Strong Analyst Support and Funding Boost Cipher Mining Inc. (CIFR)’s Outlook

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Strong Analyst Support and Funding Boost Cipher Mining Inc. (CIFR)’s Outlook

Neha Gupta

Thu, February 19, 2026 at 5:43 PM GMT+9 2 min read

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Cipher Mining Inc. (NASDAQ:CIFR) is one of the best stocks to buy and hold for the next 6 months. On February 9, Morgan Stanley initiated coverage of Cipher Mining Inc. (NASDAQ:CIFR) with an Overweight rating and a $38 price target.

Strong Analyst Support and Funding Boost Cipher Mining Inc. (CIFR)’s Outlook

According to the investment bank, Cipher Mining is one of the Bitcoin mining companies well-positioned to benefit from a pivot to data centers. The investment bank expects Bitcoin companies with established data centers to naturally attract infrastructure investors who value long-term, stable cash flows. Consequently, Morgan Stanley compares Cipher Mining’s business model to data center REITs that trade at 20X EV/FY1 EBITDA.

Meanwhile, on February 4, the company’s wholly owned subsidiary, Black Perl Compute LLC, completed a $2 billion 6.125% senior secured note due 2031. The unit is to use net proceeds from the offering to finance the construction costs of the Black Pearl Facility, a high-performance computing data center in Texas. It will also use $232.5 million to reimburse Cipher Mining for its prior equity contribution.

Cipher Mining Inc. (NASDAQ:CIFR) constructs and operates industrial-scale data centers in the U.S. for Bitcoin mining, while rapidly pivoting to become a major developer of high-performance computing (HPC) infrastructure for Artificial Intelligence (AI). The company, which is pivoting to hybrid operations, generates revenue from mining and long-term hosting deals.

While we acknowledge the potential of CIFR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 11 Best High Return Penny Stocks to Buy Right Now and 10 High-Growth Low PE Stocks to Buy Now.

Disclosure: None. This article is originally published at Insider Monkey.

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