TeraWulf (WULF) News Today

TeraWulf Inc. (NASDAQ: WULF) is benefiting from renewed interest in AI-infrastructure stocks, while analyst estimate and price-target cuts remain a counterweight.

• Positive Sentiment: Reports linked WULF’s rise to strength across AI-infrastructure stocks after CoreWeave earnings, highlighting the sector’s momentum. TeraWulf Stock Rises With AI Infrastructure Stocks After CoreWeave Earnings
• Positive Sentiment: Investors are also responding to TeraWulf’s recent third-quarter update: revenue was $76.2 million, including about $63 million from high-performance computing leases. The company cited a 20-year Anthropic lease covering roughly 401 MW and about $19 billion in contracted revenue, alongside Google credit support for anticipated project financing and increased revolving credit commitments. Why TeraWulf (WULF) Stock Is Up Today
• Neutral Sentiment: Several firms lowered price targets, but the cited Jefferies, Citi, Morgan Stanley and Wells Fargo ratings remained Buy or Overweight. The cuts signal more cautious assumptions, though the analysts retained positive recommendations.
• Negative Sentiment: Northland Securities lowered its projected Q4 2026 loss per share to $0.22 from $0.21 and its full-year 2026 loss estimate to $1.52 from $1.23, suggesting weaker near-term earnings expectations.
• Negative Sentiment: A Motley Fool article argued that AI cloud provider Nebius may offer stronger economics than colocation companies such as TeraWulf, contrasting Nebius’s shorter-term pricing with WULF’s long-term Anthropic agreement. Neoclouds Like Nebius Are Much Better Investments Than Colocation Companies Like TeraWulf