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CIFR vs HUT
Which Stock Would AI Choose? Cipher Digital (CIFR) vs. Hut 8 Corp (HUT) Stock Comparison
Key Takeaways
- Both CIFR and HUT are former Bitcoin miners pivoting toward high-performance computing (HPC) data centers that lease power and compute capacity to AI customers.
- HUT carries the larger contracted AI footprint at roughly 949 megawatts and about $26.6 billion in contract value, versus CIFR's roughly $11.4 billion in contracted revenue.
- HUT has delivered stronger trailing 12-month relative performance, while CIFR has shown more volatile near-term momentum.
- Both companies remain unprofitable on a GAAP basis and trade at premium valuations that hinge on executing large data-center projects.
- Execution risk, construction timing, and residual Bitcoin exposure are shared risk factors for both names.
Introduction
This stock comparison examines two companies that have traveled a similar path: both began as Bitcoin miners and are now repositioning themselves as suppliers of power and data-center capacity for artificial intelligence. CIFR (Cipher Digital Inc., formerly Cipher Mining) and HUT (Hut 8 Corp.) are increasingly evaluated not on cryptocurrency prices but on their ability to convert land, power access, and energy infrastructure into long-term AI hosting contracts. For traders and investors tracking the AI-infrastructure trade, comparing these two names offers a useful lens on relative performance, market positioning, and the trade-offs between contracted backlog and execution risk.
CIFR Overview and Recent Performance
Cipher Digital operates industrial-scale data centers in the United States and has been winding down its Bitcoin mining operations in favor of HPC hosting. In recent weeks, the company extended the lease at its Barber Lake facility in Texas to 20 years, lifting contracted revenue at that single site above $9 billion, while its broader contracted revenue has climbed to roughly $11.4 billion across a pipeline of about 4.4 gigawatts (GW) of potential capacity. The company has also signed a separate 15-year hosting agreement with Amazon Web Services tied to its Black Pearl project.
Despite this deal flow, CIFR shares have shown choppy near-term behavior, with the stock trading well below its 52-week high amid valuation concerns. Analysts have flagged that the company trades at a premium on a price-to-sales basis relative to peers, reflecting expectations for future HPC cash flows rather than current mining revenue. Recent quarters still show revenue concentrated in Bitcoin mining, with deeper losses than expected, underscoring that the AI pivot remains a work in progress. Sentiment has been shaped by the tension between a growing contracted backlog and the financing and construction risks that come with it.
HUT Overview and Recent Performance
Hut 8 Corp. describes itself as an energy infrastructure platform integrating power, digital infrastructure, and compute. The company has secured roughly 949 megawatts (MW) of contracted AI capacity across its Beacon Point campus in Texas and River Bend campus in Louisiana, with an aggregate base-term contract value near $26.6 billion and more than $7.5 billion in project financing. Its development pipeline has been reported at around 8.66 GW, and it recently acquired two Texas data-center sites from the bankrupt miner Poolin for $140 million.
HUT has delivered strong trailing 12-month and year-to-date gains, though its share price remains highly volatile, with a beta far above the broader market. Recent quarterly results showed revenue growth of roughly 81% year over year, but the company swung to a net loss driven in part by unrealized losses on digital assets. Wall Street coverage has been broadly constructive, with several firms initiating or reaffirming buy ratings and price targets above recent levels, while the stock continues to face scrutiny over construction timelines and persistent GAAP losses.
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Head-to-Head Comparison
Although both companies occupy the same emerging category, their market positioning differs in scale and structure. HUT commands a larger market capitalization, a broader contracted backlog, and a more diversified development pipeline spanning multiple states, which has translated into more consistent trailing momentum and wider analyst coverage. CIFR, by contrast, has concentrated its story around a smaller number of high-value sites, giving it a more leveraged profile to individual contract wins but also greater sensitivity to any single project's delays or cost overruns.
On growth drivers, both depend on converting power access into leased HPC capacity, but HUT has been further along in monetizing multiple routes across its asset base, including residual Bitcoin operations and managed infrastructure. Risk profiles also differ: CIFR faces a heavier debt and financing burden relative to its earlier-stage revenue base, while HUT contends with a high beta and recurring unrealized digital-asset losses. Sector exposure is broadly similar, tying both names to AI infrastructure demand, power availability, and Bitcoin price swings.
Tickeron AI Verdict
Based on observable factors such as trend consistency, breadth of contracted backlog, and relative positioning, Tickeron's AI would likely favor HUT at present. Its larger contracted AI capacity, more diversified pipeline, stronger trailing relative performance, and broader analyst support suggest a steadier trend profile than CIFR, whose more concentrated project base and premium valuation introduce higher variance. That said, the assessment is probabilistic rather than definitive: both stocks remain tied to execution milestones, and any change in financing conditions, construction timelines, or Bitcoin prices could shift the relative outlook quickly.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CIFR is a StrongBuy and HUT is a Buy.
