AWS Deal Sparks Buzz: Cipher Mining ($CIFR) has been a hot topic on X following the recent announcement of a $5.5 billion, 15-year lease agreement with Amazon Web Services for AI infrastructure. Many users are excited about the company’s pivot from pure Bitcoin mining to broader AI and high-performance computing opportunities. This deal, alongside reported Q3 2025 revenue of $72 million, has fueled intense discussions.
Mixed Financial Reactions: Despite the enthusiasm, some on X have pointed out Cipher’s Q3 adjusted EPS of $0.10, which missed expectations by a penny. There’s debate over whether the stock’s recent volatility reflects genuine concern or just short-term noise. Posts also highlight the company’s operational strength, with a self-mining hash rate of around 16.8 EH/s.
Future Growth Potential: Conversations on X often circle back to Cipher’s long-term pipeline, including a 2.4 GW capacity and strategic expansions. Some argue the stock is undervalued given its infrastructure play, while others remain cautious about execution risks. The blend of crypto and AI focus keeps the chatter lively and speculative.
Note: This discussion summary was generated from an AI condensation of post data.
Cipher Mining Insider Trading Activity
Cipher Mining insiders have traded $CIFR stock on the open market 66 times in the past 6 months. Of those trades, 0 have been purchases and 66 have been sales.
Here’s a breakdown of recent trading of $CIFR stock by insiders over the last 6 months:
- HOLDING LTD V3 has made 0 purchases and 53 sales selling 32,061,598 shares for an estimated $384,014,857.
- TOP HOLDCO B.V. BITFURY has made 0 purchases and 8 sales selling 4,189,145 shares for an estimated $24,663,878.
- PATRICK ARTHUR KELLY (Co-President and COO) has made 0 purchases and 3 sales selling 116,322 shares for an estimated $1,278,252.
- CARY M GROSSMAN sold 75,000 shares for an estimated $441,750
- JAMES E NEWSOME sold 32,468 shares for an estimated $200,002
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Cipher Mining Hedge Fund Activity
We have seen 158 institutional investors add shares of Cipher Mining stock to their portfolio, and 73 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DIMENSIONAL FUND ADVISORS LP added 4,928,060 shares (+388.2%) to their portfolio in Q2 2025, for an estimated $23,556,126
- ALYESKA INVESTMENT GROUP, L.P. added 4,847,131 shares (+157.2%) to their portfolio in Q2 2025, for an estimated $23,169,286
- BLACKROCK, INC. added 4,240,355 shares (+23.4%) to their portfolio in Q2 2025, for an estimated $20,268,896
- POINT72 ASSET MANAGEMENT, L.P. added 3,728,378 shares (+inf%) to their portfolio in Q2 2025, for an estimated $17,821,646
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 3,614,123 shares (+518.4%) to their portfolio in Q2 2025, for an estimated $17,275,507
- GOLDMAN SACHS GROUP INC removed 2,999,248 shares (-64.1%) from their portfolio in Q2 2025, for an estimated $14,336,405
- TWO SIGMA INVESTMENTS, LP added 2,444,634 shares (+148.5%) to their portfolio in Q2 2025, for an estimated $11,685,350
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cipher Mining Analyst Ratings
Wall Street analysts have issued reports on $CIFR in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Macquarie issued a "Outperform" rating on 10/22/2025
- Needham issued a "Buy" rating on 09/30/2025
- Rosenblatt issued a "Buy" rating on 09/29/2025
- Canaccord Genuity issued a "Buy" rating on 09/29/2025
- HC Wainwright & Co. issued a "Buy" rating on 09/29/2025
- Arete Research issued a "Buy" rating on 09/24/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/05/2025
To track analyst ratings and price targets for Cipher Mining, check out Quiver Quantitative's $CIFR forecast page.
Cipher Mining Price Targets
Multiple analysts have issued price targets for $CIFR recently. We have seen 9 analysts offer price targets for $CIFR in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Paul Golding from Macquarie set a target price of $27.0 on 10/22/2025
- Chris Brendler from Rosenblatt set a target price of $25.0 on 10/16/2025
- Gregory Lewis from BTIG set a target price of $25.0 on 10/14/2025
- John Todaro from Needham set a target price of $15.0 on 09/30/2025
- Joseph Vafi from Canaccord Genuity set a target price of $16.0 on 09/29/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $17.0 on 09/29/2025
- Reginald Smith from JP Morgan set a target price of $12.0 on 09/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
