Key Stats for TeraWulf Stock
- Price Change: +19.9%
- Current Price: ~$14
- Street High Target: $26
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What Happened?
TeraWulf Inc. (WULF) skyrocketed 19.9% to close near $14 on Friday.
This move hit a new 52-week high after the company announced a game-changing expansion of its power infrastructure.
The company announced the acquisition of two new sites in Kentucky and Maryland.
These sites add 1.5 gigawatts of gross capacity to its portfolio.
This massive “land grab” signals a decisive pivot beyond Bitcoin mining into the lucrative high-performance computing (HPC) and AI hosting markets.
Investors cheered the strategic shift, betting that the new capacity will command premium pricing from hyperscalers desperate for power.
The move effectively transforms TeraWulf from a pure-play crypto miner into a critical AI infrastructure provider.
Analysts at B. Riley Securities highlighted the scarcity value of this power.
They noted that interconnect queues for new data centers are jammed for years, making TeraWulf’s “plug-and-play” capacity incredibly valuable.
The sentiment was further boosted by the “Street High” target of $26.
This target implies that the market is just beginning to price in the optionality of the AI transition.
See analysts’ growth forecasts and price targets for TeraWulf stock (It’s free!) >>>
Is TeraWulf Undervalued Today?
During the earnings call, CEO Paul Prager laid out the vision for this infrastructure-first strategy.
He stated: “We are building a differentiated platform at the very intersection of AI, power and infrastructure… supported by long-term contracts, strong partners and a proven ability to deliver.”
Prager emphasized that the company’s focus on low-cost, zero-carbon energy is a massive competitive advantage when bidding for HPC contracts.
He concluded with a bullish outlook on the company’s trajectory: “I’m convinced we have the right strategy, the right team and the right assets to continue this momentum well into ’26 and beyond… creating sustainable long-term value for both our shareholders and partners.”
Read the full TeraWulf Transcript on TIKR to see the 2026 Roadmap >>>
According to the Street Consensus on TIKR, the stock has significant room to run as it re-rates from a miner multiple to a data center multiple.
- Street High Target: $26
- Current Price: ~$14
- Potential Upside: +82.0%
Valuation Deep Dive
The investment case for TeraWulf is an arbitrage play on power capacity.
With the stock trading at ~$14, the market is valuing it largely on its Bitcoin mining operations.
However, the $26 target reflects the higher value of AI hosting contracts.
- The AI Premium: HPC hosting contracts offer stable, long-term revenue streams that are disconnected from Bitcoin price volatility.
- The Power Moat: In a world where power is the bottleneck for AI scaling, 1.5 GW of capacity is a strategic asset.
- The Value Gap: The $26 target implies that, as TeraWulf announces its first major HPC customer for the new sites, the stock will re-rate aggressively.
If TeraWulf can successfully energize these new sites and fill them with AI tenants, the path to $26 is paved by tangible contract wins.
Conclusion: Powering the AI revolution. With an 82.0% upside potential to $26, TeraWulf offers a unique way to play the AI boom through the “picks and shovels” of energy infrastructure.
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How Much Upside Does TeraWulf Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
