WhiteFiber (NASDAQ:WYFI) Trading Up 8.1% After Strong Earnings

Key Points

• WhiteFiber shares rose 8.1% after the company reported quarterly revenue of $28.84 million and an adjusted loss of $0.39 per share, narrowly beating the $0.40 consensus loss estimate.
• The company’s growth outlook was supported by customer deployments beginning at its NC-1 facility and a partnership with Krambu to bring 100 megawatts of GPU infrastructure capacity to market starting in 2027.
• Despite generally positive analyst sentiment and a “Moderate Buy” consensus, WhiteFiber remains unprofitable, with a 45.24% negative net margin and ongoing infrastructure costs posing risks.

WhiteFiber, Inc. (NASDAQ:WYFI - Get Free Report) rose 8.1% on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $32.36 and last traded at $30.89. 762,430 shares changed hands during trading, a decline of 51% from the average session volume of 1,567,455 shares. The stock had previously closed at $28.58.

The company reported ($0.39) EPS for the quarter, topping the consensus estimate of ($0.40) by $0.01. WhiteFiber had a negative net margin of 45.24% and a negative return on equity of 9.40%. The firm had revenue of $28.84 million for the quarter.

More WhiteFiber News

Here are the key news stories impacting WhiteFiber this week:

• Positive Sentiment: Q2 revenue exceeded expectations: WhiteFiber reported $28.84 million in second-quarter revenue and an adjusted loss of $0.39 per share, narrowly beating the consensus loss estimate of $0.40. The results appear to have reassured investors that demand for its AI infrastructure and high-performance computing services is expanding. WhiteFiber, Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Customer deployment is beginning at NC-1: Management said the facility has moved from construction into active customer deployment, an important milestone that could lead to increased utilization and revenue generation.
• Positive Sentiment: 100-megawatt GPU capacity agreement: WhiteFiber partnered with Krambu to become the exclusive operator of high-density, liquid-cooled GPU infrastructure capacity scheduled to come to market beginning in 2027. The agreement expands the company’s pipeline for enterprise AI and AI-lab customers. WhiteFiber and Krambu Partnership
• Positive Sentiment: Analyst support remains strong: BTIG Research reaffirmed its Buy rating and set a $50 price target, signaling substantial potential upside from recent trading levels. BTIG WhiteFiber Rating
• Neutral Sentiment: The company remains unprofitable, with a negative net margin of 45.24% and analysts expecting a full-year loss. Investors will likely focus on whether new capacity and customer deployments can improve operating leverage.
• Negative Sentiment: WhiteFiber’s quarterly loss, negative return on equity and ongoing infrastructure-related expenses remain risks, particularly because much of the announced GPU capacity will not become available until 2027.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on WYFI shares. Needham & Company LLC reiterated a "buy" rating on shares of WhiteFiber in a research note on Thursday. B. Riley Financial reaffirmed a "buy" rating on shares of WhiteFiber in a report on Monday, May 18th. Weiss Ratings reissued a "sell (d)" rating on shares of WhiteFiber in a report on Wednesday, June 24th. Barclays upped their price objective on shares of WhiteFiber from $27.00 to $29.00 and gave the company an "equal weight" rating in a research note on Tuesday, July 21st. Finally, BTIG Research reissued a "buy" rating and issued a $50.00 price target on shares of WhiteFiber in a research note on Wednesday. Eleven research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $35.58.

Hedge Funds Weigh In On WhiteFiber

A number of institutional investors have recently added to or reduced their stakes in WYFI. Strs Ohio acquired a new position in shares of WhiteFiber in the fourth quarter worth about $30,000. Royal Bank of Canada grew its position in shares of WhiteFiber by 108.2% during the 4th quarter. Royal Bank of Canada now owns 2,394 shares of the company's stock valued at $37,000 after buying an additional 1,244 shares during the last quarter. Police & Firemen s Retirement System of New Jersey acquired a new stake in shares of WhiteFiber during the 4th quarter worth approximately $44,000. Zurcher Kantonalbank Zurich Cantonalbank bought a new stake in WhiteFiber in the fourth quarter valued at $55,000. Finally, MetLife Investment Management LLC acquired a new position in WhiteFiber during the 4th quarter valued at about $106,000.

WhiteFiber Price Performance

The firm has a market capitalization of $1.18 billion and a P/E ratio of -20.98. The company has a debt-to-equity ratio of 0.63, a quick ratio of 2.77 and a current ratio of 2.77. The business has a fifty day moving average of $30.14 and a 200-day moving average of $22.83.

About WhiteFiber

We believe we are a leading provider of artificial intelligence (“AI”) infrastructure solutions. We own high-performance computing (“HPC”) data centers and provide cloud-based HPC graphics processing units (“GPU”) services, which we term cloud services, for customers such as AI application and machine learning (“ML”) developers (the “HPC Business”). Our Tier-3 data centers provide hosting and colocation services. Our cloud services support generative AI workstreams, especially training and inference.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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