Market Cap
$6.6B
CIFR
Cipher Digital Inc.
$15.50 ▲ +0.26%
Prev close $15.46Market cap$6.6B
ConsensusStrong Buy
12-mo target$30.93 (+99.6%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Crypto & Blockchain
Snapshot
The big-picture read on CIFR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$8.3B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $85.2M sell
Insider Net $
-$85.2M
Social Sentiment
48° Neutral
SEC Reports
14
Press Releases
1
Price chart 30d +2.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 Insider
V3 Holding Ltd disposed of 1,805,000 shares
10%+ Owner
Sep 28, 2026 Insider
V3 Holding Ltd disposed of 1,805,000 shares
10%+ Owner
Sep 25, 2026 contract
Aug 4, 2026 SEC Cipher Digital Expands Barber Lake Lease Term to 20 Years, Increasing Revenue to Over $9 Billion
Additional 10-Year Term adds ~$5.2 Billion of Contracted Revenue at Barber Lake Additional 10-Year T
Cipher Digital reported Q2 2026 revenue of $24.8M (down 43% YoY, missing $31.7M consensus) and GAAP EPS of -$0.65 (vs -$
8-K — Impact 6/10
Jul 9, 2026 Insider
Page Tyler sold 112,500 shares
Chief Executive Officer @ $22.68 ($2.6M)
Jun 30, 2026 Inst.
JANE STREET GROUP, LLC — ADD
15,434,258 shares ($378.1M)
Jun 30, 2026 Inst.
Jun 18, 2026 SEC MORGAN STANLEY — DOUBLED
11,929,222 shares ($292.3M)
Director Cary M. Grossman filed a Form 144 to sell 15,000 shares of Cipher Digital Inc. (CIFR), with an estimated value
144 — Impact 2/10
Analyst ratings buy % +2.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | UBS | INITIATE | Buy | 55% |
| Sep 21, 2026 | Rothschild & Co | INITIATE | Neutral | 58% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 18, 2026 | Freedom Capital Markets | INITIATE | Hold | 46% |
| Sep 17, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Sep 10, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 4, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 5, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 17 | 2 | 0 | 0 | 92% | |
| Aug 1, 2026 | 6 | 17 | 2 | 0 | 0 | 92% | |
| Jul 1, 2026 | 6 | 16 | 2 | 0 | 0 | 92% | |
| Jun 1, 2026 | 5 | 16 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 4 | 16 | 2 | 0 | 0 | 91% | |
| Apr 1, 2026 | 4 | 16 | 2 | 0 | 0 | 91% | |
| Mar 1, 2026 | 4 | 16 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 4 | 15 | 2 | 0 | 0 | 90% |
Price targets
Where 22 covering analysts think CIFR trades over the next 12 months.
$30.93 +99.6% upside Strong Buy
Current$15.50 Low$18.00 Median$28.00 High$69.00 22 analysts
$18.00$69.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
48°
Neutral
BearishNeutralBullish
Recent posts
Datacenter penny stock to use mining building already in operation $GPUS
▲ 1 · 💬 3· ⚡ 0.5
CIFR Stock Manipulation at its best with these articles wtf !!! Yo its like a casino and im not taking this shit !!!
▲ 1 · 💬 0· ⚡ 0.5
The NBIS setup, but it's CIFR now
▲ 1 · 💬 0· ⚡ 0.5
We found a runner: CIFR AI Data Centers, 7bill marketcap, 11.4billion in contracts alone.
▲ 1 · 💬 0· ⚡ 0.5
CIFR, about to go on a big run. Here's why.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 2 bullish, 6 bearish, 1 mixed, 5 neutral · avg impact 4.8/10.Plus 1 press releases.
