TeraWulf Inc.

NasdaqCM:WULF Rapport sur les actions

Capitalisation boursière : US$7.7b

TeraWulf Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de TeraWulf ont diminué à un taux annuel moyen de -78.2%, tandis que le secteur Software a vu ses bénéfices augmenter de en à 32.4% par an. Les revenus ont augmenté de en à un taux moyen de 35.1% par an.

Informations clés

-78.19%

Taux de croissance des bénéfices

-39.93%

Taux de croissance du BPA

Software Croissance de l'industrie17.33%
Taux de croissance des recettes35.06%
Rendement des fonds propres-1,321.89%
Marge nette-1,179.94%
Dernière mise à jour des bénéfices30 Jun 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Aug 17

WULF: Long Duration AI Leases And Power Assets Will Drive Returns

Analysts have trimmed their price target for TeraWulf from about $30 to $25, reflecting a blend of slightly softer margin and P/E assumptions while still highlighting progress in leasing revenue, long term AI data center contracts, and the perceived resilience of its power and colocation pipeline. Analyst Commentary Recent Street research on TeraWulf shows active engagement from multiple firms, with a mix of higher and lower price targets and a consistent focus on the company’s AI data center transition, lease pipeline, and power development portfolio.
Article d’analyse Aug 10

TeraWulf Inc. (NASDAQ:WULF) Analysts Just Slashed This Year's Estimates

Today is shaping up negative for TeraWulf Inc. ( NASDAQ:WULF ) shareholders, with the analysts delivering a substantial...
Article d’analyse Aug 07

TeraWulf Inc. (NASDAQ:WULF) Analysts Are Cutting Their Estimates: Here's What You Need To Know

The analysts might have been a bit too bullish on TeraWulf Inc. ( NASDAQ:WULF ), given that the company fell short of...
Mise à jour du récit Aug 03

WULF: Long Duration Anthropic Lease Will Anchor Future AI Compute Expansion

TeraWulf’s updated analyst price target moves to about $38 per share, with analysts citing stronger expectations for AI data center revenue growth, a slightly higher discount rate, and a lower assumed future P/E multiple to reflect recent HPC sector volatility. Analyst Commentary Recent research on TeraWulf focuses on how the company’s expanding AI and high performance compute data center portfolio could translate into long term contracted revenue and how current sector volatility affects valuation assumptions.
Mise à jour du récit Jul 20

WULF: Long Duration AI Data Center Leases Will Drive Future Returns

The analyst fair value estimate for TeraWulf has moved from $22.00 to $30.00, as analysts factor in higher projected revenue growth, a modestly higher discount rate, slightly stronger profit margins, and a lower assumed future P/E. This follows a series of price target increases tied to long duration data center leases and recent research commentary around the Anthropic contract and New York data center moratorium.
Seeking Alpha Jul 10

TeraWulf's Hidden Capacity Advantage: Why It Could Outrun Core Scientific

Summary TeraWulf is rated BUY for its superior risk-reward profile and significant growth potential in AI data center infrastructure. WULF's capital-heavy model enables advanced, efficient data centers with 1.36GW free capacity and a major $19B, 20-year ANTHRO contract. Despite higher CapEx and net debt, WULF's AI business delivers 88% gross margin and 48% operating margin, outpacing Core Scientific. WULF's valuation premium reflects its scalable free capacity, diversified customer base, and higher expected FY27 revenue growth versus CORZ. Read the full article on Seeking Alpha
Mise à jour du récit Jul 06

WULF: Multi Gigawatt Power Pipeline Will Drive Future AI Compute Upside

The analyst price target for TeraWulf has been raised from $26.17 to $36.32, with analysts pointing to the company's expanding high performance compute and power development pipeline as key drivers behind the updated assumptions on growth, profitability, and future P/E multiples. Analyst Commentary Recent Street research on TeraWulf centers on the company's shift toward high performance compute and large scale power development, with multiple firms updating price targets and ratings based on how they see that plan affecting growth, execution risk, and valuation.
Mise à jour du récit Jun 22

WULF: Expanding 3.8 GW Power Pipeline Will Accelerate Future AI Leasing

The updated analyst price target for TeraWulf reflects a modest reset in fair value to $57.04 from $57.84, as analysts factor in a lower discount rate, slightly higher revenue growth, revised profit margin expectations, and a reduced future P/E multiple informed by recent Street research highlighting its AI data center and power development pipeline. Analyst Commentary Recent Street research on TeraWulf points to a generally constructive stance, with several firms initiating coverage and revising price targets while focusing on the company’s AI data center shift, power development pipeline, and hyperscale relationships.
Article d’analyse Jun 19

TeraWulf (WULF) Stock Could Be 11% Overvalued After Bank Of America Starts Coverage

Bank of America’s decision to initiate coverage on TeraWulf (WULF), highlighting its shift toward high performance computing and AI infrastructure projects such as Lake Mariner and the Muskie Data Campus, has put the stock firmly on investors’ radar. See our latest analysis for TeraWulf. Recent interest in TeraWulf has coincided with sharp price momentum, including a 4.02% 1 day share price return, 33.98% 30 day share price return and a 91.92% 90 day share price return. Over 1 year the total...
Mise à jour du récit Jun 08

WULF: Expanding 3.8 GW Power Pipeline Will Support Future AI Leasing

Analysts lifted their blended TeraWulf price target to about $58 from roughly $41, citing the company's expanding multi gigawatt power and high performance infrastructure pipeline, growing hyperscaler backed order book, and capital light lease model, which they expect will support faster AI focused revenue scaling. Analyst Commentary Recent research on TeraWulf leans clearly positive, with a series of higher price targets and upbeat initiations centered on the stock's expanding power pipeline, hyperscaler backed contracts, and AI infrastructure focus.
Mise à jour du récit May 25

WULF: Power Assets And 2.2 GW Portfolio Will Drive Future AI Leasing

Analysts have lifted the TeraWulf price target to about $40.51 from $33.99, citing updated assumptions around stronger AI data center driven revenue growth, a lower discount rate, and a higher future P/E after a series of upward target revisions across the Street. Analyst Commentary Recent Street research around TeraWulf has been broadly constructive, with a series of price target adjustments and fresh coverage that center on the company’s pivot toward AI data centers and away from legacy Bitcoin mining.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.

Ventilation des recettes et des dépenses

Comment TeraWulf gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NasdaqCM:WULF Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Jun 26165-1,9493850
31 Mar 26168-1,0282520
31 Dec 25168-6611660
30 Sep 25168-5641270
30 Jun 25144-1321190
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

Des revenus de qualité: WULF n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: WULF n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: WULF n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 78.2% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de WULF au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: WULF n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Software ( 22.6% ).


Rendement des fonds propres

ROE élevé: WULF a un retour sur capitaux propres négatif ( -1321.89% ), car il n'est actuellement pas rentable.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/20 02:56
Cours de l'action en fin de journée2026/08/20 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

TeraWulf Inc. est couverte par 20 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Pierre-Marie D'OrnanoArete Research Services LLP
Martin TonerATB Cormark
Gautam ChhuganiBernstein