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TeraWulf (WULF) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Paul Prager, Terawulf founder and CEO, joins 'Power Lunch' to discuss the company's expansion plans, its recent deals and what they mean and much more.
WULF is rising +12% in the pre-market following the announcement of the strategic acquisition of two locations, contributing 1.5 GW of power capacity. This essentially doubles the company's potential operational footprint, fueling optimistic sentiment regarding its AI and HPC (High Performance Computing) expansion.
Acquisitions add 1.5 GW of load capacity, expanding energy-advantaged portfolio with on-site power generation TeraWulf's platform more than doubles to 2.8 GW across five sites, supporting 250 – 500 MW of targeted new contracted capacity annually EASTON, Md., Feb. 02, 2026 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf” or the “Company”), a leading owner and operator of vertically integrated digital infrastructure, today announced the expansion of its digital and power infrastructure portfolio through the acquisition of two strategically located brownfield infrastructure sites in Hawesville, Kentucky and Charles County, Maryland.
MSTR and WULF offer two different Bitcoin plays - one built on massive BTC accumulation, the other on mining plus AI infrastructure growth.
In 2025, Bitcoin soared to an all-time high of around $126,000 among other wins for the cryptocurrency industry—including easing regulations, new stablecoin legislation, and the impending launch of a flurry of new crypto-focused exchange-traded funds (ETFs). However, the world's largest digital token couldn't keep the rally up and has since plunged to below $94,000.
TeraWulf (WULF) and Cipher Mining (CIFR) are top crypto miners pivoting to AI and HPC workloads, securing major hyperscaler deals. 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.
WULF's pivot to high-performance computing gains traction, but reduced Bitcoin mining and rising costs are creating near-term revenue pressure.
TeraWulf (WULF) is transitioning from a bitcoin miner to a high-density compute infrastructure provider, leveraging macro AI demand and power scarcity tailwinds. WULF's Q3 marks the start of recurring HPC lease revenue, with $7.2M recognized and a contracted pipeline extending into 2026, including major deals with Core42 and Fluidstack. The company secured $3.2B in green financing, backed by Google and robust lease economics, targeting high NOI margins (70–85%) on long-term contracts.
The northeast United States wasn't the only region gripped by bitter cold this month—a new winter has also hit the cryptocurrency market. Weak sentiment and choppy trading threaten Bitcoin with its worst yearly performance since 2022.
New York City-based Aurelius Capital Management bought 450,000 shares in TeraWulf during the third quarter. The shares were worth about $5.1 million at quarter-end.
Riot Platforms' large-scale mining base, AI data-center buildout and lower valuation give it an edge over TeraWulf's higher-risk expansion.
Milestone financing reinforces strategic partnership, expanding AI demand, and continued improvement in market economics Milestone financing reinforces strategic partnership, expanding AI demand, and continued improvement in market economics
This former Bitcoin miner is accelerating its transition to becoming a pure-play compute provider. However, AI bubble concerns are once again impacting shares of all related firms in today's session.
Most Bitcoin miners are trending lower on the day, aligning with the price of Bitcoin which is moving lower. For TeraWulf, a company that's stake its future on some large infrastructure investments, that's a concerning tidbit.
Following a sharp correction in November, sparked by a tech-led pullback, concerns over AI capital expenditure payoffs and renewed anxiety about the pace of rate cuts have led to a surprising rebound in the broader market. The S&P 500 now sits just 1% below its all-time high, and with a Fed decision approaching where odds strongly favor a 25 bps cut, investors are once again positioning for upside into year-end.
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Bitcoin price jumps ahead of Fed rate decision. Standard Charter recalibrates targets.
TeraWulf's aggressive debt-funded HPC buildout fuels rapid growth but heightens financial strain as repayment pressures and rival expansion intensify.
TeraWulf's lofty 18.24x P/S and mounting financial, regulatory and client risks raise doubts about the stock's stability and near-term outlook.