TeraWulf Inc.

NasdaqCM:WULF Stok Raporu

Piyasa değeri: US$10.6b

TeraWulf Yönetim

Yönetim kriter kontrolleri 2/4

TeraWulf CEO'su Paul Prager, Feb2021 tarihinde atandı, in görev süresi 5.25 yıldır. in toplam yıllık tazminatı $ 39.41M olup, şirket hissesi ve opsiyonları dahil olmak üzere 2.5% maaş ve 97.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.32% ine doğrudan sahiptir ve bu hisseler $ 139.60M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.8 yıl ve 4.5 yıldır.

Anahtar bilgiler

Paul Prager

İcra Kurulu Başkanı

US$39.4m

Toplam tazminat

CEO maaş yüzdesi2.54%
CEO görev süresi5.3yrs
CEO sahipliği1.3%
Yönetim ortalama görev süresi2.8yrs
Yönetim Kurulu ortalama görev süresi4.5yrs

Son yönetim güncellemeleri

Recent updates

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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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.

CEO Tazminat Analizi

Paul Prager'un ücretlendirmesi TeraWulf'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$1b

Dec 31 2025US$39mUS$1m

-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

Tazminat ve Piyasa: Paul 'nin toplam tazminatı ($USD 39.41M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.80M ).

Tazminat ve Kazançlar: Paul şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Paul Prager (65 yo)

5.3yrs
Görev süresi
US$39,411,005
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Paul Prager
Co-Founder5.3yrsUS$39.41m1.32%
$ 139.6m
Nazar Khan
Co-Founder5.3yrsUS$30.06m5.33%
$ 563.4m
Patrick Fleury
Chief Financial Officer4yrsUS$20.13m0.77%
$ 81.2m
William Tanimoto
Chief Accounting Officerless than a yearUS$1.05m0.0078%
$ 830.1k
Kerri Langlais
Chief Strategy Officer & Executive Director5.3yrsUS$20.19m0.72%
$ 76.5m
Sean Farrell
Chief Operating Officer1.5yrsVeri yokVeri yok
Andi Azzolina
Chief Information Officer1.3yrsVeri yokVeri yok
John Larkin
Senior VP & Director of Investor Relations1.6yrsVeri yokVeri yok
Stephanie Fleischmann
General Counselno dataVeri yokVeri yok
Jason Assad
Director of Corporate Communicationsno dataVeri yokVeri yok
Claude Piguet
Executive Vice President of IKONICSno dataUS$521.45kVeri yok
Kenneth Hegman
Chief Operating Officer of IKONICSno dataUS$523.02kVeri yok
2.8yrs
Ortalama Görev Süresi
49yo
Ortalama Yaş

Deneyimli Yönetim: WULF 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Paul Prager
Co-Founder5.3yrsUS$39.41m1.32%
$ 139.6m
Nazar Khan
Co-Founder5.3yrsUS$30.06m5.33%
$ 563.4m
Kerri Langlais
Chief Strategy Officer & Executive Director4.2yrsUS$20.19m0.72%
$ 76.5m
William Ulland
Director of IKONICSno dataUS$28.00kVeri yok
Lockwood Carlson
Director of IKONICSno dataUS$62.74kVeri yok
Lisa Prager
Director4.5yrsUS$290.01k0.051%
$ 5.4m
Ernest Harper
Director of IKONICSno dataUS$57.82kVeri yok
Amanda Fabiano
Independent Director2.3yrsUS$290.01k0.0082%
$ 870.3k
Walter Carter
Independent Director4.5yrsUS$315.01k0.061%
$ 6.5m
Catherine Motz
Independent Director4.5yrsUS$308.76k0.031%
$ 3.3m
Steven Pincus
Lead Independent Director4.5yrsUS$365.00k0.068%
$ 7.2m
Michael Bucella
Independent Director4.2yrsUS$290.01k0.057%
$ 6.0m
4.5yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: WULF 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.5 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 09:55
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

TeraWulf Inc. 16 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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