Bitcoin’s Impact on TeraWulf: A Closer Look
TeraWulf Inc. (NASDAQ: WULF) stock surged over 5% following a significant rally in Bitcoin to $120,000, renewed interest in crypto companies, and positive developments in crypto regulation. Despite the market enthusiasm, the company faces financial challenges, including negative returns on assets and equity, and a high debt-to-equity ratio, alongside a healthy gross margin. The article suggests that while external factors like Bitcoin's performance and regulatory clarity benefit TeraWulf, its financial health requires vigilant management.
BIT Capital GmbH Sells 212,991 Shares of TeraWulf Inc. $WULF
BIT Capital GmbH recently reduced its stake in TeraWulf Inc. by 22.4%, selling 212,991 shares and now holding 737,163 shares valued at approximately $8.42 million. Despite this sale, institutional investors collectively own about 62.49% of TeraWulf, with several other funds increasing their positions. TeraWulf currently trades at $15.47 with a "Moderate Buy" consensus from analysts and an average target price of $20.31.
Analysts Estimate TeraWulf Inc. (WULF) to Report a Decline in Earnings: What to Look Out for
Analysts expect TeraWulf Inc. (WULF) to report a year-over-year decline in earnings but higher revenues for the quarter ending December 2025. The company is predicted to post a quarterly loss of $0.13 per share, representing a 62.5% decrease, while revenues are anticipated to climb 24.5% to $43.55 million. With a negative Earnings ESP and a Zacks Rank of #2, it's difficult to conclusively predict if TeraWulf will beat the consensus EPS estimate.
TeraWulf (WULF) Projected to Post Earnings on Thursday
TeraWulf (NASDAQ:WULF) is projected to release its Q4 2025 earnings after market close on Thursday, February 26th, with analysts forecasting a loss of $0.12 per share and revenue of $44.08 million. The company currently holds a "Moderate Buy" consensus rating from analysts, with an average target price of $20.31. Institutional investors actively traded WULF shares in recent quarters, and the stock's year-to-date performance shows a 1-year low of $2.06 and a high of $17.69.
TeraWulf slides 4.8% as bitcoin weakness and pre-earnings positioning weigh on sentiment
TeraWulf (WULF) shares fell 4.8% due to broader bitcoin weakness and pre-earnings positioning ahead of its Q4 2025 earnings release on February 26, 2026. Bitcoin trading lower in the mid-to-high $60,000s impacted crypto-linked equities. The decline is seen as macro/sector-driven rather than company-specific, despite recent expansion efforts by TeraWulf.
Morgan Stanley Starts Coverage on TeraWulf Inc. (WULF)
Morgan Stanley has initiated coverage on TeraWulf Inc. (WULF) with an Overweight rating and a $37 price target, citing the company's strong history in securing data center contracts and developing power infrastructure assets. The firm anticipates significant share gains for TeraWulf due to the increasing appeal of bitcoin-to-datacenter conversion economics. TeraWulf recently expanded its capacity by acquiring two brownfield sites, and reported an 87% year-on-year revenue increase to $50.6 million in its latest quarter, with its stock gaining 25.82% year-to-date as of February 11, 2026.
Morgan Stanley Starts Coverage on TeraWulf Inc. (WULF)
Morgan Stanley has initiated coverage on TeraWulf Inc. (WULF) with an Overweight rating and a $37 price target, citing the company's strong history of securing data center contracts and developing power infrastructure. The firm believes the economics of bitcoin-to-datacenter conversion will drive significant market share gains for TeraWulf. The company recently expanded its capacity by 1.5 gigawatts through new acquisitions and reported an 87% year-on-year revenue increase to $50.6 million in the most recent quarter.
TeraWulf Rewires From Bitcoin To AI Infrastructure As Analysts Reassess
TeraWulf is pivoting from Bitcoin mining to AI infrastructure, selling its Bitcoin holdings and acquiring new industrial sites to expand its power capacity. This shift has led to revised earnings expectations and positive analyst sentiment, with the stock seeing significant returns. Investors are now evaluating the company's new risk and opportunity profile, focusing on execution, capital needs, and customer traction in the AI sector.
