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Cipher Digital Inc. (CIFR) Stock Analysis

Range Bound setup

SellVALUE-TRAP 1/5Moderate Confidence

Technology · Information Technology Services

Earnings in 5 days (2026-05-05). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Engine safety override at $17.89: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10 and A.R:R 2.4:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 17%; Below-average business quality; Negative price momentum.

Cipher Digital develops and operates industrial-scale HPC data centers in Texas for hyperscaler tenants under long-term leases, while also operating approximately 207 MW of bitcoin mining. Its 4.2 GW portfolio across 10 sites includes Barber Lake (300 MW, leased to Fluidstack... Read more

$17.89+35.7% A.UpsideScore 4.9/10#27 of 35 Information Technology Services
Stop $16.69Target $24.36(analyst − 13%)A.R:R 2.4:1
Analyst target$28.00+56.5%14 analysts
$24.36our TP
$17.89price
$28.00mean
$53

Sell if holding. Engine safety override at $17.89: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10 and A.R:R 2.4:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 17%; Below-average business quality; Negative price momentum. Chart setup: RSI 56 mid-range, Bollinger mid-band. Score 4.9/10, moderate confidence.

Passes 5/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum and earnings proximity 5d<=7d. Suitability: aggressive.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Tenant: single-tenant data centers
Concentration risk — Tenant: Amazon, Fluidstack
Quality below floor (2.8 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)31.3
Mkt Cap$6.9B
EV/EBITDA38.2
Profit Mgn0.0%
ROE-108.3%
Rev Growth41.4%
Beta3.03
DividendNone
Rating analysts22

Quality Signals

Piotroski F5/9

Options Flow

P/C1.04bearish
IV124%elevated
Max Pain$1-94.4% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHTenantsingle-tenant data centers
    10-K Item 1A: 'our data centers are single-tenant properties, and we expect future tenants at other sites in our pipeline to also want to be the only tenant at those sites'
  • HIGHTenantAmazon, Fluidstack
    10-K Item 1A: 'If we were to lose one or more of our customers, including by defaulting on one of our leases with Amazon or Fluidstack/Google)'

Material Events(8-K, last 90d)

  • 2026-02-11Item 5.02LOW
    Thomas Duda elected to Board of Directors effective February 11, 2026; Board expanded from 7 to 8 directors. Non-executive board appointment; no officer departures.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

6 floor-breakers·1 ceiling hit

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.0
Value Rank
0.3
Growth Rank
9.4
Industry growth leader

Volatile — 8.6% daily ATR makes tight stops impractical. Position-size conservatively.static

Volatility
0.0
Implied Vol
0.0
Beta
0.0
Debt Equity
1.7
Short Interest
1.8
Max Pain Risk
3.0
Put Call
6.4
Days To Cover
8.6
High short interest justified: 17%High IV: 124%Above max pain $1Concentration risks: 2 HIGH (10-K Item 1A — sized via position_sizing, validated via buy_confidence)

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Roe
0.0
Net Margin
0.0
Fcf Quality
0.0
Roa
0.6
Gross Margin
1.7
Moat
5.0
Piotroski F
5.6
Current Ratio
9.2
Cash-burning: FCF -679% of revenueNo competitive moatQuality concerns

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Surprise Avg
0.0
Earnings History
3.3
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 2B/2MEarnings in 5 days

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.0
Obv
1.0
Macd
1.9
Rsi
5.5
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
2.8
Bollinger
4.0
Gap
4.0
52w Position
4.1
GatesMomentum 3.5<4.5EARNINGS PROXIMITY 5d<=7dA.R:R 2.4 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
56 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $11.90Resistance $20.24

Price Targets

$17
$24
A.Upside+36.2%
A.R:R2.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (2.8 < 4.0)
! Momentum score 3.5/10 — below 4.5 minimum
! EARNINGS_PROXIMITY:5d<=7d

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-05-05 (5d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CIFR stock a buy right now?

Sell if holding. Engine safety override at $17.89: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10 and A.R:R 2.4:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 17%; Below-average business quality; Negative price momentum. Chart setup: RSI 56 mid-range, Bollinger mid-band. Prior stop was $16.69. Score 4.9/10, moderate confidence.

What is the CIFR stock price target?

Take-profit target: $24.36 (+35.7% upside). Prior stop was $16.69. Stop-loss: $16.69.

What are the risks of investing in CIFR?

Concentration risk — Tenant: single-tenant data centers; Concentration risk — Tenant: Amazon, Fluidstack; Quality below floor (2.8 < 4.0).

Is CIFR overvalued or undervalued?

Cipher Digital Inc. trades at a P/E of N/A (forward 31.3). TrendMatrix value score: 4.5/10. Verdict: Sell.

What do analysts say about CIFR?

22 analysts cover CIFR with a consensus score of 4.1/5. Average price target: $28.

What does Cipher Digital Inc. do?Cipher Digital develops and operates industrial-scale HPC data centers in Texas for hyperscaler tenants under long-term...

Cipher Digital develops and operates industrial-scale HPC data centers in Texas for hyperscaler tenants under long-term leases, while also operating approximately 207 MW of bitcoin mining. Its 4.2 GW portfolio across 10 sites includes Barber Lake (300 MW, leased to Fluidstack backed by Google) and a site leased to Amazon.

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