Power Expansion and Landmark Partnerships Will Drive Next Digital Infrastructure Phase

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Apr 25

Updated

09 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

73.9%

7D

-4.2%

Loading

1Y

73.9%

7D

-4.2%

You can edit this narrative until Dec 10 3:10 AM. Then, changes will post as Updates.

Author's Valuation

US$21.4433.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

WULF: Expanding High Performance Computing Contracts Will Drive Long-Term AI Infrastructure Leadership

Analysts have nudged their average price target for TeraWulf higher to about $21.50, reflecting growing confidence in the company’s expanding high performance computing contracts, strengthened power portfolio, and improving financing profile. Analyst Commentary Recent Street research has been overwhelmingly constructive on TeraWulf, with multiple bullish analysts lifting price targets into the high teens and low twenties as they recalibrate models for the company’s transition toward high performance computing and AI infrastructure.

Shared on 25 Nov 25

Fair value Increased 0.72%

WULF: Expansion Of 168MW AI Infrastructure Will Drive Long-Term Leadership

TeraWulf's analyst price target has been modestly increased from $21.29 to $21.44 per share. Analysts cite stronger contract growth, elevated site acquisition activity, and an improved outlook for high-performance computing colocation as key drivers behind the revision.

Shared on 07 Nov 25

Fair value Increased 35%

WULF: New Mega Power Deal Will Drive Market Leadership Momentum

TeraWulf’s fair value price target has been raised significantly by analysts, increasing from approximately $15.73 to $21.29 per share. Recent research highlights expanded partnerships, improved revenue growth prospects, and growing confidence in the company’s ability to secure new capacity in a constrained market.

Shared on 24 Oct 25

Fair value Increased 20%

Analysts have raised their price target for TeraWulf from approximately $13.09 to $15.73. They cite accelerating AI and high-performance computing demand, a strengthened contract pipeline, and improved financing conditions.

Shared on 10 Oct 25

Fair value Increased 1.77%

TeraWulf's consensus price target has been raised to approximately $13.09 from $12.86. Analysts cite improved growth and profitability outlooks, driven by recent contract wins and industry momentum in AI and HPC infrastructure.

Shared on 26 Sep 25

Fair value Increased 5.60%

TeraWulf’s price target has been raised to $12.86 as analysts cite transformative strategic agreements—including new long-term leases with Fluidstack and Google’s substantial investment—which strengthen its credit, growth outlook, and market positioning in AI/HPC infrastructure. Analyst Commentary Bullish analysts highlight new long-term colocation agreements with Fluidstack, which diversify TeraWulf's customer base and add significant, contracted critical IT load (CITL), enhancing growth prospects.

Shared on 15 Aug 25

Fair value Increased 48%

TeraWulf's consensus price target remains steady at $8.23, as analysts cite transformative partnerships with Fluidstack and Google that bolster growth prospects and financial stability, though ongoing execution and funding are highlighted as key watch-points. Analyst Commentary Bullish analysts cite the 200 MW colocation deal with Fluidstack and a strategic partnership with Google as transformative for TeraWulf's business.

Shared on 01 May 25

Fair value Increased 25%

AnalystConsensusTarget Fair Value

US$21.44

33.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

48.98%

Software revenue growth rate

1.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.95%

Calculation

US$80.27m

Earnings '28

x

176.94x

PE Ratio '28

=

US$14.20b

Market Cap '28

US$14.20b

Market Cap '28

/

512.90m

No. shares '28

=

US$27.69

Share Price '28

US$27.69 Share Price '28

Discounted to 2025 @ 8.96% p.a.

=

US$21.40

Fair Value '25