TeraWulf (WULF) Is Up 15.5% After Morgan Stanley Highlights Its AI Data Center Pivot – Has The Bull Case Changed?
Morgan Stanley initiated coverage on TeraWulf (WULF), focusing on its shift from bitcoin mining to developing AI and high-performance computing data centers. This strategic pivot, supported by new site acquisitions and financing, redefines TeraWulf as an infrastructure operator with an emphasis on power expertise and long-duration hosting agreements, potentially reinforcing its bull case. While the company projects significant revenue and earnings growth by 2028, risks include high capital expenditure and dependence on a few large clients.
TeraWulf Inc. (NASDAQ:WULF) Given Consensus Rating of "Moderate Buy" by Brokerages
TeraWulf Inc. (NASDAQ:WULF) has received a consensus "Moderate Buy" rating from fifteen brokerages, with an average 12-month price target of $20.43. Institutional investors hold approximately 62.49% of the company's stock, and recent reports from several firms have reaffirmed positive outlooks, with price targets ranging up to $37.00. The company operates as a zero-carbon bitcoin miner, notably with "Project Nautilus" powered by hydroelectricity, and its stock is currently trading around $16.26 with a market cap of $6.81 billion.
FLX Strong, CLEAN File Lawsuit Against Lansing ZBA, TeraWulf to Block Data Center
Two advocacy groups, FLX Strong and Cayuga Lake Environmental Action Now (CLEAN), have filed a lawsuit against the Lansing Zoning Board of Appeals (ZBA) and TeraWulf Inc. to block a proposed data center. The lawsuit alleges that the ZBA overstepped its authority by classifying the data center as a general processing facility, thus bypassing rigorous environmental reviews. The groups claim the ZBA's decision was biased and procedurally flawed, setting a dangerous precedent for future development in the community.
TeraWulf Rewires From Bitcoin To AI Infrastructure As Analysts Reassess
TeraWulf (NasdaqCM:WULF) is transitioning its business focus from Bitcoin mining to developing AI-focused infrastructure, involving selling Bitcoin holdings and acquiring new industrial sites to increase power capacity. This shift has led management to raise earnings expectations, prompting major analysts to update their views on the stock. Despite a recent decline, the stock has shown significant gains, suggesting investors are already reacting to this strategic pivot, and the company's valuation against analyst targets and its short cash runway are key considerations for investors.
How Investors Are Reacting To TeraWulf (WULF) Pivoting From Bitcoin Mining To AI Infrastructure
TeraWulf (WULF) is transitioning from Bitcoin mining to AI infrastructure, selling most of its Bitcoin holdings and focusing on long-term AI hosting agreements. Analysts have responded positively, upgrading earnings expectations based on potential contracted revenue. The company's Q4 2025 earnings report on February 26, 2026, will be crucial in demonstrating the financial impact of this pivot.
TeraWulf Surged More Than 13% This Past Week. Is It Still a Buy?
TeraWulf (WULF) saw its stock surge over 13% last week, reaching a 52-week high, driven by its transition from cryptocurrency mining to AI infrastructure. Analysts have rerated the stock higher due to improved earnings expectations and the company's strategic shift to capitalize on the increasing demand for computing capacity. The article explores whether this momentum indicates further growth potential for the company.
TeraWulf (WULF) soars 16% after Morgan Stanley posts upbeat rating
TeraWulf (WULF) saw its stock price jump 16% after Morgan Stanley initiated coverage with an "Overweight" rating. The investment bank cited TeraWulf's low electricity costs and high operating efficiency as key factors supporting its positive outlook. This upgrade suggests that Morgan Stanley believes TeraWulf's valuation is attractive given its competitive advantages in the bitcoin mining sector.
Terawulf stock rating reiterated at Market Outperform by Citizens
Citizens has reiterated its Market Outperform rating for Terawulf Inc. (NASDAQ:WULF) with a price target of $22.00, suggesting a 37% upside. The firm highlighted Terawulf's strategy of monetizing upstate New York facilities for hyperscale data centers at lower power costs, leading to 30.6% revenue growth. Expected to report earnings on February 26, the company has also been expanding its infrastructure with new brownfield site acquisitions and a high-performance computing joint venture.
