CIFR Cipher Digital Inc.

CIFR Cipher Digital Inc.

Technology · Information Technology Services

Desk view

Passedreopen only on revenue inflecting up AND visible de-leveraging of the $4.4B debt stack (2026-07-08)
Basis Open desk call ·Logged decision
Updated

Market read

POC $15.45 · VWAP $17.93 · -49.9% vs 12m avg buyer

collapse vol: expandinggaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

5 related campaigns

Watchlists @ai-power@neoclouds

CIFR Price Structure

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Peers

Every watchlist CIFR belongs to, members best 30-day change first — CIFR highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@neoclouds
View watchlist →
CORZ-20.1% -6.8%1d -12.5%7d NBIS-21.0% -12.2%1d -25.1%7d WULF-24.1% -7.5%1d -15.2%7d HUT-24.6% -11.0%1d -19.6%7d APLD-26.0% -11.5%1d -23.8%7d CRWV-26.4% -11.9%1d -25.2%7d GLXY-27.5% -11.6%1d -20.6%7d CBRS-33.2% -10.5%1d -22.5%7d IREN-36.7% -11.2%1d -23.3%7d CIFR-46.3% -10.6%1d -33.6%7d
@ai-power
View watchlist →
PSIX+14.9% -9.0%1d -8.0%7d EQT+7.7% +3.5%1d +2.8%7d BIPC+5.7% +0.3%1d +1.0%7d MPWR+5.5% -3.1%1d -12.7%7d BIP+5.4% +0.5%1d +0.9%7d HUBB+5.0% -0.8%1d -2.7%7d VECO+4.2% -5.3%1d -18.2%7d VICRE+4.1% -12.9%1d -28.0%7d KRC+1.2% +0.6%1d +1.7%7d CMI+0.7% -0.3%1d +1.5%7d CLFE-0.3% -0.3%1d -6.6%7d GEV-0.4% -0.6%1d -8.3%7d ETN-1.6% -2.8%1d -8.9%7d BEPC-2.0% -0.9%1d -3.2%7d ATI-2.1% -2.0%1d -3.3%7d BEP-2.4% -0.9%1d -3.8%7d SEI-2.9% -3.7%1d -17.9%7d HWM-3.0% +0.6%1d -1.9%7d NVT-3.8% -2.5%1d -15.2%7d STM-5.6% -2.6%1d -12.8%7d POWI-6.6% -1.1%1d -9.4%7d CAT-6.6% -0.7%1d -8.7%7d IFNNY-6.7% -2.3%1d -11.7%7d POWL-7.1% -3.3%1d -14.0%7d CRS-8.4% -0.9%1d -2.3%7d FPS-9.1% -2.1%1d -20.9%7d ITRI-9.9% -2.0%1d -3.0%7d VSH-11.5% -3.6%1d -18.6%7d AOSL-11.9% -6.8%1d -22.0%7d FTAI-13.4% -2.4%1d -3.2%7d LBRT-13.8% -0.6%1d -12.6%7d LEU-17.3% -9.5%1d -19.3%7d BE-18.0% -6.3%1d -21.1%7d KGS-19.2% -1.3%1d -11.7%7d CORZ-20.1% -6.8%1d -12.5%7d NVTS-20.4% -9.6%1d -22.6%7d WULF-24.1% -7.5%1d -15.2%7d PUMP-24.3% -2.6%1d -15.0%7d HUT-24.6% -11.0%1d -19.6%7d APLD-26.0% -11.5%1d -23.8%7d CRWV-26.4% -11.9%1d -25.2%7d GLXY-27.5% -11.6%1d -20.6%7d DGXX-28.4% -6.1%1d -17.4%7d WGMI-29.8% -9.8%1d -22.2%7d HIVE-30.0% -8.6%1d -18.8%7d BTDR-30.0% -8.1%1d -19.8%7d WYFI-31.9% -9.6%1d -25.1%7d BW-32.0% -6.8%1d -15.4%7d KEEL-32.1% -10.1%1d -24.3%7d RIOT-32.6% -11.5%1d -18.8%7d CLSK-34.3% -10.2%1d -20.0%7d FLNC-35.9% -9.8%1d -21.9%7d IREN-36.7% -11.2%1d -23.3%7d CIFR-46.3% -10.6%1d -33.6%7d CEPL-49.2% -8.3%1d -31.4%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Mar 31 sell n/a Unclassified +27.3% complete

