Market Cap
$7.4B
WULF
TERAWULF INC.
$15.49 ▲ +3.89%
Prev close $14.91Market cap$7.4B
ConsensusStrong Buy
12-mo target$33.69 (+117.5%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)40 New Institutional Positions10 Institutional Exits Crypto & Blockchain
Snapshot
The big-picture read on WULF right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (96%)
Inst. Holders
50 funds
Inst. Value
$9.8B
Inst. Activity
40 buys / 10 sells
Insider Activity
$189.9K buy / $19.0M sell
Insider Net $
-$18.8M
Social Sentiment
52° Neutral
SEC Reports
14
Price chart 30d -4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: WULF — 55.2% short (7.6M / 13.7M)
Short: 7,588,992 | Exempt: 42,326 | TRF Vol: 13,744,759 | Short Ratio: 55.2% | Off-exchange volume (
Sep 29, 2026 Insider
Khan Nazar M. acquired via exercise 666,667 shares
Chief Technology Officer
Sep 22, 2026 Insider
Prager Paul B. acquired 3,000,000 shares
Chief Executive Officer
Sep 15, 2026 Insider
Sep 1, 2026 SEC Bucella Michael C. bought 6,085 shares
Director @ $14.79 ($90.0K)
CEO Paul Prager and Director Walter Carter sold a combined $4.32M in WULF stock over a 5-day window. The total represent
CLUSTER — Impact 2/10
TeraWulf reported Q2 2026 revenue of $44.8M (-5.9% YoY), missing consensus of $50.5M, with a GAAP net loss of $939.9M dr
8-K — Impact 7/10
Jun 30, 2026 Inst.
FMR LLC — DOUBLED
14,444,267 shares ($356.8M)
Jun 30, 2026 Inst.
Value Aligned Research Advisors, — ADD
12,263,135 shares ($302.9M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
96% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | UBS | INITIATE | Buy | 55% |
| Sep 21, 2026 | Rothschild & Co | INITIATE | Neutral | 58% |
| Sep 17, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Sep 8, 2026 | Freedom Capital Markets | INITIATE | Buy | 46% |
| Aug 28, 2026 | William Blair | INITIATE | Outperform | 51% |
| Aug 21, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 5, 2026 | Chardan Capital | MAINTAIN | Buy | 49% |
| Aug 3, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 16 | 1 | 0 | 0 | 96% | |
| Aug 1, 2026 | 8 | 16 | 1 | 0 | 0 | 96% | |
| Jul 1, 2026 | 7 | 15 | 1 | 0 | 0 | 96% | |
| Jun 1, 2026 | 5 | 15 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 4 | 15 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 4 | 15 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 4 | 15 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 4 | 14 | 1 | 0 | 0 | 95% |
Price targets
Where 24 covering analysts think WULF trades over the next 12 months.
$33.69 +117.5% upside Strong Buy
Current$15.49 Low$15.00 Median$31.50 High$62.50 24 analysts
$15.00$62.50
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
52°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 0 bullish, 9 bearish, 1 mixed, 4 neutral · avg impact 6.1/10.
NEUTRALCLUSTER2/10
CEO Paul Prager and Director Walter Carter sold a combined $4.32M in WULF stock over a 5-day window.
Sep 1, 2026
MIXED8-K7/10
TeraWulf reported Q2 2026 revenue of $44.8M (-5.9% YoY), missing consensus of $50.5M, with a GAAP ne
Aug 5, 2026
NEUTRAL8-K5/10
TeraWulf acquired a 1+ GW hyperscale development site (Muskie Data Campus) in Eastern Kentucky from
May 26, 2026
BEARISHPRESS-RELEASE7/10
TeraWulf reported Q1 2026 revenue of $34.0M (in line with $32.6M consensus) but GAAP EPS of -$1.01,
May 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: WULF — 55.2% short (7.6M / 13.7M)
Short: 7,588,992 | Exempt: 42,326 | TRF Vol: 13,744,759 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: WULF — 55.7% short (5.9M / 10.6M)
Short: 5,896,154 | Exempt: 49,629 | TRF Vol: 10,594,784 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: WULF — 41,239 shares ($0.7M) failed to deliver
Settlement: 20260911, Price: $16.14, FTD Value: $665,597.46, TERAWULF INC COM (DE)
Sep 9, 2026
ftd
FTD: WULF — 226,702 shares ($4.0M) failed to deliver
Settlement: 20260909, Price: $17.86, FTD Value: $4,048,897.72, TERAWULF INC COM (DE)
Sep 7, 2026
