TeraWulf Vs Cipher Mining: Winners In 2026's AI Acceleration Story [Seeking Alpha]
TeraWulf Inc. (WULF)
Company Research
Source: Seeking Alpha
Both TeraWulf and Cipher have landed multi-billion dollar contracts with Alphabet's Google Cloud and Amazon's AWS, driving projected revenue growth of 132% and 66% in 2026, respectively. Valuation multiples for both companies could expand to 21-22x 2026 revenues, implying 45-50% share price upside from current levels. Risks include TeraWulf's higher leverage and the critical need for both companies to deliver on large-scale infrastructure commitments by 2026. Oselote/iStock via Getty Images Investment Thesis Next year is going to be a make-or-break year for crypto miners. The stagnation in Bitcoin's price so far has cornered crypto miners into a difficult position of winding down operations of their This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinion
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 (WULF): Rosenblatt Highlights Strategic Pivot as Bitcoin Mining Profitability Hits Record Lows [Yahoo! Finance]Yahoo! Finance
- IREN's AI Client Base Expands: Is Growth Becoming More Durable? [Yahoo! Finance]Yahoo! Finance
- 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
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