Debt-Driven Expansion at WULF: Will High Leverage Limit Future Upside?
TeraWulf's aggressive debt-funded HPC buildout fuels rapid growth but heightens financial strain as repayment pressures and rival expansion intensify.
Should Investors Exit WULF Stock at a High P/S Multiple of 18.24x?
TeraWulf's lofty 18.24x P/S and mounting financial, regulatory and client risks raise doubts about the stock's stability and near-term outlook.
WULF vs. CLSK: Which Bitcoin Miner Has Better Upside Potential?
CLSK's strong fiscal gains and AI buildout outshine WULF's heavy losses and leverage, making it the superior bet.
Do Rising Costs Raise a Red Flag Despite WULF's Revenue Growth?
TeraWulf WULF posted strong revenue growth in its third quarter of 2025, reaching $35.4 million compared to $25.8 million in the prior-year period, yet mounting operational expenses and compressed margins raise questions about the sustainability of its profitability trajectory. The bitcoin miner's 37% year-over-year revenue increase reflected expanded mining output, but the accompanying cost structure tells a more concerning story.
TeraWulf: Recent Dip Doesn't Change The Long-Term AI Story
TeraWulf remains a Buy with a $16.50 price target, offering 50% upside despite recent volatility and a 22% price drop. WULF posted 87% year-over-year revenue growth in FQ3 2025 but missed analyst estimates, leading to a 14% post-earnings sell-off. Key bullish factors include Google-backed partnerships, AI data center expansion, and strong Bitcoin mining performance, supporting long-term growth potential.
TeraWulf: Rich AI Prospects In 2026/2027 - Dip Buying Opportunity
WULF finally nears my Buy Zone after the recent meltdown, as it also reports robust AI related opportunities and higher multi-year contracted backlog. The company is more than well positioned to monetize their ambitious "target of 250–500 MW critical IT load of new HPC lease signings annually," thanks to the growing HPC capacity. WULF's projected NOI margin of over ~70% is extremely impressive as well, compared to other data center REITs, with it implying its robust top/ bottom-line growth prospects.
3 Reasons to Sell TeraWulf Stock Now as Q3 Loss Widens Y/Y
WULF's Q3 loss balloons to $455M amid soaring costs and $5B+ debt. With execution risks mounting, investors should avoid this overvalued pivot play.
TeraWulf Inc. (WULF) Q3 2025 Earnings Call Transcript
TeraWulf Inc. ( WULF ) Q3 2025 Earnings Call November 10, 2025 4:30 PM EST Company Participants John Larkin - Senior VP & Director of Investor Relations Paul Prager - Co-Founder, Chairman & CEO Patrick Fleury - Chief Financial Officer Nazar Khan - Co-Founder, CTO & Executive Director Conference Call Participants Mike Grondahl - Northland Capital Markets, Research Division Nick Giles - B. Riley Securities, Inc., Research Division Dillon Heslin - ROTH Capital Partners, LLC, Research Division Christopher Brendler - Rosenblatt Securities Inc., Research Division Stephen Glagola - JonesTrading Institutional Services, LLC, Research Division Justin Pan John Todaro - Needham & Company, LLC, Research Division Timothy Horan - Oppenheimer & Co. Inc., Research Division Presentation Operator Greetings, and welcome to the TeraWulf 2025 Third Quarter Earnings Conference Call.
TeraWulf Inc. (WULF) Reports Q3 Loss, Misses Revenue Estimates
TeraWulf Inc. (WULF) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to a loss of $0.05 per share a year ago.
TeraWulf: High-Density HPC Contracts Drive Long-Term Infrastructure Value
TeraWulf's latest $9.5 billion, 25-year HPC deal with Fluidstack anchors predictable, multi-year revenue streams, and the joint venture structure spreads capital costs and limits WULF's upfront investment. WULF retains 51% control, managing expansion pace and operational decisions. The two Fluidstack deals provide up to $954 million in annual revenue potential, with projected NOI margins of 70% and a conservative asset value of $1.83 billion.
WULF Expands HPC Footprint With Fluidstack Pact: What's Ahead?
TeraWulf's new JV with Fluidstack boosts its HPC reach to 510 MW, improving long-term revenue visibility and prospects.
Is TeraWulf Stock's 31.18X PB Still Worth it? Buy, Sell, or Hold?
WULF's lofty valuation and widening losses overshadow gains from new AI and HPC deals, leaving investors wary.
