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WUWULF

TeraWulf Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBullish-leaning chatter
$WULF·$7.7B·Financial - Capital Markets·Financial Services
$11.68-7.4%YTD+39.6%1Y-15.7%
Price updated 7h ago·X counts updated 5d ago
WUWULF
$WULFTeraWulf Inc.
$11.68-7.45%876 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $WULF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

876X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $WULF's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 88% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data16 posts analyzed · as of 2026-09-15

Posters celebrate the break above the 200-day at $17.90 and reference the Anthropic 20-year lease thesis with ~$19B contracted revenue, calling for $20+ and citing Lake Mariner build activity. A director's planned sale is noted but reads as background to the constructive tone.

Read what X is saying about $WULF

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WULF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A former bitcoin miner that pivoted into AI colocation — contracted revenue is huge, actual P&L is still miles behind.

TeraWulf is a crypto miner that reinvented itself as an AI-datacenter power landlord — Lake Mariner, upstate New York, and a 20-year lease framework with Anthropic that implies ~$19B of contracted revenue over the term. The thesis is 'the power is the asset.'

  • The GAAP P&L is still broken: last quarter revenue was ~$34M with an operating margin of -399% and EPS of -$1.01, and the trailing-two prints missed Street estimates by 696% and 429% — these are numbers for a company whose contracted backlog hasn't started hitting the top line yet.
  • The equity story therefore depends entirely on how fast Anthropic revenue ramps and how much dilution funds it: the chart at 26% of 52-week range with a director's planned sale on file says the market is already discounting both.

Nov 9 earnings is the first chance management puts a dated milestone against the Anthropic ramp. Any specific capacity or dollar schedule plus a tempered dilution outlook is what unlocks the next leg; another sub-$50M revenue print with widening losses and the setup becomes a very long wait.

Agrees with X sentimentThe bullish reclaim-of-the-200-day read and the $19B contracted-revenue frame are grounded. The director's planned sale is noted as 'background' in the thread but it's a meaningful insider signal in a stock trading on confidence — worth more weight than the thread gave it.

What to watch: Nov 9 Q3 earnings — Anthropic revenue schedule, Lake Mariner commissioning progress, and any announced equity or convertible-debt issuance. A dated milestone plus controlled dilution extends the move; another ~700% EPS miss resets confidence.

On the calendar: 2026-11-09 — Q3 earnings

event ahead 30ddilution risk

Read the AI verdict on $WULF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Financial - Capital Markets sits in its cycle right now — and what that implies for $WULF.

Financial - Capital Markets · Financial Services

No material change from last week — digital-asset platforms drive growth as retail crypto trading and stablecoin adoption (USDC via CRCL) expand.

What this means for $WULF

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

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.4%YTD
+3.3%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
Q2 2026Aug 5, 2026$-1.94$-0.24-696.2%
Q1 2026May 8, 2026$-1.01$-0.19-429.0%
Q4 2025Feb 26, 2026$-0.28$-0.13-115.4%
Q3 2025Nov 10, 2025$-1.13$-0.04-2489.4%
Next earningsFri, Nov 6·consensus EPS $-0.18

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$264.8M$197.9M – $365.3M-$2.91-$3.49 – -$1.3211
FY27$878.7M$738.5M – $1.0B-$0.21-$1.50 – $2.6511
FY28$1.6B$1.4B – $1.9B$0.34-$0.49 – $1.099
FY29$2.4B$2.0B – $3.0B$0.42$0.32 – $0.554
FY30$3.0B$2.4B – $3.7B$1.16$0.88 – $1.524

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.1.7×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.7%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.-24.9%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.-35.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 383.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today14.5% 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.β4.255-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

BuySep 15Michael C. BucellaDirector6.1K sh$90KSellSep 8Catherine J. MotzDirector56.0K sh$998KSellAug 31Walter E. CarterDirector130.6K sh$2.0MSellAug 27Paul B. PragerCEO137.5K sh$2.3MBuyAug 17Michael C. BucellaDirector2.9K sh$50KBuyAug 14Michael C. BucellaDirector3.0K sh$50KSellJun 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$1.6M
1–10 of 12
+ 49 other (23 exempts · 12 awards · 12 returns · 2 others) 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-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

TERAWULF INC. (WULF) reported Q2 2026 financial results on 2026-08-05, reporting results detailed in attached press release. The press release notes: mission (“SEC”) filings and other public announcements that. Management guidance: expects to use the Presentation, in whole or in part, and possibly with modifications, in connection. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

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.

+ 16 other (10 13Gs · 3 routine 8-Ks · 2 10-Qs · 1 proxy) in window

Recent news

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

Applied Digital Sinks 4% as Rotation Out of Debt-Funded AI Builders Extends; TeraWulf Dips 3%, Core Scientific Retreats 2%247wallst.com·18h agoTeraWulf Stock Keeps Falling, but Morgan Stanley Sees 463% Upsidebarrons.com·2d agoPolen 5Perspectives Small-Mid Growth Q3 2026 Portfolio Updateseekingalpha.com·2d agoTeraWulf: The AI Infrastructure Transformation Is Taking Shapeseekingalpha.com·4d agoTeraWulf Schedules Conference Call for Third Quarter 2026 Financial Resultsglobenewswire.com·5d ago

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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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