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

Sei Investments Co. grew its position in shares of WhiteFiber, Inc. (NASDAQ:WYFI) by 196.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 72,138 shares of the company’s stock after buying an additional 47,770 shares during the period. Sei Investments Co.’s holdings in WhiteFiber were worth $859,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in WYFI. JPMorgan Chase & Co. purchased a new stake in WhiteFiber in the 3rd quarter worth about $2,718,000. Vanguard Group Inc. bought a new position in WhiteFiber during the third quarter worth about $6,563,000. Russell Investments Group Ltd. purchased a new position in shares of WhiteFiber in the third quarter worth about $1,278,000. Van ECK Associates Corp purchased a new stake in shares of WhiteFiber during the 3rd quarter valued at approximately $579,000. Finally, UBS Group AG bought a new position in WhiteFiber in the 3rd quarter worth approximately $763,000.

Wall Street Analyst Weigh In

WYFI has been the subject of a number of recent research reports. Barclays lifted 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. B. Riley Financial restated a “buy” rating on shares of WhiteFiber in a research report on Monday, May 18th. Cantor Fitzgerald upgraded WhiteFiber from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $27.00 to $36.00 in a research report on Thursday. BTIG Research reiterated a “buy” rating and set a $50.00 price objective on shares of WhiteFiber in a research note on Wednesday. Finally, Weiss Ratings cut WhiteFiber from a “sell (d)” rating to a “sell (d-)” rating in a report on Wednesday. Eleven investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $35.58.

WhiteFiber Stock Performance

WhiteFiber stock opened at $28.22 on Friday. The firm’s 50 day simple moving average is $30.15 and its 200 day simple moving average is $22.89. 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 firm has a market capitalization of $1.09 billion and a PE ratio of -15.34. WhiteFiber, Inc. has a 1-year low of $10.51 and a 1-year high of $46.87.

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

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.