dark_pool
Dark Pool: WULF — 19.3M shares, 146,747 trades
Week starting 2026-09-07. Total ATS volume: 19,309,028 shares across 146,747 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.38 | $-0.40–$-0.35 | -886.8% | +0.0% | 0↑ 1↓ | $0.1B | 2 |
| Next Q | $-0.30 | $-0.33–$-0.27 | -13.1% | +0.0% | 0↑ 1↓ | $0.1B | 2 |
| Current FY | $-0.56 | $-0.64–$-0.48 | -38.1% | -16.9% | 0↑ 1↓ | $0.3B | 2 |
| Next FY | $-0.24 | $-1.06–$0.31 | 57.3% | +0.2% | 0↑ 3↓ | $0.9B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.375 | — |
| 7d ago | $-0.375 | — |
| 30d ago | $-0.375 | — |
| 60d ago | $-0.150 | -0.225 |
| 90d ago | $-0.142 | -0.233 |
Institutional ownership
Which big funds own WULF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.8B total value (395,637,751 shares) as of 2026-Q2. Top holders: LONE, SUSQUEHANNA, BlackRock,. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LONE PINE CAPITAL LLC | 24,144,625 | $596.4M | 6.1% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,656,100 | $584.3M | 6.0% | DOUBLED +119.3% |
| BlackRock, Inc. | 23,392,928 | $577.8M | 5.9% | — |
| CITADEL ADVISORS LLC | 23,322,700 | $576.1M | 5.9% | DOUBLED +151.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 22,295,667 | $550.7M | 5.6% | — |
| JANE STREET GROUP, LLC | 22,130,600 | $546.6M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,896,846 | $442.1M | 4.5% | — |
| NOMURA HOLDINGS INC | 14,885,800 | $367.7M | 3.7% | ADD +77.0% |
| FMR LLC | 14,444,267 | $356.8M | 3.6% | DOUBLED +201.6% |
| JANE STREET GROUP, LLC | 12,665,200 | $312.8M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 4,789,708 | 14,444,267 | +201.6% | $356.8M |
| Value Aligned Research Advisors, LLC | ADD | 7,848,232 | 12,263,135 | +56.3% | $302.9M |
| MORGAN STANLEY | DOUBLED | 5,929,982 | 11,894,191 | +100.6% | $293.8M |
| CITADEL ADVISORS LLC | DOUBLED | 2,824,634 | 7,095,725 | +151.2% | $175.3M |
| Squarepoint Ops LLC | ADD | 3,529,055 | 6,034,956 | +71.0% | $149.1M |
| NOMURA HOLDINGS INC | ADD | 3,117,152 | 5,518,091 | +77.0% | $136.3M |
| Point72 Asset Management, L.P. | ADD | 3,133,122 | 5,173,625 | +65.1% | $127.8M |
| NORGES BANK | NEW | — | 4,859,227 | — | $120.0M |
| Capital World Investors | NEW | — | 3,523,551 | — | $87.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 1,603,852 | 3,516,511 | +119.3% | $86.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$18.8M — $189.9K bought, $19.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Khan Nazar M. | Chief Technology Officer | EXERCISE | 666,667 | — | — |
| Sep 22, 2026 | Prager Paul B. | Chief Executive Officer | J | 3,000,000 | — | — |
| Sep 15, 2026 | Bucella Michael C. | Director | BUY | 6,085 | $14.79 | $90.0K |
| Sep 10, 2026 | Khan Nazar M. | Chief Technology Officer | J | 350,000 | — | — |
| Sep 8, 2026 | Motz Catherine J. | Director | SELL | 56,023 | $17.81 | $997.9K |
| Aug 31, 2026 | Carter Walter E. | Director | SELL | 130,626 | $15.14 | $2.0M |
| Aug 27, 2026 | Prager Paul B. | Chief Executive Officer | SELL | 137,500 | $17.06 | $2.3M |
| Aug 17, 2026 | Bucella Michael C. | Director | BUY | 2,860 | $17.47 | $50.0K |
| Aug 16, 2026 | Tanimoto William Joseph | Chief Accounting Officer | EXERCISE | 6,666 | — | — |
| Aug 14, 2026 | Bucella Michael C. | Director | BUY | 3,023 | $16.54 | $50.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WULF.
Shares short
121,146,308
Settlement Sep 15, 2026
Change vs prior
-0.9%
Semi-monthly cycle
Days to cover
4.3
At avg daily volume
Of shares outstanding
≈24.3%
Estimate — not % of float
All WULF filing & press-release reports (14)
- CLUSTER reportSep 1, 2026
- 8-K reportAug 5, 2026
- 8-K reportMay 26, 2026
- PRESS-RELEASE reportMay 8, 2026
- 8-K reportMay 8, 2026
- PRESS-RELEASE reportApr 30, 2026
- 8-K reportApr 21, 2026
- 8-K reportApr 16, 2026
- 424B5 reportApr 16, 2026
- 8-K reportApr 15, 2026
- S-3ASR reportApr 14, 2026
- CLUSTER reportMar 26, 2026
- CLUSTER reportMar 20, 2026
- CLUSTER reportMar 20, 2026