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CIFR vs WULF
Which Stock Would AI Choose? Cipher Mining (CIFR) vs. TeraWulf (WULF) Stock Comparison
Key Takeaways
- Both CIFR and WULF are transitioning from Bitcoin mining into high-performance computing (HPC) data center leasing for AI customers.
- CIFR has signed roughly $11.4 billion in contracted revenue across three hyperscaler campus leases, with most capacity still in the construction or pipeline stage.
- WULF carries a contracted revenue book exceeding $27 billion across Anthropic, Fluidstack, and Core42, with HPC leasing already generating around 71% of its revenue.
- Recent market activity has favored WULF, which has outperformed on momentum and monetization progress, while CIFR has faced financing-related volatility.
- Both names carry execution, leverage, and customer-concentration risks, making their relative performance sensitive to interest rates and project timelines.
Introduction
This stock comparison examines two of the most closely watched "power landlords of AI" — CIFR (Cipher Mining, operating as Cipher Digital) and WULF (TeraWulf). Both began as Bitcoin miners and are now converting their energy infrastructure into long-term data center leases for artificial intelligence and cloud tenants. Investors and traders evaluating this pair are typically focused on the transition from volatile crypto revenue to contracted, recurring infrastructure income. Because the two companies sit in the same sector and often trade in tandem, understanding their relative performance, financing profiles, and execution timelines is essential for assessing market positioning rather than simply following the broader AI-infrastructure theme.
CIFR Overview and Recent Performance
CIFR is a vertically integrated developer and operator of HPC (high-performance computing) infrastructure that has spent the recent period accelerating its exit from Bitcoin mining. The company has signed three long-term data center campus leases with investment-grade hyperscalers, including a 15-year agreement tied to Amazon Web Services at its Black Pearl site, and has reported roughly $11.4 billion in contracted revenue alongside about 4.4 gigawatts (GW) of pipeline capacity.
Despite this momentum, CIFR stock has been pressured in recent months. A weaker quarterly result, a large zero-coupon convertible note offering, and broader rate-driven selling in capital-intensive data center names contributed to a pullback. Sentiment has been shaped by both positive developments — such as a favorable conditional classification of Texas grid capacity by ERCOT — and concerns about heavy leverage and the fact that most of its revenue remains weighted toward future contracted cash flows rather than current earnings. This mix of a large opportunity set and substantial execution risk defines its recent market positioning.
WULF Overview and Recent Performance
WULF (TeraWulf) is an energy infrastructure operator that is further along in monetizing its HPC pivot. Its flagship Lake Mariner campus in New York is already generating lease revenue from tenants including Core42 and Google-backed Fluidstack, and high-performance computing revenue has grown to roughly 71% of total sales. A landmark 20-year, roughly $19 billion lease with Anthropic at its Kentucky campus pushed its contracted revenue book above $27 billion.
Recent performance has reflected stronger relative momentum, with the stock outperforming many peers and drawing bullish analyst coverage tied to its recurring-revenue model. At the same time, WULF faces meaningful headwinds: large non-cash warrant adjustments have widened reported losses, capital spending is rising, and profitability is not expected until later in the decade. Investors are weighing its faster revenue conversion against customer concentration and the cost of a multi-year buildout.
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Head-to-Head Comparison
The core contrast between these two stocks is speed of monetization versus scale of ambition. WULF is already converting a majority of its revenue into contracted HPC leasing, giving it a more visible near-term cash-flow narrative, but its order book is concentrated among a small number of large tenants. CIFR holds a larger, more diversified pipeline of campus sites and tenants, yet most of that value sits in future projects that depend on construction, financing, and grid-interconnection approvals.
On growth drivers, both companies benefit from the same AI-driven demand for power and data center capacity. On risk, CIFR has drawn attention for its rising leverage and recent convertible issuance, while WULF has seen reported losses inflated by non-cash warrant revaluations. In terms of market sentiment and relative performance, WULF has shown stronger recent momentum and year-to-date positioning, whereas CIFR has traded more defensively amid financing concerns. Both remain highly sensitive to interest rates, which affect the present value of future lease income.
Tickeron AI Verdict
Based on observable trend consistency, monetization progress, and relative positioning, Tickeron's AI would likely favor WULF in the current environment. The company's earlier and more advanced conversion of revenue into contracted HPC leasing, its stronger recent momentum, and its larger signed order book offer a comparatively clearer near-term catalyst profile. This does not imply a definitive outcome: CIFR presents a broader longer-term pipeline that could outperform if execution and financing proceed smoothly. The assessment reflects probabilistic weighting of trend consistency and stability rather than a guaranteed result, and conditions can shift quickly as project timelines and capital-market dynamics evolve.
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 Hold and WULF is a Hold.
CIFR in downward trend: price dove below 50-day moving average on September 24, 2026
CIFR moved below its 50-day moving average on September 24, 2026 date and that indicates a change from an upward trend to a downward trend. In 43 of 46 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are 90%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on September 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CIFR as a result. In 78 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 87%.
The Moving Average Convergence Divergence Histogram (MACD) for CIFR turned negative on September 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 55 similar instances when the indicator turned negative. In 48 of the 55 cases the stock turned lower in the days that followed. This puts the odds of success at 87%.
The 50-day moving average for CIFR moved below the 200-day moving average on September 18, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CIFR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 89%.
The Aroon Indicator for CIFR entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator shows that the ticker has stayed in the oversold zone for 10 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an Uptrend is expected.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 16 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
CIFR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 6 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 8 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 54 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.863) is normal, around the industry mean (2.669). P/E Ratio (-2.776) is within average values for comparable stocks, (16.523). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (2.284). Dividend Yield (0.000) settles around the average of (0.112) among similar stocks. P/S Ratio (35.088) is also within normal values, averaging (139.965).
