Sei Investments Co. Buys 47,770 Shares of WhiteFiber, Inc. $WYFI

Sei Investments Co. raised its stake in WhiteFiber, Inc. (NASDAQ:WYFI) by 196.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 72,138 shares of the company’s stock after purchasing an additional 47,770 shares during the quarter. Sei Investments Co. owned 0.19% of WhiteFiber worth $859,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of WYFI. Situational Awareness LP bought a new stake in WhiteFiber during the fourth quarter worth $27,770,000. Clearfield Capital Management LP lifted its stake in WhiteFiber by 426.6% during the 4th quarter. Clearfield Capital Management LP now owns 1,313,659 shares of the company’s stock valued at $20,756,000 after acquiring an additional 1,064,177 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in WhiteFiber by 4.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 600,315 shares of the company’s stock worth $9,486,000 after acquiring an additional 24,189 shares during the last quarter. Balyasny Asset Management L.P. boosted its holdings in WhiteFiber by 67.7% during the 4th quarter. Balyasny Asset Management L.P. now owns 457,749 shares of the company’s stock worth $7,232,000 after acquiring an additional 184,829 shares during the last quarter. Finally, Marshall Wace LLP bought a new stake in shares of WhiteFiber in the 3rd quarter worth $9,105,000.

WhiteFiber Trading Down 1.3%

NASDAQ WYFI opened at $28.22 on Friday. The business’s fifty day moving average is $30.15 and its 200-day moving average is $22.89. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.77 and a quick ratio of 2.77. The stock has a market capitalization of $1.09 billion and a price-to-earnings ratio of -15.34. WhiteFiber, Inc. has a one year low of $10.51 and a one year high of $46.87.

WhiteFiber (NASDAQ:WYFI) last posted its quarterly earnings results on Wednesday, August 12th. The company reported ($0.39) earnings per share for the quarter, beating the consensus estimate of ($0.40) by $0.01. The company had revenue of $28.84 million during the quarter. WhiteFiber had a negative net margin of 46.87% and a negative return on equity of 10.10%. Equities research analysts predict that WhiteFiber, Inc. will post -1.26 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on WYFI shares. Weiss Ratings lowered shares of WhiteFiber from a “sell (d)” rating to a “sell (d-)” rating in a research report on Wednesday. Barclays upped their price objective on shares of WhiteFiber from $27.00 to $29.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Needham & Company LLC reissued a “buy” rating on shares of WhiteFiber in a research report on Thursday. Cantor Fitzgerald upgraded WhiteFiber from a “neutral” rating to an “overweight” rating and boosted their target price for the stock from $27.00 to $36.00 in a research note on Thursday. Finally, B. Riley Financial reaffirmed a “buy” rating on shares of WhiteFiber in a report on Monday, May 18th. Eleven analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, WhiteFiber presently has a consensus rating of “Moderate Buy” and a consensus target price of $35.58.

More WhiteFiber News

Here are the key news stories impacting WhiteFiber this week:

• Positive Sentiment: WhiteFiber reported second-quarter revenue of $28.84 million and an adjusted loss of $0.39 per share, narrowly beating the consensus loss estimate of $0.40. The results appear to have supported the stock initially, particularly because revenue exceeded expectations. WhiteFiber Second-Quarter Results
• Positive Sentiment: Management said the NC-1 facility has moved from construction into active customer deployment and is targeting full billing by the end of August. The ramp could provide a near-term revenue catalyst and validate WhiteFiber’s AI infrastructure expansion. WYFI Q2 Earnings Call
• Positive Sentiment: WhiteFiber entered an agreement with Krambu to become the exclusive operator of up to 100 megawatts of high-density GPU infrastructure capacity beginning in 2027. The deal expands its pipeline for enterprise AI and AI-lab customers, although revenue timing remains several years away. WhiteFiber and Krambu Partnership
• Positive Sentiment: BTIG reaffirmed its Buy rating and maintained a $50 price target, implying substantial upside from recent trading levels. The bullish view reflects optimism about NC-1, multi-year cloud contracts and capital-light growth. BTIG WhiteFiber Rating
• Neutral Sentiment: WhiteFiber’s earnings announcement was followed by a correction notice and several reports highlighting the quarterly figures. These updates clarify previously published information but do not materially change the investment outlook. WhiteFiber Earnings Correction
• Negative Sentiment: Despite the revenue beat, WhiteFiber remains unprofitable, with a negative net margin of 45.24%, negative return on equity of 9.40% and an expected full-year loss of approximately $1.26 per share. Investors may also remain cautious about financing and execution risks as the company scales its infrastructure footprint.

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.