Cipher Mining Inc., a technology company, operates in the bitcoin mining ecosystem in the United States.
$6.55+17.93%
报价 2026-11-06
市值
$2.99B
EV
$7.95B
PE (TTM)
–
预期 PE (FY2026)
–
52 周区间距高点 -77.6%
$5.55$29.18
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07不在筛选范围：crypto_asset
电话会信号
辅助标签Q3 20262026-11-02
扩产需求加速AI 词频高供不应求融资需求
指引 无
信心 5
分析师 3
“We are in early but active commercial discussions for approximately 1 GW of data center leases powered by on-site generation.”
原文引用（4）
- 扩产：we began developing lateral pipelines capable of supporting up to 2.5 GW of generation.
- 需求加速：Today, tenant demand across our pipeline has never been stronger.
- 供不应求：There just are not enough turbines and reciprocating engines in the world.
- 融资需求：we issued $850 million of 0% convertible senior notes due 2032, a conversion price of $15.31.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
L2 2026-05-21全文 ↓尚未生成 L3 估值，没有三情景目标价。去生成估值 →
基本面判断
›核心矛盾
TTM 指标因挖矿业务萎缩及转型期巨额非现金支出完全失真
›适用性
PE/EV/EBITDA 为负,仅 P/S 可作参考但受低基数扭曲
历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| CIFRCipher Mining Inc. | $2.99B | +17.9% | -28.9% | -172.4% | – | – | – | |
| FRHCFreedom Holding Corp. | $11.41B | +0.9% | +15.5% | 51.3% | 72.7x | 16.3x | – | |
| BMNRBitmine Immersion Technologies, Inc. | $10.69B | -1.3% | +251.0% | 87.7% | – | – | – | 高增长 |
| SSBSouthState Corporation | $10.07B | +0.0% | +2.9% | 68.4% | 11.4x | 8.4x | 65.1x | |
| MORNMorningstar, Inc. | $9.06B | -1.2% | +10.1% | 64.2% | 21.2x | 12.1x | 18.4x | GARP |
| JEFJefferies Financial Group Inc. | $8.96B | -2.5% | +17.3% | 94% | 13.2x | 21.1x | 2.3x | GARP |
| XPXP Inc. | $7.83B | +2.4% | +4.1% | 66.4% | 7.4x | 18.9x | 1.8x | Cheap |
| RIOTRiot Platforms, Inc. | $6.27B | +13.2% | +3.8% | 22.8% | – | – | – | |
| WULFTeraWulf Inc. | $5.67B | +12.8% | +44.3% | 67% | – | – | – | 高增长 |
| 同行中位数 | – | – | +12.8% | 66.7% | 13.2x | 16.3x | 10.3x |
研究全文
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-23 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $26.7M | $24.8M | $34.8M | $59.7M | $71.7M | $43.6M | $49M | $42.2M |
| Gross Margin | -172.4% | -131.1% | -105.9% | 1.2% | 42.6% | 28.9% | 40.4% | 17.3% |
| Operating Margin | -271.1% | -292.5% | -139.6% | -383.4% | -52.5% | -103.9% | -77.8% | 40.5% |
| Net Income | $31.6M | $-267.5M | $-114.3M | $-734.2M | $-3.3M | $-45.8M | $-39M | $17.5M |
| Diluted EPS | -0.22 | -0.65 | -0.28 | -1.93 | -0.01 | -0.12 | -0.11 | 0.05 |
| Operating Cash Flow | $-131.2M | $-243.5M | – | $-54.4M | $-50.1M | $-56.2M | $-47.2M | $-29M |
研究材料
Filing 摘要