IREN's AI Client Base Expands: Is Growth Becoming More Durable? [Yahoo! Finance]
TeraWulf Inc. (WULF)
Company Research
Source: Yahoo! Finance
Beyond the highly visible $9.7 billion Microsoft AI cloud agreement, the company has added several multi-year AI cloud customers, including Together AI, Fluidstack and Fireworks AI. These wins are expected to contribute more than $500 million in AI Cloud ARR by early fiscal 2026, even before Microsoft-related revenues scale materially. The impact of diversification is now evident in IREN's operating metrics. In the first quarter of fiscal 2026, the company posted a fifth straight quarter of record revenue, reaching $240 million, suggesting growth is becoming more consistent rather than event-driven. Management also pointed to pre-contracted GPU deployments at its Canadian facilities, a clear indicator of forward demand and improved revenue predictability across its AI customer base. Industry dynamics are increasingly supportive of IREN's positioning. AI compute demand is surging across hyperscalers, AI-native labs and enterprise users, while supply remains bottlenecked by limited
Show less
Read more
Impact Snapshot
Event Time:
WULF
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
WULF alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
WULF alerts
High impacting TeraWulf Inc. news events
Weekly update
A roundup of the hottest topics
WULF
News
- TeraWulf (NASDAQ:WULF) had its "sell (d-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- TeraWulf (NASDAQ:WULF) had its "overweight" rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $18.00 price target on the stock.MarketBeat
- TeraWulf: Turning Scarce Megawatts Into Contracted AI Cash Flows [Seeking Alpha]Seeking Alpha
- One Fund Just Bet $5 Million on This Bitcoin Infrastructure Play Beating the S&P 500 by 75 Points This Past Year [Yahoo! Finance]Yahoo! Finance
- TeraWulf and Fluidstack Announce Successful Pricing of Project Financing for 168 MW HPC Compute Joint VentureGlobeNewswire
WULF
Earnings
- 11/10/25 - Miss
WULF
Sec Filings
- 12/23/25 - Form 4
- 12/22/25 - Form 4
- 12/18/25 - Form 8-K
- WULF's page on the SEC website