Sculptor Capital LP Acquires New Holdings in WhiteFiber, Inc. $WYFI

Sculptor Capital LP bought a new position in WhiteFiber, Inc. (NASDAQ:WYFI) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 40,000 shares of the company’s stock, valued at approximately $476,000.

A number of other large investors have also recently added to or reduced their stakes in the stock. Situational Awareness LP acquired a new position in WhiteFiber during the fourth quarter valued at approximately $27,770,000. Clearfield Capital Management LP lifted its stake in shares of WhiteFiber by 426.6% in the fourth quarter. Clearfield Capital Management LP now owns 1,313,659 shares of the company’s stock worth $20,756,000 after buying an additional 1,064,177 shares during the last quarter. Marshall Wace LLP bought a new stake in shares of WhiteFiber during the 3rd quarter worth $9,105,000. Wasatch Advisors LP bought a new stake in shares of WhiteFiber during the 3rd quarter worth $8,382,000. Finally, CenterBook Partners LP acquired a new position in WhiteFiber in the 4th quarter valued at $3,873,000.

WhiteFiber Stock Performance

Shares of WhiteFiber stock opened at $23.63 on Monday. The company’s fifty day simple moving average is $31.27 and its 200-day simple moving average is $22.29. The company has a market cap of $912.35 million and a price-to-earnings ratio of -16.30. The company has a current ratio of 2.77, a quick ratio of 2.77 and a debt-to-equity ratio of 0.63. WhiteFiber, Inc. has a 1 year low of $10.51 and a 1 year high of $46.87.

WhiteFiber (NASDAQ:WYFI) last released its earnings results on Thursday, May 14th. The company reported ($0.31) EPS for the quarter, missing the consensus estimate of ($0.24) by ($0.07). WhiteFiber had a negative net margin of 45.24% and a negative return on equity of 9.40%. The company had revenue of $21.92 million for the quarter. The firm’s revenue was up 30.4% compared to the same quarter last year. As a group, sell-side analysts expect that WhiteFiber, Inc. will post -1.26 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently commented on WYFI. Barclays lifted their target price on shares of WhiteFiber from $27.00 to $29.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 21st. Needham & Company LLC upped their price target on shares of WhiteFiber from $36.00 to $38.00 and gave the company a “buy” rating in a report on Friday, May 15th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of WhiteFiber in a research report on Wednesday, June 24th. Cantor Fitzgerald lifted their price objective on WhiteFiber from $13.00 to $27.00 and gave the stock a “neutral” rating in a research note on Friday, May 15th. Finally, B. Riley Financial reissued a “buy” rating on shares of WhiteFiber in a research report on Monday, May 18th. Ten research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $34.83.

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.