TeraWulf Inc.

Informe acción NasdaqCM:WULF

Capitalización de mercado: US$10.6b

TeraWulf Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de TeraWulf han disminuido a una tasa media anual de -64.4%, mientras que en la industria Software los beneficios crecieron en un 22.4% anualmente. Los ingresos han ido creciendo a una tasa media de 56.2% al año.

Información clave

-64.42%

Tasa de crecimiento de los beneficios

-23.41%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos56.19%
Rentabilidad financieran/a
Margen neto-611.46%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha May 09

TeraWulf: Entering Execution Phase

Summary TeraWulf Inc. is transitioning from bitcoin mining to AI data center operations, entering a critical execution phase. WULF holds $17+ billion in contracts, with 2.3 GW of potential IT critical load but only 522 MW currently under contract, highlighting significant growth runway. Execution risks remain, as WULF must convert contracts into cash flow while managing aggressive spending and a rising debt load. I maintain a bullish rating, with catalysts including a new Kentucky facility and potential for EBITDA to top $1 billion exiting 2027. Read the full article on Seeking Alpha
Actualización de narrativa May 02

WULF: Power Portfolio Monetization And HPC Transition Will Shape Future Returns

The analyst fair value estimate for TeraWulf has increased to $22.00 from $20.00, reflecting updated assumptions on growth, profitability, and discount rates as analysts respond to a series of recent price target increases across the Street. Analyst Commentary Recent research on TeraWulf has centered on how quickly the company can execute its shift away from Bitcoin mining and toward high performance computing, and how that shift should be reflected in valuation.
Actualización de narrativa Apr 17

WULF: AI Compute Pivot And Contracted Power Portfolio Will Drive Future Upside

Analysts have lifted the TeraWulf fair value estimate from about $22.10 to roughly $26.17, reflecting higher modeled revenue growth, a stronger profit margin profile, and updated P/E assumptions that incorporate recent price target increases across several research firms. Analyst Commentary Recent Street research around TeraWulf reflects a mix of optimism about the company’s repositioning and some caution around execution and capital needs, which feeds directly into the updated fair value estimate.
Actualización de narrativa Apr 03

WULF: Power Portfolio Monetization And Crypto Policy Clarity Will Drive Future Returns

The analyst fair value estimate for TeraWulf has shifted from $17.00 to $20.00, reflecting updated views on its transition toward high performance computing, revised EBITDA assumptions, and a higher future P/E multiple that analysts link to growing confidence in the company fully utilizing its 2.2 GW power portfolio. Analyst Commentary Recent Street research around TeraWulf centers on how quickly and efficiently the company can shift away from Bitcoin mining toward high performance computing, and what that means for earnings power, capital needs, and the value of its 2.2 GW power portfolio.
Actualización de narrativa Mar 20

WULF: Power Assets And 2.2 GW Portfolio Will Support Future AI Hosting

Analyst price targets for TeraWulf have shifted within a relatively tight range, with some firms trimming expectations by about $1 while others lifted targets by $3 to $7, as analysts incorporate higher spending, accounting changes around the Abernathy joint venture, and growing confidence in the company’s transition from Bitcoin mining to AI focused high performance computing. Analyst Commentary Bullish analysts are largely framing the recent pullback as a reset rather than a change in the core thesis, pointing to the AI focused high performance computing shift and the company’s power assets as key pillars of their views.
Actualización de narrativa Mar 06

WULF: Power Portfolio Monetization Will Anchor Future AI Hosting Cash Flow

The analyst fair value estimate for TeraWulf has increased from $26.00 to about $34.00. Analysts attribute this change to rising price targets, a shift toward high performance computing, and expectations around monetizing the company’s 2.2 GW power portfolio.
Actualización de narrativa Feb 20

WULF: Crypto Policy Clarity And Fair Valuation Will Shape Mining Exposure

Analysts kept their $17.00 price target for TeraWulf unchanged, citing a mix of slightly adjusted discount rate, revenue growth, profit margin, and future P/E assumptions, supported by recent bullish initiation commentary and broader crypto policy concerns in Street research. Analyst Commentary Street research around TeraWulf highlights a split view, with some upbeat initiation commentary on the business model and crypto exposure, while others flag policy and market structure risks that could weigh on sentiment.
Actualización de narrativa Feb 06

WULF: Expanded High Performance Computing Contracts Will Reshape Crypto Infrastructure Exposure

Narrative Update on TeraWulf Analysts have lifted their price target on TeraWulf to about US$17.00 from roughly US$7.51, citing stronger modeled revenue growth, a higher future P/E multiple, and recent research noting Q3 adjusted EBITDA of US$18.1m and expanded high performance computing and colocation plans as key supports for the updated valuation framework. Analyst Commentary Recent Street research around TeraWulf highlights both interest in the story and pockets of caution, particularly around execution on growth plans and the broader crypto policy backdrop.
Actualización de narrativa Jan 23