TeraWulf’s Strategic Moves Amid Market Shifts Skyrocket Stock Projections
TeraWulf Inc. (NASDAQ: WULF) is experiencing stock volatility, trading down by -3.61% due to negative public sentiment despite strategic moves like European expansion and AI technology adoption. The company faces challenges with negative profitability margins and a significant net income deficit, but potential executive changes and strategic re-evaluation aim to improve operational efficiency and investor confidence.
TeraWulf Announces Participation in Upcoming Investor and Industry Conferences
TeraWulf Inc. announced that senior management will participate in several investor and industry conferences throughout March 2026, including events hosted by Morgan Stanley, J.P. Morgan, Citadel Securities, and Cantor, as well as Nvidia GTC 2026 and Jeffries Virtual Power x Coin Conference. The company, which focuses on environmentally sustainable digital infrastructure for high-performance computing and bitcoin mining, highlighted its commitment to scalable, low-carbon compute capacity.
TeraWulf to hit 8 investor and tech events in March 2026
TeraWulf (Nasdaq: WULF) announced that its senior management will participate in eight investor and industry conferences throughout March 2026. These events include engagements with Morgan Stanley, J.P. Morgan, Citadel, Cantor, Nvidia GTC, and Jefferies. The conferences will take place in various locations such as New York, San Francisco, Miami, and San Jose, with one virtual event, allowing TeraWulf to discuss its environmentally sustainable digital infrastructure and high-performance computing offerings.
TeraWulf Inc. Announces Participation in Upcoming Industry Conferences and Events
TeraWulf Inc. will participate in several industry conferences and events throughout March 2026, including the Morgan Stanley Energy and Power Conference, Citizens Technology Conference, and Nvidia GTC 2026. The company focuses on environmentally sustainable data center infrastructure for high-performance computing and bitcoin mining, aiming to provide low-carbon compute capacity for AI and HPC customers. The press release also includes a summary of potential positives and negatives, details on insider trading activity, revenue figures, hedge fund activity, and recent analyst ratings for WULF stock.
Terawulf stock hits 52-week high at $17.11
Terawulf Inc. stock has reached a 52-week high of $17.11, reflecting a remarkable 253.89% 1-year change and strong investor confidence. The company's expansion includes strategic site acquisitions adding 1.5 GW capacity and securing financing for an AI data center, contributing to an Overweight rating from Morgan Stanley. Despite this momentum, InvestingPro analysis indicates the stock is trading above its Fair Value with high volatility.
AlTi Global Inc. Makes New $4.60 Million Investment in TeraWulf Inc. $WULF
AlTi Global Inc. has invested $4.60 million in TeraWulf Inc. by acquiring 402,800 shares during the third quarter, representing about 0.10% of the company. Despite TeraWulf missing quarterly EPS estimates, its shares jumped significantly, and institutional investors own a substantial portion of the stock. Analysts currently maintain a "Moderate Buy" rating for TeraWulf with an average price target of $20.43.
TeraWulf (WULF) Soars 16% After Morgan Stanley Posts Upbeat Rating
TeraWulf (WULF) stock rose 16.52% after Morgan Stanley initiated coverage with an "overweight" rating and a $37 price target, citing its transition to servicing the AI sector. The company plans to release Q4 and full-year 2025 earnings soon and recently acquired two large land parcels to expand its digital and power capacity for AI infrastructure. Morgan Stanley believes TeraWulf's data center assets, backed by long-term leases with creditworthy partners, will provide stability and long-term cash flow.
Google Deepens TeraWulf Ties As Bitcoin Miner Pivots To AI Infrastructure
Google has increased its stake in TeraWulf to 14% and is providing significant funding to support the expansion of TeraWulf's Lake Mariner data center. This investment supports TeraWulf's pivot from solely bitcoin mining to building AI-focused data center infrastructure, recognizing the growing demand for high-performance computing capabilities. The move positions TeraWulf as a key player in the energy and compute infrastructure sector, attracting interest from major tech companies like Google.
TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call
TeraWulf (WULF) shares surged by 11% following Morgan Stanley's initiation of coverage with an "Overweight" rating and a $37 target, citing the company's strong data-center infrastructure expertise for AI. This move highlights a broader trend among bitcoin miners to diversify into high-performance computing to mitigate bitcoin price volatility. Upcoming Q4 earnings on February 26th will provide crucial insights into TeraWulf's data-center contracts and buildout progress.
