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WUWULF

TeraWulf Inc.

$WULF·$10B·Software - Application·Technology
$17.57-2.3%YTD+53.5%1Y+242.5%
Mentions · last 7 days
2026-07-09: 499 posts2026-07-10: 290 posts2026-07-11: 98 posts2026-07-12: 192 posts2026-07-13: 337 posts2026-07-14: 307 posts2026-07-15: 484 posts2,255-7%
Price updated 5m ago·X counts updated 2d ago
WUWULF
$WULFTeraWulf Inc.
$17.57-2.31%2.3k posts-7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $WULF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

The Anthropic 20-year datacenter lease is a category-defining catalyst — the mining economics still hurt.

TeraWulf is a Bitcoin miner that pivoted decisively into AI/HPC datacenter capacity — most importantly with a reported 20-year lease commitment from Anthropic. The equity is trading on the AI-datacenter re-rating, not the mining wrapper.

Where the setup actually is:

  • The Anthropic deal is category-defining: a 20-year lease commitment from a top-tier AI lab is exactly the kind of long-duration revenue contract that transforms a miner's cost of capital — Morgan Stanley's move to a $72 target from ~$23 reflects that specific unlock.
  • The financing scale is real: Bloomberg reporting $3.5B in financing for the Anthropic-leased facility means the market is willing to fund the transition, and the fundamentals will be entirely determined by execution on that spend.
  • The mining base is still deep in the red: 3.6% gross margin against 146% negative operating margin means the current cash generation is negative — meaning the AI-lease revenue has to arrive on schedule to justify the run.
  • The land-cost comp is the specific check: WULF sold Abernathy at $6 per watt while MARA acquired 2GW at $0.30 per watt in Matagorda — meaning peer miners are picking up equivalent capacity at a fraction of the price, which is a genuine competitive risk on future expansions.

What restarts the leg is a specific milestone on the Anthropic facility ramp or a second AI-datacenter lease announcement. What breaks it is a construction delay disclosure or another dilution announcement to fund the buildout.

Agrees with X sentimentX is bullish on the Morgan Stanley target and the Anthropic 20-year lease, and both are real category catalysts. The honest bear note the corpus flags — that MARA got 2GW at $0.30/W while WULF sold at $6/W — is exactly the competitive-capacity risk that would compress the future ramp, and it's not sized.

What to watch: The Aug 14 print — Anthropic facility construction pace, additional AI-datacenter lease announcements, and cash-runway commentary given the $3.5B financing need. A specific ramp milestone extends the leg; a construction delay or dilution announcement is what continues the cool-off.

On the calendar: 2026-08-14 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment54 posts analyzed · as of 2026-07-15

TeraWulf chatter is emphatically long. Morgan Stanley slapped a $72 price target on the stock (from ~$23), calling for a potential triple after an ~800% three-year run. The Anthropic 20-year datacenter lease is being cited as the catalyst that could 3x the share price, similar to how Hut 8 rallied after its Anthropic-through-Fluidstack deal. Bloomberg reported TeraWulf is eyeing $3.5B in financing for the Anthropic-leased facility. Bulls point to the stock finding support on Meridian's longest daily positioning shelf and reclaiming the descending-channel breakdown at $24.50. The only real bearish note is the observation that WULF sold Abernathy for $6/watt while MARA acquired 2GW at $0.30/watt in Matagorda - i.e., MARA got a better price on land.

Read the AI verdict + X sentiment for $WULF

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mines Bitcoin using US data centers powered primarily by nuclear and hydroelectric energy sources.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $WULF.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $WULF

