$WULF

TERAWULF INC.

AlphAI earnings readSecond Quarter 2026 · AUG 5 · NEXT NOV 6TeraWulf Reports Second Quarter 2026 ResultsVerdict: solid

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

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$90K
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Bucella Michael C.
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See all $WULF insider activity →
Low

Bitcoin Mining's Next Evolution May Be Owning The Rewards, Not The Hardware - IREN (NASDAQ:IREN)

Bitcoin miners are shifting to AI data centers due to high costs. Companies like Core Scientific, TeraWulf, and Riot Platforms are pivoting. GoMining offers tokenized mining, letting investors earn Bitcoin rewards without owning hardware. Public miners with AI contracts trade at higher valuations. Bitcoin mining costs exceed current prices, pressuring the industry.

TeraWulf Q3FY26 Results: Earnings call scheduled for November 6

TeraWulf Inc. will report Q3FY26 earnings on November 6, 2026. Q2 revenue rose 32% to $44.8M, driven by HPC capacity. The company secured a $19B lease with Anthropic and sold a joint venture for $530M. Shares fell 5% to $14.71, below key moving averages, forming a 'death cross'.

WULF sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 14 news stories mentioning WULF (TERAWULF INC.). Coverage has skewed bullish: 8 bullish, 2 neutral, and 4 bearish.

Recent WULF coverage spans financial news, earnings and market movers.

In the last 30 days, WULF insiders filed 1 SEC Form 4 transaction — 1 purchase ($90K) and no sales. The most active reporter was Bucella Michael C. with 1 filing.

What's driving WULF

AlphAI scores every news story that mentions WULF with an AI model for sentiment and relevance, and aggregates insider trades from TERAWULF INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $WULF

Score
$IRENLow

Bitcoin Mining's Next Evolution May Be Owning The Rewards, Not The Hardware - IREN (NASDAQ:IREN)

Bitcoin miners are shifting to AI data centers due to high costs. Companies like Core Scientific, TeraWulf, and Riot Platforms are pivoting. GoMining offers tokenized mining, letting investors earn Bitcoin rewards without owning hardware. Public miners with AI contracts trade at higher valuations. Bitcoin mining costs exceed current prices, pressuring the industry.

Med

TeraWulf Q3FY26 Results: Earnings call scheduled for November 6

TeraWulf Inc. will report Q3FY26 earnings on November 6, 2026. Q2 revenue rose 32% to $44.8M, driven by HPC capacity. The company secured a $19B lease with Anthropic and sold a joint venture for $530M. Shares fell 5% to $14.71, below key moving averages, forming a 'death cross'.

Salesforce upgraded, Adobe downgraded: Wall Street's top analyst calls

BofA upgraded Salesforce (CRM) to Buy with a $285 target, citing enterprise platform resilience. Raymond James upgraded Humana (HUM) to Outperform with a $520 target, noting Medicare Advantage growth. T-Mobile (TMUS) also upgraded to Outperform with a $170 target. Truist upgraded First Solar (FSLR) to Buy with a $270 target. JPMorgan upgraded Biogen (BIIB) to Overweight with a $300 target. Wells Fargo double-downgraded Adobe (ADBE) to Underweight with a $225 target.

$BIIBLow

Here Are Monday’s Top Wall Street Analyst Research Calls: Adobe, Biogen, First Solar, GoDaddy, Hubspot, Palantir Technologies, Robinhood Markets, Snowflake, TeraWulf, T-Mobile US and More

Wall Street analysts issued updates on multiple companies. Biogen (BIIB) was upgraded to Overweight with a $300 target, First Solar (FSLR) to Buy with a $270 target, and Salesforce (CRM) to Buy with a $285 target. Adobe (ADBE) was downgraded to Underweight with a $225 target, and Snowflake (SNOW) to Accumulate with a $515 target. Robinhood (HOOD) was initiated with an Outperform rating and $130 target.

WULF Stock Gets A ‘Buy’ From TD Cowen As The AI 'Boom' Overshadows TeraWulf’s Bitcoin Mining Roots

TD Cowen initiated coverage of TeraWulf (WULF) with a 'Buy' rating and $21 price target, citing undervaluation of its AI data center business. The target implies 52.5% upside from Friday's close. Analyst Michael Elias argues the market undervalues the company's data center leases, noting Google's backing through Fluidstack leases and warrants for an 8% stake. WULF stock traded slightly higher in pre-market hours.

TeraWulf price target raised to $65 from $62.50 at Morgan Stanley

Morgan Stanley raised its price target for TeraWulf (WULF) to $65 from $62.50, citing evolving credit markets. SpaceX (SPCX) agreed to acquire $8 billion in wireless spectrum for Starlink Mobile, aiming to compete with U.S. cellphone carriers. Analysts see potential for SpaceX to become a standalone mobile provider, with a $230 price target from Evercore and a $216.21 average target.

Bitcoin Slide Meets 5.7% Bond Yields: Neoclouds Get Hit From Both Sides

Bitcoin miners turned AI data-center operators face pressure from falling Bitcoin prices and rising bond yields. Companies like Cipher Digital, Riot Platforms, and CleanSpark saw shares drop 5-7.5%. The 30-year Treasury yield rose to 5.705%, impacting debt costs and lease income valuation. Bitcoin traded near $82,496, down 0.9% from the prior day.

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