TeraWulf Q2 Earnings: A Less Bad Quarter
I reiterate my 'sell' rating on TeraWulf due to deteriorating mining economics and extended valuation versus peers. Rising power costs and declining Bitcoin production have significantly reduced gross margins, despite higher revenue from increased BTC prices. TeraWulf's cash burn and large capital expenditures suggest a need to raise capital within a year if current trends persist.
TeraWulf Inc. (WULF) Reports Q2 Loss, Tops Revenue Estimates
TeraWulf Inc. (WULF) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to a loss of $0.03 per share a year ago.
TeraWulf Inc. (WULF) Expected to Beat Earnings Estimates: Should You Buy?
TeraWulf (WULF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Wall Street Analysts Believe TeraWulf (WULF) Could Rally 43.25%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 43.3% in TeraWulf (WULF). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Q1-25 Earnings: TeraWulf's Laughably Bad Quarter
TeraWulf's Q1 2025 report shows a 19% YoY revenue decline and a staggering $59.6 million operating loss, driven by excessive stock-based compensation. The company's break-even Bitcoin price soared to an unrealistic $277k per coin, highlighting severe operational inefficiencies and unsustainable cost structures. Despite a 2.7x price to forward sales multiple at $100k BTC, ongoing dilution and poor capital management make TeraWulf a poor investment choice.
TeraWulf Inc. (WULF) Q1 2025 Earnings Call Transcript
TeraWulf Inc. (NASDAQ:WULF ) Q1 2025 Earnings Conference Call May 9, 2025 8:00 AM ET Company Participants John Larkin - Senior Vice President, Director of Investor Relations Paul Prager - Co-Founder, Chairman and Chief Executive Officer Patrick Fleury - Chief Financial Officer Nazar Khan - Co-Founder and Chief Technology Officer Conference Call Participants Nick Giles - B. Riley Securities Darren Aftahi - ROTH Capital Partners Mike Grondahl - Northland Capital Markets Brett Knoblauch - Cantor Fitzgerald Brian Dobson - Clear Street Stephen Glagola - JonesTrading John Todaro - Needham & Company Chris Brendler - Rosenblatt Securities Martin Toner - ATB Capital Markets Bill Papanastasiou - KBW Joe Flynn - Compass Point Research & Trading Operator Greetings and welcome to the TeraWulf 2025 First Quarter Earnings Conference Call.
TeraWulf Inc. (WULF) Reports Q1 Loss, Lags Revenue Estimates
TeraWulf Inc. (WULF) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to loss of $0.02 per share a year ago.
TeraWulf: A High-Stakes Q1 For A Miner Evolving Into HPC Hosting
TeraWulf's Q1 earnings report and fiscal year outlook should focus on their strategic shift to hybrid mining, combining Bitcoin mining with HPC hosting for AI hyperscaling. TeraWulf's asset-light approach to HPC hosting, avoiding GPU CapEx and market risks, positions it as a flexible and attractive infrastructure partner. The company's financial flexibility has improved, with significant debt repayment and new funding.
TeraWulf Inc. (WULF) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
TeraWulf (WULF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TeraWulf Stock Tanks: Death Cross Spells Trouble For Bitcoin Miner
TeraWulf Inc. WULF hit a technical roadblock, forming a Death Cross — a classic bearish signal that suggests trouble ahead.
Will TeraWulf's HPC Bet Keep The Juice Flowing?
I believe the lack of clarity on Core42's power extension before March 31, 2025 creates significant downside risk, despite management's confidence in finding other customers. While HPC hosting could offer high EBITDA margins, I'm skeptical about near term improvements due to the lack of FY 2025 financial guidance. Furthermore, management's goal of adding 100-150MW of HPC hosting annually lacks concrete expansion plans beyond the Cayuga site integration, making me question their ability to scale as projected.
Upgrading TeraWulf To Strong Buy After Earnings
TeraWulf's stock surged after Q4 earnings, bouncing off key support levels, indicating strong bullish sentiment despite a prior downtrend. The company's HPC expansion, including a $1 billion Core42 agreement, suggests significant future revenue growth and transformation beyond Bitcoin mining. TeraWulf's fully financed expansion and projected profitability make it an attractive investment, despite dilution and high short interest risks.
