Terawulf, Inc. (WULF)
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-05
$10.08-13.85%
Close 2026-11-05 · 1-day change
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-05
QuarterlyIQ Insights · WULF
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks WULF against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 57% of the time over the next year (vs 59% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Together, these agreements strengthen the project’s financing framework and expand construction execution capacity, advancing TeraWulf’s strategy of converting long-term contracted demand into durabl…
Stated in 3 of 3 supplied quarters. Management reported: “Document TeraWulf Reports Second Quarter 2026 Results 102 MW of revenue-generating critical IT capacity online at Lake Mariner, with an additional 336 MW under construction and delivery expected within cost and schedule guidance Expands power-backed platform in Kentucky through ~$19 billion Anthropic lease at Justified and acquisition of the gigawatt-scale Muskie Data Campus Agrees to monetize Abernathy Joint Venture interest for ~$530 million and reaffirms target of contracting 250–500 MW of incremental critical IT capacity annually EASTON, Md.” Revenue was $44.767 million in 2026-Q2.
“Together, these agreements strengthen the project’s financing framework and expand construction execution capacity, advancing TeraWulf’s strategy of converting long-term contracted demand into durabl…”
“They reflect a repeatable model built around controlling power-advantaged infrastructure, securing long-duration customer contracts and delivering capacity in phases.”
“As we continue to scale, we expect the business to be increasingly driven by recurring, contracted revenue, reducing exposure to the volatility historically associated with bitcoin mining.””
Against this backdrop, TeraWulf reaffirms its target of contracting 250 MW to 500 MW of incremental critical IT capacity annually.
Stated in 2 of 3 supplied quarters. Management reported: “Against this backdrop, TeraWulf reaffirms its target of contracting 250 MW to 500 MW of incremental critical IT capacity annually.” “Document TeraWulf Reports First Quarter 2026 Results Development timeline on track at WULF Compute Delivers strong execution, advances transition to recurring HPC revenue, and expands power-advantaged development pipeline Reaffirms growth strategy targeting 250–500 MW of new contracted capacity annually Closed $250 million revolving credit facility EASTON, Md.”
Together, these agreements reinforce our disciplined approach to capital deployment and our focus on delivering attractive risk-adjusted returns.”
Stated in 2 of 3 supplied quarters. Management reported: “We remain focused on matching capital deployment to contracted demand and selectively recycling capital when doing so improves control, scale and long-term shareholder returns.”” “Together, these agreements reinforce our disciplined approach to capital deployment and our focus on delivering attractive risk-adjusted returns.””
“Together, these agreements reinforce our disciplined approach to capital deployment and our focus on delivering attractive risk-adjusted returns.””
Acquire and develop the Muskie Data Campus in Eastern Kentucky to support up to 1 GW of contracted electric service and phased HPC development.
Transition to a more stable, recurring revenue model driven by HPC lease agreements, increasing HPC lease revenue contribution.
Over the trailing year it converted -0.14x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
32 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated volatile grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7346).
Not investment advice. As of 2026-11-05.
“Against this backdrop, TeraWulf reaffirms its target of contracting 250 MW to 500 MW of incremental critical IT capacity annually.”
“Document TeraWulf Reports First Quarter 2026 Results Development timeline on track at WULF Compute Delivers strong execution, advances transition to recurring HPC revenue, and expands power-advantage…”
“We remain focused on matching capital deployment to contracted demand and selectively recycling capital when doing so improves control, scale and long-term shareholder returns.””