Neutral — Mines Bitcoin using US data centers powered primarily by nuclear and hydroelectric energy sources; limited exposure means the AI agent bifurcation — contract expansion vs. user substitution is not a near-term catalyst or headwind.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-146%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-14.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
70.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-8.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
3.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-67.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 8, 2026$-1.01$-0.19-429.0%
Q4 2025Feb 26, 2026$-0.28$-0.13-115.4%
Q3 2025Nov 10, 2025$-0.07$-0.04-60.4%
Q2 2025Aug 8, 2025$-0.05$-0.04-25.0%
Next earningsFri, Aug 14·consensus EPS $-0.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$34.0M-1.1%9.3%-399%$-1.01$-540.5M
Q4 FY25$35.8M+2.4%-30.1%-241%$-0.32$-703.2M
Q3 FY25$50.6M+86.9%13.7%-28.1%$-1.13$-268.3M
Q2 FY25$47.6M+33.9%14.2%-20.1%$-0.05$-174.8M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$306.0M$220.1M – $430.0M-$1.34-$1.61 – -$1.109
FY27$966.5M$830.8M – $1.2B-$0.09-$5.73 – $8.088
FY28$1.7B$1.5B – $2.1B$0.41-$0.23 – $1.327
FY29$2.6B$2.2B – $3.1B$0.37$0.30 – $0.473
FY30$2.4B$2.1B – $2.9B$0.94$0.76 – $1.196

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.58%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-20.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 382.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β4.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 29Paul B. PragerCEO137.5K sh$3.7MSellMay 27Paul B. PragerCEO166.7K sh$4.3MSellMay 26Paul B. PragerCEO166.7K sh$4.1MSellApr 28Paul B. PragerCEO79.1K sh$1.6MSellApr 27Paul B. PragerCEO137.5K sh$2.9MSellApr 24Nazar M. KhanCTO452.2K sh—SellMar 25Paul B. PragerCEO137.5K sh$2.3MSellMar 24Paul B. PragerCEO137.5K sh$2.2MBuyMar 20Michael C. BucellaDirector1.7K sh$25KBuyMar 19Michael C. BucellaDirector1.7K sh$25K
+ 50 other (23 exempts · 15 returns · 12 awards) in window

See when $WULF insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
AI summary

TeraWulf Inc. (ticker WULF) held its 2026 Annual Meeting on June 9, 2026, with ~80% of shares (~348M) represented. All nine director nominees were elected to serve until 2027 (For votes ranging from ~252M for Steven Pincus to ~272M for Paul Prager); the advisory say-on-pay vote passed (179.8M For, 92.3M Against — representing ~34% dissent, a material signal of shareholder discontent); and Deloitte & Touche was ratified as auditor for 2026 (346.6M For). The high say-on-pay dissent is notable and may result in engagement with institutional shareholders on compensation practices.

8-KPress release / Reg FDMay 88-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

WULF reported first quarter ended March 31, 2026. The Press Release financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KMaterial agreementApr 168-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

WULF entered into a underwriting agreement (8-K Item 1.01, dated 2026-04-16). Counterparty: Morgan Stanley & Co. LLC. Size: approximately $1,004.3 million. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)Apr 16424B5
AI summary

WULF filed a 424B5 prospectus supplement dated 2026-04-16, representing an active capital markets transaction. Priced at $0.001 per share. proceeds of this offering to finance a portion of the cost of construction of a data center at our s. This represents immediate dilution to existing shareholders.

8-KPress release / Reg FDApr 158-K — Item 7.01: Press release / Reg FD
AI summary

WULF filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-15. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

424B5Prospectus supplement (offering)Apr 15424B5
AI summary

WULF filed a 424B5 prospectus supplement dated 2026-04-15, representing an active capital markets transaction. Priced at $0.001 per share. proceeds of this offering to finance a portion of the cost of construction of a data center at our s. This represents immediate dilution to existing shareholders.

8-KPress release / Reg FDApr 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

WULF reported first quarter ended March 31, 2026. A copy of the pre financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

424B5Prospectus supplement (offering)Apr 14424B5
AI summary

WULF filed a 424B5 prospectus supplement dated 2026-04-14, representing an active capital markets transaction. Priced at $0.001 per share. proceeds of this offering to finance a portion of the cost of construction of a data center at our s. This represents immediate dilution to existing shareholders.

+ 19 other (10 13Gs · 3 routine 8-Ks · 2 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bitcoin Miners Cash In as AI Hits a Power Bottlenecketftrends.com·2d agoTeraWulf Stock Panics Over New York's Data-Center Moratorium, but Wall Street Sees a Stealbarrons.com·2d agoWhy These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloffinvestorplace.com·4d agoApplied Digital vs. TeraWulf: Which Neocloud Stock Is the Better Buy?fool.com·4d agoTeraWulf, Anthropic deal projected to generate $19 BILLIONyoutube.com·5d ago

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Voices on X · top 14 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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