Cipher Mining (CIFR): Rosenblatt Applauds Pivot to AI Infrastructure Amidst Crypto Worst-Case Scenario

3 days ago 2

Maham Fatima

Sun, December 28, 2025 astatine 11:46 AM CST 2 min read

Cipher Mining Inc. (NASDAQ:CIFR) is 1 of the most progressive US stocks to bargain according to analysts. On December 19, Rosenblatt lowered the firm’s terms people connected Cipher Mining to $25 from $33, portion maintaining a Buy standing connected the shares. 2025 has been a hard twelvemonth for Bitcoin miners, arsenic precocious web trouble collided with a crisp downturn successful BTC prices to make a worst-case script for profitability. The steadfast besides noted that pure-play miners that are solely focused connected crypto look important fiscal strain, but the interaction is little terrible for companies that person diversified into HPC.

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Earlier connected November 24, JPMorgan upgraded Cipher Mining to Overweight from Neutral with a terms people of $18, up from $12. The steadfast believes that Cipher Mining is exceptionally well-positioned to unafraid further HPC contracts crossed its different approved sites, which could service arsenic a important catalyst for medium-term growth.

Rosenblatt Applauds Pivot to AI Infrastructure Amidst Crypto Worst-Case Scenario

In Q3 2025, Cipher Mining highlighted a strategical pivot from accepted Bitcoin mining to HPC and AI infrastructure. Total gross surged 65% quarter-over-quarter to $72 million, driven by the mining of 629 Bitcoin and the enlargement of the Black Pearl facility. While the institution recorded a GAAP nett nonaccomplishment of $0.01 per share, its non-GAAP adjusted net climbed to $0.10 per share. The company’s fiscal presumption was dramatically supported by a $1.3 cardinal convertible enactment offering owed 2031, which accrued its currency and equivalents to ~$1.2 cardinal by the extremity of the quarter.

Cipher Mining Inc. (NASDAQ:CIFR), unneurotic with its subsidiaries, develops and operates industrial-scale information centers successful the US.

While we admit the imaginable of CIFR arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.