WULF: Long Dated Fluidstack Contracts Will Support Future High Performance Compute Capacity

Analysts have raised their price target on TeraWulf by about $0.66 to roughly $22, citing the company's expanded high performance compute contracts, long term hosting commitments and increased confidence in securing 250 to 500 MW of annual capacity as key supports for the revised valuation. Analyst Commentary Recent research on TeraWulf has focused on its shift toward high performance compute, the scale of its long term contracts, and the feasibility of its capacity goals.
Actualización de narrativa Jan 08

WULF: Long Dated AI Hosting Contracts Will Anchor Future Cash Flow Visibility

Narrative Update: TeraWulf Analyst Price Targets Analysts have been lifting their price targets on TeraWulf into a roughly US$16 to US$23 range, citing recent Q3 performance; expanded long term AI and HPC contracts totaling up to US$9.5b in contracted revenue; and increased confidence in the company’s power capacity, data center build out, and financing position. Analyst Commentary Bullish analysts are clustering around higher valuation ranges for TeraWulf, with recent price targets cited between roughly US$16 and US$23.
Actualización de narrativa Dec 23

WULF: Expanding AI Colocation Contracts Will Drive Long Term Cash Flow Visibility

TeraWulf's analyst fair value estimate has been lifted sharply to $26.00 from $15.00. Analysts highlight accelerating HPC and AI infrastructure growth, expanding long duration colocation contracts, and improved financing visibility despite a higher assumed discount rate and a more conservative margin outlook.
Actualización de narrativa Dec 09

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.
Actualización de narrativa Nov 25

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.
Actualización de narrativa Nov 07

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.
Artículo de análisis Nov 03

After Leaping 30% TeraWulf Inc. (NASDAQ:WULF) Shares Are Not Flying Under The Radar

Despite an already strong run, TeraWulf Inc. ( NASDAQ:WULF ) shares have been powering on, with a gain of 30% in the...
Actualización de narrativa Oct 24

Power Expansion and Landmark Partnerships Will Drive Next Digital Infrastructure Phase

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.
Actualización de narrativa Oct 10

Google And Fluidstack Deals Will Boost Digital Infrastructure

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.
Actualización de narrativa Sep 26

Google And Fluidstack Deals Will Boost Digital Infrastructure

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.
Artículo de análisis Sep 19

TeraWulf Inc. (NASDAQ:WULF) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable

TeraWulf Inc. ( NASDAQ:WULF ) shares have continued their recent momentum with a 27% gain in the last month alone. The...
Artículo de análisis Sep 09

Would TeraWulf (NASDAQ:WULF) Be Better Off With Less Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Aug 15

S21 Pro Miners And HPC Hosting Will Expand Capacity

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.
Artículo de análisis Jul 24

Why Investors Shouldn't Be Surprised By TeraWulf Inc.'s (NASDAQ:WULF) 46% Share Price Surge

TeraWulf Inc. ( NASDAQ:WULF ) shares have continued their recent momentum with a 46% gain in the last month alone...
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Nueva narrativa Apr 22

S21 Pro Miners And HPC Hosting Will Expand Capacity

Strategic expansion and infrastructure upgrades aim to improve Bitcoin mining efficiency and boost high-margin HPC hosting revenue.

Desglose de ingresos y gastos

Cómo gana y gasta dinero TeraWulf. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqCM:WULF Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26168-1,0282520
31 Dec 25168-6611660
30 Sep 25168-5641260
30 Jun 25144-1321170
31 Mar 25132-1241150
31 Dec 24140-72780
30 Sep 24128-53540
30 Jun 24120-49520
31 Mar 24100-56480
31 Dec 2369-73420
30 Sep 2356-88440
30 Jun 2340-102420
31 Mar 2326-98400
31 Dec 2215-86390
30 Sep 225-100460
30 Jun 222-73420
31 Mar 220-64380
31 Dec 210-51310

Ingresos de calidad: WULF actualmente no es rentable.

Margen de beneficios creciente: WULF actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: WULF no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 64.4% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de WULF en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: WULF no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Software (11.7%).


Rentabilidad financiera

Alta ROE: El pasivo de WULF supera su activo, por lo que es difícil calcular su rentabilidad financiera.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 06:45
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

TeraWulf Inc. está cubierta por 16 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Pierre-Marie D'OrnanoArete Research Services LLP
Martin TonerATB Cormark
Nicholas GilesB. Riley Securities, Inc.