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CICIFR

Cipher Mining Inc.

$CIFR·$5.5B·Information Technology Services·Technology
$8.98-10.6%YTD-32.9%1Y-52.0%
Price updated 6h ago·X counts updated 5d ago
CICIFR
$CIFRCipher Mining Inc.
$8.98-10.56%1.8k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CIFR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,789X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CIFR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data30 posts analyzed · as of 2026-10-02

Sentiment is bullish after Cipher extended the Barber Lake lease into a ~$9B/20-year contracted revenue story, with longs calling $30-40 within two quarters and treating the recent sell-off as sector de-risking rather than a company issue. CEO Tyler Page's "waiting for infinitely higher lease rates isn't a strategy" quote is being passed around approvingly. The technician camp is watching $17 as the line to defend and $19 as the breakout trigger.

Read what X is saying about $CIFR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CIFR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Bitcoin miner trying the IREN pivot — new 20-year power lease is the opening act, not the finale.

Cipher Mining runs Bitcoin mining data centers that are now pivoting toward AI compute hosting — the same playbook IREN and TeraWulf are running. The stock is up 23% TTM and consolidating around the 50-day after a 20-year Barber Lake power-lease extension that bulls size at $9B of incremental contracted revenue.

  • The core business is still shrinking: revenue dropped 29% YoY to $34.8M last quarter with operating margin -140% and gross margin barely positive at 3% — this is pre-pivot, not post-pivot, and the P&L shows it.
  • The Barber Lake 20-year lease is the real asset: locked-in power at today's rates for two decades, with CEO Tyler Page's long-term signing economics implying meaningful revenue if the AI hosting conversion closes with hyperscaler counterparties.
  • V3 Holding's $32M at $8.92 (Form 4 J-Other transfer) is a structural ownership move, not a market sale — different signal than casual insider trimming, and worth watching for follow-up board/strategic moves.

Coiling resolves higher if Nov 2 earnings announce a named AI hosting tenant or if Barber Lake conversion contracts land. It resolves lower if revenue keeps shrinking without clear AI-hosting bookings; a sub-$30M top line without a signed anchor is what tips this toward breaking-down.

Agrees with X sentimentX bulls citing the 20-year lease and $9B incremental revenue are quoting real management numbers, but "long-term signing rates" don't show up in the P&L yet, and the retest-$17-or-$15 chart hawks are the honest counter — mechanics aren't yet confirming the thesis.

What to watch: Nov 2 earnings — Bitcoin mining revenue trajectory and any announcement of a named AI hosting anchor tenant. A soft miner print with no AI-hosting contract news is what breaks the coil lower.

On the calendar: 2026-11-02 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Information Technology Services sits in its cycle right now — and what that implies for $CIFR.

Information Technology Services · Technology

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $CIFR

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

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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 $-0.24

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 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$212.3M$195.7M – $229.8M-$1.30-$1.38 – -$1.2013
FY27$803.7M$728.2M – $917.3M-$0.29-$0.90 – $0.2912
FY28$1.0B$988.1M – $1.1B$0.06-$0.01 – $0.165
FY29$1.8B$1.5B – $2.0B$0.37$0.30 – $0.442
FY30$4.1B$3.5B – $4.7B$1.39$1.14 – $1.672

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.1.2×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.1%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.-43.6%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.-50.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 344.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today14.2% 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.β3.215-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% owner977.6K sh$24.8MSellJun 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 11
+ 43 other (17 exempts · 13 inkinds · 6 others · 6 awards · 1 gift) 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-KPress release / Reg FDOct 138-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
SC 13D/AActivist amendmentOct 7SC 13D/A
8-KPress release / Reg FDSep 258-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Cipher Mining Inc. disclosed via Exhibit 99.1 press release that it has entered into an Amendment and Commitment related to its Barber Lake mining facility. The filing covers both an Other Events disclosure (Item 8.01) and a Regulation FD disclosure (Item 7.01), indicating the announcement was simultaneously released to the public. Full financial terms of the Barber Lake facility amendment were not provided in the filing body excerpt. The press release, attached as an exhibit, provides the primary detail on the scope and terms of this capacity commitment.

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.

+ 11 other (2 13Gs · 2 10-Qs · 2 SC 13D/As · 2 proxys) in window

Recent news

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

Strategy Falls 4%, Cipher Digital Declines 3% as MSCI Index Rules and Convertible Sale Weigh; Riot Retreats 4%247wallst.com·17h agoWhy Cipher Digital Stock Plunged 26% This Weekfool.com·18h agoData Center Stocks Tumble as Financing Costs Draw Scrutiny: Cipher Digital Tumbles 9%, Applied Digital Falls 6%247wallst.com·2d agoCipher Digital Falls 5% as $850M Zero-Coupon Note Pricing Extends Slide; Applied Digital Declines 6%, IREN Drops 4%247wallst.com·3d agoCipher Digital Announces Pricing of Private Offering of $850.0 Million of 0.00% Convertible Senior Notes Due 2032 and Concurrent Exchange of Convertible Senior Notes Due 2030globenewswire.com·3d 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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