38,790 Shares in Cipher Mining Inc. $CIFR Acquired by GSA Capital Partners LLP

GSA Capital Partners LLP bought a new stake in shares of Cipher Mining Inc. (NASDAQ:CIFR) in the 3rd quarter, Holdings Channel.com reports. The firm bought 38,790 shares of the company’s stock, valued at approximately $488,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its position in shares of Cipher Mining by 13.4% during the 3rd quarter. Vanguard Group Inc. now owns 22,814,653 shares of the company’s stock valued at $287,236,000 after acquiring an additional 2,699,717 shares during the period. Geode Capital Management LLC grew its holdings in Cipher Mining by 18.1% during the second quarter. Geode Capital Management LLC now owns 7,242,210 shares of the company’s stock valued at $34,621,000 after purchasing an additional 1,108,850 shares during the period. Tidal Investments LLC increased its position in Cipher Mining by 28.3% in the second quarter. Tidal Investments LLC now owns 6,984,438 shares of the company’s stock worth $33,386,000 after buying an additional 1,541,138 shares in the last quarter. Goldman Sachs Group Inc. increased its position in Cipher Mining by 52.4% in the first quarter. Goldman Sachs Group Inc. now owns 4,680,219 shares of the company’s stock worth $10,765,000 after buying an additional 1,610,073 shares in the last quarter. Finally, Millennium Management LLC bought a new position in shares of Cipher Mining in the first quarter worth about $9,316,000. Hedge funds and other institutional investors own 12.26% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Wells Fargo & Company set a $18.00 price objective on Cipher Mining in a research report on Monday, November 24th. HC Wainwright lifted their price target on shares of Cipher Mining to $30.00 and gave the company a “buy” rating in a report on Monday, November 3rd. BTIG Research reiterated a “buy” rating and issued a $25.00 price target on shares of Cipher Mining in a research report on Wednesday, November 5th. Northland Securities set a $27.50 price objective on shares of Cipher Mining in a research report on Tuesday, November 4th. Finally, Canaccord Genuity Group restated a “buy” rating and set a $27.00 target price on shares of Cipher Mining in a research note on Monday, December 15th. Fourteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Cipher Mining has a consensus rating of “Moderate Buy” and an average price target of $25.11.

Key Stories Impacting Cipher Mining

Here are the key news stories impacting Cipher Mining this week:

• Positive Sentiment: Management signaled a bold pivot to hyperscale/HPC data centers that targets long-term, lease-based revenue instead of pure crypto mining — a strategic shift investors may view as de-risking and opening enterprise customers. Cipher Mining Earnings Call Signals Bold HPC Pivot
• Positive Sentiment: Analysts/coverage highlight the company’s projection of large, recurring NOI from hyperscale leases (Seeking Alpha reports a plan for ~$669M average annualized NOI through 2036), which underpins the long-term rationale for the pivot. Cipher Digital plans $669M average annualized NOI through 2036
• Positive Sentiment: Retail/short-interest dynamics are amplifying moves — coverage notes heavy short interest and a sharp intraday rally as traders react to the pivot and headlines. This can support sharp price movements independent of fundamentals. Highly shorted stock Cipher Digital soars Tuesday – here’s why
• Neutral Sentiment: Cipher completed a non-cash transaction with Canaan: Canaan acquired Cipher’s 49% interest in several West Texas mining projects (and ~6,840 Avalon rigs) in exchange for stock; Cipher becomes a significant Canaan shareholder. This reduces Cipher’s direct mining footprint but leaves mixed near-term financial impact. Canaan Inc. Acquires Cipher Mining’s Interest
• Neutral Sentiment: Full Q4 earnings call transcript, slide deck and summaries are available for investors assessing the details of the strategic shift and timeline for hyperscale deals; these materials clarify management’s assumptions but leave execution timelines open. Cipher Mining (CIFR) Q4 2025 Earnings Transcript
• Negative Sentiment: Q4 results disappointed: EPS of ($1.92) missed consensus (~($0.12)) and revenue (~$59.7M) fell short of estimates (~$86M), with negative margins and a large sequential miss — raising near-term profitability concerns. Cipher Mining Inc. Reports Q4 Loss, Misses Revenue Estimates
• Negative Sentiment: Market write-ups flagged that while the AWS/hyperscale narrative drew attention, the earnings miss and uncertain timing/scale of hyperscale leases spurred skepticism and short-term selling pressure in some outlets. Execution risk on the new strategy remains a key downside. Cipher Digital (CIFR) Stock Drops on Earnings Miss as AWS Deal Takes Center Stage

Cipher Mining Trading Up 12.5%

Cipher Mining stock opened at $17.12 on Wednesday. The stock has a market cap of $6.76 billion, a P/E ratio of -95.11 and a beta of 2.95. The company has a debt-to-equity ratio of 1.31, a current ratio of 2.49 and a quick ratio of 2.49. Cipher Mining Inc. has a 1 year low of $1.86 and a 1 year high of $25.52. The firm’s 50 day moving average price is $16.41 and its 200-day moving average price is $15.09.

Insider Activity at Cipher Mining

In other Cipher Mining news, Director Wesley Hastie Williams sold 49,867 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $16.08, for a total transaction of $801,861.36. Following the completion of the transaction, the director owned 158,145 shares of the company’s stock, valued at $2,542,971.60. This represents a 23.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director James E. Newsome sold 21,821 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $16.03, for a total value of $349,790.63. Following the transaction, the director owned 172,492 shares of the company’s stock, valued at approximately $2,765,046.76. The trade was a 11.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 142,825 shares of company stock valued at $2,319,720. Corporate insiders own 2.63% of the company’s stock.

Cipher Mining Profile

Cipher Mining Inc is a Nasdaq-listed bitcoin mining company that develops, owns and operates large-scale mining facilities across the United States. The company focuses on deploying advanced ASIC hardware and securing long-term low-cost power contracts to optimize bitcoin production. By strategically locating its sites in regions with abundant energy supply, Cipher Mining seeks to maintain a competitive cost structure and deliver efficient hashrate capacity growth.

Founded in 2021 and headquartered in Austin, Texas, Cipher Mining has pursued an integrated approach encompassing site development, equipment procurement and operations management.