AWS Deal Sparks Buzz: Cipher Mining has ignited intense discussions on X following a recent $5.5 billion, 15-year lease agreement with Amazon Web Services for AI infrastructure. Many are intrigued by the company’s shift from traditional Bitcoin mining to AI and high-performance computing. This pivot is seen as a bold step into a high-growth sector.
Financial Reactions Mixed: Posts on X highlight a split in opinions after Cipher Mining reported Q3 2025 revenue of $72 million, alongside a recent insider stock sale worth $3.9 million. While some view the revenue as a strong positive signal, others question the insider sale as a potential red flag. The stock’s volatility, with recent ups and downs, keeps the conversation lively.
Future Growth Potential: Discussions also focus on Cipher Mining’s low-cost power advantage in Texas and additional deals like a 10-year HPC contract with Fluidstack and Google. Enthusiasm is high for the company’s 3.2 GW power pipeline, with some on X predicting exponential growth in AI compute capacity by late 2025.
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 67 times in the past 6 months. Of those trades, 0 have been purchases and 67 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.
- WILLIAM IWASCHUK (Co-President and CLO) sold 173,094 shares for an estimated $3,898,076
- 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 169 institutional investors add shares of Cipher Mining stock to their portfolio, and 79 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BIT CAPITAL GMBH removed 6,139,344 shares (-71.6%) from their portfolio in Q3 2025, for an estimated $77,294,340
- 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
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 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/05/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/04/2025
- Needham issued a "Buy" rating on 11/04/2025
- Clear Street issued a "Buy" rating on 11/04/2025
- Macquarie issued a "Outperform" rating on 10/22/2025
- Rosenblatt issued a "Buy" rating on 09/29/2025
- Canaccord Genuity issued a "Buy" rating on 09/29/2025
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 10 analysts offer price targets for $CIFR in the last 6 months, with a median target of $26.5.
Here are some recent targets:
- Gregory Lewis from BTIG set a target price of $25.0 on 11/05/2025
- John Todaro from Needham set a target price of $26.0 on 11/04/2025
- Joseph Vafi from Canaccord Genuity set a target price of $27.0 on 11/04/2025
- Brian Dobson from Clear Street set a target price of $34.0 on 11/04/2025
- Chris Brendler from Rosenblatt set a target price of $33.0 on 11/04/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $30.0 on 11/04/2025
- Paul Golding from Macquarie set a target price of $27.0 on 10/22/2025
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.
