Arlington Capital Management Inc. Makes New $2.12 Million Investment in TeraWulf Inc. $WULF

Arlington Capital Management Inc. acquired a new stake in TeraWulf Inc. (NASDAQ:WULF) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 184,105 shares of the company’s stock, valued at approximately $2,115,000. TeraWulf makes up 1.3% of Arlington Capital Management Inc.’s portfolio, making the stock its 23rd biggest holding.

Other institutional investors also recently modified their holdings of the company. Steward Partners Investment Advisory LLC grew its holdings in TeraWulf by 265.3% in the second quarter. Steward Partners Investment Advisory LLC now owns 6,609 shares of the company’s stock worth $29,000 after purchasing an additional 4,800 shares during the period. Advisory Services Network LLC bought a new position in shares of TeraWulf during the 3rd quarter worth about $29,000. Advisors Asset Management Inc. grew its stake in shares of TeraWulf by 68.4% in the 2nd quarter. Advisors Asset Management Inc. now owns 6,767 shares of the company’s stock valued at $30,000 after buying an additional 2,748 shares during the period. Comerica Bank increased its position in TeraWulf by 3,748.5% in the 1st quarter. Comerica Bank now owns 12,700 shares of the company’s stock valued at $35,000 after buying an additional 12,370 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC bought a new stake in TeraWulf in the 2nd quarter valued at about $41,000. Institutional investors and hedge funds own 62.49% of the company’s stock.

Trending Headlines about TeraWulf

Here are the key news stories impacting TeraWulf this week:

• Positive Sentiment: Rosenblatt reaffirmed a “buy” rating with a $23 price target, signaling analyst confidence and substantial upside vs. the current price. Rosenblatt Reaffirmation
• Positive Sentiment: TeraWulf secured a $500 million loan to fund its Kentucky AI/HPC data center — an important liquidity event that de-risks financing for the buildout. $500M Loan Announcement
• Positive Sentiment: The company engaged Fluor for preconstruction work on a ~$3 billion Kentucky data center, advancing a major capital project tied to its AI/HPC strategy. Fluor Preconstruction
• Positive Sentiment: TeraWulf reported long-term lease agreements representing 522 MW of critical IT capacity and cited $12.8B in contracted revenue potential, supporting the long-term revenue outlook for the AI/HPC pivot. Lease Agreements Report
• Positive Sentiment: Director Michael C. Bucella made modest open-market purchases across March 17–19, increasing his holdings slightly — a signal of insider confidence at the director level. Director Form 4 Filings
• Neutral Sentiment: Analyst consensus is roughly a “moderate buy,” suggesting mixed but generally favorable analyst coverage beyond the Rosenblatt call. Analyst Consensus
• Negative Sentiment: CFO Patrick Fleury executed large sales (totaling several hundred thousand shares) in mid‑March, materially reducing his stake — sizable insider selling can be viewed negatively by investors. CFO Form 4 Filing
• Negative Sentiment: Reported revenues fell as the firm optimized miner operations while shifting to HPC — near-term top-line pressure that investors should monitor for margin and cashflow impact. Revenue Drop Article
• Negative Sentiment: A recent analysis flags that TeraWulf’s AI pivot, while promising, carries underestimated risks — a cautionary view that may temper some investor enthusiasm. Seeking Alpha Analysis

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on WULF shares. Morgan Stanley started coverage on TeraWulf in a report on Monday, February 9th. They issued an “overweight” rating and a $37.00 price target on the stock. Keefe, Bruyette & Woods lowered their target price on TeraWulf from $24.00 to $23.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 11th. Weiss Ratings reissued a “sell (d-)” rating on shares of TeraWulf in a research report on Monday, December 29th. Rosenblatt Securities restated a “buy” rating and set a $23.00 price target on shares of TeraWulf in a research note on Thursday. Finally, Needham & Company LLC restated a “buy” rating and set a $21.00 price objective on shares of TeraWulf in a report on Tuesday, February 3rd. Twelve research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, TeraWulf has a consensus rating of “Moderate Buy” and an average target price of $20.62.

Insider Buying and Selling at TeraWulf

In other news, Director Michael C. Bucella acquired 3,171 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were purchased at an average cost of $15.78 per share, with a total value of $50,038.38. Following the acquisition, the director directly owned 270,129 shares of the company’s stock, valued at $4,262,635.62. The trade was a 1.19% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Patrick Fleury sold 573,586 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $16.14, for a total transaction of $9,257,678.04. Following the completion of the sale, the chief financial officer owned 3,205,000 shares of the company’s stock, valued at approximately $51,728,700. The trade was a 15.18% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have acquired 11,429 shares of company stock worth $175,350. Company insiders own 19.90% of the company’s stock.

TeraWulf Stock Performance

Shares of TeraWulf stock opened at $15.74 on Friday. TeraWulf Inc. has a 52 week low of $2.06 and a 52 week high of $18.51. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 33.00. The business has a 50 day moving average price of $14.95 and a 200-day moving average price of $13.47. The company has a market cap of $6.67 billion, a PE ratio of -9.66 and a beta of 3.67.

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.