Cipher Mining to Announce Q4 Earnings on February 24
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CIFR?
Source: seekingalpha
- Earnings Announcement: Cipher Mining (CIFR) is set to announce its Q4 2023 earnings on February 24 before market open, with consensus estimates predicting an EPS of $0.13 and revenue of $85.98 million, indicating significant market interest in its financial performance.
- Performance Expectations: Over the past two years, CIFR has only beaten EPS and revenue estimates 25% of the time, suggesting challenges in achieving profitability and revenue growth, which may impact investor confidence moving forward.
- Strong Market Demand: Cipher Mining is viewed as a buy due to robust demand, particularly in the context of the AI acceleration narrative for 2026, highlighting its potential and strategic significance in future markets.
- Subsidiary Financing Update: Cipher Mining's subsidiary has successfully priced a $2 billion senior secured notes offering, which will provide essential funding for the company's expansion and operations, thereby enhancing its competitive position in the market.
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Analyst Views on CIFR
Wall Street analysts forecast CIFR stock price to rise
9 Analyst Rating
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 14.650
Low
18.00
Averages
25.75
High
30.00
Current: 14.650
Low
18.00
Averages
25.75
High
30.00
About CIFR
Cipher Mining Inc. is focused on the development and operation of industrial-scale data centers for bitcoin mining and high-performance computing (HPC) hosting. The Company operates two wholly owned bitcoin mining data centers, a 207 megawatts (MW) site located in Odessa, Texas that draws fixed priced power from a power purchase agreement with its electricity provider (the Odessa Facility), and a 300 MW data center in Wink, Texas, of which 150 MW is operational as a bitcoin mining data center, that draws power from the power grid (the Black Pearl Facility), and has equity investments in three partially-owned 40 MW bitcoin mining data centers. Its development pipeline totals approximately 3.4 gigawatts (GW) across eight sites. The Odessa Facility is an approximately 52-acre site, located next to a natural gas power production facility. Through a subsidiary, it is in the process of constructing a data center for HPC near Colorado City, Texas (the Barber Lake Facility).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cipher Mining to Announce Q4 Earnings on February 24
- Earnings Announcement: Cipher Mining (CIFR) is set to announce its Q4 2023 earnings on February 24 before market open, with consensus estimates predicting an EPS of $0.13 and revenue of $85.98 million, indicating significant market interest in its financial performance.
- Performance Expectations: Over the past two years, CIFR has only beaten EPS and revenue estimates 25% of the time, suggesting challenges in achieving profitability and revenue growth, which may impact investor confidence moving forward.
- Strong Market Demand: Cipher Mining is viewed as a buy due to robust demand, particularly in the context of the AI acceleration narrative for 2026, highlighting its potential and strategic significance in future markets.
- Subsidiary Financing Update: Cipher Mining's subsidiary has successfully priced a $2 billion senior secured notes offering, which will provide essential funding for the company's expansion and operations, thereby enhancing its competitive position in the market.
See More
Earnings Reports Week for Major Companies
- Earnings Reporting Schedule: This week features earnings reports from the world's largest publicly traded companies across energy, retail, and tech sectors, with investors keenly observing performance and market reactions.
- JOBY Stock Movement: JOBY stock is experiencing volatility, and investor sentiment remains cautious ahead of upcoming earnings, particularly given the broader market context.
- Lucid Group Expectations: Lucid Group is set to report after Tuesday's close, with analysts forecasting a quarterly loss of $2.64 per share on revenue of approximately $473 million, focusing on gross margin and cash runway.
- AI Infrastructure Spending: Analysts anticipate a tech company's fourth-quarter revenue of around $65.6 billion and adjusted EPS of $1.52, with the market keenly awaiting Q1 guidance and CEO insights on AI infrastructure spending.
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Wall Street Focus This Week: Nvidia Earnings Report
- Nvidia Earnings Expectations: Nvidia is set to report its fiscal 2026 Q4 earnings on Wednesday, with expected revenues of $65.87 billion, reflecting a 67.5% year-over-year growth, and earnings per share of $1.53, up 72%, providing crucial insights into the state of AI development.
- Salesforce Performance Focus: Salesforce will release its quarterly results on Wednesday, with consensus EPS of $3.04 and revenue of $11.16 billion, as investors closely watch management's insights on AI and the adoption of its Agentforce offering to assess long-term competitiveness.
- Retailers' Earnings Impact: Home Depot and TJX Companies are reporting this week, with Home Depot expected to post EPS of $2.54 and revenue of $38.12 billion, discussing the impact of interest rates on consumer behavior, while TJX anticipates 3.83% same-store sales growth, focusing on changes in shopping habits.
