Cantor Fitzgerald Increases TeraWulf (NASDAQ:WULF) Price Target to $24.00

TeraWulf (NASDAQ:WULF) had its price objective lifted by research analysts at Cantor Fitzgerald from $18.00 to $24.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Cantor Fitzgerald’s price objective points to a potential upside of 43.50% from the company’s previous close.

A number of other research firms also recently commented on WULF. Rosenblatt Securities reaffirmed a “buy” rating and issued a $24.00 target price on shares of TeraWulf in a research report on Tuesday, November 11th. Citigroup restated a “market outperform” rating on shares of TeraWulf in a research note on Tuesday, November 11th. Weiss Ratings reiterated a “sell (d-)” rating on shares of TeraWulf in a research report on Monday, December 29th. Keefe, Bruyette & Woods raised TeraWulf from a “market perform” rating to an “outperform” rating and raised their target price for the stock from $9.50 to $24.00 in a research report on Wednesday, December 31st. Finally, Morgan Stanley started coverage on shares of TeraWulf in a research report on Monday, February 9th. They set an “overweight” rating and a $37.00 price target for the company. Twelve equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $20.77.

TeraWulf Stock Performance

Shares of WULF stock traded down $1.16 during trading hours on Friday, reaching $16.73. The company had a trading volume of 3,349,998 shares, compared to its average volume of 31,277,209. The company has a debt-to-equity ratio of 4.45, a quick ratio of 1.03 and a current ratio of 1.03. The business has a fifty day moving average price of $14.07 and a 200-day moving average price of $12.76. TeraWulf has a one year low of $2.06 and a one year high of $18.51. The firm has a market cap of $7.00 billion, a PE ratio of -11.64 and a beta of 3.69.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. First Dallas Securities Inc. lifted its holdings in TeraWulf by 126.5% during the 2nd quarter. First Dallas Securities Inc. now owns 132,500 shares of the company’s stock valued at $580,000 after buying an additional 74,000 shares in the last quarter. Thames Capital Management LLC purchased a new position in TeraWulf during the second quarter valued at $4,970,000. Two Seas Capital LP boosted its stake in TeraWulf by 966.9% during the 2nd quarter. Two Seas Capital LP now owns 2,287,100 shares of the company’s stock worth $10,017,000 after purchasing an additional 2,072,729 shares during the last quarter. Exchange Traded Concepts LLC grew its stake in TeraWulf by 27.5% during the 3rd quarter. Exchange Traded Concepts LLC now owns 1,507,973 shares of the company’s stock valued at $17,221,000 after acquiring an additional 325,148 shares in the last quarter. Finally, Voya Investment Management LLC grew its position in shares of TeraWulf by 420.6% in the third quarter. Voya Investment Management LLC now owns 375,754 shares of the company’s stock valued at $4,291,000 after purchasing an additional 303,583 shares in the last quarter. 62.49% of the stock is owned by hedge funds and other institutional investors.

TeraWulf News Roundup

Here are the key news stories impacting TeraWulf this week:

• Positive Sentiment: Full-year revenue growth: TeraWulf reported $168.5M in 2025 revenue and says AI/HPC buildouts are accelerating, supporting the company’s strategic pivot toward compute services. TeraWulf 2025 earnings: WULF reports $168.5 million in 2025 revenue as AI/HPC buildouts accelerate
• Positive Sentiment: Progress on compute buildouts: Management scheduled a lender construction update call for its WULF Compute subsidiary, which may reassure investors about project financing and timeline execution if the update is constructive. TeraWulf Announces WULF Compute Lender Construction Update Call
• Neutral Sentiment: Analyst/market discussion: Recent analyst commentary flags strong recent share momentum and a premium P/S multiple, prompting evaluations of valuation versus execution risk. Evaluating TeraWulf (WULF) After Strong Recent Share Price Momentum And Premium P/S Multiple
• Neutral Sentiment: Earnings materials available: The company’s Q4 slide deck and earnings-call presentation are posted (useful for digging into guidance, capex and timing on the AI pivot). TeraWulf Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Quarterly miss and wider loss: Q4 EPS came in well below estimates (reported about -$0.28 to -$0.29 vs. consensus near -$0.12/-$0.13) and revenue for the quarter was below analyst expectations (~$35.8M reported vs. ~$44.1M expected), stoking downside reaction. TeraWulf Inc. (WULF) Reports Q4 Loss, Lags Revenue Estimates
• Negative Sentiment: Market reaction & skepticism on pivot: Coverage highlights the stock slump after the Q4 release and warns the AI/data-center pivot is an “earnings test” — investors worry about execution, higher near-term losses and financing given the company’s leverage. Terawulf faces earnings test on AI data center pivot from Bitcoin mining
• Negative Sentiment: Coverage notes and immediate sell-side/market reaction: Articles summarizing the earnings call explain strategic expansion but emphasize challenges and the stock’s slump following the print, reinforcing downside price pressure until clearer execution/guidance emerges. TeraWulf Stock Slumps After Q4 Earnings: Here’s Why

TeraWulf Company Profile

TeraWulf, Inc (NASDAQ: WULF) is a digital asset infrastructure company focused on the development and operation of zero-carbon bitcoin mining facilities. The company integrates sustainable power generation with high-density data center technologies to deliver environmentally responsible digital asset mining services. Its core business revolves around designing, building and operating large-scale mining projects powered exclusively by renewable or emissions-free energy sources.

One of TeraWulf’s flagship projects is “Project Nautilus,” located in Tompkins County, New York, which harnesses hydroelectric power sourced from the New York State Electric & Gas (NYSEG) grid.