Morgan Stanley initiates TeraWulf stock with Overweight rating, $37 target
Morgan Stanley initiated coverage on TeraWulf Inc. (NASDAQ:WULF) with an Overweight rating and a $37.00 price target. The investment bank cited TeraWulf's strong track record and management's experience, valuing its existing Bitcoin-to-DC projects based on a "REIT endgame" valuation framework. This positive outlook comes despite the company's current unprofitability and a broader market sell-off impacting Bitcoin mining stocks.
First Dallas Securities Inc. Buys 131,500 Shares of TeraWulf Inc. $WULF
First Dallas Securities Inc. significantly increased its stake in TeraWulf Inc. by 99.2% in Q3, now holding 264,000 shares valued at $3.02 million. This comes despite TeraWulf reporting a Q3 EPS miss and negative net margins, coupled with a high debt-to-equity ratio. Analysts, however, maintain a "Moderate Buy" rating with an average price target of $19.15, and insiders own 19.9% of the company's stock.
SBI Securities Co. Ltd. Sells 125,616 Shares of TeraWulf Inc. $WULF
SBI Securities Co. Ltd. significantly reduced its stake in TeraWulf Inc. ($WULF) by 76.8% in Q3, selling 125,616 shares. Despite this, institutional investors collectively own 62.49% of the stock, with Bank of America increasing its holdings. Analysts maintain a "Moderate Buy" rating for TeraWulf with an average price target of $19.15, even after the company missed Q3 EPS estimates and reported a negative net margin.
TeraWulf Inc (WULF) Stock Price, Quote, News & History
This article provides an overview of TeraWulf Inc (WULF) stock, including its current price, key statistics, financial data, and recent news. It highlights the company's involvement in digital infrastructure and sustainable energy development for bitcoin mining, along with analyst trends and valuation metrics. The report also addresses frequently asked questions about purchasing WULF stock, its competitors, price targets, and earnings.
TeraWulf Schedules Conference Call for Fourth Quarter 2025 Financial Results
TeraWulf Inc. announced it will host an earnings conference call and webcast on Thursday, February 26, 2026, at 4:30 p.m. Eastern Time to discuss its financial results for the fourth quarter ended December 31, 2025. A press release detailing the results will be issued prior to the call. The company specializes in developing, owning, and operating sustainable data center infrastructure for high-performance computing and bitcoin mining in the United States.
Fourth Quarter 2025 Earnings Conference Call
TeraWulf Inc. announced its Fourth Quarter 2025 Earnings Conference Call scheduled for February 26, 2026, at 4:30 PM EST. Participants can join the call via dial-in numbers or a "Call me" link. Replay information, including dial-in numbers and an expiration date of March 12, 2026, is also provided.
TeraWulf Inc. Schedules Fourth Quarter 2025 Earnings Conference Call for February 26, 2026
TeraWulf Inc. has announced it will host its fourth quarter 2025 earnings conference call and webcast on February 26, 2026, at 4:30 p.m. ET, following the release of its financial results. The company, which focuses on sustainable data center infrastructure for high-performance computing and bitcoin mining, highlighted its commitment to delivering scalable compute capacity. The announcement also included a summary of potential positives and negatives, along with recent insider trading activity, revenue figures, hedge fund movements, and analyst ratings for WULF stock.
TeraWulf Schedules Conference Call for Fourth Quarter 2025 Financial Results
TeraWulf Inc. announced it will host an earnings conference call and webcast for its fourth quarter ended December 31, 2025, on Thursday, February 26, 2026, at 4:30 p.m. ET. A press release detailing the financial results will be issued before the call. The company specializes in developing, owning, and operating sustainable digital infrastructure for high-performance computing and bitcoin mining.
TeraWulf Schedules Conference Call for Fourth Quarter 2025 Financial Results
TeraWulf Inc. announced it will host an earnings conference call and webcast on Thursday, February 26, 2026, at 4:30 p.m. ET, to discuss its financial results for the fourth quarter ended December 31, 2025. A press release detailing the results will be issued prior to the call. The company provides details for participants to log on or dial in, as well as replay information.
