Cipher Mining: $9.3B In AI Data Center Lease Contracts [Seeking Alpha]
Cipher Mining Inc. (CIFR)
Company Research
Source: Seeking Alpha
years), which could materialize into revenue as soon as August–September 2026. I see revenue visibility from converting those contracts into an estimated $746.7M average annual run rate ($366.7M AWS + $380M Fluidstack). Using an 85%–90% NOI margin guide and converting 40%–60% of NOI to net income, I model $254M–$403M annual earnings at full operations. On my more diluted 2027 share count estimate (556M shares), that earnings range implies roughly 26.6–28.1x P/E at 60% NOI-to-net, or 39.8–42.2x at 40%. As with most bitcoin miners pivoting into the AI space, there are execution risks that need to be considered. However, readers should weigh the probability of a delay against the $9.3B in contracted data center leases. Daniel Grizelj/DigitalVision via Getty Images I initiate coverage on Cipher Mining ( CIFR ) with a strong buy rating after the company effectively re-rated itself from a pure play Bitcoin miner to an AI/HPC data center lessor. Even though at the This articl
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CIFR
News
- Does 300 MW Fluidstack AI Lease And Google Backstop Transform The Bull Case For Cipher Mining (CIFR)? [Yahoo! Finance]Yahoo! Finance
- Catalyst Watch: Holiday shopping data, Amazon event, and Salesforce earnings [Seeking Alpha]Seeking Alpha
- Cipher Mining (CIFR) Climbs 9.3% as JPMorgan Expects Bitcoin Surge to $240,000 [Yahoo! Finance]Yahoo! Finance
- Cipher Mining redeems warrants as stock as 6% in Wednesday morning hours [Yahoo! Finance]Yahoo! Finance
- Cipher Mining Announces Redemption and Cashless Exercise of Outstanding WarrantsGlobeNewswire
CIFR
Earnings
- 11/3/25 - Beat
CIFR
Sec Filings
- 11/28/25 - Form 4
- 11/28/25 - Form 4
- 11/24/25 - Form 8-K
- CIFR's page on the SEC website