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CIFR · NASDAQ · STOCK

Cipher Mining Inc.

Financial Services Updated August 11, 2026
$17.20
52W $4.67 – $30.14
51/100
$7.04B
-6.0
3.22
AI Committee Verdict
Watch
51/100
Conviction: Contested · 33% agreement · 6 analysts
Contested

Is CIFR Bullish or Bearish?

Mixed. Innellis AI committee rates Cipher Mining Inc. (CIFR) Watch with a composite score of 51/100 , based on 6 analysts with 33% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +9.00 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.00 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — price-to-book of 7.2x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 3.19 means this name should amplify a favorable market regime — Macro
Bear Case
  • Price-to-book of 7.2x prices in significant intangible value — Value
  • ROE of only -156.3% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 3.42 adds balance-sheet risk to the value case — Value
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 3.42) amplifies downside in a stress scenario — Risk
  • Bollinger bandwidth of 55.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
51/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 97%
of 209 Financial Services peers
Value Analyst bearish
32 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− Price-to-book of 7.2x prices in significant intangible value
Growth Analyst bullish
65 / 100 · Low confidence
Strong, accelerating growth with consistent execution
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 3.42) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
51 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
− News sentiment is negative (-0.20 across 42 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
38.3
Neutral
MACD Histogram
-0.486
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$13.10
Resistance
$19.70
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$18.77 Below
EMA 21
$20.22 Below
EMA 50
$21.14 Below
EMA 200
$18.10 Below

Fundamental Analysis

Valuation
67
Profitability
0
Financial Health
100
Cash Flow
15
Valuation
P/E Ratio -6.0×
P/B Ratio 12.54×
PEG Ratio 0.00
Dividend Yield 0.00%
52W High $30.14
52W Low $4.67
Quality & Growth
ROE -10207.4%
ROA -1915.8%
Gross Margin -1998.7%
Operating Margin -16489.1%
Revenue Growth YoY
Debt / Equity 0.25
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -6.0 (inexpensive relative to a 15-40x range); Price-to-book of 12.5x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -102.1%; Return on assets of -19.2%; Net margin of -585.8%; Gross margin of -20.0%; Current ratio of 3.00 (healthy short-term liquidity); Debt-to-equity of 0.25; Free cash flow per share is negative (-3.65); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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