Post-Earnings Surge: Social media erupted with excitement over Cipher Mining's stock rocketing 23% in one day after its latest earnings release. Traders praised the company's strategic shift from Bitcoin mining to AI-focused high-performance computing data centers, complete with hyperscaler leases. This pivot is seen as timely amid surging demand for AI infrastructure.
Technical Momentum Builds: Discussions highlight clean bull flag breakouts on weekly charts and bullish MACD crossovers signaling potential moves toward prior highs and $30 targets. The stock's resilience post-earnings, without an initial gap, drew buyers on continuation plays. Sector peers in data centers amplified the positive vibe.
Analyst Optimism: Fresh price target upgrades to $30 reflect strong leasing pipelines and revenue upside from AI momentum. Conversations note the Odessa site's profitability without heavy capex, positioning it for liquidity growth. Sentiment across platforms leans heavily bullish on long-term prospects.
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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $CIFR stock by insiders over the last 6 months:
- PATRICK ARTHUR KELLY (Co-President and COO) has made 0 purchases and 5 sales selling 168,853 shares for an estimated $2,630,328.
- WESLEY HASTIE WILLIAMS has made 0 purchases and 2 sales selling 68,636 shares for an estimated $1,130,506.
- JAMES E NEWSOME has made 0 purchases and 2 sales selling 66,982 shares for an estimated $1,060,624.
- CARY M GROSSMAN has made 0 purchases and 2 sales selling 55,000 shares for an estimated $911,200.
- TYLER PAGE (Chief Executive Officer) sold 37,500 shares for an estimated $604,125
- HOLLY MORROW EVANS has made 0 purchases and 2 sales selling 31,269 shares for an estimated $564,017.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Cipher Mining Revenue
Cipher Mining had revenues of $34.8M in Q1 2026. This is a decrease of -28.25% from the same period in the prior year.
You can track CIFR financials on Quiver Quantitative's CIFR stock page.
Cipher Mining Hedge Fund Activity
We have seen 214 institutional investors add shares of Cipher Mining stock to their portfolio, and 166 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 11,417,787 shares (+287.6%) to their portfolio in Q4 2025, for an estimated $168,526,536
- SITUATIONAL AWARENESS LP added 10,469,093 shares (+inf%) to their portfolio in Q4 2025, for an estimated $154,523,812
- VANGUARD GROUP INC added 9,865,533 shares (+43.2%) to their portfolio in Q4 2025, for an estimated $145,615,267
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 9,039,657 shares (-93.4%) from their portfolio in Q4 2025, for an estimated $133,425,337
- TWO SIGMA INVESTMENTS, LP removed 5,408,535 shares (-80.2%) from their portfolio in Q4 2025, for an estimated $79,829,976
- JANE STREET GROUP, LLC added 5,379,189 shares (+48.7%) to their portfolio in Q4 2025, for an estimated $79,396,829
- VALUE ALIGNED RESEARCH ADVISORS, LLC added 4,573,344 shares (+159.1%) to their portfolio in Q4 2025, for an estimated $67,502,557
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Cipher Mining Analyst Ratings
Wall Street analysts have issued reports on $CIFR in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 05/06/2026
- BTIG issued a "Buy" rating on 05/06/2026
- Canaccord Genuity issued a "Buy" rating on 12/15/2025
- JP Morgan issued a "Overweight" rating on 11/24/2025
- Citizens issued a "Market Outperform" rating on 11/19/2025
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 $24.0.
Here are some recent targets:
- Mike Colonnese from HC Wainwright & Co. set a target price of $30.0 on 05/06/2026
- Gregory Lewis from BTIG set a target price of $25.0 on 05/06/2026
- Brett Knoblauch from Cantor Fitzgerald set a target price of $22.0 on 04/09/2026
- Chris Brendler from Rosenblatt set a target price of $24.0 on 03/26/2026
- John Todaro from Needham set a target price of $22.0 on 03/25/2026
- Stephen Glagola from Keefe, Bruyette & Woods set a target price of $20.0 on 03/11/2026
- Joseph Vafi from Canaccord Genuity set a target price of $27.0 on 12/15/2025
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.
