Cipher Mining (CIFR) Valuation Check As New AI And AWS Deals Redefine Its Business Model

Simply Wall St.01-31 08:45

Cipher Mining (CIFR) has expanded its involvement in AI and cloud infrastructure with the acquisition of a 200 megawatt data center in Ohio and a 300 megawatt capacity agreement with Amazon Web ...

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See our latest analysis for Cipher Mining. The flurry of AI related announcements has come alongside sharp share price swings, with a 1 day share price return of 9.83% decline, a 30 day share price return of 8.13% gain, and a 1 year total shareholder return of 178.53%. Momentum has been volatile, but long term holders have seen very strong gains. If Cipher Mining’s AI pivot has caught your eye, it may be worth widening the lens to other high growth tech and AI stocks that are building the infrastructure behind this trend. With Cipher Mining trading at US$15.96 against an average analyst price target of US$27.32, the stock appears to be at a steep discount on paper. This raises the question of whether this is genuine mispricing or whether the market is already factoring in aggressive AI growth. AdvertisementMost Popular Narrative: 40.2% Undervalued With Cipher Mining last trading at $15.96 against a most followed fair value estimate of $26.68, the prevailing narrative suggests a sizeable valuation gap tied to AI and high performance computing build outs.  Industry-wide demand for large-scale, flexible, and energy-rich data center sites, driven by accelerating institutional and mainstream adoption of digital assets and AI, aligns with Cipher's strategy to develop infrastructure that can quickly pivot between Bitcoin mining and high-performance computing (HPC), creating upside potential for both revenue diversification and earnings stability.  Read the complete narrative. Curious what sits behind that confidence in future earnings power, revenue mix and profit margins. The narrative leans on bold growth assumptions and a rich future earnings multiple. Want to see which numbers need to line up for that to hold. Result: Fair Value of $26.68 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still meaningful risk if Bitcoin cycles weaken for an extended period, or if the large AWS lease and new data center build outs underperform expectations. Find out about the key risks to this Cipher Mining narrative. Another View: Pricing In The Hype The fair value narrative points to Cipher Mining being undervalued, but the simple revenue multiple paints a very different picture. On a P/S of 30.5x versus a US Software average of 4.4x, a peer average of 17.6x, and a fair ratio of 7.7x, investors are paying a rich premium if sentiment cools. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:CIFR P/S Ratio as at Jan 2026 Build Your Own Cipher Mining Narrative If you are not convinced by these viewpoints or prefer to rely on your own analysis, you can stress test the numbers yourself and build a fresh story in just a few minutes, starting with Do it your way. A great starting point for your Cipher Mining research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision. Ready for more investment ideas? If Cipher Mining is only one piece of your watchlist, do yourself a favor and scan for other opportunities that fit your style before the market moves on.  Spot potential high growth names early by checking out these 3531 penny stocks with strong financials that already have financial strength on their side. Zero in on the AI theme with these 25 AI penny stocks that are trying to turn artificial intelligence into real, measurable business results. Hunt for mispriced opportunities by focusing on these 868 undervalued stocks based on cash flows where prices and underlying cash flows are not fully aligned.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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