TeraWulf Q4: Ugly On Paper, Solid In Reality [Seeking Alpha]
TeraWulf Inc. (WULF)
Company Research
Source: Seeking Alpha
Q4 results were distorted by a $429.8M non-cash warrant revaluation, but underlying HPC segment margins reached an impressive 77%, signaling strong unit economics. WULF now trades at ~$15.1M per contracted MW, a 45% discount to CoreWeave's EV/MW, implying significant valuation expansion potential if execution remains flawless. I maintain a buy rating, but the current valuation assumes perfect execution; any operational missteps could swiftly shift sentiment. EvgeniyShkolenko/iStock via Getty Images Q4 earnings are in for TeraWulf Inc. ( WULF ), and if you have been following WULF, it is easy to see that Q4 was the quarter that was never going to look good on paper. Looking This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of WULF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alp
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WULF
News
- TeraWulf Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- TeraWulf Inc. (WULF) Q4 2025 Earnings Call Transcript [Seeking Alpha]Seeking Alpha
- TeraWulf (WULF) had its price target raised by Rosenblatt Securities from $20.00 to $23.00. They now have a "buy" rating on the stock.MarketBeat
- TeraWulf (WULF) had its price target raised by Cantor Fitzgerald from $18.00 to $24.00. They now have an "overweight" rating on the stock.MarketBeat
- TeraWulf Inc (WULF) Q4 2025 Earnings Call Highlights: Strategic Expansion and Challenges Amid ... [Yahoo! Finance]Yahoo! Finance
WULF
Earnings
- 2/26/26 - Miss
WULF
Sec Filings
- 2/27/26 - Form 10-K
- 2/26/26 - Form 8-K
- 2/4/26 - Form SCHEDULE
- WULF's page on the SEC website