WhiteFiber (NASDAQ:WYFI) Shares Down 4% Following Analyst Downgrade

WhiteFiber, Inc. (NASDAQ:WYFI) shares were down 4% during trading on Wednesday after B. Riley lowered their price target on the stock from $44.00 to $40.00. B. Riley currently has a buy rating on the stock. WhiteFiber traded as low as $16.82 and last traded at $16.91. Approximately 97,607 shares were traded during trading, a decline of 92% from the average daily volume of 1,218,949 shares. The stock had previously closed at $17.62.

A number of other equities analysts also recently issued reports on WYFI. Craig Hallum began coverage on WhiteFiber in a research report on Tuesday, September 2nd. They set a “buy” rating and a $25.00 price objective for the company. Zacks Research upgraded shares of WhiteFiber to a “hold” rating in a report on Wednesday, September 3rd. Needham & Company LLC dropped their price target on shares of WhiteFiber from $45.00 to $38.00 and set a “buy” rating on the stock in a research report on Friday, November 14th. Roth Capital reduced their price objective on shares of WhiteFiber from $42.00 to $37.00 and set a “buy” rating on the stock in a research note on Friday, November 14th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of WhiteFiber in a research note on Monday. Nine investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $36.30.

WhiteFiber News Roundup

Here are the key news stories impacting WhiteFiber this week:

• Positive Sentiment: HC Wainwright reaffirmed a “Buy” and materially raised earnings estimates and the price target — the firm lifted Q4‑2025, FY2025 and FY2026 EPS forecasts (for example, Q4 now pegged at ($0.10)) and maintains a $34 target, which supports upside vs. the current share price. HC Wainwright Reaffirms Buy Rating for WhiteFiber (NASDAQ:WYFI)
• Positive Sentiment: Deal validation: coverage cites WhiteFiber’s colocation agreement with Nscale (a 10‑year AI data center deal) as proof of demand for WYFI’s fast‑deploy model — this commercial traction is a tangible growth catalyst that analysts point to when lifting forecasts. WhiteFiber (WYFI): Valuation Check After 10-Year AI Data Center Deal With Nscale Global Holdings
• Positive Sentiment: Unusual call buying — multiple reports show a spike in call‑option volume (roughly ~2,800 calls on one day), signaling speculative bullish positioning and short‑term upside interest from options traders. This can amplify intraday moves if sentiment shifts. Investors Purchase Large Volume of WhiteFiber Call Options (NASDAQ:WYFI)
• Neutral Sentiment: Market commentary and surveys comparing WhiteFiber vs. peers are circulating but offer mixed signals — useful for relative valuation context but not immediate drivers of price by themselves. Financial Survey: WhiteFiber (NASDAQ:WYFI) & Bullish (NYSE:BLSH)
• Neutral Sentiment: Additional coverage pieces repeated the HC Wainwright call and the Nscale news, reinforcing visibility but largely echoing the same catalysts already priced in by analysts. H.C. Wainwright Reaffirms Buy on WhiteFiber (WYFI) Following Nscale Agreement
• Negative Sentiment: Recent financials remain a headwind — WhiteFiber missed Q3 estimates (reported a loss and slightly missed revenue), so the company still needs to prove sustained margin and revenue improvement to justify a much higher valuation. No link
• Negative Sentiment: Technical/volume pressure: shares are trading well below the 50‑day moving average (~$23.57) with daily trading volume below its longer‑run average, which can magnify downside when sentiment turns cautious. No link

Institutional Trading of WhiteFiber

Several hedge funds have recently modified their holdings of WYFI. Monashee Investment Management LLC bought a new position in WhiteFiber during the third quarter worth $9,645,000. Marshall Wace LLP bought a new stake in WhiteFiber in the third quarter valued at $9,105,000. Wasatch Advisors LP acquired a new position in shares of WhiteFiber during the third quarter valued at about $8,382,000. Clearfield Capital Management LP bought a new position in shares of WhiteFiber during the 3rd quarter worth about $6,778,000. Finally, Vanguard Group Inc. bought a new position in shares of WhiteFiber during the 3rd quarter worth about $6,563,000.

WhiteFiber Stock Down 3.3%

The company’s 50 day moving average price is $23.57.

WhiteFiber (NASDAQ:WYFI) last announced its quarterly earnings data on Thursday, November 13th. The company reported ($0.47) EPS for the quarter, missing analysts’ consensus estimates of ($0.12) by ($0.35). The business had revenue of $20.18 million during the quarter, compared to analysts’ expectations of $21.18 million. The firm’s revenue was up 64.2% on a year-over-year basis.

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.