US · Financial Services · Capital Markets
EPS came in at -0.37 against a street estimate of -0.20 — a miss of 85.0%.
Analysts rate Terawulf Inc a strong buy (24 buy, 1 hold, 0 sell out of 25) with an average price target of $31.17.
CONFIDENT TeraWulf delivered CB-3 at Lake Mariner (102 MW operating), secured $19B Anthropic lease in Kentucky, and expanded pipeline. HPC revenue surged 52% QoQ. Execution on schedule despite labor constraints. Q2 2026 Portfolio deliberately diversified across utility grids, regulatory regimes, and generation sources to reduce concentration risk and enhance resilience. Analysts pressed on labor scarcity, cost inflation, and geographic/political risks (TX, NY). Management highlighted reference design + Fluor partnership, conservative leverage, and belief that responsible frameworks favor experienced operators. Demand remains robust; execution is the bottleneck. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| Lone Pine Capital LLC | 4.84% |
| BlackRock Inc | 4.69% |
| Vanguard Portfolio Management, LLC | 4.47% |
| Vanguard Capital Management, LLC | 3.59% |
| FMR Inc | 2.89% |
| Value Aligned Research Advisors LLC | 2.46% |
| Morgan Stanley - Brokerage Accounts | 2.38% |
| Two Sigma Investments LLC | 2.30% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • TeraWulf entered into three Credit Support Agreements on November 4, 2026, covering data halls CB-1, CB-2 and CB-3 at its Hawesvil | 2026-11-04 |
| Material agreement · Q4 2026 BALANCE SHEET & CASH • On October 23, 2026, TeraWulf amended its revolving credit agreement. • Total commitments under the senior secured revolving | 2026-10-23 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • TeraWulf increased contracted power capacity at its Muskie Data Campus in eastern Kentucky from 500 megawatts (MW) to 1 gigawatt ( | 2026-10-05 |
| Quarterly report · Q2 2026 TERAWULF INC. - Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Cash position: $2.62 billion in cash and equivalents as of June 30, 2026 (do | 2026-08-05 |
| Results announced · Q3 2026 TERAWULF Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $44.8 million (HPC lease revenue $31.9 million = 71% of total) • Six-month 202 | 2026-08-05 |
| Company announcement · Q3 2026 TERAWULF INC. (WULF) - FORM 8-K SUMMARY As of July 6, 2026 --- HEADLINE NUMBERS • Justified Data Campus Lease: 401 MW of high-performance computing | 2026-07-06 |
| Shareholder vote results · Q2 2026 TERAWULF INC. - 8-K FILING SUMMARY (JUNE 9, 2026) HEADLINE NUMBERS • Annual Meeting held June 9, 2026 with 348,345,521 shares present or represented | 2026-06-10 |
| Company announcement · Q2 2026 TERAWULF INC. – FORM 8-K SUMMARY (May 22, 2026) HEADLINE NUMBERS • Company acquired the Muskie Data Campus in Eastern Kentucky via Membership Intere | 2026-05-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Google backstop agreements supporting Anthropic’s long-term data center leases TeraWulf announced that Google will backstop certain rent obligations of Anthropic under Anthropic’s 20-year leases for about 401 megawatts of high-performance-computing capacity at TeraWulf | 2026-11-04 |
| Muskie contracted power capacity doubled to 1 GW, with second phase accelerated to 2029 TeraWulf expanded its power agreements for the Muskie data campus in eastern Kentucky. Contracted capacity will double from 500 megawatts to 1 gigawatt. The second 500 MW phase is planned fo | 2026-10-05 |
| 20-year lease agreement for 401 MW of data center capacity TeraWulf announced two major developments on July 6, 2026. First, the company signed a 20-year lease agreement with Anthropic (an AI company) to provide approximately 401 MW of high-performa | 2026-07-06 |
| Acquisition of hyperscale data center development site in Eastern Kentucky TeraWulf Inc. announced the acquisition of the Muskie Data Campus, a 285-acre hyperscale data center development site in Eastern Kentucky, from Industrial Equity Partners. The deal closed on | 2026-05-26 |
| Secured $500M bridge financing for data center construction in Kentucky TeraWulf Inc., a data center company, secured a $500 million bridge loan on March 13, 2026, to finance construction of a data center facility in Hawesville, Kentucky. The loan is a 364-day d | 2026-03-16 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Terawulf Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.