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Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. The analyst noted that power access continues to be the primary limiting factor in scaling compute infrastructure.
Cipher Digital has seen its share price move sharply in recent years, so the live question for investors is whether the current US$18.35 price can still be explained by its sales base. The stock has returned roughly 7x over the past 3 years, which puts a lot of weight on whether the underlying revenue profile can carry that kind of re-rating. Fresh headlines around AI focused data centers, Pentagon linked financing discussions and large potential power capacity in Texas may support higher...
UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...
Cipher Digital’s transformation from Bitcoin miner to AI-infrastructure landlord is becoming easier to value because the company now has a real hyperscaler customer. Morgan Stanley raised its price target on September 18 to $54 from $43.50 while keeping an Overweight rating. A major asset supporting Cipher’s AI-infrastructure thesis is a 15-year, roughly $5.5 billion lease […]
In the closing of the recent trading day, Cipher Digital Inc. (CIFR) stood at $19.09, denoting a +1.01% move from the preceding trading day.
Cipher Digital shares jumped after ERCOT conditionally approved 3.2 GW of data center capacity, putting its AI infrastructure pivot back in the spotlight.
The hopeful view of MARA (MARA) is that it is becoming a power and data center business, not only a Bitcoin miner. Management expects its power portfolio to reach about 4.8 gigawatts once pending deals close, more than double today's capacity. For that to pay off, the deals must close and turn into AI leases, and MARA's Bitcoin must carry it until then. The Long Ridge power deal looks close to a decision. The Bitcoin cushion is holding, but much of it is now pledged against loans.
Wall Street analysts are turning more bullish on AI infrastructure names after the summer selloff, with IREN and Cipher Digital receiving higher price targets tied to contract growth, power availability…
The target implies 219% upside from Cipher’s latest price. Morgan Stanley did not disclose revised estimates, valuation assumptions or a new rationale for the increase.
Wells Fargo calls Cipher Digital a high-risk, high-reward investment.
Cipher Digital (CIFR) stock fell 36.2% over the past three months. Over twelve months it is still up 54.1%, against 15.5% for the S&P 500. The company is moving from bitcoin mining to leasing data centers to hyperscale tenants. In past market shocks, the stock fell hard and bounced back fast.
Cipher Digital Inc. recently began developing lateral pipelines at multiple sites to link directly into nearby natural gas supplies, enabling up to 2.5 gigawatts of on-site power generation to support bring-your-own-generation capacity for industrial-scale data centers focused on high-performance computing workloads. This move to secure dedicated natural gas-fed power underscores how critical reliable, controllable energy access has become for scaling AI-ready data center leasing in...
The bank assigned Cipher a $25 target as investors weigh its contracted AI/HPC backlog against conditional interconnection prospects across 3.2 GW of Texas projects.
The Clarity Act has a narrowing window to pass. Senate Democrats remain committed to passing the crypto bill as SEC, CFTC push rules.
Applied Digital and TeraWulf are bouncing hard on zero company news, and that round trip reveals a structural tension in how the market prices contracted AI capacity against pure sentiment flows.
Cipher Digital (CIFR) just hit investors with a sharp sentiment shift. Analysts now expect a very large year over year earnings decline, along with a 47.02% revenue drop to about US$38 million. At a share price of US$16.72, Cipher Digital has seen momentum cool, with the share price falling 9.62% over the past month and 42.70% over the past quarter, even though the 1 year total shareholder return of 35.06% and a very large 3 year total shareholder return signal that longer term holders have...
Cipher Digital surged today on clarification of its Batch Zero classifications, which includes 1,100 MW of base load and 2,100 MW of studied load. We also dive into how the…
Bitcoin and crypto stocks fell Wednesday as Fed rate news, Clarity Act failure sour week. Cipher Digital surges on Texas energy win.
Cipher Digital (NASDAQ:CIFR) shares jumped 13% Wednesday after the company secured conditional grid classifications for 3.2 gigawatts of Texas data-center capacity, though the designations stop short of authorizing power connections. The company first disclosed the 3.2-gigawatt total last...
Cipher Digital's Colchis site secured 1 GW of conditional baseload status, while Stingray received 100 MW.
IREN's AI cloud revenues surge as contracted demand grows, but heavy spending, execution risks and a premium valuation keep investors cautious.
Investors just got some encouraging news about Cipher's Texas data centers.
Shares of Cipher Mining (NASDAQ:CIFR) are up 9% to $16.42 in early Wednesday trading after the Electric Reliability Council of Texas (ERCOT) disclosed conditional grid capacity covering 3.2 gigawatts across Cipher’s Texas projects. The disclosure came through the state grid operator’s Batch Zero process rather than through a company release, which is why the move […]
The target implies 66% upside from Cipher’s latest close. Needham valued a potential Colchis lease at $15.61 per share without terminal value, despite lower-than-expected ERCOT treatment elsewhere.
In the closing of the recent trading day, Cipher Digital Inc. (CIFR) stood at $15.1, denoting a -3.45% move from the preceding trading day.
CoinShares said on Tuesday that at least 35 EH/s of computing power will leave the listed miners in the third quarter.
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