TeraWulf Beheer
Beheer criteriumcontroles 2/4
De CEO TeraWulf is Paul Prager, benoemd in Feb2021, heeft een ambtstermijn van 5.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 39.41M, bestaande uit 2.5% salaris en 97.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.43% van de aandelen van het bedrijf, ter waarde $ 205.35M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.9 jaar en 4.6 jaar.
Belangrijke informatie
Paul Prager
Algemeen directeur
US$39.4m
Totale compensatie
| Percentage CEO-salaris | 2.54% |
| Dienstverband CEO | 5.3yrs |
| Eigendom CEO | 1.4% |
| Management gemiddelde ambtstermijn | 2.9yrs |
| Gemiddelde ambtstermijn bestuur | 4.6yrs |
Recente managementupdates
Recent updates
Analyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...
Nieuw narratief • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$1b |
| Dec 31 2025 | US$39m | US$1m | -US$661m |
| Sep 30 2025 | n/a | n/a | -US$564m |
| Jun 30 2025 | n/a | n/a | -US$132m |
| Mar 31 2025 | n/a | n/a | -US$124m |
| Dec 31 2024 | US$7m | US$960k | -US$72m |
| Sep 30 2024 | n/a | n/a | -US$53m |
| Jun 30 2024 | n/a | n/a | -US$49m |
| Mar 31 2024 | n/a | n/a | -US$56m |
| Dec 31 2023 | US$2m | US$951k | -US$73m |
| Sep 30 2023 | n/a | n/a | -US$88m |
| Jun 30 2023 | n/a | n/a | -US$102m |
| Mar 31 2023 | n/a | n/a | -US$98m |
| Dec 31 2022 | US$758k | US$741k | -US$86m |
| Sep 30 2022 | n/a | n/a | -US$100m |
| Jun 30 2022 | n/a | n/a | -US$73m |
| Mar 31 2022 | n/a | n/a | -US$64m |
| Dec 31 2021 | US$674k | US$612k | -US$51m |
Compensatie versus markt: De totale vergoeding ($USD 39.41M ) Paul } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.67M ).
Compensatie versus inkomsten: De vergoeding van Paul is gestegen terwijl het bedrijf verliesgevend is.
CEO
Paul Prager (66 yo)
5.3yrs
Tenure
US$39,411,005
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
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 5.3yrs | US$39.41m | 1.43% $ 205.3m | |
| Co-Founder | 5.3yrs | US$30.06m | 5.55% $ 796.9m | |
| Chief Financial Officer | 4.1yrs | US$20.13m | 0.81% $ 116.1m | |
| Chief Accounting Officer | 1yr | US$1.05m | 0.0078% $ 1.1m | |
| Chief Strategy Officer & Executive Director | 5.3yrs | US$20.19m | 0.84% $ 120.5m | |
| Chief Operating Officer | 1.6yrs | geen gegevens | geen gegevens | |
| Chief Information Officer | 1.4yrs | geen gegevens | geen gegevens | |
| Senior VP & Director of Investor Relations | 1.7yrs | geen gegevens | geen gegevens | |
| General Counsel | no data | geen gegevens | geen gegevens | |
| Director of Corporate Communications | no data | geen gegevens | geen gegevens | |
| Executive Vice President of IKONICS | no data | US$521.45k | geen gegevens | |
| Chief Operating Officer of IKONICS | no data | US$523.02k | geen gegevens |
2.9yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van WULF wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.9 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 5.3yrs | US$39.41m | 1.43% $ 205.3m | |
| Co-Founder | 5.3yrs | US$30.06m | 5.55% $ 796.9m | |
| Chief Strategy Officer & Executive Director | 4.3yrs | US$20.19m | 0.84% $ 120.5m | |
| Director of IKONICS | no data | US$28.00k | geen gegevens | |
| Director of IKONICS | no data | US$62.74k | geen gegevens | |
| Director | 4.6yrs | US$290.01k | 0.051% $ 7.4m | |
| Director of IKONICS | no data | US$57.82k | geen gegevens | |
| Independent Director | 2.4yrs | US$290.01k | 0.0082% $ 1.2m | |
| Independent Director | 4.6yrs | US$315.01k | 0.061% $ 8.8m | |
| Independent Director | 4.6yrs | US$308.76k | 0.031% $ 4.4m | |
| Lead Independent Director | 4.6yrs | US$365.00k | 0.068% $ 9.7m | |
| Independent Director | 4.3yrs | US$290.01k | 0.057% $ 8.2m |
4.6yrs
Gemiddelde duur
66yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van WULF wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/20 07:09 |
| Aandelenkoers aan het einde van de dag | 2026/06/18 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 u 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 19 analisten. 14 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.
| Analist | Instelling |
|---|---|
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Martin Toner | ATB Cormark |
| Gautam Chhugani | Bernstein |