US · Technology · Information Technology Services
EPS came in at -0.65 against a street estimate of -0.21 — a miss of 209.5%.
Analysts rate Cipher Mining Inc a strong buy (20 buy, 2 hold, 0 sell out of 22) with an average price target of $30.36.
CONFIDENT Cipher delivered Black Pearl capacity 2 months early, secured $810M Stingray financing at 6% coupon (lowest yet), and expanded pipeline to 5.3 GW across 11 sites. Texas batch process delays create near-term uncertainty but strengthen relative positioning. Q2 2026 Texas represents overwhelming majority of portfolio due to power availability, grid infrastructure, and hyperscaler demand concentration. Analysts pressed on Texas regulatory delays, early delivery repeatability, and cost inflation. Management emphasized Cipher's relative strength in batch process, confirmed team capability, and noted tenant-specific, structure-dependent cost outcomes. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| V3 Holding Ltd. | 14.05% |
| BlackRock Inc | 7.33% |
| Vanguard Portfolio Management, LLC | 5.81% |
| Vanguard Capital Management, LLC | 3.97% |
| Jane Street Group LLC | 3.72% |
| D. E. Shaw & Co LP | 3.50% |
| Morgan Stanley - Brokerage Accounts | 2.87% |
| Value Aligned Research Advisors LLC | 2.68% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • Cipher Digital issued $850.0 million of 0.00% Convertible Senior Notes due 2032 on October 16, 2026. • The company granted initia | 2026-10-16 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Cipher Digital priced $850.0 million of 0.00% convertible senior notes due 2032 in a private offering to qualified institutional b | 2026-10-14 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Cipher Digital announced a proposed private offering of $850.0 million aggregate principal amount of convertible senior notes due | 2026-10-13 |
| Reg FD disclosure · Q3 2026 CIPHER DIGITAL INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • $5.2 billion in incremental aggregate contracted revenue expected from a new 10-year lease | 2026-09-25 |
| Quarterly report · Q2 2026 CIPHER DIGITAL INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash and equivalents: $831.8 million (June 30, 2026) vs. $628.3 million (Dec 31, 2025) | 2026-08-04 |
| Results announced · Q3 2026 CIPHER DIGITAL INC. – Q2 2026 BUSINESS UPDATE SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $25 million (bitcoin mining) • Q2 2026 Adjusted EBITDA: ne | 2026-08-04 |
| Material agreement · Q2 2026 CIPHER DIGITAL INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • $810.0 million in Senior Secured Notes issued on June 15, 2026 • 6.000% annual interest ra | 2026-06-15 |
| Company announcement · Q2 2026 CIPHER DIGITAL INC. – FORM 8-K SUMMARY Report Date: June 8, 2026 --- HEADLINE NUMBERS • Stingray Compute LLC (wholly-owned indirect subsidiary) pri | 2026-06-09 |
Readable in the app.
| Announcement | Date |
|---|---|
| Secured ten-year lease commitment with AI lab for data center facility Cipher Digital announced a significant amendment to its Barber Lake high-performance computing (HPC) data center facility lease on September 24-25, 2026. The company secured a binding 10-yea | 2026-09-25 |
| Completed $810M senior secured notes offering for data center facility Cipher Digital Inc. completed a $810 million debt offering through its subsidiary Stingray Compute LLC on June 15, 2026. The company issued 6% Senior Secured Notes due 2031, sold at 99.75% o | 2026-06-15 |
| Secured $2B debt financing to complete high-performance computing data center Cipher Mining's subsidiary Black Pearl Compute completed a $2 billion debt offering of 6.125% Senior Secured Notes due 2031. The funds will finance construction of a high-performance computi | 2026-02-11 |
| Issued $333M senior secured notes for data center facility expansion Cipher Mining Inc. completed a $333 million debt offering on November 24, 2025, issuing additional 7.125% Senior Secured Notes due 2030. These notes are part of a larger $1.733 billion total | 2025-11-24 |
| Data center facility expansion with additional 39 MW capacity phase approved Cipher Mining expanded its Colorado data center project with Google and Fluidstack. The company amended its lease agreement to add 39 megawatts of computing capacity in a second phase, bring | 2025-11-20 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.