Cipher Mining: Execution Replaces Speculation In 2026 [Seeking Alpha]
Cipher Mining Inc. (CIFR)
Company Research
Source: Seeking Alpha
Cipher Mining projects ~$870 million in annual revenue and 76% blended EBITDA margins, with $8.5 billion in contracted HPC revenue over the contract years. At ~7.9x forward sales and 10.2x EV/EBITDA forward, based on projected sales and earnings, Cipher Mining trades at a discount to data center peers despite potential for a higher growth rate. Execution risk centers on timely site energization; delays beyond August/September 2026 could trigger sharp sell-offs. Ployker/iStock via Getty Images Cipher Mining ( CIFR ) has been one of the Bitcoin miners executing well these past years. I've been long CIFR for the past few years. My past coverage of the company reflects this stance, which all carried Buy This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of CIFR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot
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CIFR
News
- Cipher Mining Announces Date of Fourth Quarter and Full Year 2025 Business Update Conference CallGlobeNewswire
- Cipher Mining and TeraWulf are buys, MARA a sell, as Morgan Stanley begins bitcoin miner coverage [Yahoo! Finance]Yahoo! Finance
- Cipher Mining (NASDAQ:CIFR) is now covered by analysts at Morgan Stanley. They set an "overweight" rating on the stock.MarketBeat
- Here's Why Cipher Mining Inc. (CIFR) Fell More Than Broader Market [Yahoo! Finance]Yahoo! Finance
- Cipher Mining Inc. Announces Pricing of $2.0 Billion of Senior Secured NotesGlobeNewswire
CIFR
Earnings
- 11/3/25 - Beat
CIFR
Sec Filings
- 2/5/26 - Form 8-K
- 2/3/26 - Form 8-K
- 1/30/26 - Form SCHEDULE
- CIFR's page on the SEC website