Cantor Fitzgerald Forecasts Strong Price Appreciation for TeraWulf (NASDAQ:WULF) Stock

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

A number of other equities analysts also recently weighed in on the company. Weiss Ratings restated a “sell (d-)” rating on shares of TeraWulf in a research note on Monday, December 29th. Needham & Company LLC reaffirmed a “buy” rating and set a $21.00 target price on shares of TeraWulf in a research report on Tuesday, February 3rd. Citigroup reissued a “market outperform” rating on shares of TeraWulf in a report on Tuesday, November 11th. Rosenblatt Securities restated a “buy” rating and set a $24.00 price objective on shares of TeraWulf in a report on Tuesday, November 11th. Finally, Keefe, Bruyette & Woods upgraded shares of TeraWulf from a “market perform” rating to an “outperform” rating and boosted their target price for the company from $9.50 to $24.00 in a research note on Wednesday, December 31st. Twelve analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, TeraWulf currently has an average rating of “Moderate Buy” and a consensus target price of $20.77.

TeraWulf Stock Down 6.5%

Shares of WULF stock traded down $1.16 on Friday, hitting $16.73. The stock 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 current ratio of 1.03 and a quick ratio of 1.03. The business has a 50 day moving average of $14.07 and a 200 day moving average of $12.76. TeraWulf has a 12-month low of $2.06 and a 12-month high of $18.51. The stock has a market cap of $7.00 billion, a price-to-earnings ratio of -11.64 and a beta of 3.69.

Institutional Trading of TeraWulf

Institutional investors have recently bought and sold shares of the company. Nisa Investment Advisors LLC raised its holdings in TeraWulf by 135.6% in the second quarter. Nisa Investment Advisors LLC now owns 6,575 shares of the company’s stock worth $29,000 after buying an additional 3,784 shares during the last quarter. Steward Partners Investment Advisory LLC increased its position in shares of TeraWulf by 265.3% during the second quarter. Steward Partners Investment Advisory LLC now owns 6,609 shares of the company’s stock valued at $29,000 after acquiring an additional 4,800 shares in the last quarter. Advisory Services Network LLC bought a new stake in shares of TeraWulf during the third quarter valued at approximately $29,000. Advisors Asset Management Inc. raised its holdings in TeraWulf by 68.4% in the 2nd quarter. Advisors Asset Management Inc. now owns 6,767 shares of the company’s stock worth $30,000 after acquiring an additional 2,748 shares during the last quarter. Finally, Vermillion Wealth Management Inc. lifted its position in TeraWulf by 1,191.0% in the 4th quarter. Vermillion Wealth Management Inc. now owns 2,595 shares of the company’s stock valued at $30,000 after acquiring an additional 2,394 shares in the last quarter. 62.49% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting TeraWulf

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

About TeraWulf

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.