The Tickeron Price Growth Rating for this company is 94 (best 1 - 100 worst), indicating slightly worse than average price growth. CIFR’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 99 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CIFR’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock worse than average.
WULF sees MACD Histogram crosses below signal line
WULF saw its Moving Average Convergence Divergence Histogram (MACD) turn negative on September 29, 2026. This is a bearish signal that suggests the stock could decline going forward. Tickeron's A.I.dvisor looked at 51 instances where the indicator turned negative. In 46 of the 51 cases the stock moved lower in the days that followed. This puts the odds of a downward move at 90%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on September 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on WULF as a result. In 71 of 82 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 87%.
WULF moved below its 50-day moving average on September 23, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where WULF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 89%.
The Aroon Indicator for WULF entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where WULF's RSI Oscillator exited the oversold zone, 18 of 24 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 75%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 58 of 67 cases where WULF's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 87%.
Following a +4.66% 3-day Advance, the price is estimated to grow further. Considering data from situations where WULF advanced for three days, in 248 of 269 cases, the price rose further within the following month. The odds of a continued upward trend are 90%.
WULF may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 13 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 83 (best 1 - 100 worst), indicating slightly worse than average price growth. WULF’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: WULF's P/B Ratio (38.350) is very high in comparison to the industry average of (3.532). P/E Ratio (-2.538) is within average values for comparable stocks, (8.846). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (0.809). Dividend Yield (0.000) settles around the average of (7.708) among similar stocks. P/S Ratio (40.323) is also within normal values, averaging (16.763).
The Tickeron SMR rating for this company is 100 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. WULF’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock worse than average.
CIFR | WULF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 52 | 61 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 54 Fair valued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 99 | 100 | |
PRICE GROWTH RATING 1..100 | 94 | 83 | |
P/E GROWTH RATING 1..100 | 8 | 13 | |
SEASONALITY SCORE 1..100 | 6 | 50 |
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 (54) in the null industry is somewhat better than the same rating for WULF (95). This means that CIFR’s stock grew somewhat faster than WULF’s over the last 12 months.
CIFR's Profit vs Risk Rating (100) in the null industry is in the same range as WULF (100). This means that CIFR’s stock grew similarly to WULF’s over the last 12 months.
CIFR's SMR Rating (99) in the null industry is in the same range as WULF (100). This means that CIFR’s stock grew similarly to WULF’s over the last 12 months.
WULF's Price Growth Rating (83) in the null industry is in the same range as CIFR (94). This means that WULF’s stock grew similarly to CIFR’s over the last 12 months.
CIFR's P/E Growth Rating (8) in the null industry is in the same range as WULF (13). This means that CIFR’s stock grew similarly to WULF’s over the last 12 months.
| CIFR | WULF | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | 2 days ago 75% |
| Stochastic ODDS (%) | 2 days ago 83% | 2 days ago 87% |
| Momentum ODDS (%) | 2 days ago 87% | 2 days ago 87% |
| MACD ODDS (%) | 2 days ago 87% | 2 days ago 90% |
| TrendWeek ODDS (%) | 2 days ago 86% | 2 days ago 90% |
| TrendMonth ODDS (%) | 2 days ago 88% | 2 days ago 90% |
| Advances ODDS (%) | N/A | 22 days ago 90% |
| Declines ODDS (%) | 4 days ago 89% | 10 days ago 89% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 90% | 2 days ago 90% |
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 WULF’s FA Score has 1 green FA rating(s).
- CIFR’s FA Score: 1 green, 4 red.
- WULF’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 WULF’s TA Score has 4 bullish TA indicator(s).
- CIFR’s TA Score: 3 bullish, 6 bearish.
- WULF’s TA Score: 4 bullish, 5 bearish.
Price Growth
CIFR (@Information Technology Services) experienced а -17.13% price change this week, while WULF (@Investment Banks/Brokers) price change was -10.30% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was +0.79%. For the same industry, the average monthly price growth was -4.83%, and the average quarterly price growth was -7.63%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -3.04%. For the same industry, the average monthly price growth was -16.45%, and the average quarterly price growth was -16.40%.
Reported Earning Dates
CIFR is expected to report earnings on Nov 02, 2026.
WULF is expected to report earnings on Nov 06, 2026.
Industries' Descriptions
@Information Technology Services (+0.79% 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 (-3.04% 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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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% | -8.87% | ||
| IREN - CIFR | 80% Closely correlated | -8.37% | ||
| HUT - CIFR | 80% Closely correlated | -10.63% | ||
| KEEL - CIFR | 78% Closely correlated | -6.67% | ||
| RIOT - CIFR | 78% Closely correlated | -8.06% | ||
| APLD - CIFR | 73% Closely correlated | -9.01% | ||
More | ||||
WULF and
Correlation & Price change
A.I.dvisor indicates that over the last year, WULF has been closely correlated with HUT. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if WULF jumps, then HUT could also see price increases.
| Ticker / NAME | Correlation To WULF | 1D Price Change % | ||
|---|---|---|---|---|
| WULF | 100% | -11.29% | ||
| HUT - WULF | 76% Closely correlated | -10.63% | ||
| CLSK - WULF | 74% Closely correlated | -6.86% | ||
| CIFR - WULF | 72% Closely correlated | -8.87% | ||
| IREN - WULF | 71% Closely correlated | -8.37% | ||
| RIOT - WULF | 71% Closely correlated | -8.06% | ||
More | ||||
| 1 Day | |||
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