Next earnings CIFR reports in 16 days Nov 2

Last report Aug 6

Reported the quarter ending 2026-06-30: revenue $25M, diluted EPS -$0.65, net income -$268M (SEC filing). Across the print the stock moved -8.2% (close before → first close after).

full note →

Against street estimates

How CIFR's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 11 quarters · newest report Aug 4 · projection Oct 16

Result
Aug 4 -0.13-0.15 GAAP ≠ -10.8%Miss
May 5 -0.04-0.19-437.4%Miss
Feb 24 0.07-0.14-290.9%Miss
Nov 3 '25 0.060.10 GAAP ≠ +60.0%Beat
Aug 7 '25 0.060.08 GAAP ≠ +33.3%Beat
May 6 '25 0.040.02 GAAP ≠ -46.7%Miss
Feb 25 '25 0.050.14+200.0%Beat
Oct 31 '24 0.03-0.01 GAAP ≠ -130.8%Miss

Recent news

Headlines about CIFR from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 17

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

CIFR research tape

69 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief Hot CPI, Distressed CoreWeave Debt, and a 0-for-10 Neocloud Day brief A Flat Index Over a Chip Rout, and Cipher's Zero-Coupon Haircut scan Monster Scan — 2026-10-02 scan Monster Scan — 2026-09-30 scan Monster Scan — 2026-09-29
Types
Oct 14 Market Brief Hot CPI, Distressed CoreWeave Debt, and a 0-for-10 Neocloud Day
AALABTACGLADEAAGIOCRVLLQDAEOSE +4 more
Oct 13 Market Brief A Flat Index Over a Chip Rout, and Cipher's Zero-Coupon Haircut
AFRMAGMAI.PAALLYEAMBAFRMICIFRS +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Washout Turn Scan
AAONAEISAIPAMKRAOSLBELFBBKKTBTDR +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Washout Turn Scan
AAONAEISAIAIPAMKRAOSLAPLDBKKT +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Washout Turn Scan
AIAIPALKEALNYALTAMKRAOSLAPLD +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Washout Turn Scan
AIPAMKRAPLDBKKTCAMTCIFRCLSCORZ +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Washout Turn Scan
ADA-USDATENAVAX-USDBKKTCEPLCIFRCOINCONY +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 17 Scan Washout Turn Scan
ACNAGIAIAVAX-USDCIFRCLSCOINDGXX +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Market Brief The Fed's First Hike Since 2023, and the AI Build-Out Bounced Anyway
AAOIAEISAIALMAMZNAPHBRUNAXTI +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 9 Scan Washout Turn Scan
ADA-USDAGIALTARBEAVAX-USDBITOBKKTBTC +4 more
Sep 8 Scan Washout Turn Scan
AAUCADA-USDAGIALNYALTARMPAVAX-USDBITO +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 3 Market Brief Software Re-Rates, Semis Stay Home
AAPLABBNYALMSARBGBNORAREMSTR +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Article AI Compute and Power: Two Kinds of Down
NBISCRWVHUTCIFRCORZWULFIRENAPLD#ai-power-bottleneck +2 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 6 Catalyst CIFR earnings
CIFR
Aug 4 Catalyst CIFR earnings
CIFR
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Market Brief Software Leads, Memory Bleeds
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 16 Market Brief Chips Out, Banks In
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 15 Market Brief The Index Held, the Chips Didn't
ARGXARKQAVTAVTRBOTZCSCOMETAABCL +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 8 Article The AI-Compute Landlords Are All On Sale — Only Two Balance Sheets Deserve the Dip
IRENNBISWULFAPLDCRWVCIFRHUTCORZ#ai-power-bottleneck
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXEECHOSTMLINAPDNOCERKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 5 Catalyst CIFR earnings
CIFR
May 2 Podcast Crusoe Chase Lochmiller — AI stack economics — podcast
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +2 more
May 2 Podcast Chase Lochmiller (Crusoe CEO) on AI data-center economics
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 15 Archive AI Power Bottleneck — Watts Per Rack as the Binding Constraint on AGI
APLDAVGOBEBITFBTDRBWCIFRCLSK#ai-power-bottleneck +4 more