- Qnity's First Earnings Report: Qnity will deliver its first earnings report as a standalone company on Thursday, with expectations of $0.58 EPS and $1.16 billion in revenue, as analysts seek insights into its market positioning amid booming AI semiconductor demand and high-bandwidth memory pricing.
See More
Will AI Create the World's First Trillionaire?
- Market Potential of Cipher Mining: Cipher Mining addresses a significant bottleneck in the AI sector, with a projected 44-gigawatt shortage by 2028, and its 3.4-gigawatt pipeline is not yet fully operational, indicating substantial long-term revenue growth once activated.
- Advantage of Long-Term Contracts: Cipher Mining's long-term agreements with Amazon and Alphabet elevate its annual recurring revenue, having allocated 244 megawatts to Fluidstack and 300 megawatts to Amazon, showcasing its strong competitive position in the market.
- Growth Engine of SoFi: Despite SoFi's stock being down nearly 30% year-to-date, its revenue surged 37% year-over-year in Q4 2025, and the relaunch of crypto trading attracted over 63,000 users in just ten days, highlighting its robust growth potential in fintech.
- Diversified Revenue Sources: SoFi's reliance extends beyond loan interest income, as an increase in consumer deposits has also driven interest income growth, indicating a solid growth trajectory in the coming years, especially with the anticipated recovery in the crypto market.
See More
Growth Potential of Cipher Mining and SoFi
- AI Data Centers by Cipher Mining: Cipher Mining is addressing a significant bottleneck in the AI sector, with a projected 44 gigawatt shortage by 2028, making its 3.4 gigawatt pipeline a highly sought-after resource, although the stock has remained flat for months due to delays in energizing these centers.
- Revenue Potential from Long-Term Contracts: The long-term agreements with Amazon and Alphabet are expected to generate substantial annual recurring revenue, with 244 megawatts allocated to Fluidstack and 300 megawatts to Amazon, indicating significant future revenue growth potential despite currently utilizing less than 20% of its pipeline.
- SoFi's Crypto Growth: SoFi achieved a 37% year-over-year revenue increase in Q4 2025, despite a nearly 30% decline in stock price year-to-date, with its crypto trading platform attracting over 63,000 users within just ten days, highlighting strong market demand.
- Diversified Financial Products: SoFi's interest income from loans rose by 30% year-over-year, supported by a member base of 13.7 million, and the company's diverse financial product offerings position it well for future growth, particularly as the crypto market is expected to recover.
See More
Analysis of Growth Potential in Low-Priced Stocks
- Cipher Mining's Growth Outlook: Cipher Mining is addressing the energy bottleneck in the AI sector, with a projected 44 gigawatt shortage by 2028, making its 3.4 gigawatt pipeline a highly sought-after resource, although it is not yet fully operational, long-term contracts will ensure stable annual revenue.
- Strong Financial Position: Cipher Mining ended Q3 2025 with $1.2 billion in cash reserves, providing ample funding for future AI data center construction, which is expected to attract more customers and expand existing agreements with Amazon and Alphabet.
- SoFi's Growth Potential: Despite SoFi's stock being down nearly 30% year-to-date, its revenue grew by 37% year-over-year in Q4 2025, and after re-launching crypto trading, over 63,000 customers participated within just 10 days, indicating strong market demand.
- Diversified Financial Products: SoFi is not solely reliant on interest income from loans, which increased by 30% year-over-year, and its base of 13.7 million members provides a solid foundation for future growth, especially with the anticipated recovery in the crypto market, which is expected to significantly enhance overall company performance.
See More
Cipher Mining to Announce Q4 Earnings on February 24
- Earnings Announcement: Cipher Mining (CIFR) is set to announce its Q4 2023 earnings on February 24 before market open, with consensus estimates predicting an EPS of $0.13 and revenue of $85.98 million, indicating significant market interest in its financial performance.
- Performance Expectations: Over the past two years, CIFR has only beaten EPS and revenue estimates 25% of the time, suggesting challenges in achieving profitability and revenue growth, which may impact investor confidence moving forward.
- Strong Market Demand: Cipher Mining is viewed as a buy due to robust demand, particularly in the context of the AI acceleration narrative for 2026, highlighting its potential and strategic significance in future markets.
- Subsidiary Financing Update: Cipher Mining's subsidiary has successfully priced a $2 billion senior secured notes offering, which will provide essential funding for the company's expansion and operations, thereby enhancing its competitive position in the market.
See More
Earnings Reports Week for Major Companies
- Earnings Reporting Schedule: This week features earnings reports from the world's largest publicly traded companies across energy, retail, and tech sectors, with investors keenly observing performance and market reactions.
- JOBY Stock Movement: JOBY stock is experiencing volatility, and investor sentiment remains cautious ahead of upcoming earnings, particularly given the broader market context.
- Lucid Group Expectations: Lucid Group is set to report after Tuesday's close, with analysts forecasting a quarterly loss of $2.64 per share on revenue of approximately $473 million, focusing on gross margin and cash runway.