TeraWulf buys Kentucky, Maryland energy assets to scale data and computing capacity
TeraWulf Inc. (NASDAQ: WULF) has acquired two brownfield energy sites in Kentucky and Maryland, adding approximately 1.5 gigawatts of power capacity to its portfolio. These acquisitions support TeraWulf's strategy of providing energy-backed data infrastructure for high-performance computing and bitcoin mining, allowing for faster scaling than greenfield projects. The company plans phased development that aligns with customer demand, emphasizing grid reliability, economic growth, and the repurposing of legacy assets.
TeraWulf’s Strategic Maneuvers Trigger Mixed Market Reactions
TeraWulf Inc. (NASDAQ: WULF) experienced a significant stock downturn of -12.75% due to diverse market reactions to its strategic maneuvers. Despite substantial assets and cash reserves, the company faces considerable financial challenges, including negative profit margins and a net loss, exacerbated by competitive pressures and high financial leverage. Investors are cautiously optimistic, closely monitoring WULF's aggressive expansion and focusing on liquidity and asset management to navigate market volatility and secure competitive advantage.
What's Going On With TeraWulf Stock?
TeraWulf Inc. (WULF) stock experienced a significant drop due to a broader tech sector sell-off, despite recent positive news regarding infrastructure site acquisitions. While short-term indicators suggest weakness, longer-term trends remain bullish. The article highlights market volatility and provides key resistance and support levels for the stock.
Terawulf Inc. buys Century Aluminum’s Hawesville site
Century Aluminum has sold its Hawesville, Kentucky site to TeraWulf Inc., which plans to redevelop it into a digital infrastructure campus for high-performance computing and AI. Century Aluminum will retain a minority equity stake, demonstrating its commitment to the site's productive reuse and the economic benefits for the community, including job creation. This sale is part of Century Aluminum's broader investment strategy in the U.S., focusing on expanding its primary aluminum production capabilities.
TeraWulf (NASDAQ:WULF) Trading Down 10.9% - Time to Sell?
TeraWulf (NASDAQ:WULF) saw its shares drop 10.9% during mid-day trading on Wednesday, closing at $13.19 after a prior close of $14.80. The decline occurred despite recent positive news of acquisitions expanding its mining capacity to 2.8 GW, and positive analyst commentary related to AI/HPC and mining demand. However, the company recently reported a significant EPS miss, a negative net margin of -336.5%, and a high debt/equity ratio, leading to "priced for perfection" concerns among some analysts.
TeraWulf stock slides 14% as Bitcoin dips; $200 million Kentucky site deal draws scrutiny
TeraWulf shares dropped 13.6% after Bitcoin fell, with the company's recent announcement of expanding operations at two brownfield sites drawing scrutiny. One deal for a Kentucky site is valued at $200 million cash and a 6.8% equity stake in the buyer's affiliate, while a Maryland power-plant deal is pending regulatory approvals. The significant cash commitments and timing risks associated with these expansions are raising concerns among investors, especially given the volatility of Bitcoin and looming economic data releases.
TeraWulf Inc. Seeks Financial Stability Amid Market Challenges
TeraWulf Inc. is navigating a volatile market, with its stock trading down by -10.74%. While the company shows revenue growth and ambitious expansion, it faces challenges with profitability metrics, a deeply red EBIT margin, and significant debt. Strategic alliances, technological advancements, and adapting to regulatory frameworks are key to its long-term financial stability and attracting investor confidence.
Analysts Are Bullish on These Financial Stocks: TeraWulf Inc (WULF), Prosperity Bancshares (PB)
Analysts are showing bullish sentiment towards TeraWulf Inc (WULF) and Prosperity Bancshares (PB) within the Financial sector. Roth MKM reiterated a Buy rating on TeraWulf with a $26.00 price target, while TipRanks – Google also upgraded it to Buy with a $15.00 price target. KBW maintained a Buy rating on Prosperity Bancshares with an $85.00 price target, and TipRanks – OpenAI upgraded it to Buy with an $81.00 price target.
