华尔街开始报道，White Fiber成为焦点

2025-09-02 23:10

WhiteFiber (NASDAQ:WYFI) was in focus on Tuesday as several investment firms started coverage on the technology company.
WhiteFiber, which operates in the infrastructure market and provides services for artificial intelligence and high-performance compute, has “highly attractive capacity,” investment firm Needham wrote in a note to clients.
“We believe WhiteFiber's North Carolina site is one of the most attractive sites out there with available ultra-low latency, inference supporting capacity (99MW (gross) near term capacity, with expansion opportunity to 200MW (gross) at the site),” Needham analyst John Todaro wrote in a note to clients.
Todaro, who started coverage on WhiteFiber with a Buy rating and $34 price target, said the valuation is “attractive,” as it trades for 6.1 times 2027 EBITDA estimates. And if the company is able to convert the letter-of-intent at the North Carolina site into a finalized lease, then shares “should re-rate to a conservative 11x on our 2027 EV/EBITDA estimates,” Todaro added.
The company also has a ramping cloud segment that has 4,500 Nvidia (NVDA) GPUs, which should rise to more than 6,800 by the end of 2026, Todaro explained.
Other investment firms that started coverage on WhiteFiber include B. Riley, Macquarie, Clear Street and Craig-Hallum. All started at Buy or Outperform, with price targets ranging between $25 and $34.

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