TeraWulf (NASDAQ:WULF) Stock Price Expected to Rise, Cantor Fitzgerald Analyst Says

TeraWulf (NASDAQ:WULF) had its price target upped by equities researchers at Cantor Fitzgerald from $18.00 to $24.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Cantor Fitzgerald’s price objective would indicate a potential upside of 47.97% from the stock’s current price.

Several other research firms have also issued reports on WULF. Needham & Company LLC reiterated a “buy” rating and set a $21.00 price target on shares of TeraWulf in a research report on Tuesday, February 3rd. Keefe, Bruyette & Woods upgraded TeraWulf from a “market perform” rating to an “outperform” rating and upped their target price for the stock from $9.50 to $24.00 in a research note on Wednesday, December 31st. Morgan Stanley began coverage on TeraWulf in a research note on Monday, February 9th. They issued an “overweight” rating and a $37.00 price target on the stock. Rosenblatt Securities reissued a “buy” rating and set a $24.00 price target on shares of TeraWulf in a report on Tuesday, November 11th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of TeraWulf in a research note on Monday, December 29th. Twelve equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, TeraWulf presently has an average rating of “Moderate Buy” and a consensus price target of $20.69.

TeraWulf Trading Down 9.3%

Shares of TeraWulf stock opened at $16.22 on Friday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 4.45. TeraWulf has a 12-month low of $2.06 and a 12-month high of $18.51. The company has a market capitalization of $6.79 billion, a price-to-earnings ratio of -9.95 and a beta of 3.69. The firm’s 50-day moving average price is $14.15 and its two-hundred day moving average price is $12.89.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of WULF. Vanguard Group Inc. boosted its holdings in shares of TeraWulf by 37.4% during the 4th quarter. Vanguard Group Inc. now owns 33,643,009 shares of the company’s stock valued at $386,558,000 after acquiring an additional 9,162,958 shares in the last quarter. Voloridge Investment Management LLC bought a new position in TeraWulf in the third quarter valued at about $69,006,000. Wellington Management Group LLP boosted its stake in shares of TeraWulf by 36,193.2% during the third quarter. Wellington Management Group LLP now owns 3,901,878 shares of the company’s stock valued at $44,559,000 after purchasing an additional 3,891,127 shares in the last quarter. Marshall Wace LLP boosted its stake in shares of TeraWulf by 574.2% during the fourth quarter. Marshall Wace LLP now owns 3,186,200 shares of the company’s stock valued at $36,609,000 after purchasing an additional 2,713,587 shares in the last quarter. Finally, Bank of America Corp DE grew its holdings in shares of TeraWulf by 22.2% during the second quarter. Bank of America Corp DE now owns 14,392,299 shares of the company’s stock worth $63,038,000 after purchasing an additional 2,617,617 shares during the last quarter. 62.49% of the stock is currently owned by institutional investors.

More TeraWulf News

Here are the key news stories impacting TeraWulf this week:

• Positive Sentiment: Analysts raised targets and reiterated bullish ratings — Rosenblatt raised its target to $23 with a “buy” rating, implying meaningful upside, and Cantor Fitzgerald raised its target to $24 with an “overweight” rating. These upgrades signal continued analyst confidence in the company’s pivot to HPC. Benzinga
• Positive Sentiment: Management has secured very large long‑term HPC leases (reported as $12.8B), providing a visible revenue backlog to support the AI/data‑center pivot. This contract visibility is a major potential revenue driver if execution continues. Zacks
• Positive Sentiment: Underlying HPC economics look strong — analysts highlighted ~77% HPC segment margins and valuation upside versus peers (CoreWeave), suggesting TeraWulf could materially re‑rate if growth and margin execution hold. Seeking Alpha
• Neutral Sentiment: Company scheduled a lender construction update call for its WULF Compute subsidiary, which will provide more detail on build timing and financing — useful for assessing execution risk but not an immediate earnings driver. GlobeNewswire
• Neutral Sentiment: Market writeups and earnings‑call highlights summarize the strategic AI/data‑center pivot — helpful context for longer‑term investors but do not change near‑term cash flow. Investing.com
• Negative Sentiment: Q4 results disappointed: EPS missed materially (company reported a larger loss than expected) and revenue came in below consensus — the headline miss triggered negative near‑term sentiment and selling pressure. Zacks
• Negative Sentiment: Reported results were distorted by a large non‑cash warrant revaluation (~$429.8M), which widened the reported loss — this reduces reported earnings clarity and drove short‑term headline risk even if cash operations look better. Seeking Alpha
• Negative Sentiment: Multiple outlets flagged the company “missed big” on Q4 and the stock reacted to the combination of misses, high leverage metrics, and execution risk during the transition away from legacy Bitcoin mining. 247WallStreet

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.