BEARISH8-K6/10
Cipher Digital reported Q2 2026 revenue of $24.8M (down 43% YoY, missing $31.7M consensus) and GAAP
Aug 4, 2026
NEUTRAL1442/10
Director Cary M. Grossman filed a Form 144 to sell 15,000 shares of Cipher Digital Inc. (CIFR), with
Jun 18, 2026
BEARISH1445/10
Director James Newsome filed a Form 144 to sell 3,342 shares of Cipher Digital Inc. worth approximat
Jun 16, 2026
BULLISH8-K7/10
Cipher Digital's wholly-owned subsidiary Stingray Compute LLC announced a proposed $810 million seni
Jun 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
contract
Cipher Digital Expands Barber Lake Lease Term to 20 Years, Increasing Revenue to Over $9 Billion
Additional 10-Year Term adds ~$5.2 Billion of Contracted Revenue at Barber Lake Additional 10-Year Term adds ~$5.2 Billion of Contracted Revenue at Ba
Sep 25, 2026
short_volume
Short Volume: CIFR — 64.9% short (10.7M / 16.5M)
Short: 10,735,227 | Exempt: 455,930 | TRF Vol: 16,535,048 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: CIFR — 57.2% short (7.2M / 12.5M)
Short: 7,154,623 | Exempt: 17,414 | TRF Vol: 12,504,358 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: CIFR — 58.0% short (11.5M / 19.9M)
Short: 11,516,811 | Exempt: 62,192 | TRF Vol: 19,865,777 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
other
Cipher Digital, Fluidstack, and Anthropic Commit $10 Million to Repair and Expand Colorado City's Water System
City Leaders Chose the Projects After July Storm Damage Cut Residents' Water; Barber Lake Data Center Draws No Water from the City's System City Leade
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.16 | $-0.46–$0.02 | -260.3% | +1.4% | 0↑ 2↓ | $0.0B | 5 |
| Next Q | $-0.05 | $-0.37–$0.09 | 64.3% | +23.0% | 0↑ 1↓ | $0.1B | 5 |
| Current FY | $-0.67 | $-1.17–$-0.23 | -1220.1% | -16.3% | 0↑ 2↓ | $0.2B | 7 |
| Next FY | $0.13 | $-0.41–$0.57 | 119.6% | -54.9% | 0↑ 1↓ | $0.8B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.160 | — |
| 7d ago | $-0.163 | +0.002 |
| 30d ago | $-0.163 | +0.002 |
| 60d ago | $-0.095 | -0.065 |
| 90d ago | $-0.060 | -0.100 |
Institutional ownership
Which big funds own CIFR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.3B total value (339,008,322 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, UBS. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 30,414,668 | $745.2M | 8.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24,124,026 | $591.0M | 7.1% | — |
| UBS Group AG | 22,858,058 | $560.0M | 6.7% | ADD +30.9% |
| D. E. Shaw & Co., Inc. | 17,740,400 | $434.6M | 5.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,494,048 | $404.1M | 4.8% | — |
| JANE STREET GROUP, LLC | 15,434,258 | $378.1M | 4.5% | ADD +35.0% |
| WELLS FARGO & COMPANY/MN | 15,115,000 | $370.3M | 4.4% | — |
| D. E. Shaw & Co., Inc. | 14,507,309 | $355.4M | 4.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,976,100 | $342.4M | 4.1% | ADD +43.5% |
| MORGAN STANLEY | 11,929,222 | $292.3M | 3.5% | DOUBLED +233.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | ADD | 11,428,614 | 15,434,258 | +35.0% | $378.1M |
| MORGAN STANLEY | DOUBLED | 3,582,810 | 11,929,222 | +233.0% | $292.3M |
| UBS Group AG | ADD | 5,391,289 | 7,058,847 | +30.9% | $172.9M |
| Capital International Investors | NEW | — | 5,931,216 | — | $145.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 5,528,800 | — | $135.5M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 597,447 | 3,985,806 | +567.1% | $97.7M |
| Atreides Management, LP | NEW | — | 3,586,409 | — | $87.9M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 3,548,322 | — | $86.9M |
| Point72 Asset Management, L.P. | ADD | 1,712,709 | 2,842,978 | +66.0% | $69.7M |
| CITIGROUP INC | DOUBLED | 957,874 | 2,180,910 | +127.7% | $53.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$85.2M — $0.00 bought, $85.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | V3 Holding Ltd | 10%+ Owner | J | 1,805,000 | — | — |
| Sep 28, 2026 | V3 Holding Ltd | 10%+ Owner | J | 1,805,000 | — | — |
| Jul 9, 2026 | Page Tyler | Chief Executive Officer | SELL | 112,500 | $22.68 | $2.6M |
| Jul 8, 2026 | Page Tyler | Chief Executive Officer | SELL | 112,500 | $21.19 | $2.4M |
| Jun 30, 2026 | Iwaschuk William | Co-President and CLO | EXERCISE | 76,427 | — | — |
| Jun 30, 2026 | Mumford Gregory J.D. | Chief Financial Officer | TAX W/H | 6,895 | $24.50 | $168.9K |
| Jun 30, 2026 | Iwaschuk William | Co-President and CLO | TAX W/H | 16,375 | $24.50 | $401.2K |
| Jun 30, 2026 | Page Tyler | Chief Executive Officer | EXERCISE | 113,225 | — | — |
| Jun 30, 2026 | Mumford Gregory J.D. | Chief Financial Officer | EXERCISE | 17,108 | — | — |
| Jun 30, 2026 | Iwaschuk William | Co-President and CLO | EXERCISE | 29,611 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CIFR.
Shares short
72,813,591
Settlement Sep 15, 2026
Change vs prior
+1.7%
Semi-monthly cycle
Days to cover
2.3
At avg daily volume
Of shares outstanding
≈17.5%
Estimate — not % of float
All CIFR filing & press-release reports (15)
- 8-K reportAug 4, 2026
- 144 reportJun 18, 2026
- 144 reportJun 16, 2026
- 8-K reportJun 8, 2026
- CLUSTER reportMay 18, 2026
- CLUSTER reportMay 14, 2026
- CLUSTER reportMay 13, 2026
- CLUSTER reportMay 8, 2026
- 8-K reportMay 5, 2026
- PRESS-RELEASE reportMay 5, 2026
- PRESS-RELEASE reportApr 21, 2026
- DEFA14A reportApr 20, 2026
- CLUSTER reportMar 25, 2026
- PRESS-RELEASE reportMar 25, 2026
- INST-CLUSTER reportFeb 28, 2026