment59 posts analyzed · as of 2026-07-15

Cipher Mining chatter reads bullish and event-driven. CEO confirms three sites positioned for ERCOT Batch 0 with a final decision expected next month. Traders point to +16% for the week (+28.83M shares traded on a single session) and a clean bounce off the $19.31-20.01 Fibonacci zone with a developing cup-and-handle on the daily; a break of $26.2 is being framed as unlocking the next leg. Bulls project $40+ by year-end as new AI-power contracts are announced in H2 2026. The one visible bear note is a CEO sale of 112,500 shares, which the community dismisses because he still holds over 9M shares.

Read the AI verdict + X sentiment for $CIFR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mines Bitcoin in the US using large-scale data centers with renewable and low-cost power agreements.

Industry overviewAI analysisGenerated by AI from underlying data

Where Financial - Capital Markets sits in its cycle right now — and what that implies for $CIFR.

Financial - Capital Markets · Financial Services

No material change from last week — Robinhood reporting its highest single-day signups confirms the retail infrastructure layer directly benefits from high-profile IPO cycles.

What this means for $CIFR

Neutral — Mines Bitcoin in the US using large-scale data centers with renewable and low-cost power agreements; end markets and revenue mix have limited overlap with the retail trading surge and IPO/crypto market cycle.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+6.8%YTD
+12.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-10.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-172%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-10.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
43.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-118%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
3.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$-0.28$-0.27-3.7%
Q4 2025Feb 24, 2026$-1.92$-0.12-1500.0%
Q3 2025Nov 3, 2025$-0.01$-0.08+87.5%
Q2 2025Aug 7, 2025$-0.12$-0.120.0%
Next earningsThu, Aug 6·consensus EPS $-0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$34.8M-28.8%-106%-140%$-0.28—
Q4 FY25$59.7M+41.4%1.2%-383%$-1.93$-284.6M
Q3 FY25$71.7M+197.5%42.6%-52.5%$-0.01$-95.2M
Q2 FY25$43.6M+18.4%28.9%-104%$-0.12$-87.5M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$225.0M$193.3M – $248.7M-$0.91-$1.10 – -$0.5910
FY27$803.3M$789.1M – $817.5M-$0.16-$0.19 – -$0.148
FY28$1.1B$1.1B – $1.1B$0.37-$0.08 – $1.035
FY29$1.3B$1.1B – $1.4B$0.46$0.40 – $0.522
FY30$1.2B$1.1B – $1.3B$0.76$0.66 – $0.872

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-22.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 335.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 9Tyler PageCEO112.5K sh$2.6MSellJul 8Tyler PageCEO112.5K sh$2.4MSellJun 18Cary M GrossmanDirector15.0K sh$441KSellJun 16James E NewsomeDirector3.8K sh$100KSellJun 4V3 Holding Ltd10% owner1.2M sh$30.6MSellJun 3V3 Holding Ltd10% owner1.8M sh$47.9MSellMay 21Williams Wesley HastieDirector14.6K sh$312KSellMay 12Kelly Patrick ArthurCOO48.0K sh$929KSellMay 11James E NewsomeDirector3.3K sh$70KSellMay 6Cary M GrossmanDirector20.0K sh$436K
1–10 of 16
+ 41 other (12 exempts · 12 inkinds · 11 awards · 4 others · 2 gifts) in window

See when $CIFR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Cipher Mining Inc. (CIFR) entered into a material definitive agreement (Item 1.01) and created a direct financial obligation (Item 2.03) per an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before the specific agreement counterparty, terms, or obligation amount are disclosed.

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

CIFR (CIFR) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDJun 88-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

CIFR (CIFR) disclosed its addition to Nasdaq Stock Market LLC Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 under 8-K Item 8.01 (other events). Index inclusions are significant because they trigger automatic buying from passive index funds and ETFs that track the benchmark, often resulting in increased share price and trading volume. Index providers typically announce additions in advance of the effective rebalancing date, giving institutions time to adjust their holdings. The event increases CIFR's institutional ownership base and enhances its market visibility and liquidity profile.

SC 13D/AActivist amendmentJun 4SC 13D/A
AI summary

With filed Amendment No. 23 to Schedule 13D disclosing updated beneficial ownership in CIFR (CIFR). The filing covers approximately 28,643,382 shares of CIFR. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

SC 13D/AActivist amendmentMay 18SC 13D/A
AI summary

Bitfury Top HoldCo B.V. and affiliated entities (Bitfury Holding B.V., Bitfury Group Ltd, and V3 Holding Ltd) filed Amendment No. 22 to their Schedule 13D on Cipher Digital Inc. (CIFR), reporting updated positions as of May 13, 2026. Bitfury Top HoldCo B.V. reports 30,443,382 shares (7.4%), Bitfury Holding B.V. reports 4,821,560 shares (1.2%), and V3 Holding Ltd reports shared voting and dispositive power over 61,316,694 shares. The purpose of transaction is not disclosed in the available excerpt. The Bitfury group's ongoing 13D amendments indicate a continuing active monitoring posture as the dominant external bloc in CIFR.

SC 13D/AActivist amendmentMay 13SC 13D/A
AI summary

Bitfury Top HoldCo B.V. filed an amended Schedule 13D on CIFR disclosing beneficial ownership (30,443,382.00 shares) as of 2026-05-13. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CIFR reported first quarter ended March 31, 2026. The full text of financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KMaterial agreementMar 258-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

CIFR entered into a credit agreement (8-K Item 1.01, dated 2026-03-25). Size: approximately $200,000,000. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 19 other (6 13Gs · 4 8-Ks · 2 routine 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cipher Digital Inc. (CIFR) Declines More Than Market: Some Information for Investorszacks.com·14h agoBitcoin Miners Cash In as AI Hits a Power Bottlenecketftrends.com·2d agoCipher Digital Inc. (CIFR) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.com·7d agoCipher Digital Shares Surge as Chart Defends Macro Golden Crossbenzinga.com·8d agoWhy Cipher Digital Inc. (CIFR) Dipped More Than Broader Market Todayzacks.com·10d ago

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