The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Verdict |
|---|---|---|---|---|---|
Valuation | 61 | — | 20.1x | Near average | |
Growth | 43 | 27.3% | 5.6% | Near average | |
Quality | 51 | 1013.0% | 7.6% | Near average | |
Safety | 23 | 3.3x | 0.4x | Below average | |
Capital Return | 4 | 0.00% | 2.19% | Below average | |
Momentum | — | — | — | No data | |
Sentiment | — | — | — | No data |
This section combines price targets, revision history, analyst coverage changes, and an AI summary of what changed on the Street.
TeraWulf stock has seen a notable upward revision in its average price target, rising by 14.93% over the past week to reach $36.94, with a total increase of 20.29% over the last 30 days. This positive momentum comes despite a decrease in the number of analysts contributing to the consensus from 3 to 2, indicating a concentration of optimistic expectations among the remaining institutions, with a wide dispersion between the $28 low and the ambitious $66.5 high.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
TeraWulf Inc. (NASDAQ: WULF) is a leading digital infrastructure company powered by clean energy, developing, constructing, and operating state-of-the-art data centers dedicated to high-performance computing (HPC) and artificial intelligence, alongside Bitcoin mining operations. The company employs a business model built on total control over engineered premier power sites and securing long-term leases backed by strong customer credit, ensuring stable and recurring cash flows while reducing revenue volatility associated with cryptocurrency mining.
During the first quarter of 2026, the company recorded revenue of $34.0 million and achieved a gross profit of $20.4 million, while net income was a loss of -$427.6 million, resulting in an earnings per share of -$1.01. Looking at the full year 2025 results, annual revenue reached $168.5 million (compared to $140.1 million in 2024), driven by $151.6 million from digital assets and $16.9 million from high-performance computing (HPC) lease revenues which commenced in July 2025. The annual net loss for 2025 was -$661.4 million, impacted by non-cash fair value adjustments for Google warrants and accelerated depreciation of certain mining assets converted to HPC services.
The company's balance sheet as of December 31, 2025, reveals total assets of $6.6 billion and total liabilities of $6.4 billion, with available cash and restricted cash of $3.7 billion. The company successfully improved its capital structure by securing $6.5 billion in debt and equity financings and HPC lease agreements exceeding $12.8 billion, ensuring that current projects are fully funded without the need for further dilutive capital financing for shareholders.
Automated analysis for informational purposes only — not investment advice.
TeraWulf Inc. stock is currently trading at $25.56, which is below the analysts' average target price of $32.14, and notably lower than the highest target set at $42, while the current price lies below the minimum analyst forecast of $28. The current analyst consensus clearly indicates a Buy recommendation, reflecting strong optimism regarding the company's future growth potential in the AI infrastructure sector.
The Hawesville site in Kentucky represents a massive strategic project with a capacity of 480 MW, where TeraWulf plans to invest $3.7 billion to convert a former Century aluminum smelter site into a state-of-the-art AI data center. The company targets commencing operations at the site in the second half of 2027 and is currently in highly active discussions with major cloud service providers (Hyperscalers) to secure long-term leases ranging from 10 to 15 years.
The company relies on a solid financing structure where its main projects, such as WULF Compute and the Abernathy joint venture, are fully funded to physical completion using dedicated cash protected against market risks. As of January 31, 2026, the WULF Compute project has approximately $3.0 billion in total cash, with $2.38 billion remaining for capital expenditures, while the Abernathy project has approximately $1.5 billion in total cash, eliminating the company's need to seek additional equity financing for currently contracted development.
At the Morgantown (Chesapeake Data) site in Maryland, the company is implementing an innovative model based on integrating self-generation to ensure service continuity and reduce pressure on the local grid. The project includes building 500 MW of Combined Cycle Gas Turbine (CCGT) power generation, 250 MW of battery energy storage to shave peak loads, and 500 MW of data center load, making the site a net energy contributor to the state's power grid.
The company recorded an actual operating profit margin for the HPC lease segment of 42% for 2025 compared to its long-term guidance of 85%. This variance is due to three temporary factors, including $1.2 million in low-margin tenant fit-out revenues and costs, $4.1 million in pre-revenue development costs, and the partial contribution of revenues during the buildings' ramp-up period; excluding these factors, the adjusted actual margin rises to 77%, trending toward the steady-state target.