WYFI Stock Tumbles Nearly 10% After Q4 Earnings Miss — What's Wall Street's Take?

• B. Riley also cut back its price target on WhiteFiber to $36 from $40, and kept a ‘Buy’ rating on the shares, as per TheFly. 
• On Thursday, WhiteFiber posted a net loss per share of $0.67 for Q4 2025, versus a consensus estimate of loss per share of $0.17. 
• According to data from Koyfin, analysts have a 12-month average price target of $33.75 on WYFI shares, indicating an upside potential of about 207% compared to its current trading price.

Shares of WhiteFiber, Inc. (WYFI) declined about 10% on Friday after a significant bottom-line miss in its fourth-quarter (Q4) 2025 results posted on Thursday.

The artificial intelligence infrastructure company garnered attention on Wall Street following its results, attracting a slew of price target cuts. Craig-Hallum lowered its price target on the company to $21 from $25, while maintaining a ‘Buy’ rating on the stock, according to a report from Investing.com.

B. Riley also cut back its price target on WhiteFiber to $36 from $40, and kept a ‘Buy’ rating on the shares, as per TheFly.

WhiteFiber posted a net loss per share of $0.67 for Q4 2025, versus a consensus estimate of loss per share of $0.17, a miss of about 300%, as per data from Stocktwits.

Street Consensus

Craig-Hallum noted the near-term noise impacting the stock, saying, "There is noise in the short term, which is impacting the stock, which we will define. There is the long-term (within the next couple of quarters) that will show the gain which we refer to in our title, which we will also define."

The firm, however, has said that it likes WhiteFiber’s unique ability to create retrofits in the AI data center market, and endorsed its plan to be more guarded with deal discussions and to wait until deals are fully financed.

Meanwhile, B. Riley said that it had revised estimates for WhiteFiber, lowering first-quarter (Q1) 26 and FY26 forecasts. The analyst also noted that the company presented an attractive buy-the-dip opportunity.

H.C. Wainwright also lowered its price target on WhiteFiber to $20 from $34, and kept a ‘Buy’ rating on the shares, noting that the company's cloud revenue would take a hit in Q1 from customer and tech turnover, as per TheFly.

According to data from Koyfin, analysts have a 12-month average price target of $33.75 on WYFI shares, indicating an upside potential of about 207% compared to its current trading price of $10.99. All eight analysts covering the stock have a ‘Buy’ rating or higher on WYFI stock.

Earnings Snapshot

Despite the earnings miss, WhiteFiber reported strong topline results, posting quarterly revenue of $23.6 million, a 61% increase year-over-year, and largely in-line with Wall Street expectations.

The company’s cloud services revenue increased 48% year-over-year due to continued demand for AI compute infrastructure, while colocation services revenue grew to $3.9 million, compared to $1.4 million in the prior-year period.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around WYFI stock was in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.

WYFI shares have declined nearly 35% this year.

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