WULF — TeraWulf Inc. - Common Stock
Session close: $13.36. Regular-session share volume: 44,129,581. Change from previous close: +6.37%.
Key developments
TeraWulf shares rose alongside AI infrastructure peers after CoreWeave reported a strong quarter and raised guidance, with essentially no unsold capacity through the next couple of years. TeraWulf now derives most of its revenue from high-performance computing leases, and it holds a long-term Anthropic lease covering a large portion of its Justified campus, which supports the case for its own builds including capacity under construction at Lake Mariner.
Company news TeraWulf Stock Rises With AI Infrastructure Stocks After CoreWeave Earnings
A separate piece questions whether TeraWulf's large multi-year share price climb means too much AI sales growth is already priced in, putting valuation against current revenue in focus.
Company news Has TeraWulf (WULF) Priced In Too Much AI Sales Growth?
News sources
Company news TeraWulf Stock Rises With AI Infrastructure Stocks After CoreWeave Earnings · Company news Jefferies Maintains Buy on TeraWulf, Lowers Price Target to $14 · Company news Has TeraWulf (WULF) Priced In Too Much AI Sales Growth? · Company news Citigroup Maintains Buy on TeraWulf, Lowers Price Target to $24 · Company news Morgan Stanley Maintains Overweight on TeraWulf, Lowers Price Target to $47 · Company news Wells Fargo Maintains Overweight on TeraWulf, Lowers Price Target to $22