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CICIFR

Cipher Mining Inc.

$CIFR·$7.0B·Financial - Capital Markets·Financial Services
$15.50+2.2%YTD+36.1%1Y+86.3%
Mentions · last 7 days
2026-08-22: 117 posts2026-08-23: 122 posts2026-08-24: 261 posts1,910+7%
Price updated 5h ago·X counts updated 7d ago
CICIFR
$CIFRCipher Mining Inc.
$15.50+2.18%1.9k posts+7%
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 hypeSelling offAI verdict · as of 2026-08-31

Falling on heavy selling — points lower unless it turns around.

Bitcoin miner mid-pivot into AI data center hosting — the pivot story is real but the last print was bad and the tape just broke.

Cipher Mining is a bitcoin miner that has spent the past year pivoting into high-performance compute hosting — trying to turn its power contracts and shell buildings into AI-cloud revenue instead of hash. The stock just dropped 9.5% in a session and sits well below both major moving averages after a badly missed Q2 print.

  • The last earnings were genuinely ugly: Q2 EPS missed by 163% on revenue of $24.8M that was down 29% YoY — mining revenue collapsed and the HPC pipeline hasn't yet replaced it, so the transition period is showing up as a P&L hole.
  • The valuation is aspirational not backward-looking: at ~$7B market cap on $24.8M in quarterly revenue that's still shrinking, CIFR trades as if the HPC pipeline is already booked — the multiple is doing all the work while the current business bleeds.
  • The bull case has real anchor points though: Morgan Stanley's $43.50 target and Bernstein's read of improving deal economics, plus 'Black Pearl already collecting rent' as one of the powered-shell projects that translates directly to recurring revenue.
  • Structural pressure is real — position vs 50-day MA is -26%, volume 0.87x, and the stock is 3.2x the S&P beta (3.22), so any risk-off day amplifies the sell-off in a name where the tape is already leaning down.

The whole trade turns on whether HPC hosting revenue starts landing before the mining side finishes falling apart — the November 2 print needs to show HPC ARR building visibly. What seals the break-down: another mining-revenue collapse without HPC catch-up, or an announcement that a marquee HPC deal has slipped.

Differs from X sentimentPartial: bulls' Morgan Stanley $43.50 target and powered-shell REIT math is real but pricing in a pipeline that hasn't converted; bears' chart-based call to $14 gap-fill is closer to the tape after a 163% EPS miss and Cramer's data-center warning.

What to watch: November 2 earnings — need HPC ARR building visibly and mining revenue stabilizing (not just declining slower). Another mining collapse without HPC catch-up, or a marquee HPC deal slipping, confirms the break-down toward $14.

On the calendar: 2026-11-02 — Q3 earnings

ai pivotbitcoin miner transitionpost earnings breakdownhigh beta

X sentiment

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

Mixed sentiment171 posts analyzed · as of 2026-08-31

Sentiment is deeply split and emotionally charged. Bulls anchor on Morgan Stanley's $43.50 target implying 176% upside, contracted value already near $17.50 a share, AWS's Black Pearl energizing two months early, and an August 31 ERCOT Batch Zero decision as a near-term catalyst. Bears counter that price lost the weekly 50 EMA and is tracking toward the $14 gap fill, with underwater holders openly calling themselves cursed.

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

IPO and M&A activity — the primary revenue driver for capital markets firms — is recovering as equity market strength rebuilds corporate confidence and sponsor exit windows open. Retail trading volume (HOOD's record signups) confirms the infrastructure layer captures incremental activity.

What this means for $CIFR

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Cipher Mining Inc.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+5.0%YTD
+13.1%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
Q2 2026Aug 4, 2026$-0.65$-0.25-162.7%
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%
Next earningsMon, Nov 2·consensus EPS $-0.25

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$225.4M$197.8M – $254.5M-$0.91-$1.10 – -$0.5911
FY27$798.9M$795.9M – $801.9M-$0.16-$0.19 – -$0.148
FY28$1.0B$989.7M – $1.1B$0.37-$0.08 – $1.035
FY29$1.3B$1.2B – $1.4B$0.46$0.40 – $0.532
FY30$1.2B$1.1B – $1.3B$0.76$0.67 – $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.0.9×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.35%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.-26.3%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.-17.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 335.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today9.1% 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.β3.225-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 14
+ 36 other (12 exempts · 12 inkinds · 6 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
Free, forever. No credit card.

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-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CIFR reported financial results for second. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from CIFR management.

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.

+ 10 other (3 13Gs · 2 10-Qs · 2 proxys · 1 routine 8-K) in window

Recent news

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

IREN vs. CIFR: Which Bitcoin Miner Is the Better AI Play?zacks.com·11h agoWhy the Summer Slump is Setting Up Wall Street's Next Rallyzacks.com·5d agoApplied Digital and IREN Climb 6% as the Digital Infrastructure Bid Broadens Past Bitcoin, Core Scientific Gains 4%247wallst.com·6d agoCrypto Mining Stocks Rally as Bitcoin Hovers Around $80K: MARA Jumps 7%, TeraWulf and IREN Climb 5%247wallst.com·7d agoCipher Mining falls -6.9%https://thefly.com·11d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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