TeraWulf Inc.

NasdaqCM:WULF Voorraadrapport

Marktkapitalisatie: US$9.8b

TeraWulf Beheer

Beheer criteriumcontroles 3/4

De CEO TeraWulf is Paul Prager, benoemd in Feb2021, heeft een ambtstermijn van 5.17 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 6.91M, bestaande uit 13.9% salaris en 86.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.29% van de aandelen van het bedrijf, ter waarde $ 126.53M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.7 jaar en 4.4 jaar.

Belangrijke informatie

Paul Prager

Algemeen directeur

US$6.9m

Totale compensatie

Percentage CEO-salaris13.89%
Dienstverband CEO5.2yrs
Eigendom CEO1.3%
Management gemiddelde ambtstermijn2.7yrs
Gemiddelde ambtstermijn bestuur4.4yrs

Recente managementupdates

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.

Analyse CEO-vergoeding

Hoe is Paul Prager's beloning veranderd ten opzichte van TeraWulf's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025n/an/a

-US$661m

Sep 30 2025n/an/a

-US$564m

Jun 30 2025n/an/a

-US$132m

Mar 31 2025n/an/a

-US$124m

Dec 31 2024US$7mUS$960k

-US$72m

Sep 30 2024n/an/a

-US$53m

Jun 30 2024n/an/a

-US$49m

Mar 31 2024n/an/a

-US$56m

Dec 31 2023US$2mUS$951k

-US$73m

Sep 30 2023n/an/a

-US$88m

Jun 30 2023n/an/a

-US$102m

Mar 31 2023n/an/a

-US$98m

Dec 31 2022US$758kUS$741k

-US$86m

Sep 30 2022n/an/a

-US$100m

Jun 30 2022n/an/a

-US$73m

Mar 31 2022n/an/a

-US$64m

Dec 31 2021US$674kUS$612k

-US$51m

Compensatie versus markt: De totale vergoeding ($USD 6.91M ) Paul } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.50M ).

Compensatie versus inkomsten: De vergoeding van Paul is gestegen terwijl het bedrijf verliesgevend is.


CEO

Paul Prager (65 yo)

5.2yrs
Tenure
US$6,912,640
Compensatie

Mr. Paul B. Prager serves as Chairman and Chief Executive Officer at Terawulf Inc. since February 2021 and also serves as its Co-Founder. A graduate of the U.S. Naval Academy, Mr. Prager has extensive inve...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Paul Prager
Co-Founder5.2yrsUS$6.91m1.29%
$ 126.5m
Nazar Khan
Co-Founder5.2yrsUS$6.13m5.39%
$ 528.5m
Patrick Fleury
Chief Financial Officer3.9yrsUS$9.68m0.74%
$ 72.2m
Kerri Langlais
Chief Strategy Officer & Executive Director5.2yrsUS$9.60m0.94%
$ 91.8m
Sean Farrell
Chief Operating Officer1.4yrsgeen gegevensgeen gegevens
William Tanimoto
Chief Accounting Officerless than a yeargeen gegevens0.0079%
$ 778.7k
Andi Azzolina
Chief Information Officer1.3yrsgeen gegevensgeen gegevens
John Larkin
Senior VP & Director of Investor Relations1.5yrsgeen gegevensgeen gegevens
Stephanie Fleischmann
General Counselno datageen gegevensgeen gegevens
Jason Assad
Director of Corporate Communicationsno datageen gegevensgeen gegevens
Claude Piguet
Executive Vice President of IKONICSno dataUS$521.45kgeen gegevens
Kenneth Hegman
Chief Operating Officer of IKONICSno dataUS$523.02kgeen gegevens
2.7yrs
Gemiddelde duur
49yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van WULF wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.7 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Paul Prager
Co-Founder5.2yrsUS$6.91m1.29%
$ 126.5m
Nazar Khan
Co-Founder5.2yrsUS$6.13m5.39%
$ 528.5m
Kerri Langlais
Chief Strategy Officer & Executive Director4.1yrsUS$9.60m0.94%
$ 91.8m
William Ulland
Director of IKONICSno dataUS$28.00kgeen gegevens
Lockwood Carlson
Director of IKONICSno dataUS$62.74kgeen gegevens
Lisa Prager
Director4.4yrsUS$150.00k0.052%
$ 5.1m
Ernest Harper
Director of IKONICSno dataUS$57.82kgeen gegevens
Amanda Fabiano
Independent Director2.3yrsUS$187.61k0.0083%
$ 816.0k
Walter Carter
Independent Director4.4yrsUS$175.00k0.062%
$ 6.1m
Catherine Motz
Independent Director4.4yrsUS$150.00k0.031%
$ 3.1m
Steven Pincus
Lead Independent Director4.4yrsUS$225.00k0.069%
$ 6.7m
Michael Bucella
Independent Director4.1yrsUS$150.00k0.058%
$ 5.6m
4.4yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van WULF wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.4 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/30 01:33
Aandelenkoers aan het einde van de dag2026/04/30 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

TeraWulf Inc. wordt gevolgd door 15 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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