- AI Infrastructure Spending: Analysts anticipate a tech company's fourth-quarter revenue of around $65.6 billion and adjusted EPS of $1.52, with the market keenly awaiting Q1 guidance and CEO insights on AI infrastructure spending.
See More
Wall Street Focus This Week: Nvidia Earnings Report
- Nvidia Earnings Expectations: Nvidia is set to report its fiscal 2026 Q4 earnings on Wednesday, with expected revenues of $65.87 billion, reflecting a 67.5% year-over-year growth, and earnings per share of $1.53, up 72%, providing crucial insights into the state of AI development.
- Salesforce Performance Focus: Salesforce will release its quarterly results on Wednesday, with consensus EPS of $3.04 and revenue of $11.16 billion, as investors closely watch management's insights on AI and the adoption of its Agentforce offering to assess long-term competitiveness.
- Retailers' Earnings Impact: Home Depot and TJX Companies are reporting this week, with Home Depot expected to post EPS of $2.54 and revenue of $38.12 billion, discussing the impact of interest rates on consumer behavior, while TJX anticipates 3.83% same-store sales growth, focusing on changes in shopping habits.
- Qnity's First Earnings Report: Qnity will deliver its first earnings report as a standalone company on Thursday, with expectations of $0.58 EPS and $1.16 billion in revenue, as analysts seek insights into its market positioning amid booming AI semiconductor demand and high-bandwidth memory pricing.
See More
Will AI Create the World's First Trillionaire?
- Market Potential of Cipher Mining: Cipher Mining addresses a significant bottleneck in the AI sector, with a projected 44-gigawatt shortage by 2028, and its 3.4-gigawatt pipeline is not yet fully operational, indicating substantial long-term revenue growth once activated.
- Advantage of Long-Term Contracts: Cipher Mining's long-term agreements with Amazon and Alphabet elevate its annual recurring revenue, having allocated 244 megawatts to Fluidstack and 300 megawatts to Amazon, showcasing its strong competitive position in the market.
- Growth Engine of SoFi: Despite SoFi's stock being down nearly 30% year-to-date, its revenue surged 37% year-over-year in Q4 2025, and the relaunch of crypto trading attracted over 63,000 users in just ten days, highlighting its robust growth potential in fintech.
- Diversified Revenue Sources: SoFi's reliance extends beyond loan interest income, as an increase in consumer deposits has also driven interest income growth, indicating a solid growth trajectory in the coming years, especially with the anticipated recovery in the crypto market.
See More
Growth Potential of Cipher Mining and SoFi
- AI Data Centers by Cipher Mining: Cipher Mining is addressing a significant bottleneck in the AI sector, with a projected 44 gigawatt shortage by 2028, making its 3.4 gigawatt pipeline a highly sought-after resource, although the stock has remained flat for months due to delays in energizing these centers.
- Revenue Potential from Long-Term Contracts: The long-term agreements with Amazon and Alphabet are expected to generate substantial annual recurring revenue, with 244 megawatts allocated to Fluidstack and 300 megawatts to Amazon, indicating significant future revenue growth potential despite currently utilizing less than 20% of its pipeline.
- SoFi's Crypto Growth: SoFi achieved a 37% year-over-year revenue increase in Q4 2025, despite a nearly 30% decline in stock price year-to-date, with its crypto trading platform attracting over 63,000 users within just ten days, highlighting strong market demand.
- Diversified Financial Products: SoFi's interest income from loans rose by 30% year-over-year, supported by a member base of 13.7 million, and the company's diverse financial product offerings position it well for future growth, particularly as the crypto market is expected to recover.
See More
Analysis of Growth Potential in Low-Priced Stocks
- Cipher Mining's Growth Outlook: Cipher Mining is addressing the energy bottleneck in the AI sector, with a projected 44 gigawatt shortage by 2028, making its 3.4 gigawatt pipeline a highly sought-after resource, although it is not yet fully operational, long-term contracts will ensure stable annual revenue.
- Strong Financial Position: Cipher Mining ended Q3 2025 with $1.2 billion in cash reserves, providing ample funding for future AI data center construction, which is expected to attract more customers and expand existing agreements with Amazon and Alphabet.
- SoFi's Growth Potential: Despite SoFi's stock being down nearly 30% year-to-date, its revenue grew by 37% year-over-year in Q4 2025, and after re-launching crypto trading, over 63,000 customers participated within just 10 days, indicating strong market demand.
- Diversified Financial Products: SoFi is not solely reliant on interest income from loans, which increased by 30% year-over-year, and its base of 13.7 million members provides a solid foundation for future growth, especially with the anticipated recovery in the crypto market, which is expected to significantly enhance overall company performance.
See More
