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Price
$15.77
USD
Day
-8.4%
YTD
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Point-in-time evaluation
wait
Q1 print confirmed HPC pivot (700 MW, $11.4B contracted, $787M NOI) but 10-Q (~May 15) and a documented Convex buy zone must clear first.
May 8, 01:04 p.m.
Earnings cycle
Preview
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Post-earnings
Financials mixed (rev beat Zacks, EPS missed by $0.01) but HPC pivot confirmed: 700 MW contracted, $11.4B contracted revenue, third hyperscale lease.
May 5, 10:30 a.m.
Research feed
Latest imported research note for this ticker.
longwatch
Imported thesis
CIFR's HPC pivot (700 MW contracted, $11.4B NPV) could re-rate from a miner multiple to a data-center multiple; execution risk is real but thesis scale is transformational.
Imported reasoning
Analyst consensus $29.11 vs $27.64 = 1.05x (LOW). HPC thesis upside: if $11.4B contracted drives $500-700M/yr revenue at 5-8x EV/revenue, implied market cap $2.5-5.6B vs estimated current ~$2B+ → 2-3x → MEDIUM. Conviction LOW: Q1 missed both estimates, revenue estimates cut $427M to $237M, HPC ramp visibly slower than modeled. Prior Pythia eval (2026-05-08) correctly said 'wait' — conditions have not changed enough to upgrade. Fits Forward-Architecture bench miner-pivot basket slot.
Last imported
Jun 24, 05:35 a.m.
Source report
2026-06-24_premarket.md
Private trigger details hidden
Research and watchlist context are visible. Trigger levels and other private portfolio fields remain hidden.
Watchlist notes
Public watchlist context and imported research metadata.
Thesis
CIFR's HPC pivot (700 MW contracted, $11.4B NPV) could re-rate from a miner multiple to a data-center multiple; execution risk is real but thesis scale is transformational.
Sleeve
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Consensus PT (USD)
$32.18
Holdings
No holdings recorded for this ticker.
Smart-money holders
Held by SA-LP — 2.8% of fund (10,469,093 sh, new) as of 2025-12-31
Social Signal — last 90 days
@aleabitoreddit
2 mentions · 2 bullish / 0 bearish
@ParadisLabs
1 mention · 1 bullish / 0 bearish
CIFR selected as compelling power-infrastructure play based on counterparty quality, secured-to-energized timeline, and EV/MW valuation.