KBW upgrades TeraWulf to outperform, sees AI pivot as catalyst for sharp growth [Yahoo! Finance]
TeraWulf Inc. (WULF)
Company Research
Source: Yahoo! Finance
The bank said the market is underestimating the earnings upside from the company's shift away from bitcoin (BTC) mining toward AI and high-performance computing (HPC) leasing. "We think investors underappreciate the magnitude of the BTC mining to HPC leasing mix shift in 2026-2027 and robust growth catalysts on 646 MW net of visible HPC leasing pipeline through 2027," wrote analyst Stephen Glagola in the Wednesday report. The shares were modestly higher in early trading Wednesday, at $11.18. Bitcoin miners have increasingly pivoted to hosting AI and high-performance computing hardware in their existing data centers to boost profitability. The analyst estimated that TeraWulf's existing leases could drive a 505% EBITDA compound annual growth rate (CAGR) from 2025 to 2027 and support multiple expansion from the stock's current 13.8x EV/EBITDA valuation. His bullish view centers on the firm's 646 megawatt HPC leasing pipeline through 2027 and the rapid erosion of mining's impor
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WULF
News
- GlobalFoundries downgraded, TeraWulf upgraded: Wall Street's top analyst calls [Yahoo! Finance]Yahoo! Finance
- TeraWulf (NASDAQ:WULF) was upgraded by analysts at Keefe, Bruyette & Woods from a "market perform" rating to an "outperform" rating. They now have a $24.00 price target on the stock.MarketBeat
- Here is Why Analysts are Bullish on Terawulf Inc. (WULF) [Yahoo! Finance]Yahoo! Finance
- TeraWulf joint venture finalizes $1.3B secured financing for Texas AI campus [Yahoo! Finance]Yahoo! Finance
- The Hashies 2025: Blackspace's annual award show [Yahoo! Finance]Yahoo! Finance
WULF
Earnings
- 11/10/25 - Miss
WULF
Sec Filings
- 12/29/25 - Form 8-K
- 12/23/25 - Form 4
- 12/22/25 - Form 4
- WULF's page on the SEC website