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WUWULF

TeraWulf Inc.

$WULF·$8.8B·Software - Application·Technology
$15.13-1.4%YTD+61.2%1Y+57.1%
Mentions · last 7 days
2026-08-22: 74 posts797+10%
Price updated 6h ago·X counts updated 9d ago
WUWULF
$WULFTeraWulf Inc.
$15.13-1.43%797 posts+10%
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.

Comeback attemptCooling offAI verdict · as of 2026-08-30

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

Bitcoin miner turned Anthropic landlord — the Kentucky PSC just validated another 482 MW.

TeraWulf is a Bitcoin miner that has been repositioning as an AI/HPC data-center powered-shell operator, with the Anthropic 20-year, roughly $19B, lease already signed and now a fresh Kentucky utility approval on 482 MW behind it. The stock is up 61% YTD but off 7% today, and the whole valuation story now sits on how fast that contracted capacity scales.

  • The mining P&L is still small: quarterly revenue ran $48M, $51M, $36M, $34M, with negative gross margins and EPS around $-0.05 to $-1.13 — analysts model $306M full-year revenue and a $1.38 EPS loss, so the coin-mining line is not what the market is paying for.
  • The powered-shell contract stack is the whole re-rating: William Blair initiated with a $31 outperform, Morgan Stanley overweighting powered-shell providers with WULF's existing contract value at ~$18/share, a path from 839 MW contracted today to as much as 2.8 GW by 2030, and the Abernathy sale at ~$530M at a ~20% IRR — that's the anatomy of a pivot with real transactions behind it.
  • The Kentucky PSC 482 MW approval is a clean regulatory milestone: it converts a large power interconnect from 'signed contract' to 'utility-blessed capacity,' which is exactly the kind of step that cuts the tail risk on the Anthropic-lease revenue timing.

A Nov 9 print that shows first meaningful powered-shell revenue and a fresh contract disclosure or grid-interconnect approval extends the pivot toward Blair's $31; a delay on the Anthropic build-out or a still-mining-dominated quarter is what caps the multiple.

Agrees with X sentimentX's bullish read matches the mechanics — the Kentucky PSC approval, the Blair initiation, and the ~$18/share existing-contract framing from Morgan Stanley are all real; the lack of a bearish voice reads as a discovery gap, not an information gap.

What to watch: The Nov 9 Q3 print — first powered-shell revenue recognition, any incremental contract additions, and updated grid-interconnect timelines. A build-out delay is what caps the run.

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

X sentiment

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

Bullish sentiment84 posts analyzed · as of 2026-08-30

TeraWulf is being priced as an AI-powered-shell landlord rather than a bitcoin miner, with William Blair initiating at Outperform with a $31 target and Morgan Stanley separately citing a $62.50 case. The Kentucky PSC approval for up to 482MW at the Justified campus, backed by Anthropic's 20-year, roughly $19B lease and CFO commentary about not returning to equity markets, is treated as the load-bearing catalyst. A minority flags the $939.9M GAAP loss, ~52x price-to-book, and a beta above four, but posters largely brush those off as noise into contract conversion.

Read the AI verdict + X sentiment for $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)
  • 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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $WULF

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is TeraWulf Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%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 earningsMon, Nov 9·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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$306.1M$220.1M – $430.1M-$1.38-$1.66 – -$1.139
FY27$965.1M$834.8M – $1.1B-$0.12-$3.68 – $4.648
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.0.6×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.31%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.-22.0%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.-15.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 383.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.3% 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.β4.295-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

SellAug 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$1.6MSellApr 27Paul B. PragerCEO137.5K sh$2.9MSellApr 24Nazar M. KhanCTO452.2K sh—SellMar 25Paul B. PragerCEO137.5K sh$2.3M
1–10 of 13
+ 54 other (26 exempts · 16 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-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.

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.

+ 19 other (11 13Gs · 2 10-Qs · 2 routine 8-Ks · 1 proxy) in window

Recent news

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

TeraWulf CEO Paul Prager Sells 137,500 Shares for $2.3 Millionfool.com·18h agoBeacon Pointe Advisors LLC Makes New $1.89 Million Investment in TeraWulf Inc. $WULFdefenseworld.net·23h agoApplied Digital Sinks 7%, IREN Tumbles 13% as Data Center Selloff Broadens Past One Name247wallst.com·4d agoTeraWulf: Massive Capacity Increase Driving Valueseekingalpha.com·4d agoIREN Falls 6% as a $639M Mining Rig Writedown Overshadows AI Cloud Growth, TeraWulf Eases247wallst.com·4d 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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