CIFR | HUT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 77 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 96 Overvalued | |
PROFIT vs RISK RATING 1..100 | 92 | 68 | |
SMR RATING 1..100 | 99 | 98 | |
PRICE GROWTH RATING 1..100 | 63 | 38 | |
P/E GROWTH RATING 1..100 | 33 | 2 | |
SEASONALITY SCORE 1..100 | n/a | 42 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CIFR's Valuation (81) in the null industry is in the same range as HUT (96). This means that CIFR’s stock grew similarly to HUT’s over the last 12 months.
HUT's Profit vs Risk Rating (68) in the null industry is in the same range as CIFR (92). This means that HUT’s stock grew similarly to CIFR’s over the last 12 months.
HUT's SMR Rating (98) in the null industry is in the same range as CIFR (99). This means that HUT’s stock grew similarly to CIFR’s over the last 12 months.
HUT's Price Growth Rating (38) in the null industry is in the same range as CIFR (63). This means that HUT’s stock grew similarly to CIFR’s over the last 12 months.
HUT's P/E Growth Rating (2) in the null industry is in the same range as CIFR (33). This means that HUT’s stock grew similarly to CIFR’s over the last 12 months.
| CIFR | HUT | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 90% | 1 day ago 87% |
| Momentum ODDS (%) | 1 day ago 90% | 1 day ago 87% |
| MACD ODDS (%) | 1 day ago 90% | 1 day ago 86% |
| TrendWeek ODDS (%) | 1 day ago 86% | 1 day ago 90% |
| TrendMonth ODDS (%) | 1 day ago 88% | 1 day ago 90% |
| Advances ODDS (%) | 17 days ago 89% | 7 days ago 90% |
| Declines ODDS (%) | 8 days ago 89% | 11 days ago 88% |
| BollingerBands ODDS (%) | 1 day ago 90% | 1 day ago 89% |
| Aroon ODDS (%) | 1 day ago 90% | 1 day ago 88% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CIFR’s FA Score shows that 1 FA rating(s) are green while HUT’s FA Score has 1 green FA rating(s).
- CIFR’s FA Score: 1 green, 4 red.
- HUT’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CIFR’s TA Score shows that 3 TA indicator(s) are bullish while HUT’s TA Score has 4 bullish TA indicator(s).
- CIFR’s TA Score: 3 bullish, 6 bearish.
- HUT’s TA Score: 4 bullish, 5 bearish.
Price Growth
CIFR (@Information Technology Services) experienced а -7.99% price change this week, while HUT (@Investment Banks/Brokers) price change was +3.72% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was -0.44%. For the same industry, the average monthly price growth was -7.89%, and the average quarterly price growth was -0.30%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -2.59%. For the same industry, the average monthly price growth was -6.22%, and the average quarterly price growth was +0.17%.
Reported Earning Dates
CIFR is expected to report earnings on Nov 11, 2026.
HUT is expected to report earnings on Nov 18, 2026.
Industries' Descriptions
@Information Technology Services (-0.44% weekly)The industry, whose total market cap runs into trillions, makes hardware/software that allows data to be stored, retrieved, transmitted, and manipulated on computers. With the ever-increasing relevance of data, the information technology (IT) industry has gained momentous growth over the years, and continues to thrive on innovation. Some of the behemoths in the industry are International Business Machines Corporation, Accenture, and VMware, Inc.
@Investment Banks/Brokers (-2.59% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SHRT | 6.73 | N/A | +0.05% |
| Gotham Short Strategies ETF (SHRT) | |||
| SBND | 18.30 | 0.01 | +0.03% |
| Columbia Short Duration Bond ETF (SBND) | |||
| SPTL | 23.66 | -0.04 | -0.17% |
| State Street SPDR Portfolio Long Term Treasury ETF (SPTL) | |||
| QVOL | 103.02 | -0.28 | -0.27% |
| Infrastructure Capital Nasdaq Option Income ETF (QVOL) | |||
| FLBR | 26.37 | -0.38 | -1.42% |
| Franklin FTSE Brazil ETF (FLBR) | |||
CIFR and
Correlation & Price change
A.I.dvisor indicates that over the last year, CIFR has been closely correlated with IREN. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if CIFR jumps, then IREN could also see price increases.
| Ticker / NAME | Correlation To CIFR | 1D Price Change % | ||
|---|---|---|---|---|
| CIFR | 100% | -6.06% | ||
| IREN - CIFR | 80% Closely correlated | -6.27% | ||
| HUT - CIFR | 80% Closely correlated | -3.17% | ||
| KEEL - CIFR | 78% Closely correlated | -4.03% | ||
| RIOT - CIFR | 78% Closely correlated | -2.06% | ||
| HIVE - CIFR | 73% Closely correlated | -5.17% | ||
More | ||||