TeraWulf 過去の業績
過去 基準チェック /06
TeraWulfの収益は年間平均-64.4%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間22.5% 56.2%割合で 増加しています。
主要情報
-64.42%
収益成長率
-23.41%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 56.19% |
| 株主資本利益率 | n/a |
| ネット・マージン | -611.46% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.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
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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.収支内訳
収支内訳
TeraWulf の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 168 | -1,028 | 252 | 0 |
| 31 Dec 25 | 168 | -661 | 166 | 0 |
| 30 Sep 25 | 168 | -564 | 126 | 0 |
| 30 Jun 25 | 144 | -132 | 117 | 0 |
| 31 Mar 25 | 132 | -124 | 115 | 0 |
| 31 Dec 24 | 140 | -72 | 78 | 0 |
| 30 Sep 24 | 128 | -53 | 54 | 0 |
| 30 Jun 24 | 120 | -49 | 52 | 0 |
| 31 Mar 24 | 100 | -56 | 48 | 0 |
| 31 Dec 23 | 69 | -73 | 42 | 0 |
| 30 Sep 23 | 56 | -88 | 44 | 0 |
| 30 Jun 23 | 40 | -102 | 42 | 0 |
| 31 Mar 23 | 26 | -98 | 40 | 0 |
| 31 Dec 22 | 15 | -86 | 39 | 0 |
| 30 Sep 22 | 5 | -100 | 46 | 0 |
| 30 Jun 22 | 2 | -73 | 42 | 0 |
| 31 Mar 22 | 0 | -64 | 38 | 0 |
| 31 Dec 21 | 0 | -51 | 31 | 0 |
質の高い収益: WULFは現在利益が出ていません。
利益率の向上: WULFは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: WULFは利益が出ておらず、過去 5 年間で損失は年間64.4%の割合で増加しています。
成長の加速: WULFの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: WULFは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 11.7% ) と比較することは困難です。
株主資本利益率
高いROE: WULFの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/27 23:29 |
| 終値 | 2026/05/27 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
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| マネジメント | 10年 |
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| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
TeraWulf Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Martin Toner | ATB Cormark |
| Nicholas Giles | B. Riley Securities, Inc. |