TeraWulf (WULF) Jumps 10.14% as Firm Hints Expansion
TeraWulf Inc. (NASDAQ:WULF) saw its share prices rise by 10.14% after hinting at a significant expansion in its digital and power capacity. The company acquired a 250-acre industrial site in Hawesville, Kentucky, and another 250-acre parcel in Maryland, both with substantial power generation and expansion potential. These strategic acquisitions are aimed at supporting grid reliability and long-term economic activity.
How Investors May Respond To TeraWulf (WULF) Pivoting From Bitcoin Mining To AI Infrastructure Partnerships
TeraWulf (WULF) is transitioning from Bitcoin mining to AI infrastructure and high-performance computing, a move supported by analyst recommendations and partnerships with companies like Fluidstack and Google. While this shift aligns the company with growing AI demand, TeraWulf faces significant financial challenges, including a high valuation, substantial losses, and a short cash runway, raising concerns about its ability to fund expansion and execute its new strategy effectively. Investors are weighing the potential of AI infrastructure against these financial risks, leading to diverse fair value estimates for the stock.
TeraWulf stock jumps on Kentucky, Maryland power-site deal: what WULF investors are watching next
TeraWulf shares rose significantly after announcing the acquisition of two U.S. sites in Kentucky and Maryland, which will add 1.5 gigawatts of power capacity, more than doubling its infrastructure portfolio. The company's expansion into these "brownfield" assets aims to provide reliable, affordable electricity for high-performance computing and bitcoin mining. While the Kentucky deal closed, the Maryland acquisition is pending regulatory approvals, and investors await further details on financing and implementation timelines, especially given potential execution risks and fluctuating bitcoin prices.
TeraWulf expands in Southern Maryland
TeraWulf Inc. has acquired the Morgantown Generating Station in Charles County, Maryland, expanding its energy infrastructure and marking its entry into the PJM Interconnection market. The acquisition is part of a larger portfolio expansion, including a site in Kentucky, designed to enhance grid reliability and support long-term load growth in Southern Maryland. TeraWulf plans to develop approximately 500 MW in the first phase at Morgantown, aiming for the site to become a net-positive energy supplier for Maryland.
TeraWulf surges 10% after 1.5 GW Hawesville, Morgantown acquisitions
TeraWulf (NASDAQ: WULF), a Bitcoin miner transitioning to AI, announced the acquisition of two industrial sites in Kentucky and Maryland, which will expand its gross load capacity by approximately 1.5 GW. This deal doubles the company's total power portfolio to 2.8 GW across five locations and resulted in a 10% surge in TeraWulf's stock price. The acquisitions will provide immediate access to existing high-voltage transmission lines and substations, shortening the time-to-market compared to greenfield development.
TeraWulf Expands Infrastructure Footprint Amidst Strategic Moves
TeraWulf Inc. is experiencing strong investor optimism with its stock trading up by 10.42% due to aggressive expansion efforts, including new acquisitions in Kentucky and Maryland and the successful financing of a Texas high-performance computing project. These strategic moves aim to bolster capacity and focus on low-carbon solutions, positioning the company for future growth despite inherent market volatility and evolving regulatory challenges in the crypto sector.
Bitcoin miner TeraWulf news: WULF gains 11% after boosting power capacity
Bitcoin miner TeraWulf (WULF) saw its shares rise 11% in pre-market trading after announcing the acquisition of two power-rich industrial sites in Kentucky and Maryland. These acquisitions more than double the company’s infrastructure portfolio to 2.8 gigawatts, positioning it to meet growing demand for large-scale computing and data workloads, especially in the artificial intelligence sector. The new sites are expected to support infrastructure expansion and enhance grid reliability in their respective regions.
TeraWulf expands infrastructure portfolio with two strategic site acquisitions
TeraWulf Inc. (NASDAQ:WULF) has acquired two new brownfield infrastructure sites in Kentucky and Maryland, adding 1.5 gigawatts (GW) of capacity to its digital infrastructure portfolio. These acquisitions expand TeraWulf’s total infrastructure to 2.8 GW across five sites, supporting its strategy for responsible growth and aiming for 250 to 500 MW of new contracted capacity annually. The company has also recently secured significant financing for a high-performance computing joint venture and a private offering of senior secured notes, reflecting strategic growth and positive analyst outlooks.
