WhiteFiber (NASDAQ:WYFI) Shares Up 8.1% Following Better-Than-Expected Earnings

WhiteFiber, Inc. (NASDAQ:WYFI) shot up 8.1% on Thursday following a stronger than expected earnings report. The company traded as high as $32.36 and last traded at $30.89. Approximately 762,430 shares changed hands during trading, a decline of 51% from the average daily volume of 1,567,455 shares. The stock had previously closed at $28.58.

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

WYFI has been the topic of several research analyst reports. Barclays lifted their target price on WhiteFiber from $27.00 to $29.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 21st. B. Riley Financial reissued a “buy” rating on shares of WhiteFiber in a research note on Monday, May 18th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of WhiteFiber in a research report on Wednesday, June 24th. Needham & Company LLC reaffirmed a “buy” rating on shares of WhiteFiber in a report on Thursday. Finally, BTIG Research reaffirmed a “buy” rating and set a $50.00 price objective on shares of WhiteFiber in a research report on Wednesday. Eleven equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, WhiteFiber has a consensus rating of “Moderate Buy” and an average price target of $35.58.

Institutional Investors Weigh In On WhiteFiber

A number of hedge funds and other institutional investors have recently bought and sold shares of WYFI. Strs Ohio bought a new position in shares of WhiteFiber in the fourth quarter worth about $30,000. Royal Bank of Canada boosted its holdings in WhiteFiber by 108.2% in the fourth quarter. Royal Bank of Canada now owns 2,394 shares of the company’s stock valued at $37,000 after acquiring an additional 1,244 shares during the last quarter. Police & Firemen s Retirement System of New Jersey bought a new position in WhiteFiber in the fourth quarter valued at about $44,000. Zurcher Kantonalbank Zurich Cantonalbank acquired a new stake in WhiteFiber in the fourth quarter worth about $55,000. Finally, MetLife Investment Management LLC acquired a new stake in WhiteFiber in the fourth quarter worth about $106,000.

WhiteFiber Price Performance

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

WhiteFiber Company Profile

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.