Rosenblatt Securities Reaffirms Buy Rating for TeraWulf (NASDAQ:WULF)

TeraWulf (NASDAQ:WULF)‘s stock had its “buy” rating reaffirmed by research analysts at Rosenblatt Securities in a research report issued to clients and investors on Thursday,Benzinga reports. They presently have a $30.00 price objective on the stock. Rosenblatt Securities’ price target would indicate a potential upside of 75.64% from the company’s current price.

WULF has been the subject of a number of other reports. Keefe, Bruyette & Woods reduced their target price on shares of TeraWulf from $33.00 to $30.00 and set an “outperform” rating for the company in a research report on Tuesday, July 28th. Sanford C. Bernstein started coverage on shares of TeraWulf in a report on Wednesday, June 3rd. They issued an “outperform” rating and a $46.00 price target on the stock. Cantor Fitzgerald reiterated an “overweight” rating and issued a $37.00 price objective on shares of TeraWulf in a research note on Wednesday, July 15th. Zacks Research lowered TeraWulf from a “hold” rating to a “strong sell” rating in a report on Thursday, July 9th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of TeraWulf in a research note on Wednesday, June 24th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $34.74.

TeraWulf Stock Down 3.0%

Shares of NASDAQ:WULF opened at $17.08 on Thursday. The company has a market capitalization of $8.52 billion, a PE ratio of -3.91 and a beta of 3.76. The company has a debt-to-equity ratio of 33.00, a current ratio of 1.20 and a quick ratio of 1.20. The business has a fifty day moving average price of $22.55 and a two-hundred day moving average price of $19.45. TeraWulf has a 1 year low of $4.67 and a 1 year high of $29.84.

TeraWulf (NASDAQ:WULF) last released its earnings results on Wednesday, August 5th. The company reported ($1.94) EPS for the quarter, missing analysts’ consensus estimates of ($0.24) by ($1.70). The business had revenue of $44.77 million for the quarter, compared to the consensus estimate of $46.00 million. TeraWulf had a negative return on equity of 512.60% and a negative net margin of 1,179.94%.The company’s revenue for the quarter was down 6.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($0.05) earnings per share. Analysts forecast that TeraWulf will post -1.06 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO Paul B. Prager sold 137,500 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $26.60, for a total transaction of $3,657,500.00. Following the sale, the chief executive officer owned 3,945,052 shares of the company’s stock, valued at approximately $104,938,383.20. This represents a 3.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 15.90% of the company’s stock.

Institutional Investors Weigh In On TeraWulf

Large investors have recently added to or reduced their stakes in the business. GAMMA Investing LLC grew its holdings in shares of TeraWulf by 25.2% during the second quarter. GAMMA Investing LLC now owns 3,387 shares of the company’s stock valued at $84,000 after buying an additional 681 shares during the last quarter. CoreCap Advisors LLC raised its holdings in TeraWulf by 106.7% in the 2nd quarter. CoreCap Advisors LLC now owns 1,447 shares of the company’s stock worth $36,000 after acquiring an additional 747 shares during the last quarter. R Squared Ltd raised its holdings in TeraWulf by 5.0% in the 4th quarter. R Squared Ltd now owns 22,207 shares of the company’s stock worth $255,000 after acquiring an additional 1,056 shares during the last quarter. Franklin Resources Inc. lifted its position in TeraWulf by 2.0% in the 4th quarter. Franklin Resources Inc. now owns 63,005 shares of the company’s stock valued at $724,000 after acquiring an additional 1,259 shares in the last quarter. Finally, IFP Advisors Inc lifted its position in TeraWulf by 14.5% in the 4th quarter. IFP Advisors Inc now owns 12,378 shares of the company’s stock valued at $142,000 after acquiring an additional 1,563 shares in the last quarter. Institutional investors own 62.49% of the company’s stock.

TeraWulf News Summary

Here are the key news stories impacting TeraWulf this week:

• Positive Sentiment: AI expansion remains a key catalyst: TeraWulf reaffirmed its goal of contracting 250 to 500 megawatts annually, following a reported $19 billion Anthropic lease and the $530 million Abernathy sale. The developments support the company’s pivot from cryptocurrency mining toward AI infrastructure. TeraWulf reaffirms annual contracting target
• Positive Sentiment: Analysts remain bullish: Rosenblatt Securities reaffirmed a “Buy” rating with a $30 price target, while Chardan Capital maintained its “Buy” rating and a $32 target. Bernstein also reportedly maintained an upside view tied to TeraWulf’s AI pivot. Rosenblatt rating update Bernstein AI pivot view
• Positive Sentiment: Forecast revisions were modestly favorable: Northland Securities reduced the expected size of TeraWulf’s Q3 and Q4 2026 losses to $0.24 and $0.21 per share, respectively, from prior estimates of $0.26 and $0.23. Northland earnings estimates
• Negative Sentiment: Quarterly results overshadowed the positive catalysts: TeraWulf reported a second-quarter loss of $1.94 per share, substantially worse than the $0.24 analyst consensus, while revenue of $44.77 million fell short of the $46 million estimate and declined year over year. The disappointing results pressured the stock even as Bitcoin moved toward $65,000. TeraWulf shares fall after Q2 losses

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.