TeraWulf Inc.

NasdaqCM:WULF 주식 리포트

시가총액: US$9.8b

TeraWulf 과거 순이익 실적

과거 기준 점검 0/6

TeraWulf 의 수입은 연평균 -55.6%의 비율로 감소해 온 반면, Software 산업은 연평균 21.4%의 비율로 증가했습니다. 매출은 연평균 61%의 비율로 증가해 왔습니다.

핵심 정보

-55.58%

순이익 성장률

-9.64%

주당순이익(EPS) 성장률

Software 산업 성장률17.33%
매출 성장률61.02%
자기자본이익률-470.94%
순이익률-392.64%
최근 순이익 업데이트31 Dec 2025

최근 과거 실적 업데이트

Recent updates

TeraWulf's AI/HPC Pivot: High-Conviction Secular Growth Play

Apr 23

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Nov 03
After Leaping 30% TeraWulf Inc. (NASDAQ:WULF) Shares Are Not Flying Under The Radar

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.

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.

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.

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

Sep 19
TeraWulf Inc. (NASDAQ:WULF) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable

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

Sep 09
Would TeraWulf (NASDAQ:WULF) Be Better Off With Less Debt?

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.

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

Jul 24
Why Investors Shouldn't Be Surprised By TeraWulf Inc.'s (NASDAQ:WULF) 46% Share Price Surge

TeraWulf Inc. (NASDAQ:WULF) Analysts Just Cut Their EPS Forecasts Substantially

May 14
TeraWulf Inc. (NASDAQ:WULF) Analysts Just Cut Their EPS Forecasts Substantially

TeraWulf Inc. (NASDAQ:WULF) Just Reported And Analysts Have Been Cutting Their Estimates

May 13
TeraWulf Inc. (NASDAQ:WULF) Just Reported And Analysts Have Been Cutting Their Estimates
User avatar

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.

매출 및 비용 세부 내역

TeraWulf가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqCM:WULF 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: WULF 은(는) 현재 수익성이 없습니다.

이익 마진 증가: WULF는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: WULF은 수익성이 없으며 지난 5년 동안 손실이 연평균 55.6% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 WULF의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: WULF은 수익성이 없어 지난 해 수익 성장률을 Software 업계(16%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: WULF는 현재 수익성이 없으므로 자본 수익률이 음수(-470.94%)입니다.


총자산이익률


투하자본수익률


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 21:04
종가2026/04/29 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

TeraWulf Inc.는 15명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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